Giverny Capital Inc.
51 holdingsFiling period: 2026-06-30Current AUM: $3.10Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC C | 605.5K | $213.9M | $206.7M | 6.67% | -15,449 | 2026-06-30 |
| 2 | HEI/A | HEICO CORP NEW | 735.2K | $189.6M | $189.6M | 6.12% | -3,234 | 2026-06-30 |
| 3 | META | META PLATFORMS INC | 302.9K | $170.6M | $203.0M | 6.55% | -4,933 | 2026-06-30 |
| 4 | SCHW | SCHWAB CHARLES CORP | 1.68M | $155.2M | $181.3M | 5.85% | +145.4K | 2026-06-30 |
| 5 | ADP | AUTOMATIC DATA PROC INC | 654.6K | $146.6M | $181.0M | 5.84% | +235.5K | 2026-06-30 |
| 6 | AME | AMETEK INC | 598.8K | $144.9M | $140.4M | 4.53% | -13,277 | 2026-06-30 |
| 7 | MEDP | MEDPACE HOLDINGS INC | 253.9K | $134.5M | $157.6M | 5.08% | -2,150 | 2026-06-30 |
| 8 | V | VISA INC | 389.9K | $133.8M | $146.5M | 4.72% | -6,457 | 2026-06-30 |
| 9 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 248.4K | $124.3M | $124.3M | 4.01% | -130,178 | 2026-06-30 |
| 10 | PGR | PROGRESSIVE CORP | 542.3K | $118.5M | $120.0M | 3.87% | +13.9K | 2026-06-30 |
| 11 | GOOGL | ALPHABET INC | 310.1K | $110.8M | $107.0M | 3.45% | -38,351 | 2026-06-30 |
| 12 | FIVE | FIVE BELOW INC | 598.1K | $107.5M | $141.2M | 4.55% | -19,069 | 2026-06-30 |
| 13 | BKNG | BOOKING HOLDINGS INC. | 522.7K | $93.2M | $89.5M | 2.89% | +501.5K | 2026-06-30 |
| 14 | IBP | INSTALLED BLDG PRODS INC | 397.7K | $91.4M | $79.4M | 2.56% | -6,003 | 2026-06-30 |
| 15 | NVR | NVR INC | 13.2K | $90.2M | $82.8M | 2.67% | -409 | 2026-06-30 |
| 16 | KNSL | KINSALE CAPITAL GROUP IN | 240.7K | $79.4M | $88.9M | 2.87% | +21.8K | 2026-06-30 |
| 17 | BFAM | BRIGHT HORIZONSFAMILY SOLUTION | 1.08M | $76.6M | $72.9M | 2.35% | +338.5K | 2026-06-30 |
| 18 | RMD | RESMED INC | 387.7K | $75.5M | $88.9M | 2.87% | +157.7K | 2026-06-30 |
| 19 | OZK | BANK OZK LITTLE ROCK ARK | 1.20M | $62.4M | $58.9M | 1.90% | -32,943 | 2026-06-30 |
| 20 | MKL | MARKEL CORP | 30.9K | $60.3M | $55.3M | 1.78% | -12,067 | 2026-06-30 |
| 21 | ANET | ARISTA NETWORKS INC | 339.9K | $57.7M | $65.5M | 2.11% | -83,469 | 2026-06-30 |
| 22 | KEYS | KEYSIGHT TECHNOLOGIES INC | 143.1K | $50.1M | $44.8M | 1.45% | -180,112 | 2026-06-30 |
| 23 | DIS | DISNEY WALT CO | 515.6K | $49.6M | $54.9M | 1.77% | -20,947 | 2026-06-30 |
| 24 | BRO | BROWN & BROWN | 753.3K | $48.3M | $50.6M | 1.63% | -1,981 | 2026-06-30 |
| 25 | ADI | ANALOG DEVICES INC | 93.3K | $37.1M | $33.7M | 1.09% | -77,742 | 2026-06-30 |
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