EdgeMarket › What Giverny Capital Inc. reported owning
What Giverny Capital Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.7BPositions
51Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| unmapped CUSIP 084670702 | 181.4M | 6.6% | 378.6K | — | — |
| GOOG Alphabet Inc. | 178.1M | 6.5% | 620.9K | 341.75 | +70.7% |
| META Meta Platforms, Inc. | 176.1M | 6.4% | 307.8K | 549.90 | -26.5% |
| unmapped CUSIP 422806208 | 155.9M | 5.7% | 738.5K | — | — |
| SCHW SCHWAB CHARLES CORP | 144.4M | 5.3% | 1.5M | 112.30 | +17.6% |
| FIVE FIVE BELOW, INC | 141.0M | 5.2% | 617.2K | 250.24 | +79.7% |
| AME AMETEK INC/ | 131.2M | 4.8% | 612.1K | 239.55 | +30.7% |
| MEDP Medpace Holdings, Inc. | 123.0M | 4.5% | 256.1K | 620.75 | +33.3% |
| V VISA INC. | 119.8M | 4.4% | 396.4K | 371.04 | +7.9% |
| IBP Installed Building Products, Inc. | 107.0M | 3.9% | 403.7K | 246.81 | -6.3% |
| PGR PROGRESSIVE CORP/OH/ | 104.7M | 3.8% | 528.4K | 219.28 | -13.2% |
| GOOGL Alphabet Inc. | 100.2M | 3.7% | 348.5K | 344.82 | +73.0% |
| KEYS Keysight Technologies, Inc. | 91.3M | 3.3% | 323.2K | 316.13 | +99.4% |
| NVR NVR INC | 89.9M | 3.3% | 13.6K | 6,358.51 | -20.8% |
| BKNG Booking Holdings Inc. | 88.9M | 3.3% | 21.1K | 209.62 | -7.1% |
| ADP AUTOMATIC DATA PROCESSING INC | 85.2M | 3.1% | 419.1K | 280.81 | -9.1% |
| MKL MARKEL GROUP INC. | 82.2M | 3.0% | 42.9K | 1,795.62 | -8.9% |
| KNSL Kinsale Capital Group, Inc. | 74.8M | 2.7% | 218.9K | 383.55 | -18.1% |
| BFAM BRIGHT HORIZONS FAMILY SOLUTIONS INC. | 61.0M | 2.2% | 742.3K | 72.88 | -40.5% |
| OZK Bank OZK | 56.5M | 2.1% | 1.2M | 49.42 | -1.3% |
| ADI ANALOG DEVICES INC | 54.4M | 2.0% | 171.1K | 373.09 | +52.4% |
| ANET Arista Networks, Inc. | 52.0M | 1.9% | 423.4K | 188.65 | +43.5% |
| DIS Walt Disney Co | 51.7M | 1.9% | 536.5K | 107.78 | -7.9% |
| RMD RESMED INC | 51.6M | 1.9% | 230.0K | 231.52 | -19.9% |
| BRO BROWN & BROWN, INC. | 49.3M | 1.8% | 755.3K | 72.92 | -24.7% |
| LFUS LITTELFUSE INC /DE | 27.4M | 1.0% | 80.7K | 412.26 | +65.4% |
| LULU lululemon athletica inc. | 21.8M | 0.8% | 142.6K | 121.07 | -38.9% |
| SUNB Sunbelt Rentals Holdings, Inc. | 17.6M | 0.6% | 270.8K | 76.88 | — |
| AAON AAON, INC. | 16.7M | 0.6% | 201.8K | 79.44 | -0.8% |
| JPM JPMORGAN CHASE & CO | 15.4M | 0.6% | 52.3K | 351.58 | +20.3% |
| MA Mastercard Inc | 14.0M | 0.5% | 28.1K | 580.63 | -2.0% |
| FND Floor & Decor Holdings, Inc. | 11.8M | 0.4% | 231.8K | 54.26 | -33.8% |
| TWFG TWFG, Inc. | 10.2M | 0.4% | 552.1K | 28.96 | +3.3% |
| FERG Ferguson Enterprises Inc. /DE/ | 8.6M | 0.3% | 36.7K | 242.24 | +5.1% |
| unmapped CUSIP 084670108 | 7.9M | 0.3% | 11 | — | — |
| BLDR Builders FirstSource, Inc. | 7.6M | 0.3% | 91.8K | 70.21 | -47.1% |
| AAPL Apple Inc. | 3.8M | 0.1% | 15.0K | 309.35 | +36.9% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 2.7M | 0.1% | 8.1K | 418.95 | +83.3% |
| YUMC Yum China Holdings, Inc. | 1.8M | 0.1% | 36.0K | 49.52 | +11.0% |
| GLD SPDR GOLD TRUST | 1.7M | 0.1% | 3.9K | 423.36 | +37.3% |
| SPY SPDR S&P 500 ETF TRUST | 1.6M | 0.1% | 2.5K | 765.72 | +20.0% |
| MTB M&T BANK CORP | 1.6M | 0.1% | 7.5K | 240.34 | +24.4% |
| RSP Invesco S&P 500 Equal Weight ETF | 1.2M | 0.0% | 6.1K | 221.67 | +18.8% |
| QQQM Invesco NASDAQ 100 ETF | 1.0M | 0.0% | 4.2K | 293.76 | +26.1% |
| ITB iShares U.S. Home Construction ETF | 982.8K | 0.0% | 10.9K | 97.49 | -9.8% |
| BIRK Birkenstock Holding plc | 981.5K | 0.0% | 27.4K | 35.64 | -28.8% |
| ODFL OLD DOMINION FREIGHT LINE, INC. | 978.2K | 0.0% | 5.0K | 206.47 | +37.4% |
| CPRT COPART INC | 912.5K | 0.0% | 27.5K | 33.80 | -29.0% |
| MSFT MICROSOFT CORP | 707.0K | 0.0% | 1.9K | 483.24 | -4.4% |
| SITE SiteOne Landscape Supply, Inc. | 499.6K | 0.0% | 3.8K | 95.94 | -30.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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