Giverny Capital

Managed by Francois Rochon
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Portfolio value
$2.97B
Holdings
45
Top 5 weight
33.17%
Latest filing

Portfolio

Reported 13F holdings, largest positions first
49holdings
GOOGL 10.92%HEI 6.37%META 5.74%SCHW 5.22%ADP 4.93%Other 66.83%
Company% PortfolioSharesValue
LFUSLITTELFUSE INC1.14%74,100$33.80MMSAMSA SAFETY INC0.97%166,300$29.00MWSOWATSCO INC0.92%66,000$27.50MAAONAAON INC0.87%204,800$26.00M
GLDFNDGLD0.84%3,900$25.00M
SUNBSUNBELT RENTALS HOLDINGS INC0.73%246,400$21.60MVEEVVEEVA SYSTEMS INC0.57%95,000$16.90MAXPAMERICAN EXPRESS CO0.53%46,700$15.80MJPMJPMORGAN CHASE & CO0.53%47,900$15.70MTWFGTWFG INC0.53%652,500$15.70MMAMASTERCARD INC0.5%28,800$14.80MLULULULULEMON ATHLETICA INC0.49%128,800$14.70MFNDFLOOR & DECOR HOLDINGS INC0.46%229,900$13.60MHWKNHAWKINS INC0.45%95,000$13.50MFERGFERGUSON ENTERPRISES INC0.3%37,400$8.90MBLDRBUILDERS FIRSTSOURCE INC0.28%91,500$8.20MAAPLAPPLE INC0.13%13,000$3.80M
SPYFNDSPY0.06%2,300$1.70M
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD0.06%3,700$1.70MYUMCYUM CHINA HOLDINGS INC0.05%36,000$1.50M
ITBFNDITB0.04%11,700$1.20M
MSFTMICROSOFT CORP0.02%1,800$700.00K
QQQFNDQQQ0.01%400$300.00K
CPRTCOPART INC0.01%8,300$200.00K
From the fund's Q2 '26 13F filingWhat is a 13F?

Activity

Buys and sells, quarter by quarter
Filing quarter

filing - 54 moves · 19 buy-side · 35 sell-side

CompanyChangeValue
GOOGLALPHABET INC6%$324.80MHEIHEICO CORP0%$189.60MMETAMETA PLATFORMS INC2%$170.60MSCHWSCHWAB CHARLES CORP9%$155.20MADPAUTOMATIC DATA PROCESSING INC56%$146.60MAMEAMETEK INC2%$144.90MMEDPMEDPACE HOLDINGS INC1%$134.50MVVISA INC2%$133.80MBRK.BBERKSHIRE HATHAWAY INC34%$131.10MPGRPROGRESSIVE CORP3%$118.50MFIVEFIVE BELOW INC3%$107.50MBKNGBOOKING HOLDINGS INC2,377%$93.20MIBPINSTALLED BUILDING PRODUCTS INC1%$91.40MNVRNVR INC3%$90.20MKNSLKINSALE CAPITAL GROUP INC10%$79.40MBFAMBRIGHT HORIZONS FAMILY SOLUTIONS INC46%$76.60MRMDRESMED INC69%$75.50MOZKBANK OF THE OZARKS INC3%$62.40MMKLMARKEL GROUP INC28%$60.30MANETARISTA NETWORKS INC20%$57.70MKEYSKEYSIGHT TECHNOLOGIES INC56%$50.10MDISWALT DISNEY CO4%$49.60MBROBROWN & BROWN INC0%$48.30MADIANALOG DEVICES INC45%$37.10MNYTNEW YORK TIMES CONew$33.90M

filing - 45 moves · 13 buy-side · 32 sell-side

CompanyChangeValue
GOOGLALPHABET INC3%$278.30MBRK.BBERKSHIRE HATHAWAY INC25%$189.30MMETAMETA PLATFORMS INC2%$176.10MHEIHEICO CORP2%$155.90MSCHWSCHWAB CHARLES CORP3%$144.40MFIVEFIVE BELOW INC3%$141.00MAMEAMETEK INC38%$131.20MMEDPMEDPACE HOLDINGS INC3%$123.00MVVISA INC3%$119.80MIBPINSTALLED BUILDING PRODUCTS INC22%$107.00MPGRPROGRESSIVE CORP2%$104.70MKEYSKEYSIGHT TECHNOLOGIES INC3%$91.30MNVRNVR INC4%$89.90MBKNGBOOKING HOLDINGS INC1%$88.90MADPAUTOMATIC DATA PROCESSING INCNew$85.20MMKLMARKEL GROUP INC3%$82.20MKNSLKINSALE CAPITAL GROUP INC2%$74.80MBFAMBRIGHT HORIZONS FAMILY SOLUTIONS INC81%$61.00MOZKBANK OF THE OZARKS INC3%$56.50MADIANALOG DEVICES INC3%$54.40MANETARISTA NETWORKS INC1%$52.00MDISWALT DISNEY CO1%$51.70MRMDRESMED INC2%$51.60MBROBROWN & BROWN INC2%$49.30MLFUSLITTELFUSE INC1%$27.40M

