Giverny Capital Inc.
RIA/Wealth • Value
Giverny Capital Inc. is a Value-focused institution led by Francois Rochon, managing $2.9B across 55 long positions as of Q2 2025 with 36% Financial Services concentration and 56% concentrated in top 10 holdings.
CEOFrancois Rochon
- Portfolio Value
- $2.9B
- Positions
- 55
- Top Holding
- BRK.B at 8.53%
- Last Reported
- Q2 2025
Top Holdings
Largest long holdings in Giverny Capital Inc.'s portfolio (56% of total portfolio)
| Holding | Sector | Market Value | Weight | Ownership |
|---|---|---|---|---|
1  Berkshire Hathaway BRK.B | Insurance - Diversified Financial Services | $248.6M | 8.53% | 0.02% 511.8K shares |
2  Meta Platforms, Inc. META | Internet Content & Information Communication Services | $235.4M | 8.07% | 0.01% 318.9K shares |
3  Heico Corporation HEI.A | Aerospace & Defense Industrials | $193.9M | 6.65% | 0.54% 749.5K shares |
4  Ametek AME | Industrial - Machinery Industrials | $180.3M | 6.18% | 0.43% 996.3K shares |
5  Charles Schwab Corporation SCHW | Financial - Capital Markets Financial Services | $143.0M | 4.90% | 0.09% 1.6M shares |
6  Visa V | Financial - Credit Services Financial Services | $142.5M | 4.89% | 0.02% 401.3K shares |
7  Progressive PGR | Insurance - Property & Casualty Financial Services | $138.9M | 4.76% | 0.09% 520.4K shares |
8  Booking Holdings Inc. BKNG | Travel Services Consumer Cyclical | $123.3M | 4.23% | 0.07% 21.3K shares |
9  Alphabet Inc. GOOG | Internet Content & Information Communication Services | $116.0M | 3.98% | 0.01% 653.7K shares |
10  Fiserv FI | Information Technology Services Technology | $111.8M | 3.83% | 0.12% 648.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Giverny Capital Inc.'s latest filing
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
1  Texas Windstorm Insurance Association TWFG | New |
2  Apple AAPL | +81.23% |
3 Charles Schwab Corporation SCHW | +65.16% |
4  Microsoft MSFT | +15.9% |
5  JPMorgan Chase JPM | +14.54% |
Decreased Positions
| Position | Shares Δ |
|---|---|
1  M&T Bank MTB | -97.95% |
2  Capital One Financial COF | -24.44% |
3  SPDR S&P 500 ETF Trust SPY | -3.62% |
4 Progressive PGR | -1.66% |
5 GLD SPDR Gold Trust GLD | -0.56% |
Analytics
Portfolio insights and performance metrics for Giverny Capital Inc.