Form 13F manager
Giverny Capital Inc.
Latest quarter 2026-06-30 · filed 2026-08-26 · reported total $2,974M · filing amended
As filed on Form 13F — long US-listed positions only. No shorts, cash, bonds, or non-13F assets appear here.
Filed up to 45 days after quarter end; holdings may have changed since.
Amended: this view reflects the filer's restatement of 2026-08-26.
Positions
| Row | Issuer | Class | Put/call | Value | % of total | SH/PRN qty |
|---|---|---|---|---|---|---|
| 1 | ALPHABET INC C | CAP STK CL C | — | $214M | 7.2% | SH 605,460 |
| 2 | HEI-A · HEICO CORP NEW | CL A | — | $190M | 6.4% | SH 735,248 |
| 3 | META · META PLATFORMS INC | CL A | — | $171M | 5.7% | SH 302,888 |
| 4 | SCHWAB CHARLES CORP | COM | — | $155M | 5.2% | SH 1,681,567 |
| 5 | AUTOMATIC DATA PROC INC | COM | — | $147M | 4.9% | SH 654,556 |
| 6 | AME · AMETEK INC | COM | — | $145M | 4.9% | SH 598,781 |
| 7 | MEDP · MEDPACE HOLDINGS INC | COM | — | $134M | 4.5% | SH 253,931 |
| 8 | V · VISA INC | COM CL A | — | $134M | 4.5% | SH 389,900 |
| 9 | BRK-B · BERKSHIRE HATHAWAY INC DEL | CL B NEW | — | $124M | 4.2% | SH 248,447 |
| 10 | PROGRESSIVE CORP | COM | — | $118M | 4.0% | SH 542,292 |
| 11 | GOOGL · ALPHABET INC | CAP STK CL A | — | $111M | 3.7% | SH 310,118 |
| 12 | FIVE · FIVE BELOW INC | COM | — | $108M | 3.6% | SH 598,122 |
| 13 | BKNG · BOOKING HOLDINGS INC. | COM | — | $93M | 3.1% | SH 522,664 |
| 14 | INSTALLED BLDG PRODS INC | COM | — | $91M | 3.1% | SH 397,662 |
| 15 | NVR · NVR INC | COM | — | $90M | 3.0% | SH 13,238 |
| 16 | KINSALE CAPITAL GROUP IN | COM | — | $79M | 2.7% | SH 240,731 |
| 17 | BRIGHT HORIZONSFAMILY SOLUTION | COM | — | $77M | 2.6% | SH 1,080,793 |
| 18 | RESMED INC | COM | — | $76M | 2.5% | SH 387,665 |
| 19 | BANK OZK LITTLE ROCK ARK | COM | — | $62M | 2.1% | SH 1,198,116 |
| 20 | MARKEL CORP | COMMON STOCK | — | $60M | 2.0% | SH 30,877 |
| 21 | ANET · ARISTA NETWORKS INC | COM SHS | — | $58M | 1.9% | SH 339,892 |
| 22 | KEYS · KEYSIGHT TECHNOLOGIES INC | COM | — | $50M | 1.7% | SH 143,072 |
| 23 | DIS · DISNEY WALT CO | COM | — | $50M | 1.7% | SH 515,567 |
| 24 | BRO · BROWN & BROWN | COM | — | $48M | 1.6% | SH 753,288 |
| 25 | ADI · ANALOG DEVICES INC | COM | — | $37M | 1.2% | SH 93,310 |
| 26 | NEW YORK TIMES CO-A- | CL A | — | $34M | 1.1% | SH 484,424 |
| 27 | LITTELFUSE INC | COM | — | $34M | 1.1% | SH 74,125 |
| 28 | MSA SAFETY INC | COM | — | $29M | 1.0% | SH 166,305 |
| 29 | WATSCO INC | COM | — | $27M | 0.9% | SH 65,975 |
| 30 | AAON · AAON INC | COM | — | $26M | 0.9% | SH 204,779 |
| 31 | SPDR GOLD TR | GOLD SHS | — | $25M | 0.8% | SH 3,876 |
| 32 | SUNB · SUNBELT RENTALS HOLDINGS | SHS | — | $22M | 0.7% | SH 246,369 |
| 33 | VEEVA SYSTEMS INC CL-A | CLASS A COM | — | $17M | 0.6% | SH 94,956 |
| 34 | AXP · AMERICAN EXPRESS CO | COM | — | $16M | 0.5% | SH 46,702 |
| 35 | TWFG · TWFG INC | COM CL A | — | $16M | 0.5% | SH 652,452 |
| 36 | JPM · JPMORGAN CHASE & CO | COM | — | $16M | 0.5% | SH 47,876 |
| 37 | MA · MASTERCARD INCORPORATED | CL A | — | $15M | 0.5% | SH 28,816 |
