Giverny Capital Inc. 13F Holdings · Q2 2026
Giverny Capital Inc. reported 51 securities worth $2.97B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: GOOG (7.19%), HEIA (6.38%), META (5.74%). Among its top 25 positions this quarter: 7 added, 18 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC C | $213.9M | 7.19% | 605,460 | Trimmed |
| 2 | HEIA | HEICO CORP NEW | $189.6M | 6.38% | 735,248 | Trimmed |
| 3 | META | META PLATFORMS INC | $170.6M | 5.74% | 302,888 | Trimmed |
| 4 | SCHW | SCHWAB CHARLES CORP | $155.2M | 5.22% | 1.7M | Added |
| 5 | ADP | AUTOMATIC DATA PROC INC | $146.6M | 4.93% | 654,556 | Added |
| 6 | AME | AMETEK INC | $144.9M | 4.87% | 598,781 | Trimmed |
| 7 | MEDP | MEDPACE HOLDINGS INC | $134.5M | 4.52% | 253,931 | Trimmed |
| 8 | V | VISA INC | $133.8M | 4.50% | 389,900 | Trimmed |
| 9 | BRKB | BERKSHIRE HATHAWAY INC DEL | $124.3M | 4.18% | 248,447 | Trimmed |
| 10 | PGR | PROGRESSIVE CORP | $118.5M | 3.98% | 542,292 | Added |
| 11 | GOOGL | ALPHABET INC | $110.8M | 3.73% | 310,118 | Trimmed |
| 12 | FIVE | FIVE BELOW INC | $107.5M | 3.62% | 598,122 | Trimmed |
| 13 | BKNG | BOOKING HOLDINGS INC. | $93.2M | 3.13% | 522,664 | Added |
| 14 | IBP | INSTALLED BLDG PRODS INC | $91.4M | 3.07% | 397,662 | Trimmed |
| 15 | NVR | NVR INC | $90.2M | 3.03% | 13,238 | Trimmed |
| 16 | KNSL | KINSALE CAPITAL GROUP IN | $79.4M | 2.67% | 240,731 | Added |
| 17 | BFAM | BRIGHT HORIZONSFAMILY SOLUTION | $76.6M | 2.58% | 1.1M | Added |
| 18 | RMD | RESMED INC | $75.5M | 2.54% | 387,665 | Added |
| 19 | OZK | BANK OZK LITTLE ROCK ARK | $62.4M | 2.10% | 1.2M | Trimmed |
| 20 | MKL | MARKEL CORP | $60.3M | 2.03% | 30,877 | Trimmed |
| 21 | ANET | ARISTA NETWORKS INC | $57.7M | 1.94% | 339,892 | Trimmed |
| 22 | KEYS | KEYSIGHT TECHNOLOGIES INC | $50.1M | 1.68% | 143,072 | Trimmed |
| 23 | DIS | DISNEY WALT CO | $49.6M | 1.67% | 515,567 | Trimmed |
| 24 | BRO | BROWN & BROWN | $48.3M | 1.62% | 753,288 | Trimmed |
| 25 | ADI | ANALOG DEVICES INC | $37.1M | 1.25% | 93,310 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR