Giverny Capital
$3.0B 13F equity value
58 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Giverny Capital covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| GOOG | ALPHABET INC C | 605,460 | $214M | 7.2% |
| HEIA | HEICO CORP NEW | 735,248 | $190M | 6.4% |
| META | META PLATFORMS INC | 302,888 | $171M | 5.7% |
| SCHW | SCHWAB CHARLES CORP | 1,681,567 | $155M | 5.2% |
| ADP | AUTOMATIC DATA PROC INC | 654,556 | $147M | 4.9% |
| AME | AMETEK INC | 598,781 | $145M | 4.9% |
| MEDP | MEDPACE HOLDINGS INC | 253,931 | $134M | 4.5% |
| V | VISA INC | 389,900 | $134M | 4.5% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 248,447 | $124M | 4.2% |
| PGR | PROGRESSIVE CORP | 542,292 | $118M | 4.0% |
Track Giverny Capital's 13F portfolio: $3.0B in reported holdings, 58 positions. Top holdings and quarterly changes on SentiSense.
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