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Giverny Capital Inc.

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13F filer, CIK 1641864, MONTREAL, Quebec, Canada

Giverny Capital Inc. reported $2,731,351,278 across 51 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 53.38% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001641864-26-000004

Period
2026-03-31
Reported value
$2.73B
Holdings
51
Top 10 weight
53.38%
New
5
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ADPnew+419,090$85.2M
BFAMadded+332,133$27.3M
SUNBnew+270,843$17.6M
AAONnew+201,832$16.7M
TWFGadded+220,596$4.06M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AMEreduced-367,400-$78.8M
BRK-Breduced-127,359-$61M
IBPreduced-115,571-$30.6M
GOOGreduced-18,598-$5.34M
FIVEreduced-20,556-$4.7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001641864-26-000004, largest first. % of portfolio is the value over $2,731,351,278, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 489,311 shares; 2024Q4: 505,550 shares; 2025Q1: 503,332 shares; 2025Q2: 511,784 shares; 2025Q3: 510,644 shares; 2025Q4: 505,984 shares; 2026Q1: 378,625 shares 378,625$181M6.64%-127,359Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 646,180 shares; 2024Q4: 655,037 shares; 2025Q1: 651,446 shares; 2025Q2: 653,717 shares; 2025Q3: 638,213 shares; 2025Q4: 639,507 shares; 2026Q1: 620,909 shares 620,909$178M6.52%-18,598Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309,942 shares; 2024Q4: 315,095 shares; 2025Q1: 315,144 shares; 2025Q2: 318,902 shares; 2025Q3: 311,810 shares; 2025Q4: 313,449 shares; 2026Q1: 307,821 shares 307,821$176M6.45%-5,628Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 732,993 shares; 2024Q4: 741,655 shares; 2025Q1: 742,011 shares; 2025Q2: 749,492 shares; 2025Q3: 749,501 shares; 2025Q4: 754,532 shares; 2026Q1: 738,482 shares 738,482$156M5.71%-16,050Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 935,772 shares; 2024Q4: 947,927 shares; 2025Q1: 949,066 shares; 2025Q2: 1,567,495 shares; 2025Q3: 1,575,776 shares; 2025Q4: 1,585,661 shares; 2026Q1: 1,536,206 shares 1,536,206$144M5.29%-49,455Timeline
FIVEFIVE BELOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 725,249 shares; 2024Q4: 732,110 shares; 2025Q1: 621,590 shares; 2025Q2: 625,871 shares; 2025Q3: 637,090 shares; 2025Q4: 637,747 shares; 2026Q1: 617,191 shares 617,191$141M5.16%-20,556Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 959,222 shares; 2024Q4: 974,459 shares; 2025Q1: 977,434 shares; 2025Q2: 996,344 shares; 2025Q3: 996,676 shares; 2025Q4: 979,458 shares; 2026Q1: 612,058 shares 612,058$131M4.8%-367,400Timeline
MEDPMEDPACE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227,072 shares; 2024Q4: 234,287 shares; 2025Q1: 251,937 shares; 2025Q2: 261,755 shares; 2025Q3: 261,802 shares; 2025Q4: 263,320 shares; 2026Q1: 256,081 shares 256,081$123M4.5%-7,239Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391,760 shares; 2024Q4: 395,717 shares; 2025Q1: 393,549 shares; 2025Q2: 401,297 shares; 2025Q3: 405,520 shares; 2025Q4: 407,345 shares; 2026Q1: 396,357 shares 396,357$120M4.39%-10,988Timeline
IBPINSTALLED BLDG PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 487,115 shares; 2024Q4: 504,735 shares; 2025Q1: 508,073 shares; 2025Q2: 514,459 shares; 2025Q3: 514,736 shares; 2025Q4: 519,236 shares; 2026Q1: 403,665 shares 403,665$107M3.92%-115,571Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 536,693 shares; 2024Q4: 545,856 shares; 2025Q1: 529,154 shares; 2025Q2: 520,367 shares; 2025Q3: 533,889 shares; 2025Q4: 536,832 shares; 2026Q1: 528,364 shares 528,364$105M3.83%-8,468Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 346,704 shares; 2024Q4: 356,828 shares; 2025Q1: 359,603 shares; 2025Q2: 379,617 shares; 2025Q3: 359,143 shares; 2025Q4: 361,398 shares; 2026Q1: 348,469 shares 348,469$100M3.67%-12,929Timeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 481,070 shares; 2024Q4: 331,845 shares; 2025Q1: 331,011 shares; 2025Q2: 333,585 shares; 2025Q3: 333,927 shares; 2025Q4: 334,046 shares; 2026Q1: 323,184 shares 323,184$91.3M3.34%-10,862Timeline
