Giverny Capital Inc. is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q4 2025, the fund manages $3.0B in reported equity holdings across 50 positions. The largest holdings are BRK.B (8.5%), META (6.9%), AME (6.7%), GOOGL (6.7%), HEI (6.4%). The portfolio is concentrated in Other (80.7%), Communication Services (10.7%), Consumer Cyclical (7.8%). Data sourced from SEC EDGAR 13F filings (CIK 1641864).