Giverny Capital Inc. Top Holdings and 13F Report (2026) About Giverny Capital Inc.Investment ActivityGiverny Capital Inc. has $2.73 billion in total holdings as of March 31, 2026.Giverny Capital Inc. owns shares of 51 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 5.69% of the portfolio was purchased this quarter.About 8.31% of the portfolio was sold this quarter.This quarter, Giverny Capital Inc. has purchased 50 new stocks and bought additional shares in 8 stocks.Giverny Capital Inc. sold shares of 30 stocks and completely divested from 4 stocks this quarter.Largest Holdings Berkshire Hathaway $181,437,100Alphabet $178,113,956Meta Platforms $176,113,629Heico $155,886,165Charles Schwab $144,372,640 Largest New Holdings this Quarter 053015103 - Automatic Data Processing $85,150,706 Holding866966104 - SUNBELT RENTALS HLDGS IN GB SHRS $17,629,171 Holding000360206 - AAON $16,701,598 Holding46137V357 - Invesco S&P 500 Equal Weight ETF $1,171,672 Holding46138G649 - Invesco NASDAQ 100 ETF $1,003,232 Holding Largest Purchases this Quarter Automatic Data Processing 419,090 shares (about $85.15M)Bright Horizons Family Solutions 332,133 shares (about $27.28M)SUNBELT RENTALS HLDGS IN GB SHRS 270,843 shares (about $17.63M)AAON 201,832 shares (about $16.70M)TWFG INC 220,596 shares (about $4.06M) Largest Sales this Quarter AMETEK 367,400 shares (about $78.76M)Berkshire Hathaway 127,359 shares (about $61.03M)Installed Building Products 115,571 shares (about $30.64M)Alphabet 18,598 shares (about $5.34M)Five Below 20,556 shares (about $4.70M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGiverny Capital Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$181,437,100$61,030,433 â–¼-25.2%378,6256.6%FinanceGOOGAlphabet$178,113,956$5,335,022 â–¼-2.9%620,9096.5%Computer and TechnologyMETAMeta Platforms$176,113,629$3,219,948 â–¼-1.8%307,8216.4%Computer and TechnologyHEI.AHeico$155,886,165$3,387,994 â–¼-2.1%738,4825.7%AerospaceSCHWCharles Schwab$144,372,640$4,647,781 â–¼-3.1%1,536,2065.3%FinanceFIVEFive Below$141,015,800$4,696,635 â–¼-3.2%617,1915.2%Retail/WholesaleAMEAMETEK$131,200,753$78,755,864 â–¼-37.5%612,0584.8%Computer and TechnologyMEDPMedpace$122,967,535$3,476,095 â–¼-2.7%256,0814.5%MedicalVVisa$119,794,940$3,321,013 â–¼-2.7%396,3574.4%Business ServicesIBPInstalled Building Products$107,031,775$30,643,651 â–¼-22.3%403,6653.9%ConstructionPGRProgressive$104,742,879$1,678,696 â–¼-1.6%528,3643.8%FinanceGOOGLAlphabet$100,205,746$3,717,863 â–¼-3.6%348,4693.7%Computer and TechnologyKEYSKeysight Technologies$91,257,466$3,067,103 â–¼-3.3%323,1843.3%Computer and TechnologyNVRNVR$89,931,410$3,064,271 â–¼-3.3%13,6473.3%ConstructionBKNGBooking$88,909,327$1,380,985 â–¼-1.5%21,1173.3%Retail/WholesaleADPAutomatic Data Processing$85,150,706$85,150,706 â–²New Holding419,0903.1%Computer and TechnologyMKLMarkel Group$82,197,822$1,979,148 â–¼-2.4%42,9443.0%Multi-Sector ConglomeratesKNSLKinsale Capital Group$74,803,724$1,598,285 â–²2.2%218,9422.7%FinanceBFAMBright Horizons Family Solutions$60,967,481$27,278,083 â–²81.0%742,3292.2%Business ServicesOZKBank OZK$56,493,298$1,513,590 â–¼-2.6%1,231,0592.1%FinanceADIAnalog Devices$54,418,483$1,811,807 â–¼-3.2%171,0522.0%Computer and TechnologyARISTA NETWORKS INC$51,981,534$516,057 â–²1.0%423,3611.9%COMDISWalt Disney$51,709,219$761,884 â–¼-1.5%536,5141.9%Consumer DiscretionaryRMDResMed$51,631,522$1,208,376 â–¼-2.3%230,0051.9%MedicalBROBrown & Brown$49,251,091$1,124,938 â–¼-2.2%755,2691.8%FinanceLFUSLittelfuse$27,391,993$293,877 â–¼-1.1%80,7191.0%Computer and TechnologyLULUlululemon athletica$21,832,060$250,625 â–¼-1.1%142,6000.8%Consumer DiscretionarySUNBELT RENTALS HLDGS IN GB SHRS$17,629,171$17,629,171 â–²New Holding270,8430.6%SHSAAONAAON$16,701,598$16,701,598 â–²New Holding201,8320.6%ConstructionJPMJPMorgan Chase & Co.$15,383,980$135,314 â–²0.9%52,2980.6%FinanceMAMastercard$14,023,458$346,264 â–¼-2.4%28,0660.5%Business ServicesFNDFloor & Decor$11,776,913$205,588 â–¼-1.7%231,8290.4%Retail/WholesaleTWFG INC$10,153,248$4,056,761 â–²66.5%552,1070.4%COM CL AFERGUSON ENTERPRISES INC$8,567,173$82,574 â–²1.0%36,7280.3%COMBRK.ABerkshire Hathaway$7,899,5400.0%110.3%FinanceBLDRBuilders FirstSource$7,558,964$150,582 â–²2.0%91,8130.3%Retail/WholesaleAAPLApple$3,817,002$375,102 â–¼-8.9%15,0400.1%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$2,745,844$2,684,675 â–¼-49.4%8,1250.1%Computer and TechnologyYUMCYum China$1,757,8360.0%36,0360.1%Retail/WholesaleGLDSPDR Gold Shares$1,667,8040.0%3,8760.1%FinanceSPYSPDR S&P 500 ETF Trust$1,608,9410.0%2,4740.1%FinanceMTBM&T Bank$1,557,635$1,034 â–¼-0.1%7,5350.1%FinanceRSPInvesco S&P 500 Equal Weight ETF$1,171,672$1,171,672 â–²New Holding6,1050.0%ETFQQQMInvesco NASDAQ 100 ETF$1,003,232$1,003,232 â–²New Holding4,2220.0%ETFITBiShares U.S. Home Construction ETF$982,830$76,424 â–¼-7.2%10,8540.0%ETFBIRKENSTOCK HLDG PLC$981,4550.0%27,3920.0%COMODFLOld Dominion Freight Line$978,172$48,655 â–¼-4.7%5,0060.0%TransportationCPRTCopart$912,4690.0%27,4840.0%Business ServicesMSFTMicrosoft$707,025$76,255 â–²12.1%1,9100.0%Computer and TechnologySITESiteOne Landscape Supply$499,5620.0%3,7530.0%IndustrialsNVONovo Nordisk A/S$455,7000.0%12,4000.0%MedicalCOFCapital One Financial$0$2,005,287 â–¼-100.0%00.0%FinanceDREAM FINDERS HOMES$0$550,654 â–¼-100.0%00.0%COMISRGIntuitive Surgical$0$229,376 â–¼-100.0%00.0%MedicalCOSTCostco Wholesale$0$206,962 â–¼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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