NVRNVR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,307 shares; 2024Q4: 13,558 shares; 2025Q1: 13,490 shares; 2025Q2: 14,038 shares; 2025Q3: 14,075 shares; 2025Q4: 14,112 shares; 2026Q1: 13,647 shares 13,647$89.9M3.29%-465Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,515 shares; 2024Q4: 21,177 shares; 2025Q1: 21,132 shares; 2025Q2: 21,290 shares; 2025Q3: 21,343 shares; 2025Q4: 21,445 shares; 2026Q1: 21,117 shares 21,117$88.9M3.26%-328Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 419,090 shares 419,090$85.2M3.12%newTimeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,684 shares; 2024Q4: 43,331 shares; 2025Q1: 43,402 shares; 2025Q2: 43,696 shares; 2025Q3: 43,829 shares; 2025Q4: 43,978 shares; 2026Q1: 42,944 shares 42,944$82.2M3.01%-1,034Timeline
KNSLKINSALE CAP GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,315 shares; 2024Q4: 90,759 shares; 2025Q1: 169,967 shares; 2025Q2: 179,153 shares; 2025Q3: 190,462 shares; 2025Q4: 214,264 shares; 2026Q1: 218,942 shares 218,942$74.8M2.74%+4,678Timeline
BFAMBRIGHT HORIZONS FAM SOL IN DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 410,196 shares; 2026Q1: 742,329 shares 742,329$61M2.23%+332,133Timeline
OZKBANK OZK LITTLE ROCK ARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,197,374 shares; 2024Q4: 1,212,438 shares; 2025Q1: 1,209,513 shares; 2025Q2: 1,258,996 shares; 2025Q3: 1,261,960 shares; 2025Q4: 1,264,042 shares; 2026Q1: 1,231,059 shares 1,231,059$56.5M2.07%-32,983Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,111 shares; 2024Q4: 171,775 shares; 2025Q1: 171,340 shares; 2025Q2: 176,111 shares; 2025Q3: 176,468 shares; 2025Q4: 176,747 shares; 2026Q1: 171,052 shares 171,052$54.4M1.99%-5,695Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 482,561 shares; 2025Q3: 412,399 shares; 2025Q4: 419,158 shares; 2026Q1: 423,361 shares 423,361$52M1.9%+4,203Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,548 shares; 2024Q4: 248,218 shares; 2025Q1: 247,503 shares; 2025Q2: 260,475 shares; 2025Q3: 260,400 shares; 2025Q4: 544,419 shares; 2026Q1: 536,514 shares 536,514$51.7M1.89%-7,905Timeline
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 235,418 shares; 2025Q4: 235,388 shares; 2026Q1: 230,005 shares 230,005$51.6M1.89%-5,383Timeline
BROBROWN & BROWN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 294,809 shares; 2025Q1: 294,603 shares; 2025Q2: 321,637 shares; 2025Q3: 322,246 shares; 2025Q4: 772,520 shares; 2026Q1: 755,269 shares 755,269$49.3M1.8%-17,251Timeline
LFUSLITTELFUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,015 shares; 2024Q4: 80,615 shares; 2025Q1: 80,504 shares; 2025Q2: 81,112 shares; 2025Q3: 81,257 shares; 2025Q4: 81,585 shares; 2026Q1: 80,719 shares 80,719$27.4M1%-866Timeline
LULULULULEMON ATHLETICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,477 shares; 2024Q4: 143,368 shares; 2025Q1: 143,169 shares; 2025Q2: 143,977 shares; 2025Q3: 144,001 shares; 2025Q4: 144,237 shares; 2026Q1: 142,600 shares 142,600$21.8M0.8%-1,637Timeline
SUNBSUNBELT RENTALS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 270,843 shares 270,843$17.6M0.65%newTimeline
AAONAAON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 201,832 shares 201,832$16.7M0.61%newTimeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,324 shares; 2024Q4: 43,862 shares; 2025Q1: 44,483 shares; 2025Q2: 50,950 shares; 2025Q3: 50,705 shares; 2025Q4: 51,838 shares; 2026Q1: 52,298 shares 52,298$15.4M0.56%+460Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,546 shares; 2024Q4: 26,275 shares; 2025Q1: 27,043 shares; 2025Q2: 27,841 shares; 2025Q3: 27,724 shares; 2025Q4: 28,759 shares; 2026Q1: 28,066 shares 28,066$14M0.51%-693Timeline
FNDFLOOR & DECOR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,681 shares; 2024Q4: 233,921 shares; 2025Q1: 233,878 shares; 2025Q2: 235,831 shares; 2025Q3: 236,148 shares; 2025Q4: 235,876 shares; 2026Q1: 231,829 shares 231,829$11.8M0.43%-4,047Timeline
