13F-HR filed by Giverny Capital Inc.
Giverny Capital Inc. filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 51 holding rows worth $2,974,321,189.
- Accession
- 0001641864-26-000005
- Filer
- CIK 1641864
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 51 entries on the cover page, a total value of $2,974,321,189 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,974,321,189 with VALUE read as dollars as filed, 13F file number 028-16878. A later restatement replaced it, so the quarter does not use it. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 605,460 | $213,927,182 | dollars as filed | |
| HEICO CORP NEW | 422806208 | CL A | 735,248 | $189,627,812 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 302,888 | $170,613,782 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 1,681,567 | $155,158,187 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 654,556 | $146,587,816 | dollars as filed | |
| AMETEK INC COM | 031100100 | Stock | 598,781 | $144,869,075 | dollars as filed | |
| MEDPACE HLDGS INC COM | 58506Q109 | Stock | 253,931 | $134,479,318 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 389,900 | $133,770,791 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 248,447 | $124,320,394 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 542,292 | $118,463,687 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 310,118 | $110,826,870 | dollars as filed | |
| FIVE BELOW INC COM | 33829M101 | Stock | 598,122 | $107,536,354 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 522,664 | $93,159,631 | dollars as filed | |
| INSTALLED BLDG PRODS INC | 45780R101 | COM | 397,662 | $91,398,634 | dollars as filed | |
| NVR INC COM | 62944T105 | Stock | 13,238 | $90,195,789 | dollars as filed | |
| KINSALECAPGROUPINC | 49714P108 | STOK | 240,731 | $79,395,491 | dollars as filed | |
| BRIGHT HORIZONS FAM SOL IN DEL COM | 109194100 | Stock | 1,080,793 | $76,606,608 | dollars as filed | |
| RESMED INC COM | 761152107 | Stock | 387,665 | $75,548,155 | dollars as filed | |
| BANK OZK LITTLE ROCK ARK COM | 06417N103 | Stock | 1,198,116 | $62,409,862 | dollars as filed | |
| MARKELGROUPINC | 570535104 | STOK | 30,877 | $60,303,090 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 339,892 | $57,740,853 | dollars as filed | |
| KEYSIGHT TECHNOLOGIES INC COM | 49338L103 | Stock | 143,072 | $50,085,215 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 515,567 | $49,623,324 | dollars as filed | |
| BROWN & BROWN INC COM | 115236101 | Stock | 753,288 | $48,323,425 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 93,310 | $37,059,933 | dollars as filed | |
| NEW YORK TIMES CO MTN BE CL A | 650111107 | Stock | 484,424 | $33,899,992 | dollars as filed | |
| LITTELFUSE INC COM | 537008104 | Stock | 74,125 | $33,751,336 | dollars as filed | |
| MSA SAFETY INC COM | 553498106 | Stock | 166,305 | $29,033,527 | dollars as filed | |
| WATSCO INC COM | 942622200 | Stock | 65,975 | $27,493,762 | dollars as filed | |
| AAON INC | 000360206 | COM PAR $0.004 | 204,779 | $25,978,264 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 3,876 | $25,033,146 | dollars as filed | |
| SUNBELT RENTALS HOLDINGS INC SHS | 866966104 | Stock | 246,369 | $21,593,757 | dollars as filed | |
| VEEVA SYS INC CL A COM | 922475108 | Stock | 94,956 | $16,851,841 | dollars as filed | |
| American Express Company | 025816109 | COM | 46,702 | $15,753,986 | dollars as filed | |
| TWFG INC | 87318A101 | COM CL A | 652,452 | $15,691,471 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 47,876 | $15,671,251 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 28,816 | $14,799,898 | dollars as filed | |
| LULULEMON ATHLETICA INC | 550021109 | COM | 128,803 | $14,706,727 | dollars as filed | |
| FLOOR & DECOR HLDGS INC CL A | 339750101 | Stock | 229,867 | $13,644,905 | dollars as filed | |
| HAWKINS INC | 420261109 | COM | 94,954 | $13,492,963 | dollars as filed | |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | 31488V107 | Stock | 37,380 | $8,871,395 | dollars as filed | |
| BUILDERS FIRSTSOURCE INC COM | 12008R107 | Stock | 91,464 | $8,184,199 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 9 | $6,739,650 | dollars as filed | |
| Apple Inc | 037833100 | COM | 12,995 | $3,760,233 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 3,655 | $1,745,518 | dollars as filed | |
| SPY | 78462F103 | SHS | 2,294 | $1,713,090 | dollars as filed | |
| YUM CHINA HLDGS INC | 98850P109 | COM | 36,036 | $1,472,791 | dollars as filed | |
| ISHARES TR | 464288752 | US HOME CONS ETF | 11,662 | $1,218,446 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,787 | $666,587 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 391 | $287,932 | dollars as filed | |
| COPART INC COM | 217204106 | Stock | 8,274 | $233,244 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001641864-26-000005 | this filing | 2026-08-14 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001641864-26-000010 | base | 2026-08-26 | acceptance time not in the bulk data set |