Giverny Capital Inc.
51 holdingsFiling period: 2026-03-31Current AUM: $2.96Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 378.6K | $181.4M | $181.4M | 6.13% | -127,359 | 2026-03-31 |
| 2 | GOOG | ALPHABET INC C | 620.9K | $178.1M | $221.4M | 7.48% | -18,598 | 2026-03-31 |
| 3 | META | META PLATFORMS INC | 307.8K | $176.1M | $171.4M | 5.79% | -5,628 | 2026-03-31 |
| 4 | HEI/A | HEICO CORP NEW | 738.5K | $155.9M | $155.9M | 5.26% | -16,050 | 2026-03-31 |
| 5 | SCHW | SCHWAB CHARLES CORP | 1.54M | $144.4M | $161.7M | 5.46% | -49,455 | 2026-03-31 |
| 6 | FIVE | FIVE BELOW INC | 617.2K | $141.0M | $134.0M | 4.53% | -20,556 | 2026-03-31 |
| 7 | AME | AMETEK INC | 612.1K | $131.2M | $147.9M | 5.00% | -367,400 | 2026-03-31 |
| 8 | MEDP | MEDPACE HOLDINGS INC | 256.1K | $123.0M | $147.8M | 4.99% | -7,239 | 2026-03-31 |
| 9 | V | VISA INC | 396.4K | $119.8M | $145.1M | 4.90% | -10,988 | 2026-03-31 |
| 10 | IBP | INSTALLED BLDG PRODS INC | 403.7K | $107.0M | $90.0M | 3.04% | -115,571 | 2026-03-31 |
| 11 | PGR | PROGRESSIVE CORP | 528.4K | $104.7M | $111.7M | 3.77% | -8,468 | 2026-03-31 |
| 12 | GOOGL | ALPHABET INC | 348.5K | $100.2M | $124.1M | 4.19% | -12,929 | 2026-03-31 |
| 13 | KEYS | KEYSIGHT TECHNOLOGIES INC | 323.2K | $91.3M | $103.1M | 3.48% | -10,862 | 2026-03-31 |
| 14 | NVR | NVR INC | 13.6K | $89.9M | $83.9M | 2.83% | -465 | 2026-03-31 |
| 15 | BKNG | BOOKING HOLDINGS INC. | 21.1K | $88.9M | $101.8M | 3.44% | -328 | 2026-03-31 |
| 16 | ADP | AUTOMATIC DATA PROC INC | 419.1K | $85.2M | $111.7M | 3.77% | -- | 2026-03-31 |
| 17 | MKL | MARKEL CORP | 42.9K | $82.2M | $80.8M | 2.73% | -1,034 | 2026-03-31 |
| 18 | KNSL | KINSALE CAPITAL GROUP IN | 218.9K | $74.8M | $78.0M | 2.64% | +4.7K | 2026-03-31 |
| 19 | BFAM | BRIGHT HORIZONSFAMILY SOLUTION | 742.3K | $61.0M | $55.3M | 1.87% | +332.1K | 2026-03-31 |
| 20 | OZK | BANK OZK LITTLE ROCK ARK | 1.23M | $56.5M | $63.2M | 2.13% | -32,983 | 2026-03-31 |
| 21 | ADI | ANALOG DEVICES INC | 171.1K | $54.4M | $62.8M | 2.12% | -5,695 | 2026-03-31 |
| 22 | ANET | ARISTA NETWORKS INC | 423.4K | $52.0M | $76.4M | 2.58% | +4.2K | 2026-03-31 |
| 23 | DIS | DISNEY WALT CO | 536.5K | $51.7M | $51.6M | 1.74% | -7,905 | 2026-03-31 |
| 24 | RMD | RESMED INC | 230.0K | $51.6M | $48.5M | 1.64% | -5,383 | 2026-03-31 |
| 25 | BRO | BROWN & BROWN | 755.3K | $49.3M | $53.2M | 1.80% | -17,251 | 2026-03-31 |
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