Value

Giverny Capital

Giverny Capital’s reported long US-listed equity holdings as of Q2 2026, from their Form 13F filing with the SEC.

13F value

$2.97B

reported long US equity

Positions

US-listed holdings

New this quarter

7 exited

Reporting period

Q2 2026

vs Q1 2026

Holdings

#	Holding	Value	% of 13F	Shares	Change
1	GOOGALPHABET INC C	$213.9M	7.2%	605.5K	Reduced
2	HEICO CORP NEW	$189.6M	6.4%	735.2K	Reduced
3	METAMETA PLATFORMS INC	$170.6M	5.7%	302.9K	Reduced
4	SCHWSCHWAB CHARLES CORP	$155.2M	5.2%	1.7M	Added
5	ADPAUTOMATIC DATA PROC INC	$146.6M	4.9%	654.6K	Added
6	AMEAMETEK INC	$144.9M	4.9%	598.8K	Reduced
7	MEDPMEDPACE HOLDINGS INC	$134.5M	4.5%	253.9K	Reduced
8	VVISA INC	$133.8M	4.5%	389.9K	Reduced
9	BRK.BBERKSHIRE HATHAWAY INC DEL	$124.3M	4.2%	248.4K	Reduced
10	PGRPROGRESSIVE CORP	$118.5M	4.0%	542.3K	Added
11	ALPHABET INC	$110.8M	3.7%	310.1K	Reduced
12	FIVEFIVE BELOW INC	$107.5M	3.6%	598.1K	Reduced
13	BKNGBOOKING HOLDINGS INC.	$93.2M	3.1%	522.7K	Added
14	IBPINSTALLED BLDG PRODS INC	$91.4M	3.1%	397.7K	Reduced
15	NVRNVR INC	$90.2M	3.0%	13.2K	Reduced
16	KNSLKINSALE CAPITAL GROUP IN	$79.4M	2.7%	240.7K	Added
17	BFAMBRIGHT HORIZONSFAMILY SOLUTION	$76.6M	2.6%	1.1M	Added
18	RMDRESMED INC	$75.5M	2.5%	387.7K	Added
19	BANK OZK LITTLE ROCK ARK	$62.4M	2.1%	1.2M	Reduced
20	MKLMARKEL CORP	$60.3M	2.0%	30.9K	Reduced
21	ANETARISTA NETWORKS INC	$57.7M	1.9%	339.9K	Reduced
22	KEYSKEYSIGHT TECHNOLOGIES INC	$50.1M	1.7%	143.1K	Reduced
23	DISDISNEY WALT CO	$49.6M	1.7%	515.6K	Reduced
24	BROBROWN & BROWN	$48.3M	1.6%	753.3K	Reduced
25	ADIANALOG DEVICES INC	$37.1M	1.2%	93.3K	Reduced
26	NYTNEW YORK TIMES CO-A-	$33.9M	1.1%	484.4K	New
27	LFUSLITTELFUSE INC	$33.8M	1.1%	74.1K	Reduced
28	MSAMSA SAFETY INC	$29.0M	1.0%	166.3K	New
29	WSOWATSCO INC	$27.5M	0.9%	66.0K	New
30	AAONAAON INC	$26.0M	0.9%	204.8K	Added
31	SPDR GOLD TR	$25.0M	0.8%	3.9K	—
32	SUNBSUNBELT RENTALS HOLDINGS	$21.6M	0.7%	246.4K	Reduced
33	VEEVVEEVA SYSTEMS INC CL-A	$16.9M	0.6%	95.0K	New
34	AXPAMERICAN EXPRESS CO	$15.8M	0.5%	46.7K	New
35	TWFGTWFG INC	$15.7M	0.5%	652.5K	Added
36	JPMJPMORGAN CHASE & CO	$15.7M	0.5%	47.9K	Reduced
37	MAMASTERCARD INCORPORATED	$14.8M	0.5%	28.8K	Added
38	LULULULULEMON ATHLETICA INC	$14.7M	0.5%	128.8K	Reduced
39	FNDFLOOR & DECOR HLDGS INC	$13.6M	0.5%	229.9K	Reduced
40	HWKNHAWKINS INC	$13.5M	0.5%	95.0K	New
41	FERGFERGUSON ENTERPRISES INC	$8.9M	0.3%	37.4K	Added
42	BLDRBUILDERS FIRSTSOURCE INC	$8.2M	0.3%	91.5K	Reduced
43	BERKSHIRE HATHAWAY INC DEL	$6.7M	0.2%	9	Reduced
44	AAPLAPPLE INC	$3.8M	0.1%	13.0K	Reduced
45	TAIWAN SEMICONDUCTOR MFG LTD	$1.7M	0.1%	3.7K	Reduced
46	SPDR S&P 500 ETF	$1.7M	0.1%	2.3K	Reduced
47	YUMCYUM CHINA HLDGS INC	$1.5M	0.0%	36.0K	—
48	ISHARES TR	$1.2M	0.0%	11.7K	Added
49	MSFTMICROSOFT CORP	$666,587	0.0%	1.8K	Reduced
50	INVESCO QQQ TR	$287,932	0.0%	391	New
51	CPRTCOPART INC	$233,244	0.0%	8.3K	Reduced

Sold out (Q2 2026)

MTB, INVESCO S&P500 EQ WGT ETF, INVESCO EXCH TRADED FD TR II, BIRKENSTOCK HLDG PLC, ODFL, SITE, NOVO-NORDISK A S

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From Giverny Capital’s Form 13F filing with the SEC, which can be up to 45 days after quarter-end. Covers long US-listed securities only: it excludes short positions, options detail, cash, bonds, and non-US holdings, so it is not the manager’s complete portfolio, and share counts and values are as of Q2 2026, not today. Not investment advice.