filing - 37 moves · 29 buy-side · 8 sell-side

CompanyChangeValue
GOOGLALPHABET INC0%$313.80MBRK.BBERKSHIRE HATHAWAY INC1%$262.60MMETAMETA PLATFORMS INC1%$206.90MAMEAMETEK INC2%$201.10MHEIHEICO CORP1%$190.50MSCHWSCHWAB CHARLES CORP1%$158.40MMEDPMEDPACE HOLDINGS INC1%$147.90MVVISA INC0%$142.90MIBPINSTALLED BUILDING PRODUCTS INC1%$134.70MPGRPROGRESSIVE CORP1%$122.20MFIVEFIVE BELOW INC0%$120.10MBKNGBOOKING HOLDINGS INC0%$114.80MMKLMARKEL GROUP INC0%$94.50MFISVFISERV INCSold$84.00MKNSLKINSALE CAPITAL GROUP INC12%$83.80MKMXCARMAX INCSold$74.90MKEYSKEYSIGHT TECHNOLOGIES INC0%$67.90MDISWALT DISNEY CO109%$61.90MBROBROWN & BROWN INC140%$61.60MOZKBANK OF THE OZARKS INC0%$58.20MANETARISTA NETWORKS INC2%$54.90MADIANALOG DEVICES INC0%$47.90MBFAMBRIGHT HORIZONS FAMILY SOLUTIONS INCNew$41.60MLULULULULEMON ATHLETICA INC0%$30.00MLFUSLITTELFUSE INC0%$20.60M

filing - 39 moves · 20 buy-side · 19 sell-side

CompanyChangeValue
BRK.BBERKSHIRE HATHAWAY INC0%$265.20MGOOGLALPHABET INC3%$242.70MMETAMETA PLATFORMS INC2%$229.00MAMEAMETEK INC0%$187.40MSCHWSCHWAB CHARLES CORP1%$150.40MVVISA INC1%$138.40MPGRPROGRESSIVE CORP3%$131.80MIBPINSTALLED BUILDING PRODUCTS INC0%$127.00MNVRNVR INC1%$113.10MFIVEFIVE BELOW INC2%$98.60MFISVFISERV INC0%$84.00MMKLMARKEL GROUP INC0%$83.80MKNSLKINSALE CAPITAL GROUP INC6%$81.00MKMXCARMAX INC1%$74.90MSBUXSTARBUCKS CORPSold$68.70MRMDRESMED INCNew$64.40MOZKBANK OF THE OZARKS INC0%$64.30MANETARISTA NETWORKS INC15%$60.10MKEYSKEYSIGHT TECHNOLOGIES INC0%$58.40MBACBANK OF AMERICA CORPSold$47.50MADIANALOG DEVICES INC0%$43.40MBROBROWN & BROWN INC0%$30.20MDISWALT DISNEY CO0%$29.80MLFUSLITTELFUSE INC0%$21.00MFNDFLOOR & DECOR HOLDINGS INC0%$17.40M

filing - 43 moves · 38 buy-side · 5 sell-side

CompanyChangeValue
BRK.BBERKSHIRE HATHAWAY INC2%$256.60MMETAMETA PLATFORMS INC1%$235.40MHEIHEICO CORP1%$193.90MGOOGLALPHABET INC2%$182.90MAMEAMETEK INC2%$180.30MSCHWSCHWAB CHARLES CORP65%$143.00MVVISA INC2%$142.50MPGRPROGRESSIVE CORP2%$138.90MBKNGBOOKING HOLDINGS INC1%$123.30MFISVFISERV INC3%$111.80MKMXCARMAX INC1%$111.30MNVRNVR INC4%$103.70MIBPINSTALLED BUILDING PRODUCTS INC1%$92.80MMKLMARKEL GROUP INC1%$87.30MKNSLKINSALE CAPITAL GROUP INC5%$86.70MMEDPMEDPACE HOLDINGS INC4%$82.20MFIVEFIVE BELOW INC1%$82.10MSBUXSTARBUCKS CORP0%$68.70MOZKBANK OF THE OZARKS INC4%$59.20MKEYSKEYSIGHT TECHNOLOGIES INC1%$54.70MANETARISTA NETWORKS INC3%$49.40MBACBANK OF AMERICA CORP1%$47.50MADIANALOG DEVICES INC3%$41.90MBROBROWN & BROWN INC9%$35.70MLULULULULEMON ATHLETICA INC1%$34.20M

