Giverny Capital Inc.
CIK 1641864
13F filing for Q2 2026・No. 1,293
- Holdings
- US$2.97B
- Quarter change
- +US$242.97M
- Entries
- 51
- Net bought (estimate)
- —
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
No filing the quarter before to compare with.
Largest holdings
51 stocks worth US$2.97B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGALPHABET INC CCAP STK CL C | — | 605,460 | US$213.93M | 7.19% |
| HEI.AHEICO CORP NEWCL A | — | 735,248 | US$189.63M | 6.38% |
| METAMetaCL A | — | 302,888 | US$170.61M | 5.74% |
| SCHWSCHWAB CHARLES CORPCOM | — | 1,681,567 | US$155.16M | 5.22% |
| ADPAUTOMATIC DATA PROC INCCOM | — | 654,556 | US$146.59M | 4.93% |
| AMEAMETEK INCCOM | — | 598,781 | US$144.87M | 4.87% |
| MEDPMEDPACE HOLDINGS INCCOM | — | 253,931 | US$134.48M | 4.52% |
| VVISA INCCOM CL A | — | 389,900 | US$133.77M | 4.50% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | — | 248,447 | US$124.32M | 4.18% |
| PGRPROGRESSIVE CORPCOM | — | 542,292 | US$118.46M | 3.98% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HR/AFiled August 26, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.