Holdings
Giverny Capital Inc.
As of Jun 30, 2026, Giverny Capital Inc. reported 45 positions worth US$2.95B. Largest: Alphabet Inc (google) Class C, Heico Corporation and Meta Platforms, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 909K | US$325M | −59,133 | Jun 30, 2026 |
| Heico Corporation | 735K | US$190M | −3,234 | Jun 30, 2026 |
| Meta Platforms, Inc. | 303K | US$171M | −4,933 | Jun 30, 2026 |
| Charles Schwab Corporation (the) | 1.68M | US$155M | +145K | Jun 30, 2026 |
| Automatic Data Processing, Inc. | 655K | US$147M | +235K | Jun 30, 2026 |
| Ametek, Inc. | 599K | US$145M | −13,277 | Jun 30, 2026 |
| Medpace Holdings, Inc. | 254K | US$134M | −2,150 | Jun 30, 2026 |
| Visa Inc. | 390K | US$134M | −6,457 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 262K | US$131M | −133K | Jun 30, 2026 |
| Progressive Corporation (the) | 542K | US$118M | +13,928 | Jun 30, 2026 |