| 38 | LULU · LULULEMON ATHLETICA INC | COM | — | $15M | 0.5% | SH 128,803 |
| 39 | FLOOR & DECOR HLDGS INC | CL A | — | $14M | 0.5% | SH 229,867 |
| 40 | HWKN · HAWKINS INC | COM | — | $13M | 0.5% | SH 94,954 |
| 41 | FERGUSON ENTERPRISES INC | COMMON STOCK NEW | — | $8.9M | 0.3% | SH 37,380 |
| 42 | BLDR · BUILDERS FIRSTSOURCE INC | COM | — | $8.2M | 0.3% | SH 91,464 |
| 43 | BRK-A · BERKSHIRE HATHAWAY INC DEL | CL A | — | $6.7M | 0.2% | SH 9 |
| 44 | AAPL · APPLE INC | COM | — | $3.8M | 0.1% | SH 12,995 |
| 45 | TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | — | $1.7M | <0.1% | SH 3,655 |
| 46 | SPDR S&P 500 ETF | ETF | — | $1.7M | <0.1% | SH 2,294 |
| 47 | YUM CHINA HLDGS INC | COM | — | $1.5M | <0.1% | SH 36,036 |
| 48 | ISHARES TR | US HOME CONS ETF | — | $1.2M | <0.1% | SH 11,662 |
| 49 | MSFT · MICROSOFT CORP | COM | — | $0.7M | <0.1% | SH 1,787 |
| 50 | INVESCO QQQ TR | UNIT SER 1 | — | <$1M | <0.1% | SH 391 |
| 51 | CPRT · COPART INC | COM | — | <$1M | <0.1% | SH 8,274 |
Filed rows (51) — as filed
Changes from 2026-03-31 (rows of a security combined)
Reported change, not a confirmed trade: this compares quarter-end reports filed up to 45 days later, and the position may since have changed. Amendments, corporate actions, and changes in reporting scope can also move these rows. Value change compares period-end reported values; for continuing rows it includes market price movement.
7 new · ▲ 12 up · ▼ 30 down · 7 exited · 2 unchanged — by reported quantity, largest value change first
| Row | Change | Issuer | Class | Put/call | Value change | Qty change |
|---|---|---|---|---|---|---|
| 1 | ▲ up | AUTOMATIC DATA PROC INC | COM | — | +$61M | SH +235,466 (+56.2%) |
| 2 | ▼ down | BERKSHIRE HATHAWAY INC DEL | CL B NEW | — | −$57M | SH −130,178 (−34.4%) |
| 3 | ▼ down | KEYSIGHT TECHNOLOGIES INC | COM | — | −$41M | SH −180,112 (−55.7%) |
| 4 | ▼ down | ALPHABET INC C | CAP STK CL C | — | +$36M | SH −15,449 (−2.5%) |
| 5 | new | NEW YORK TIMES CO-A- | CL A | — | +$34M | SH +484,424 |
| 6 | ▼ down | HEICO CORP NEW | CL A | — | +$34M | SH −3,234 (−0.4%) |
| 7 | ▼ down | FIVE BELOW INC | COM | — | −$33M | SH −19,069 (−3.1%) |
| 8 | new | MSA SAFETY INC | COM | — | +$29M | SH +166,305 |
| 9 | new | WATSCO INC | COM | — | +$27M | SH +65,975 |
| 10 | ▲ up | RESMED INC | COM | — | +$24M | SH +157,660 (+68.5%) |
| 11 | ▼ down | MARKEL CORP | COMMON STOCK | — | −$22M | SH −12,067 (−28.1%) |
| 12 | ▼ down | ANALOG DEVICES INC | COM | — | −$17M | SH −77,742 (−45.4%) |
| 13 | new | VEEVA SYSTEMS INC CL-A | CLASS A COM | — | +$17M | SH +94,956 |
| 14 | new | AMERICAN EXPRESS CO | COM | — | +$16M | SH +46,702 |
| 15 | ▲ up | BRIGHT HORIZONSFAMILY SOLUTION | COM | — | +$16M | SH +338,464 (+45.6%) |
| 16 | ▼ down | INSTALLED BLDG PRODS INC | COM | — | −$16M | SH −6,003 (−1.5%) |
| 17 | ▼ down | VISA INC | COM CL A | — | +$14M | SH −6,457 (−1.6%) |
| 18 | ▲ up | PROGRESSIVE CORP | COM | — | +$14M | SH +13,928 (+2.6%) |
| 19 | ▼ down | AMETEK INC | COM | — | +$14M | SH −13,277 (−2.2%) |
| 20 | new | HAWKINS INC | COM | — | +$13M | SH +94,954 |
