Latest Giverny Capital Inc. Stock Portfolio
Giverny Capital Inc. Performance:
2025 Q2: 6.93%YTD: 4.1%2024: 10.45%
Performance for 2025 Q2 is 6.93%, and YTD is 4.1%, and 2024 is 10.45%.
About Giverny Capital Inc. and 13F Hedge Fund Stock Holdings
Giverny Capital Inc. is a hedge fund based in Canada. On 29-Jun-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $1.4 Billions. In it's latest 13F Holdings report, Giverny Capital Inc. reported an equity portfolio of $2.9 Billions as of 30 Jun, 2025.
The top stock holdings of Giverny Capital Inc. are , META, HEI. The fund has invested 8.5% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 8.1% of portfolio in META PLATFORMS INC.
The fund managers got completely rid off ARISTA NETWORKS INC (ANET) and BLACKROCK ISHS PRM MM ETF (BECO) stocks. They significantly reduced their stock positions in M & T BK CORP (MTB), CAPITAL ONE FC (COF) and SPDR S&P 500 ETF (SPY). Giverny Capital Inc. opened new stock positions in ARISTA NETWORKS INC (ANET), TWFG INC and AMAZON COM INC (AMZN). The fund showed a lot of confidence in some stocks as they added substantially to APPLE INC (AAPL), SCHWAB CHARLES CORP (SCHW) and MICROSOFT CORP (MSFT).
The top stock holdings of Giverny Capital Inc. are , META, HEI. The fund has invested 8.5% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 8.1% of portfolio in META PLATFORMS INC.
The fund managers got completely rid off ARISTA NETWORKS INC (ANET) and BLACKROCK ISHS PRM MM ETF (BECO) stocks. They significantly reduced their stock positions in M & T BK CORP (MTB), CAPITAL ONE FC (COF) and SPDR S&P 500 ETF (SPY). Giverny Capital Inc. opened new stock positions in ARISTA NETWORKS INC (ANET), TWFG INC and AMAZON COM INC (AMZN). The fund showed a lot of confidence in some stocks as they added substantially to APPLE INC (AAPL), SCHWAB CHARLES CORP (SCHW) and MICROSOFT CORP (MSFT).
Giverny Capital Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Giverny Capital Inc. made a return of 6.93% in the last quarter. In trailing 12 months, it's portfolio return was 9.47%.
New Buys
| Ticker | $ Bought |
|---|---|
| arista networks inc | 49,370,800 |
| twfg inc | 6,224,680 |
| amazon com inc | 257,564 |
New stocks bought by Giverny Capital Inc.
Additions
| Ticker | % Inc. |
|---|---|
| apple inc | 81.23 |
| schwab charles corp | 65.16 |
| microsoft corp | 15.9 |
| jpmorgan chase & co | 14.54 |
| brown & brown | 9.18 |
| builders firstsource inc | 5.91 |
| alphabet inc | 5.57 |
| kinsale capital group in | 5.4 |
Additions to existing portfolio by Giverny Capital Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| m & t bk corp | -97.95 |
| capital one fc | -24.44 |
| spdr s&p 500 etf | -3.62 |
| progressive corp | -1.66 |
| spdr gold tr | -0.56 |
Giverny Capital Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| arista networks inc | -36,146,600 |
| blackrock ishs prm mm etf | -1,293,010 |
Giverny Capital Inc. got rid off the above stocks
Sector Distribution
Giverny Capital Inc. has about 25.1% of it's holdings in Financial Services sector.
| Sector | % |
|---|---|
| Financial Services | 25.1 |
| Consumer Cyclical | 21.8 |
| Communication Services | 15.5 |
| Others | 15.4 |
| Industrials | 13.3 |
| Technology | 5.8 |
| Healthcare | 3.1 |
Market Cap. Distribution
Giverny Capital Inc. has about 77.4% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 55.3 |
| MEGA-CAP | 22.1 |
| UNALLOCATED | 15.4 |
| MID-CAP | 7.2 |
Stocks belong to which Index?
About 64.1% of the stocks held by Giverny Capital Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 60.9 |
| Others | 35.9 |
| RUSSELL 2000 | 3.2 |
Giverny Capital Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Giverny Capital Inc.
Giverny Capital Inc. has 55 stocks in it's portfolio. About 56% of the portfolio is in top 10 stocks. KMX proved to be the most loss making stock for the portfolio. META was the most profitable stock for Giverny Capital Inc. last quarter.
Last Reported on: 13 Aug, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| berkshire hathaway inc del | 8.53 | 511,784 | 248,609,000 | added | 1.68 | |||
| META | meta platforms inc | 8.07 | 318,902 | 235,378,000 | added | 1.19 | ||
| HEI | heico corp new | 6.65 | 749,492 | 193,931,000 | added | 1.01 | ||
| AME | ametek inc | 6.18 | 996,344 | 180,298,000 | added | 1.93 | ||
| SCHW | schwab charles corp | 4.90 | 1,567,500 | 143,018,000 | added | 65.16 | ||
| V | visa inc | 4.89 | 401,297 | 142,480,000 | added | 1.97 | ||
| PGR | progressive corp | 4.76 | 520,367 | 138,865,000 | reduced | -1.66 | ||
| BKNG | booking holdings inc. | 4.23 | 21,290 | 123,253,000 | added | 0.75 | ||
| GOOG | alphabet inc c | 3.98 | 653,717 | 115,963,000 | added | 0.35 | ||
| fiserv inc | 3.84 | 648,574 | 111,821,000 | added | 3.01 | |||
| KMX | carmax inc | 3.82 | 1,655,930 | 111,295,000 | added | 0.87 | ||
| NVR | nvr inc | 3.56 | 14,038 | 103,680,000 | added | 4.06 | ||
| IBP | installed bldg prods inc | 3.18 | 514,459 | 92,767,200 | added | 1.26 | ||
| MKL | markel corp | 2.99 | 43,696 | 87,276,600 | added | 0.68 | ||
| KNSL | kinsale capital group in | 2.97 | 179,153 | 86,692,100 | added | 5.4 | ||
| MEDP | medpace holdings inc | 2.82 | 261,755 | 82,154,400 | added | 3.9 | ||
| FIVE | five below inc | 2.82 | 625,871 | 82,101,800 | added | 0.69 | ||
| SBUX | starbucks corp | 2.36 | 750,248 | 68,745,200 | added | 0.48 | ||
| GOOG | alphabet inc | 2.29 | 379,617 | 66,899,900 | added | 5.57 | ||
| bank ozk little rock ark | 2.03 | 1,259,000 | 59,248,400 | added | 4.09 | |||
