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Data sourced from SEC EDGAR 13F filings

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Giverny Capital Inc

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
51
Portfolio value:
$2,974,321,000
Filed:
Aug 14, 2026
CIK:
1641864
HistStockActivityShare change% change to portfolio
Q2 2026filed Aug 14, 267 new8 added16 reduced7 exited
≡ADP – AUTOMATIC DATA PROC INCAdd 56.19%235,4661.81
≡NYT – NEW YORK TIMES CO-A-Buy484,4241.14
≡MSA – MSA SAFETY INCBuy166,3050.98
≡WSO – WATSCO INCBuy65,9750.92
≡RMD – RESMED INCAdd 68.55%157,6600.65
≡VEEV – VEEVA SYSTEMS INC CL-ABuy94,9560.57
≡AXP – AMERICAN EXPRESS COBuy46,7020.53
≡HWKN – HAWKINS INCBuy94,9540.45
≡BFAM – BRIGHT HORIZONSFAMILY SOLUTIONAdd 45.59%338,4640.34
≡TWFG – TWFG INCAdd 18.17%100,3450.16
≡BKNG – BOOKING HOLDINGS INC.Add 2375.09%501,547−0.12
≡KNSL – KINSALE CAPITAL GROUP INAdd 9.95%21,789−0.07
≡SCHW – SCHWAB CHARLES CORPAdd 9.46%145,361−0.07
≡QQQ – INVESCO QQQ TRBuy3910.01
≡ITB – ISHARES TRAdd 7.44%8080.00
Q1 2026filed May 15, 265 new3 added6 reduced4 exited
≡ADP – AUTOMATIC DATA PROC INCBuy419,0903.12
≡BFAM – BRIGHT HORIZONSFAMILY SOLUTIONAdd 80.97%332,1330.84
≡SUNB – SUNBELT RENTALS HLDGS IN GB SHRSBuy270,8430.65
≡AAON – AAON INCBuy
Q4 2025filed Feb 13, 262 new5 added4 exited
≡BFAM – BRIGHT HORIZONSFAMILY SOLUTIONBuy410,1961.39
≡DIS – DISNEY WALT COAdd 109.07%284,0191.06
≡BRO – BROWN & BROWNAdd 139.73%450,2741.03
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDAdd 96.85%7,906
Q3 2025filed Nov 17, 251 new2 added6 reduced4 exited
≡RMD – RESMED INCBuy235,4182.18
≡KNSL – KINSALE CAPITAL GROUP INAdd 6.31%11,309−0.23
≡TWFG – TWFG INCAdd 68.86%122,4690.07
Q2 2025filed Aug 13, 253 new10 added2 reduced2 exited
≡SCHW – SCHWAB CHARLES CORPAdd 65.16%618,4292.17
≡ANET – ARISTA NETWORKS INCBuy482,5611.69
≡GOOGL – ALPHABET INCAdd 5.57%20,0140.24
≡TWFG – TWFG INCBuy177,848
Q1 2025filed Aug 12, 253 new5 added7 reduced11 exited
≡KNSL – KINSALE CAPITAL GROUP INAdd 87.27%79,2081.51
≡BLDR – BUILDERS FIRSTSOURCE INCBuy82,4450.38
≡ARISTA NETWORKS INCAdd 13.67%56,100−0.33
≡BRK.A – BERKSHIRE HATHAWAY INC DELAdd 37.50%3
Q4 2024filed Aug 12, 2511 new6 added3 reduced1 exited
≡FISV – FISERV INCAdd 25.73%128,9761.31
≡BRO – BROWN & BROWNBuy294,8091.10
≡FERG – FERGUSON ENTERPRISES INCBuy33,7080.21
≡ARISTA NETWORKS INCAdd 284.76%303,7580.10
Q3 2024filed Nov 13, 245 new13 added2 reduced3 exited
≡KNSL – KINSALE CAPITAL GROUP INAdd 163.61%53,5710.99
≡SCHW – SCHWAB CHARLES CORPAdd 7.58%65,959−0.40