filing - 51 moves · 16 buy-side · 35 sell-side

CompanyChangeValue
BRK.BBERKSHIRE HATHAWAY INC0%$276.80MAMEAMETEK INC0%$168.30MGOOGLALPHABET INC0%$157.40MHEIHEICO CORP0%$156.50MPGRPROGRESSIVE CORP3%$149.80MFISVFISERV INC0%$139.00MVVISA INC1%$137.90MKMXCARMAX INC2%$127.90MNVRNVR INC1%$97.70MBKNGBOOKING HOLDINGS INC0%$97.40MIBPINSTALLED BUILDING PRODUCTS INC1%$87.10MKNSLKINSALE CAPITAL GROUP INC87%$82.70MMKLMARKEL GROUP INC0%$81.10MMEDPMEDPACE HOLDINGS INC8%$76.80MSCHWSCHWAB CHARLES CORP0%$74.30MSBUXSTARBUCKS CORP0%$73.20MMTBM&T BANK CORP0%$65.70MOZKBANK OF THE OZARKS INC0%$52.60MKEYSKEYSIGHT TECHNOLOGIES INC0%$49.60MFIVEFIVE BELOW INC15%$46.60MBACBANK OF AMERICA CORP0%$41.60MLULULULULEMON ATHLETICA INC0%$40.50MBROBROWN & BROWN INC0%$36.60MANETARISTA NETWORKS INC14%$36.10MADIANALOG DEVICES INC0%$34.60M

filing - 48 moves · 44 buy-side · 4 sell-side

CompanyChangeValue
BRK.BBERKSHIRE HATHAWAY INC3%$234.60MGOOGLALPHABET INC2%$192.30MMETAMETA PLATFORMS INC2%$184.50MAMEAMETEK INC2%$175.70MHEIHEICO CORP1%$138.00MKMXCARMAX INC3%$137.60MPGRPROGRESSIVE CORP2%$130.80MFISVFISERV INC26%$129.50MVVISA INC1%$125.10MNVRNVR INC2%$110.90MBKNGBOOKING HOLDINGS INC3%$105.20MIBPINSTALLED BUILDING PRODUCTS INC4%$88.50MMEDPMEDPACE HOLDINGS INC3%$77.80MFIVEFIVE BELOW INC1%$76.80MMKLMARKEL GROUP INC1%$74.80MSCHWSCHWAB CHARLES CORP1%$70.20MMTBM&T BANK CORP2%$69.10MSBUXSTARBUCKS CORP4%$68.40MLULULULULEMON ATHLETICA INC1%$54.80MOZKBANK OF THE OZARKS INC1%$54.00MKEYSKEYSIGHT TECHNOLOGIES INC31%$53.30MANETARISTA NETWORKS INC285%$45.40MBACBANK OF AMERICA CORP1%$44.00MKNSLKINSALE CAPITAL GROUP INC5%$42.20MADIANALOG DEVICES INC17%$36.50M

filing - 46 moves · 40 buy-side · 6 sell-side

CompanyChangeValue
BRK.BBERKSHIRE HATHAWAY INC1%$230.00MMETAMETA PLATFORMS INC4%$177.40MGOOGLALPHABET INC4%$165.50MAMEAMETEK INC2%$164.70MHEIHEICO CORP1%$149.40MPGRPROGRESSIVE CORP0%$136.20MNVRNVR INC1%$130.60MKMXCARMAX INC3%$126.70MIBPINSTALLED BUILDING PRODUCTS INC3%$120.00MVVISA INC1%$107.70MFISVFISERV INC3%$90.10MBKNGBOOKING HOLDINGS INC3%$86.40MKEYSKEYSIGHT TECHNOLOGIES INC0%$76.50MMEDPMEDPACE HOLDINGS INC21%$75.80MSBUXSTARBUCKS CORP0%$70.00MMKLMARKEL GROUP INC3%$67.00MMTBM&T BANK CORP4%$64.20MFIVEFIVE BELOW INC4%$64.10MSCHWSCHWAB CHARLES CORP8%$60.60MOZKBANK OF THE OZARKS INC0%$51.50MADIANALOG DEVICES INC3%$47.40MANETARISTA NETWORKS INC9%$40.90MKNSLKINSALE CAPITAL GROUP INC164%$40.20MFBINFORTUNE BRANDS INNOVATIONS INC0%$39.90MBACBANK OF AMERICA CORP0%$39.30M
Changes are share-count changes vs. the prior quarter