TWFGTWFG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 177,848 shares; 2025Q3: 300,317 shares; 2025Q4: 331,511 shares; 2026Q1: 552,107 shares 552,107$10.2M0.37%+220,596Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,708 shares; 2025Q1: 34,386 shares; 2025Q2: 35,679 shares; 2025Q3: 35,503 shares; 2025Q4: 36,374 shares; 2026Q1: 36,728 shares 36,728$8.57M0.31%+354Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 8 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares 11$7.9M0.29%0Timeline
BLDRBUILDERS FIRSTSOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 82,445 shares; 2025Q2: 87,317 shares; 2025Q3: 87,096 shares; 2025Q4: 89,984 shares; 2026Q1: 91,813 shares 91,813$7.56M0.28%+1,829Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,852 shares; 2024Q4: 16,976 shares; 2025Q1: 9,367 shares; 2025Q2: 16,976 shares; 2025Q3: 16,875 shares; 2025Q4: 16,518 shares; 2026Q1: 15,040 shares 15,040$3.82M0.14%-1,478Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,550 shares; 2024Q4: 14,638 shares; 2025Q1: 11,550 shares; 2025Q2: 11,550 shares; 2025Q3: 8,163 shares; 2025Q4: 16,069 shares; 2026Q1: 8,125 shares 8,125$2.75M0.1%-7,944Timeline
YUMCYUM CHINA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,036 shares; 2024Q4: 36,036 shares; 2025Q1: 36,036 shares; 2025Q2: 36,036 shares; 2025Q3: 36,036 shares; 2025Q4: 36,036 shares; 2026Q1: 36,036 shares 36,036$1.76M0.06%0Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,206 shares; 2024Q4: 4,206 shares; 2025Q1: 3,898 shares; 2025Q2: 3,876 shares; 2025Q3: 3,876 shares; 2025Q4: 3,876 shares; 2026Q1: 3,876 shares 3,876$1.67M0.06%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,752 shares; 2024Q4: 4,752 shares; 2025Q1: 2,567 shares; 2025Q2: 2,474 shares; 2025Q3: 2,474 shares; 2025Q4: 2,474 shares; 2026Q1: 2,474 shares 2,474$1.61M0.06%0Timeline
MTBM & T BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360,591 shares; 2024Q4: 367,581 shares; 2025Q1: 367,532 shares; 2025Q2: 7,540 shares; 2025Q3: 7,540 shares; 2025Q4: 7,540 shares; 2026Q1: 7,535 shares 7,535$1.56M0.06%-5Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,105 shares 6,105$1.17M0.04%newTimeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,222 shares 4,222$1M0.04%newTimeline
ITBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,299 shares; 2024Q4: 10,432 shares; 2025Q1: 10,961 shares; 2025Q2: 11,518 shares; 2025Q3: 11,561 shares; 2025Q4: 11,698 shares; 2026Q1: 10,854 shares 10,854$983K0.04%-844Timeline
BIRKBIRKENSTOCK HOLDING PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,392 shares; 2025Q1: 27,392 shares; 2025Q2: 27,392 shares; 2025Q3: 27,392 shares; 2025Q4: 27,392 shares; 2026Q1: 27,392 shares 27,392$981K0.04%0Timeline
ODFLOLD DOMINION FREIGHT LINE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,255 shares; 2024Q4: 5,255 shares; 2025Q1: 5,255 shares; 2025Q2: 5,255 shares; 2025Q3: 5,255 shares; 2025Q4: 5,255 shares; 2026Q1: 5,006 shares 5,006$978K0.04%-249Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,484 shares; 2024Q4: 27,484 shares; 2025Q1: 27,484 shares; 2025Q2: 27,484 shares; 2025Q3: 27,484 shares; 2025Q4: 27,484 shares; 2026Q1: 27,484 shares 27,484$912K0.03%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,354 shares; 2025Q1: 1,987 shares; 2025Q2: 2,303 shares; 2025Q3: 1,703 shares; 2025Q4: 1,704 shares; 2026Q1: 1,910 shares 1,910$707K0.03%+206Timeline
SITESITEONE LANDSCAPE SUPPLY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,753 shares; 2024Q4: 3,753 shares; 2025Q1: 3,753 shares; 2025Q2: 3,753 shares; 2025Q3: 3,753 shares; 2025Q4: 3,753 shares; 2026Q1: 3,753 shares 3,753$500K0.02%0Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,400 shares; 2024Q4: 12,400 shares; 2025Q1: 12,400 shares; 2025Q2: 12,400 shares; 2025Q3: 12,400 shares; 2025Q4: 12,400 shares; 2026Q1: 12,400 shares 12,400$456K0.02%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
COFCAPITAL ONE FINL CORP8,274$2.01Mshares
DFHDREAM FINDERS HOMES INC32,202$551Kshares
ISRGINTUITIVE SURGICAL INC405$229Kshares
COSTCOSTCO WHOLESALE CORPORATION240$207Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001641864-26-000004 base2026-05-15acceptance time not in the bulk data set