Giverny Capital Inc.
Giverny Capital Inc. reported 51 holdings worth US$2.97B as of Jun 30, 2026 (Form 13F/A)
As of Jun 30, 2026 · Filed Aug 26, 2026
Giverny Capital Inc. reported 51 holdings worth US$2.97B as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Heico Corporation and Meta Platforms, Inc. Filed Aug 26, 2026 (Form 13F/A).
- Holdings
- 51
- Value as reported
- US$2.97B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 909K | US$325M | 10.9% |
| Heico Corporation | 735K | US$190M | 6.4% |
| Meta Platforms, Inc. | 303K | US$171M | 5.7% |
| Charles Schwab Corporation (the) | 1.68M | US$155M | 5.2% |
| Automatic Data Processing, Inc. | 655K | US$147M | 4.9% |
| Ametek, Inc. | 599K | US$145M | 4.9% |
| Medpace Holdings, Inc. | 254K | US$134M | 4.5% |
| Visa Inc. | 390K | US$134M | 4.5% |
| Berkshire Hathaway Inc. | 262K | US$131M | 4.4% |
| Progressive Corporation (the) | 542K | US$118M | 4.0% |
| Five Below, Inc. | 598K | US$108M | 3.6% |
| Booking Holdings Inc. Common Stock | 523K | US$93.2M | 3.1% |
| Installed Building Products, Inc. | 398K | US$91.4M | 3.1% |
| Nvr, Inc. | 13,238 | US$90.2M | 3.0% |
| Kinsale Capital Group, Inc. | 241K | US$79.4M | 2.7% |
| Bright Horizons Family Solutions Inc. | 1.08M | US$76.6M | 2.6% |
| Resmed Inc. | 388K | US$75.5M | 2.5% |
| Bank Ozk | 1.2M | US$62.4M | 2.1% |
| Markel Group Inc. | 30,877 | US$60.3M | 2.0% |
| Arista Networks, Inc. | 340K | US$57.7M | 1.9% |
| Keysight Technologies Inc. | 143K | US$50.1M | 1.7% |
| Walt Disney Company (the) | 516K | US$49.6M | 1.7% |
| Brown & Brown, Inc. | 753K | US$48.3M | 1.6% |
| Analog Devices, Inc. | 93,310 | US$37.1M | 1.2% |
| New York Times Company (the) | 484K | US$33.9M | 1.1% |
| Littelfuse, Inc. | 74,125 | US$33.8M | 1.1% |
| Msa Safety Incorporated | 166K | US$29M | 0.98% |
| Watsco, Inc. | 65,975 | US$27.5M | 0.92% |
| Aaon, Inc. | 205K | US$26M | 0.87% |
| Sunbelt Rentals Holdings, Inc. | 246K | US$21.6M | 0.73% |
| Veeva Systems Inc. | 94,956 | US$16.9M | 0.57% |
| American Express Company | 46,702 | US$15.8M | 0.53% |
| Twfg, Inc. | 652K | US$15.7M | 0.53% |
| Jp Morgan Chase & Co. | 47,876 | US$15.7M | 0.53% |
| Mastercard Incorporated | 28,816 | US$14.8M | 0.50% |
| Lululemon Athletica Inc. | 129K | US$14.7M | 0.49% |
| Floor & Decor Holdings, Inc. | 230K | US$13.6M | 0.46% |
| Hawkins, Inc. | 94,954 | US$13.5M | 0.45% |
| Ferguson Enterprises Inc. | 37,380 | US$8.87M | 0.30% |
| Builders Firstsource, Inc. | 91,464 | US$8.18M | 0.28% |
| Apple Inc | 12,995 | US$3.76M | 0.13% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 3,655 | US$1.75M | 0.06% |
| Yum China Holdings, Inc. | 36,036 | US$1.47M | 0.05% |
| Microsoft Corp. | 1,787 | US$667K | 0.02% |
| Copart, Inc. | 8,274 | US$233K | <0.01% |
| Novo Nordisk A/s Class B | 0 | US$0 | 0.00% |
| M&t Bank Corporation | 0 | US$0 | 0.00% |
| Old Dominion Freight Line, Inc. | 0 | US$0 | 0.00% |
| Siteone Landscape Supply, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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