Giverny Capital 13FHR Quarterly holdings report by institutional manager | SEC 13 May 24

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL

OMB Number:		3235-0006
Expires:	Oct 31, 2018
Estimated average burden
hours per response:		23.8

COLUMN 1	COLUMN 2	COLUMN 3	COLUMN 4	COLUMN 5			COLUMN 6	COLUMN 7	COLUMN 8
			VALUE	SHRS OR	SH/	PUT/	INVESTMENT	OTHER	VOTING AUTHORITY
NAME OF ISSUER	TITLE OF CLASS	CUSIP	(x$1000)	PRN AMT	PRN	CALL	DISCRETION	MANAGER	SOLE	SHARED	NONE
ALPHABET INC	CAP STK CL A	02079K305	44,171,778	292,664	SH		DFND		0	0	0
ALPHABET INC	CAP STK CL C	02079K107	98,329,508	645,800	SH		DFND		0	0	0
ALIGN TECHNOLOGY INC	COM	016255101	9,467,378	28,871	SH		DFND		0	0	0
AMETEK INC	COM	031100100	169,726,993	927,977	SH		DFND		0	0	0
ANALOG DEVICES INC	COM	032654105	38,252,784	193,401	SH		DFND		0	0	0
APPLE INC	COM	037833100	1,719,430	10,027	SH		DFND		0	0	0
AIRBNB INC CL-A	CL A	009066101	1,163,793	7,055	SH		SOLE		0	0	0
ARISTA NETWORKS INC	COM	040413106	27,717,253	95,613	SH		SOLE		0	0	0
BANK OZK LITTLE ROCK ARK	COM	06417N103	52,965,901	1,165,110	SH		DFND		0	0	0
BERKSHIRE HATHAWAY INC DEL	CL A	084670108	4,441,080	7	SH		SOLE		0	0	0
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	201,839,087	479,975	SH		DFND		0	0	0
BANK AMERICA CORP	COM	060505104	37,425,144	986,950	SH		DFND		0	0	0
BOOKING HOLDINGS INC.	COM	09857L108	40,973,277	11,294	SH		DFND		0	0	0
CARMAX INC	COM	143130102	137,842,690	1,582,398	SH		DFND		0	0	0
CIENA CORP	COM NEW	171779309	32,686	661	SH		SOLE		0	0	0
COHERENT CORP	COM	19247G107	7,050,955	116,314	SH		SOLE		0	0	0
COPART INC	COM	217204106	1,591,873	27,484	SH		SOLE		0	0	0
CREDIT ACCEP CORP MICH	COM	225310101	13,325,448	24,160	SH		SOLE		0	0	0
DISNEY WALT CO	COM	254687106	28,481,248	232,766	SH		DFND		0	0	0
EDWARDS LIFESCIENCES CORP	COM	28176E108	42,592,812	445,718	SH		DFND		0	0	0
FERGUSON PLC NEW F	COM	G3421J106	6,314,811	28,910	SH		SOLE		0	0	0
FISERV INC	COM	337738108	76,752,916	480,246	SH		DFND		0	0	0
FIVE BELOW INC	COM	33829M101	121,014,922	667,190	SH		DFND		0	0	0
FLOOR & DECOR HLDGS INC	CL A	339750101	35,302,914	272,357	SH		DFND		0	0	0
FORTUNE BRANDS HOME & SEC IN	COM	34964C106	38,344,588	452,871	SH		DFND		0	0	0
GRAYSCALE BITCOIN TR BTC	COM	389637109	470,111	7,442	SH		DFND		0	0	0
HEICO CORP NEW	CL A	422806208	110,682,090	718,995	SH		DFND		0	0	0
INSTALLED BLDG PRODS INC	COM	45780R101	120,830,015	467,012	SH		DFND		0	0	0
ISHARES SILVER TR	ISHARES	46428Q109	523,250	23,000	SH		SOLE		0	0	0
ISHARES TR	US HOME CONS ETF	464288752	1,313,990	11,350	SH		DFND		0	0	0
JPMORGAN CHASE & CO	COM	46625H100	7,852,361	39,203	SH		DFND		0	0	0
KEYSIGHT TECHNOLOGIES INC	COM	49338L103	74,803,747	478,346	SH		DFND		0	0	0
KINSALE CAPITAL GROUP IN	COM	49714P108	9,240,671	17,610	SH		DFND		0	0	0
LITTELFUSE INC	COM	537008104	18,893,848	77,961	SH		DFND		0	0	0
LULULEMON ATHLETICA INC	COM	550021109	50,491,903	129,251	SH		DFND		0	0	0
M & T BK CORP	COM	55261F104	51,292,325	352,670	SH		DFND		0	0	0
MARKEL CORP	COMMON STOCK	570535104	122,553,693	80,549	SH		DFND		0	0	0
MASTERCARD INCORPORATED	CL A	57636Q104	10,989,909	22,821	SH		DFND		0	0	0
MEDPACE HOLDINGS INC	COM	58506Q109	74,861,513	185,232	SH		DFND		0	0	0
META PLATFORMS INC	CL A	30303M102	143,644,276	295,820	SH		DFND		0	0	0
NOVO-NORDISK A S	ADR	670100205	1,592,160	12,400	SH		SOLE		0	0	0
NVR INC	COM	62944T105	106,417,274	13,138	SH		DFND		0	0	0
OLD DOMINION FREIGHT LINE IN	COM	679580100	518,010	2,362	SH		SOLE		0	0	0
PROGRESSIVE CORP	COM	743315103	109,690,917	530,369	SH		DFND		0	0	0
SCHWAB CHARLES CORP	COM	808513105	62,315,919	861,431	SH		DFND		0	0	0
SITEONE LANDSCAPE SUPPLY INC	COM	82982L103	655,086	3,753	SH		SOLE		0	0	0
SPDR GOLD TR	GOLD SHS	78463V107	865,258	4,206	SH		DFND		0	0	0
STARBUCKS CORP	COM	855244109	33,956,046	371,551	SH		DFND		0	0	0
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	874039100	1,114,658	8,193	SH		SOLE		0	0	0
TJX COS INC NEW	COM	872540109	110,041	1,085	SH		SOLE		0	0	0
VISA INC	COM CL A	92826C839	106,666,609	382,208	SH		DFND		0	0	0

Giverny Capital 13F-HRQuarterly holdings report by institutional manager