Francois Rochon – Giverny Capital Portfolio Balances & Equity Value (Jun 30, 2025)

As of Jun 30, 2025, the Giverny Capital portfolio balances reported a total equity value of $2.92B across 55 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Aug 13, 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 8.5% of total equity value, followed by META PLATFORMS INC (META), HEICO CORP NEW (HEI-A), AMETEK INC (AME), and others. Collectively, the top five holdings represent 34.3% of the portfolio, showing how capital is distributed among core positions and long-term investments.