≡MEDP – MEDPACE HOLDINGS INCAdd 20.72%38,978−0.39
≡GOOGL – ALPHABET INCAdd 11.81%36,621
Q2 2024filed Aug 14, 2448 new
≡BRK.B – BERKSHIRE HATHAWAY INC DELBuy484,4708.33
≡AME – AMETEK INCBuy936,6966.60
≡META – META PLATFORMS INCBuy297,7136.34
≡HEI.A – HEICO CORP NEWBuy723,6975.43
Q1 2024filed Aug 20, 241 new
≡SPY – SPDR S&P 500 ETFBuy4,75263.84
Q4 2023filed Aug 23, 241 new59 exited
≡DFH – DREAM FINDERS HOMESBuy32,202100.00
Q3 2023filed Jan 25, 243 new12 added4 reduced3 exited
≡COHR – COHERENTCORPAdd 606.35%607,5170.99
≡GOOGL – ALPHABETINCAdd 5.04%11,2360.26
≡FERGUSONPLCNEWFBuy26,1850.23
≡FISV – FISERVINCAdd 17.74%48,0880.16
201,832
0.61
≡TWFG – TWFG INCAdd 66.54%220,5960.05
≡RSP – INVESCO S&P500 EQ WGT ETFBuy6,1050.04
≡QQQM – INVESCO EXCH TRADED FD TR IIBuy4,2220.04
≡MSFT – MICROSOFT CORPAdd 12.09%206−0.00
0.08
≡KNSL – KINSALE CAPITAL GROUP INAdd 12.50%23,8020.05
≡TWFG – TWFG INCAdd 10.39%31,1940.04
≡INTU – INTUITIVE SURGICAL INCBuy4050.01
0.21
≡DIS – DISNEY WALT COAdd 5.24%12,9720.21
≡BRO – BROWN & BROWNAdd 9.18%27,034−0.13
≡JPM – JPMORGAN CHASE & COAdd 14.54%6,4670.10
≡KNSL – KINSALE CAPITAL GROUP INAdd 5.40%9,186−0.08
≡AAPL – APPLE INCAdd 81.23%7,6090.04
≡BLDR – BUILDERS FIRSTSOURCE INCAdd 5.91%4,872−0.03
≡MSFT – MICROSOFT CORPAdd 15.90%3160.01
≡AMZN – AMAZON COM INCBuy1,1740.01
≡ITB – ISHARES TRAdd 5.08%557−0.00
0.12
≡PMMF – BLACKROCK ISHS PRM MM ETFBuy12,8760.05
≡MEDP – MEDPACE HOLDINGS INCAdd 7.53%17,650−0.02
≡ISRG – INTUITIVE SURGICAL INCBuy4050.01
≡ITB – ISHARES TRAdd 5.07%529−0.00
≡AAPL – APPLE INCAdd 72.31%7,1240.07
≡BIRK – BIRKENSTOCK HLDG PLCBuy27,3920.06
≡UNH – UNITEDHEALTH GRP INCBuy2,3640.04
≡LBRDK – LIBERTY BROADBAND CORPBuy15,0000.04
≡MSFT – MICROSOFT CORPBuy2,3540.04
≡J – JACOBS SOLUTIONS INCBuy4,3940.02
≡GBTC – GRAYSCALE BITCOIN TR BTCBuy7,4420.02
≡KNSL – KINSALE CAPITAL GROUP INAdd 5.15%4,4440.02
≡BRK.A – BERKSHIRE HATHAWAY INC DELAdd 14.29%10.02
≡CAPE – DOUBLELINE SHILLER ENHANCED CAPE IBuy10,6450.01
≡VOO – VANGUARD 500 INDX ETF-NEWBuy5840.01
≡ALGN – ALIGN TECHNOLOGY INCAdd 30.35%10,0130.01
≡INTUITIVE SURGICAL INCBuy4050.01
−0.20
≡LULU – LULULEMON ATHLETICA INCAdd 8.73%11,364−0.18
≡ARISTA NETWORKS INCAdd 9.27%9,0510.11
≡ICE – INTERCONTINENTAL EXCHANGE INBuy16,7990.10
≡COF – CAPITAL ONE FCBuy14,7740.08
≡DIS – DISNEY WALT COAdd 5.27%12,286−0.08
≡YUMC – YUM CHINA HLDGS INCBuy36,0360.06
≡CACC – CREDIT ACCEP CORP MICHAdd 16.53%4,151−0.05
≡LIBERTY MEDIA CORP SERIES C LIBERTY MEDIABuy15,0000.04
≡MA – MASTERCARD INCORPORATEDAdd 8.60%2,0220.04
