Holders — by stockHoldings — by fund
Giverny Capital Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001641864
$2.97B
disclosed book value
51
positions
7.2%
largest position share
Positions, as of 2026-06-30
top 51 of 51 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | GOOGALPHABET INC C | 605,460 | $213.9M | 7.2% |
| 2 | HEI/AHEICO CORP NEW | 735,248 | $189.6M | 6.4% |
| 3 | METAMETA PLATFORMS INC | 302,888 | $170.6M | 5.7% |
| 4 | SCHWSCHWAB CHARLES CORP | 1.7M | $155.2M | 5.2% |
| 5 | ADPAUTOMATIC DATA PROC INC | 654,556 | $146.6M | 4.9% |
| 6 | AMEAMETEK INC | 598,781 | $144.9M | 4.9% |
| 7 | MEDPMEDPACE HOLDINGS INC | 253,931 | $134.5M | 4.5% |
| 8 | VVISA INC | 389,900 | $133.8M | 4.5% |
| 9 | BRK/BBERKSHIRE HATHAWAY INC DEL | 248,447 | $124.3M | 4.2% |
| 10 | PGRPROGRESSIVE CORP | 542,292 | $118.5M | 4% |
| 11 | GOOGLALPHABET INC | 310,118 | $110.8M | 3.7% |
| 12 | FIVEFIVE BELOW INC | 598,122 | $107.5M | 3.6% |
| 13 | BKNGBOOKING HOLDINGS INC. | 522,664 | $93.2M | 3.1% |
| 14 | IBPINSTALLED BLDG PRODS INC | 397,662 | $91.4M | 3.1% |
| 15 | NVRNVR INC | 13,238 | $90.2M | 3% |
| 16 | KNSLKINSALE CAPITAL GROUP IN | 240,731 | $79.4M | 2.7% |
| 17 | BFAMBRIGHT HORIZONSFAMILY SOLUTION | 1.1M | $76.6M | 2.6% |
| 18 | RMDRESMED INC | 387,665 | $75.5M | 2.5% |
| 19 | OZKBANK OZK LITTLE ROCK ARK | 1.2M | $62.4M | 2.1% |
| 20 | MKLMARKEL CORP | 30,877 | $60.3M | 2% |
| 21 | ANETARISTA NETWORKS INC | 339,892 | $57.7M | 1.9% |
| 22 | KEYSKEYSIGHT TECHNOLOGIES INC | 143,072 | $50.1M | 1.7% |
| 23 | DISDISNEY WALT CO | 515,567 | $49.6M | 1.7% |
| 24 | BROBROWN & BROWN | 753,288 | $48.3M | 1.6% |
| 25 | ADIANALOG DEVICES INC | 93,310 | $37.1M | 1.2% |
| 26 | NYTNEW YORK TIMES CO-A- | 484,424 | $33.9M | 1.1% |
| 27 | LFUSLITTELFUSE INC | 74,125 | $33.8M | 1.1% |
| 28 | MSAMSA SAFETY INC | 166,305 | $29.0M | 1% |
| 29 | WSOWATSCO INC | 65,975 | $27.5M | 0.9% |
| 30 | AAONAAON INC | 204,779 | $26.0M | 0.9% |
| 31 | GLDSPDR GOLD TR | 3,876 | $25.0M | 0.8% |
| 32 | SUNBSUNBELT RENTALS HOLDINGS | 246,369 | $21.6M | 0.7% |
| 33 | VEEVVEEVA SYSTEMS INC CL-A | 94,956 | $16.9M | 0.6% |
| 34 | AXPAMERICAN EXPRESS CO | 46,702 | $15.8M | 0.5% |
| 35 | TWFGTWFG INC | 652,452 | $15.7M | 0.5% |
| 36 | JPMJPMORGAN CHASE & CO | 47,876 | $15.7M | 0.5% |
| 37 | MAMASTERCARD INCORPORATED | 28,816 | $14.8M | 0.5% |
| 38 | LULULULULEMON ATHLETICA INC | 128,803 | $14.7M | 0.5% |
| 39 | FNDFLOOR & DECOR HLDGS INC | 229,867 | $13.6M | 0.5% |
| 40 | HWKNHAWKINS INC | 94,954 | $13.5M | 0.5% |
| 41 | FERGFERGUSON ENTERPRISES INC | 37,380 | $8.9M | 0.3% |
| 42 | BLDRBUILDERS FIRSTSOURCE INC | 91,464 | $8.2M | 0.3% |
| 43 | BRK/ABERKSHIRE HATHAWAY INC DEL | 9 | $6.7M | 0.2% |
| 44 | AAPLAPPLE INC | 12,995 | $3.8M | 0.1% |
| 45 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 3,655 | $1.7M | 0.1% |
| 46 | SPYSPDR S&P 500 ETF | 2,294 | $1.7M | 0.1% |
| 47 | YUMCYUM CHINA HLDGS INC | 36,036 | $1.5M | 0% |
| 48 | ITBISHARES TR | 11,662 | $1.2M | 0% |
| 49 | MSFTMICROSOFT CORP | 1,787 | $666,587 | 0% |
| 50 | QQQINVESCO QQQ TR | 391 | $287,932 | 0% |
| 51 | CPRTCOPART INC | 8,274 | $233,244 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.