Giverny Capital Inc.
51 holdingsFiling period: 2026-06-30Current AUM: $3.09Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc C | 605.5K | $213.9M | $191.8M | 6.21% | -15,449 | 2026-06-30 |
| 2 | HEI/A | Heico Corp New | 735.2K | $189.6M | $189.6M | 6.14% | -3,234 | 2026-06-30 |
| 3 | META | Meta Platforms Inc | 302.9K | $170.6M | $187.8M | 6.08% | -4,933 | 2026-06-30 |
| 4 | SCHW | Schwab Charles Corp | 1.68M | $155.2M | $150.2M | 4.86% | +145.4K | 2026-06-30 |
| 5 | ADP | Automatic Data Proc Inc | 654.6K | $146.6M | $191.9M | 6.21% | +235.5K | 2026-06-30 |
| 6 | AME | Ametek Inc | 598.8K | $144.9M | $147.4M | 4.77% | -13,277 | 2026-06-30 |
| 7 | MEDP | Medpace Holdings Inc | 253.9K | $134.5M | $171.1M | 5.54% | -2,150 | 2026-06-30 |
| 8 | V | Visa Inc | 389.9K | $133.8M | $156.7M | 5.07% | -6,457 | 2026-06-30 |
| 9 | BRK-B | Berkshire Hathaway Inc Del | 248.4K | $124.3M | $124.3M | 4.02% | -130,178 | 2026-06-30 |
| 10 | PGR | Progressive Corp | 542.3K | $118.5M | $122.3M | 3.96% | +13.9K | 2026-06-30 |
| 11 | GOOGL | Alphabet Inc | 310.1K | $110.8M | $99.4M | 3.22% | -38,351 | 2026-06-30 |
| 12 | FIVE | Five Below Inc | 598.1K | $107.5M | $138.3M | 4.48% | -19,069 | 2026-06-30 |
| 13 | BKNG | Booking Holdings Inc. | 522.7K | $93.2M | $78.5M | 2.54% | +501.5K | 2026-06-30 |
| 14 | IBP | Installed Bldg Prods Inc | 397.7K | $91.4M | $81.7M | 2.64% | -6,003 | 2026-06-30 |
| 15 | NVR | Nvr Inc | 13.2K | $90.2M | $76.9M | 2.49% | -409 | 2026-06-30 |
| 16 | KNSL | Kinsale Capital Group in | 240.7K | $79.4M | $86.8M | 2.81% | +21.8K | 2026-06-30 |
| 17 | BFAM | Bright Horizonsfamily Solution | 1.08M | $76.6M | $76.3M | 2.47% | +338.5K | 2026-06-30 |
| 18 | RMD | Resmed Inc | 387.7K | $75.5M | $97.2M | 3.15% | +157.7K | 2026-06-30 |
| 19 | OZK | Bank Ozk Little Rock Ark | 1.20M | $62.4M | $60.8M | 1.97% | -32,943 | 2026-06-30 |
| 20 | MKL | Markel Corp | 30.9K | $60.3M | $57.4M | 1.86% | -12,067 | 2026-06-30 |
| 21 | ANET | Arista Networks Inc | 339.9K | $57.7M | $63.6M | 2.06% | -83,469 | 2026-06-30 |
| 22 | KEYS | Keysight Technologies Inc | 143.1K | $50.1M | $48.1M | 1.56% | -180,112 | 2026-06-30 |
| 23 | DIS | Disney Walt Co | 515.6K | $49.6M | $56.8M | 1.84% | -20,947 | 2026-06-30 |
| 24 | BRO | Brown & Brown | 753.3K | $48.3M | $50.9M | 1.65% | -1,981 | 2026-06-30 |
| 25 | ADI | Analog Devices Inc | 93.3K | $37.1M | $39.7M | 1.28% | -77,742 | 2026-06-30 |
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