Francois Rochon - Giverny Capital Portfolio Balances (Sep 30, 2025)

As of Sep 30, 2025, the Giverny Capital portfolio balances reported a total equity value of $3.26B across 52 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Nov 14, 2025, providing an updated snapshot of assets under management.

The portfolio balances highlight BERKSHIRE HATHAWAY INC DEL (BRK-B) as the single largest position, accounting for 7.9% of total equity value, followed by META PLATFORMS INC (META), BUILDERS FIRSTSOURCE INC (BLDR), HEICO CORP NEW (HEI-A), and others. Collectively, the top five holdings represent 32.5% of the portfolio, showing how capital is distributed among core positions and long-term investments.