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GIVERNY CAPITAL INC.

AUM: $1.76 B

13-F Portfolio Value: $2.92 B

Last 13-F Filed: Q2 2025

Concentration in top 10: 56.02%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
ANET	ARISTA NETWORKS INC				-466,528	Exited		13F
PMMF	BLACKROCK ISHS PRM MM ETF				-12,876	Exited		13F