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Giverny Capital Inc.
Period ended Jun 30, 2026 · Latest filing Aug 26, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $2,974,321,189
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ALPHABET INC C · CAP STK CL C · 02079K107 · shares: $213,927,182
- HEICO CORP NEW · CL A · 422806208 · shares: $189,627,812
- META PLATFORMS INC · CL A · 30303M102 · shares: $170,613,782
- SCHWAB CHARLES CORP · COM · 808513105 · shares: $155,158,187
- AUTOMATIC DATA PROC INC · COM · 053015103 · shares: $146,587,816
- AMETEK INC · COM · 031100100 · shares: $144,869,075
- MEDPACE HOLDINGS INC · COM · 58506Q109 · shares: $134,479,318
- VISA INC · COM CL A · 92826C839 · shares: $133,770,791
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $124,320,394
- PROGRESSIVE CORP · COM · 743315103 · shares: $118,463,687
Reported holdings
51 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ALPHABET INC C | CAP STK CL C | 02079K107 | — | 605,460 shares | $213,927,182 |
| HEICO CORP NEW | CL A | 422806208 | — | 735,248 shares | $189,627,812 |
| META PLATFORMS INC | CL A | 30303M102 | — | 302,888 shares | $170,613,782 |
| SCHWAB CHARLES CORP | COM | 808513105 | — | 1,681,567 shares | $155,158,187 |
| AUTOMATIC DATA PROC INC | COM | 053015103 | — | 654,556 shares | $146,587,816 |
| AMETEK INC | COM | 031100100 | — | 598,781 shares | $144,869,075 |
| MEDPACE HOLDINGS INC | COM | 58506Q109 | — | 253,931 shares | $134,479,318 |
| VISA INC | COM CL A | 92826C839 | — | 389,900 shares | $133,770,791 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 248,447 shares | $124,320,394 |
| PROGRESSIVE CORP | COM | 743315103 | — | 542,292 shares | $118,463,687 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 310,118 shares | $110,826,870 |
| FIVE BELOW INC | COM | 33829M101 | — | 598,122 shares | $107,536,354 |
| BOOKING HOLDINGS INC. | COM | 09857L108 | — | 522,664 shares | $93,159,631 |
| INSTALLED BLDG PRODS INC | COM | 45780R101 | — | 397,662 shares | $91,398,634 |
| NVR INC | COM | 62944T105 | — | 13,238 shares | $90,195,789 |
| KINSALE CAPITAL GROUP IN | COM | 49714P108 | — | 240,731 shares | $79,395,491 |
| BRIGHT HORIZONSFAMILY SOLUTION | COM | 109194100 | — | 1,080,793 shares | $76,606,608 |
| RESMED INC | COM | 761152107 | — | 387,665 shares | $75,548,155 |
| BANK OZK LITTLE ROCK ARK | COM | 06417N103 | — | 1,198,116 shares | $62,409,862 |
| MARKEL CORP | COMMON STOCK | 570535104 | — | 30,877 shares | $60,303,090 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 339,892 shares | $57,740,853 |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | — | 143,072 shares | $50,085,215 |
| DISNEY WALT CO | COM | 254687106 | — | 515,567 shares | $49,623,324 |
| BROWN & BROWN | COM | 115236101 | — | 753,288 shares | $48,323,425 |
| ANALOG DEVICES INC | COM | 032654105 | — | 93,310 shares | $37,059,933 |
| NEW YORK TIMES CO-A- | CL A | 650111107 | — | 484,424 shares | $33,899,992 |
| LITTELFUSE INC | COM | 537008104 | — | 74,125 shares | $33,751,336 |
| MSA SAFETY INC | COM | 553498106 | — | 166,305 shares | $29,033,527 |
| WATSCO INC | COM | 942622200 | — | 65,975 shares | $27,493,762 |
| AAON INC | COM | 000360206 | — | 204,779 shares | $25,978,264 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 3,876 shares | $25,033,146 |
| SUNBELT RENTALS HOLDINGS | SHS | 866966104 | — | 246,369 shares | $21,593,757 |
| VEEVA SYSTEMS INC CL-A | CLASS A COM | 922475108 | — | 94,956 shares | $16,851,841 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 46,702 shares | $15,753,986 |
| TWFG INC | COM CL A | 87318A101 | — | 652,452 shares | $15,691,471 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 47,876 shares | $15,671,251 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 28,816 shares | $14,799,898 |
| LULULEMON ATHLETICA INC | COM | 550021109 | — | 128,803 shares | $14,706,727 |
| FLOOR & DECOR HLDGS INC | CL A | 339750101 | — | 229,867 shares | $13,644,905 |
| HAWKINS INC | COM | 420261109 | — | 94,954 shares | $13,492,963 |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 | — | 37,380 shares | $8,871,395 |
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | — | 91,464 shares | $8,184,199 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 9 shares | $6,739,650 |
| APPLE INC | COM | 037833100 | — | 12,995 shares | $3,760,233 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | — | 3,655 shares | $1,745,518 |
| SPDR S&P 500 ETF | ETF | 78462F103 | — | 2,294 shares | $1,713,090 |
| YUM CHINA HLDGS INC | COM | 98850P109 | — | 36,036 shares | $1,472,791 |
| ISHARES TR | US HOME CONS ETF | 464288752 | — | 11,662 shares | $1,218,446 |
| MICROSOFT CORP | COM | 594918104 | — | 1,787 shares | $666,587 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 391 shares | $287,932 |
| COPART INC | COM | 217204106 | — | 8,274 shares | $233,244 |