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDAdd 78.24%6,3870.04
≡ALGN – ALIGN TECHNOLOGY INCAdd 10.01%3,0020.01
≡COST – COSTCO WHSL CORP NEWBuy2400.01
≡ODFL – OLD DOMINION FREIGHT LINE INAdd 11.24%5310.00
≡JPM – JPMORGAN CHASE & COAdd 7.70%3,0980.00
≡
GOOG – ALPHABET INC C
Buy
647,436
5.02
≡KMX – CARMAX INCBuy1,594,9484.94
≡PGR – PROGRESSIVE CORPBuy534,8214.69
≡V – VISA INCBuy386,9674.29
≡NVR – NVR INCBuy13,1794.23
≡IBP – INSTALLED BLDG PRODS INCBuy471,5524.10
≡BKNG – BOOKING HOLDINGS INC.Buy20,0033.35
≡MEDP – MEDPACE HOLDINGS INCBuy188,0943.27
≡FIVE – FIVE BELOW INCBuy697,8753.21
≡FISV – FISERV INCBuy484,9333.05
≡KEYS – KEYSIGHT TECHNOLOGIES INCBuy479,5582.77
≡MKL – MARKEL CORPBuy41,4712.76
≡SCHW – SCHWAB CHARLES CORPBuy869,8132.71
≡GOOGL – ALPHABET INCBuy310,0832.39
≡SBUX – STARBUCKS CORPBuy715,6262.35
≡MTB – M & T BK CORPBuy345,2622.21
≡OZK – BANK OZK LITTLE ROCK ARKBuy1,194,5392.07
≡ADI – ANALOG DEVICES INCBuy200,4231.93
≡EW – EDWARDS LIFESCIENCES CORPBuy446,0161.74
≡BAC – BANK AMERICA CORPBuy986,1151.66
≡LULU – LULULEMON ATHLETICA INCBuy130,1131.64
≡ARISTA NETWORKS INCBuy97,6191.45
≡FBIN – FORTUNE BRANDS HOME & SEC INBuy445,6311.22
≡FND – FLOOR & DECOR HLDGS INCBuy276,2981.16
≡DIS – DISNEY WALT COBuy233,2620.98
≡LFUS – LITTELFUSE INCBuy78,6920.85
≡CACC – CREDIT ACCEP CORP MICHBuy25,1070.55
≡KNSL – KINSALE CAPITAL GROUP INBuy32,7440.53
≡MA – MASTERCARD INCORPORATEDBuy23,5240.44
≡JPM – JPMORGAN CHASE & COBuy40,2260.34
≡ALGN – ALIGN TECHNOLOGY INCBuy29,9910.31
≡FERGUSON PLC NEW FBuy29,7650.24
≡BRK.A – BERKSHIRE HATHAWAY INC DELBuy70.18
≡AAPL – APPLE INCBuy10,0270.09
≡NVO – NOVO-NORDISK A SBuy12,4000.07
≡CPRT – COPART INCBuy27,4840.06
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDBuy8,1630.06
≡ITB – ISHARES TRBuy12,5620.05
≡ABNB – AIRBNB INC CL-ABuy7,0550.05
≡GLD – SPDR GOLD TRBuy4,2060.04
≡ODFL – OLD DOMINION FREIGHT LINE INBuy4,7240.04
≡SLV – ISHARES SILVER TRBuy23,0000.03
≡SITE – SITEONE LANDSCAPE SUPPLY INCBuy3,7530.02
≡GBTC – GRAYSCALE BITCOIN TR BTCBuy7,4420.02
≡SCHW – SCHWABCHARLESCORPAdd 6.97%52,4300.15
≡KNSL – KINSALECAPITALGROUPINCBuy2,5550.06
≡MEDP – MEDPACEHOLDINGSINCBuy3,7600.05
≡MA – MASTERCARDINCORPORATEDAdd 7.52%1,4520.05
≡OZK – BANKOZKLITTLEROCKARKAdd 12.07%25,4040.03
≡JPM – JPMORGANCHASE&COAdd 7.36%2,5110.03
≡NVO – NOVO-NORDISKASAdd 100.00%6,2000.01
≡ROP – ROPERTECHNOLOGIESINCAdd 7.23%900.00
≡CACC – CREDITACCEPCORPMICHAdd 6.54%1,356−0.00
≡CPRT – COPARTINCAdd 100.00%13,742−0.00
≡ITB – ISHARESTRAdd 5.73%7570.00