Remaining 36 reported changes
| Row | Change | Issuer | Class | Put/call | Value change | Qty change |
|---|---|---|---|---|---|---|
| 21 | ▼ down | MEDPACE HOLDINGS INC | COM | — | +$12M | SH −2,150 (−0.8%) |
| 22 | ▲ up | SCHWAB CHARLES CORP | COM | — | +$11M | SH +145,361 (+9.5%) |
| 23 | ▼ down | ALPHABET INC | CAP STK CL A | — | +$11M | SH −38,351 (−11.0%) |
| 24 | ▲ up | AAON INC | COM | — | +$9.3M | SH +2,947 (+1.5%) |
| 25 | ▼ down | LULULEMON ATHLETICA INC | COM | — | −$7.1M | SH −13,797 (−9.7%) |
| 26 | ▼ down | LITTELFUSE INC | COM | — | +$6.4M | SH −6,594 (−8.2%) |
| 27 | ▼ down | BANK OZK LITTLE ROCK ARK | COM | — | +$5.9M | SH −32,943 (−2.7%) |
| 28 | ▼ down | ARISTA NETWORKS INC | COM / COM SHS | — | +$5.8M | SH −83,469 (−19.7%) |
| 29 | ▲ up | TWFG INC | COM CL A | — | +$5.5M | SH +100,345 (+18.2%) |
| 30 | ▼ down | META PLATFORMS INC | CL A | — | −$5.5M | SH −4,933 (−1.6%) |
| 31 | ▲ up | KINSALE CAPITAL GROUP IN | COM | — | +$4.6M | SH +21,789 (+10.0%) |
| 32 | ▲ up | BOOKING HOLDINGS INC. | COM | — | +$4.3M | SH +501,547 (+2375.1%) |
| 33 | ▼ down | SUNBELT RENTALS HLDGS IN GB SHRS / SUNBELT RENTALS HOLDINGS | SHS | — | +$4.0M | SH −24,474 (−9.0%) |
| 34 | ▼ down | DISNEY WALT CO | COM | — | −$2.1M | SH −20,947 (−3.9%) |
| 35 | ▼ down | FLOOR & DECOR HLDGS INC | CL A | — | +$1.9M | SH −1,962 (−0.8%) |
| 36 | exited | M & T BK CORP | COM | — | −$1.6M | SH −7,535 |
| 37 | exited | INVESCO S&P500 EQ WGT ETF | COM | — | −$1.2M | SH −6,105 |
| 38 | ▼ down | BERKSHIRE HATHAWAY INC DEL | CL A | — | −$1.2M | SH −2 (−18.2%) |
| 39 | exited | INVESCO EXCH TRADED FD TR II | UNIT SER 1 | — | −$1.0M | SH −4,222 |
| 40 | ▼ down | TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | — | −$1.0M | SH −4,470 (−55.0%) |
| 41 | exited | BIRKENSTOCK HLDG PLC | COM | — | −$1.0M | SH −27,392 |
| 42 | exited | OLD DOMINION FREIGHT LINE IN | COM | — | −$1.0M | SH −5,006 |
| 43 | ▼ down | BROWN & BROWN | COM | — | −$0.9M | SH −1,981 (−0.3%) |
| 44 | ▲ up | MASTERCARD INCORPORATED | CL A | — | +$0.8M | SH +750 (+2.7%) |
| 45 | ▼ down | COPART INC | COM | — | −$0.7M | SH −19,210 (−69.9%) |
| 46 | ▼ down | BUILDERS FIRSTSOURCE INC | COM | — | +$0.6M | SH −349 (−0.4%) |
| 47 | exited | SITEONE LANDSCAPE SUPPLY INC | COM | — | −<$1M | SH −3,753 |
| 48 | exited | NOVO-NORDISK A S | ADR | — | −<$1M | SH −12,400 |
| 49 | ▲ up | FERGUSON ENTERPRISES INC | COM / COMMON STOCK NEW | — | +<$1M | SH +652 (+1.8%) |
| 50 | new | INVESCO QQQ TR | UNIT SER 1 | — | +<$1M | SH +391 |
| 51 | ▼ down | JPMORGAN CHASE & CO | COM | — | +<$1M | SH −4,422 (−8.5%) |
| 52 | ▼ down | NVR INC | COM | — | +<$1M | SH −409 (−3.0%) |
| 53 | ▲ up | ISHARES TR | US HOME CONS ETF | — | +<$1M | SH +808 (+7.4%) |
| 54 | ▼ down | SPDR S&P 500 ETF | ETF | — | +<$1M | SH −180 (−7.3%) |
| 55 | ▼ down | APPLE INC | COM | — | −<$1M | SH −2,045 (−13.6%) |
| 56 | ▼ down | MICROSOFT CORP | COM | — | −<$1M | SH −123 (−6.4%) |
Changes appear only where the prior quarter's validated report exists.
Filing details
Superseded filing: 13F-HR filed 2026-08-14.