Giverny Capital
$2.7B Assets Reported
55 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY INC DEL | 378,625 | $181M | 6.6% |
| GOOG | ALPHABET INC C | 620,909 | $178M | 6.5% |
| META | META PLATFORMS INC | 307,821 | $176M | 6.4% |
| HEIA | HEICO CORP NEW | 738,482 | $156M | 5.7% |
| SCHW | SCHWAB CHARLES CORP | 1,536,206 | $144M | 5.3% |
| FIVE | FIVE BELOW INC | 617,191 | $141M | 5.2% |
| AME | AMETEK INC | 612,058 | $131M | 4.8% |
| MEDP | MEDPACE HOLDINGS INC | 256,081 | $123M | 4.5% |
| V | VISA INC | 396,357 | $120M | 4.4% |
| IBP | INSTALLED BLDG PRODS INC | 403,665 | $107M | 3.9% |
Track Giverny Capital's 13F portfolio: $2.7B in reported holdings, 55 positions. Top holdings, AUM, and quarterly changes on SentiSense.