Latest Giverny Capital Inc. Stock Portfolio
Giverny Capital Inc. Performance:
2025 Q3: 3.57%YTD: 8.12%2024: 11.77%
Performance for 2025 Q3 is 3.57%, and YTD is 8.12%, and 2024 is 11.77%.
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 $3 Billions as of 30 Sep, 2025.
The top stock holdings of Giverny Capital Inc. are , META, HEI. The fund has invested 8.7% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 7.8% of portfolio in META PLATFORMS INC.
The fund managers got completely rid off STARBUCKS CORP (SBUX), BANK AMERICA CORP (BAC) and AMAZON COM INC (AMZN) stocks. They significantly reduced their stock positions in CREDIT ACCEP CORP MICH (CACC), TAIWAN SEMICONDUCTOR MFG LTD (TSM) and MICROSOFT CORP (MSFT). Giverny Capital Inc. opened new stock positions in RESMED INC (RMD). The fund showed a lot of confidence in some stocks as they added substantially to TWFG INC, KINSALE CAPITAL GROUP IN (KNSL) and PROGRESSIVE CORP (PGR).
The top stock holdings of Giverny Capital Inc. are , META, HEI. The fund has invested 8.7% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 7.8% of portfolio in META PLATFORMS INC.
The fund managers got completely rid off STARBUCKS CORP (SBUX), BANK AMERICA CORP (BAC) and AMAZON COM INC (AMZN) stocks. They significantly reduced their stock positions in CREDIT ACCEP CORP MICH (CACC), TAIWAN SEMICONDUCTOR MFG LTD (TSM) and MICROSOFT CORP (MSFT). Giverny Capital Inc. opened new stock positions in RESMED INC (RMD). The fund showed a lot of confidence in some stocks as they added substantially to TWFG INC, KINSALE CAPITAL GROUP IN (KNSL) and PROGRESSIVE CORP (PGR).
Giverny Capital Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Giverny Capital Inc. made a return of 3.57% in the last quarter. In trailing 12 months, it's portfolio return was 7.04%.
New Buys
| Ticker | $ Bought |
|---|---|
| resmed inc | 64,441,000 |
New stocks bought by Giverny Capital Inc.
Additions
| Ticker | % Inc. |
|---|---|
| twfg inc | 68.86 |
| kinsale capital group in | 6.31 |
| progressive corp | 2.6 |
| five below inc | 1.79 |
| visa inc | 1.05 |
| carmax inc | 0.86 |
| schwab charles corp | 0.53 |
| fiserv inc | 0.41 |
Additions to existing portfolio by Giverny Capital Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| credit accep corp mich | -77.46 |
| taiwan semiconductor mfg ltd | -29.32 |
| microsoft corp | -26.05 |
| arista networks inc | -14.54 |
| capital one fc | -10.77 |
| alphabet inc | -5.39 |
| alphabet inc c | -2.37 |
| meta platforms inc | -2.22 |
Giverny Capital Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| bank america corp | -47,514,900 |
| starbucks corp | -68,745,200 |
| amazon com inc | -257,564 |
| intuitive surgical inc | -220,081 |
Giverny Capital Inc. got rid off the above stocks
Sector Distribution
Giverny Capital Inc. has about 22.1% of it's holdings in Financial Services sector.
| Sector | % |
|---|---|
| Financial Services | 22.1 |
| Consumer Cyclical | 19.5 |
| Communication Services | 17 |
| Others | 14.8 |
| Industrials | 13.2 |
| Healthcare | 6.9 |
| Technology | 6.4 |
Market Cap. Distribution
Giverny Capital Inc. has about 76.6% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 54.7 |
| MEGA-CAP | 21.9 |
| UNALLOCATED | 14.8 |
| MID-CAP | 8.5 |
Stocks belong to which Index?
About 63.4% of the stocks held by Giverny Capital Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 59.1 |
| Others | 36.6 |
| RUSSELL 2000 | 4.3 |
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 52 stocks in it's portfolio. About 57.6% of the portfolio is in top 10 stocks. KMX proved to be the most loss making stock for the portfolio. MEDP was the most profitable stock for Giverny Capital Inc. last quarter.
Last Reported on: 17 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.15 | 16,875 | 4,296,880 | reduced | -0.59 | ||
| AAXJ | ishares tr | 0.04 | 11,561 | 1,239,920 | added | 0.37 | ||
| ADI | analog devices inc | 1.47 | 176,468 | 43,358,200 | added | 0.2 | ||
| ALGN | align technology inc | 0.19 | 45,691 | 5,721,430 | reduced | -1.44 | ||
| AME | ametek inc | 6.35 | 996,676 | 187,375,000 | added | 0.03 | ||
| AMZN | amazon com inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ANET | arista networks inc | 2.04 | 412,399 | 60,090,700 | reduced | -14.54 | ||
| BAC | bank america corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BKNG | booking holdings inc. | 3.90 | 21,343 | 115,237,000 | added | 0.25 | ||
| BLDR | builders firstsource inc | 0.36 | 87,096 | 10,560,400 | reduced | -0.25 | ||
| BRO | brown & brown | 1.02 | 322,246 | 30,223,500 | added | 0.19 | ||
| CACC | credit accep corp mich | 0.09 | 6,874 | 2,584,620 | reduced | -77.46 | ||
| COF | capital one fc | 0.06 | 8,275 | 1,759,100 | reduced | -10.77 | ||
| COST | costco whsl corp new | 0.01 | 240 | 221,837 | unchanged | 0.00 | ||
| CPRT | copart inc | 0.04 | 27,484 | 1,235,960 | unchanged | 0.00 | ||
| DFH | dream finders homes | 0.03 | 32,202 | 834,676 | unchanged | 0.00 | ||
| DIS | disney walt co | 1.01 | 260,400 | 29,815,800 | reduced | -0.03 | ||
| FIVE | five below inc | 3.34 | 637,090 | 98,557,800 | added | 1.79 | ||
| FND | floor & decor hldgs inc | 0.59 | 236,148 | 17,404,100 | added | 0.13 | ||
| GLD | spdr gold tr | 0.05 | 3,876 | 1,377,800 | unchanged | 0.00 | ||