What Giverny Capital Inc. reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1641864 · Filed Aug 26, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
GOOGAlphabet Inc. | 605.5K | −2.5% | $213.9M | 7.2% |
HEICO CORP NEWCL A | 735.2K | −0.4% | $189.6M | 6.4% |
| 302.9K |
| −1.6% |
| $170.6M |
| 5.7% |
SCHWSchwab Charles Corp | 1.7M | +9.5% | $155.2M | 5.2% |
ADPAutomatic Data Processing Inc | 654.6K | +56.2% | $146.6M | 4.9% |
AMEAMETEK Inc | 598.8K | −2.2% | $144.9M | 4.9% |
MEDPMedpace Holdings, Inc. | 253.9K | −0.8% | $134.5M | 4.5% |
VVisa Inc. | 389.9K | −1.6% | $133.8M | 4.5% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 248.4K | −34.4% | $124.3M | 4.2% |
PGRProgressive Corp | 542.3K | +2.6% | $118.5M | 4% |
GOOGLAlphabet Inc. | 310.1K | −11.0% | $110.8M | 3.7% |
FIVEFive Below, Inc | 598.1K | −3.1% | $107.5M | 3.6% |
BKNGBooking Holdings Inc. | 522.7K | +2,375.1% | $93.2M | 3.1% |
IBPInstalled Building Products, Inc. | 397.7K | −1.5% | $91.4M | 3.1% |
NVRNVR Inc | 13.2K | −3.0% | $90.2M | 3% |
KNSLKinsale Capital Group, Inc. | 240.7K | +10.0% | $79.4M | 2.7% |
BFAMBright Horizons Family Solutions Inc. | 1.1M | +45.6% | $76.6M | 2.6% |
RMDResmed Inc | 387.7K | +68.5% | $75.5M | 2.5% |
OZKBank OZK | 1.2M | −2.7% | $62.4M | 2.1% |
MKLMarkel Group Inc. | 30.9K | −28.1% | $60.3M | 2% |
ANETArista Networks, Inc. | 339.9K | New | $57.7M | 1.9% |
KEYSKeysight Technologies, Inc. | 143.1K | −55.7% | $50.1M | 1.7% |
DISWalt Disney Co | 515.6K | −3.9% | $49.6M | 1.7% |
BROBrown & Brown, Inc. | 753.3K | −0.3% | $48.3M | 1.6% |
ADIAnalog Devices Inc | 93.3K | −45.4% | $37.1M | 1.2% |
NYTNew York Times Co | 484.4K | New | $33.9M | 1.1% |
LFUSLittelfuse Inc | 74.1K | −8.2% | $33.8M | 1.1% |
MSAMSA Safety Inc | 166.3K | New | $29M | 1% |
WSOWatsco Inc | 66K | New | $27.5M | 0.9% |
AAONAaon, Inc. | 204.8K | +1.5% | $26M | 0.9% |
GLDSPDR Gold Trust | 3.9K | ±0% | $25M | 0.8% |
SUNBSunbelt Rentals Holdings, Inc. | 246.4K | −9.0% | $21.6M | 0.7% |
VEEVVeeva Systems Inc | 95K | New | $16.9M | 0.6% |
AXPAmerican Express Co | 46.7K | New | $15.8M | 0.5% |
TWFGTWFG, Inc. | 652.5K | +18.2% | $15.7M | 0.5% |
JPMJPMorgan Chase & Co | 47.9K | −8.5% | $15.7M | 0.5% |
MAMastercard Inc | 28.8K | +2.7% | $14.8M | 0.5% |
LULUlululemon athletica inc. | 128.8K | −9.7% | $14.7M | 0.5% |
FNDFloor & Decor Holdings, Inc. | 229.9K | −0.8% | $13.6M | 0.5% |
HWKNHawkins Inc | 95K | New | $13.5M | 0.5% |
FERGFerguson Enterprises Inc. | 37.4K | New | $8.9M | 0.3% |
BLDRBuilders FirstSource, Inc. | 91.5K | −0.4% | $8.2M | 0.3% |
BERKSHIRE HATHAWAY INC DELCL A | 9 | −18.2% | $6.7M | 0.2% |
AAPLApple Inc. | 13K | −13.6% | $3.8M | 0.1% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 3.7K | −55.0% | $1.7M | 0.1% |
SPYSPDR S&P 500 ETF Trust | 2.3K | −7.3% | $1.7M | 0.1% |
YUMCYum China Holdings, Inc. | 36K | ±0% | $1.5M | 0.1% |
ISHARES TRUS HOME CONS ETF | 11.7K | +7.4% | $1.2M | 0.1% |
MSFTMicrosoft Corp | 1.8K | −6.4% | $666.6K | 0.1% |
QQQInvesco QQQ Trust, Series 1 | 391 | New | $287.9K | 0.1% |
CPRTCopart Inc | 8.3K | −69.9% | $233.2K | 0.1% |
