Giverny Capital
Long Only- Manager
- Francois Rochon
- Quarter
- Q2 2026
- Filed
- 2026-08-26
- 13F value
- $2.97B
- Positions
- 51
- CIK
- 0001641864
| # | # Shares | Source | ||||||
|---|---|---|---|---|---|---|---|---|
| 1 | Alphabet Inc CGOOGHISTORY | 7.19% | (2.5%) | $213.9M | 605,460 | (15,449) | 0.00% | 13F |
| 2 | Heico Corp NewHEI-AHISTORY | 6.38% | (0.4%) | $189.6M | 735,248 | (3,234) | 2.73% | 13F |
| 3 | Meta Platforms IncMETAHISTORY | 5.74% | (1.6%) | $170.6M | 302,888 | (4,933) | 0.01% | 13F |
| 4 | Schwab Charles CorpSCHWHISTORY | 5.22% | +9.5% | $155.2M | 1,681,567 | +145,361 | 0.10% | 13F |
| 5 | Automatic Data Proc IncADPHISTORY | 4.93% | +56.2% | $146.6M | 654,556 | +235,466 | 0.16% | 13F |
| 6 | Ametek IncAMEHISTORY | 4.87% | (2.2%) | $144.9M | 598,781 | (13,277) | 0.26% | 13F |
| 7 | Medpace Holdings IncMEDPHISTORY | 4.52% | (0.8%) | $134.5M | 253,931 | (2,150) | 0.91% | 13F |
| 8 | Visa IncVHISTORY | 4.50% | (1.6%) | $133.8M | 389,900 | (6,457) | 0.08% | 13F |
| 9 | Berkshire Hathaway Inc DelBRK-BHISTORY | 4.18% | (34.4%) | $124.3M | 248,447 | (130,178) | 26.39% | 13F |
| 10 | Progressive CorpPGRHISTORY | 3.98% | +2.6% | $118.5M | 542,292 | +13,928 | 0.09% | 13F |
| 11 | Alphabet IncGOOGLHISTORY | 3.73% | (11.0%) | $110.8M | 310,118 | (38,351) | 0.00% | 13F |
| 12 | Five Below IncFIVEHISTORY | 3.62% | (3.1%) | $107.5M | 598,122 | (19,069) | 1.09% | 13F |
| 13 | Booking Holdings Inc.BKNGHISTORY | 3.13% | +2,375.1% | $93.2M | 522,664 | +501,547 | 0.07% | 13F |
| 14 | Installed Bldg Prods IncIBPHISTORY | 3.07% | (1.5%) | $91.4M | 397,662 | (6,003) | 1.50% | 13F |
| 15 | NVR IncNVRHISTORY | 3.03% | (3.0%) | $90.2M | 13,238 | (409) | 0.50% | 13F |
| 16 | Kinsale Capital Group InKNSLHISTORY | 2.67% | +10.0% | $79.4M | 240,731 | +21,789 | 1.06% | 13F |
| 17 | Bright Horizonsfamily SolutionBFAMHISTORY | 2.58% | +45.6% | $76.6M | 1,080,793 | +338,464 | 2.22% | 13F |
| 18 | Resmed IncRMDHISTORY | 2.54% | +68.5% | $75.5M | 387,665 | +157,660 | 0.27% | 13F |
| 19 | Bank Ozk Little Rock ArkOZKHISTORY | 2.10% | (2.7%) | $62.4M | 1,198,116 | (32,943) | — | 13F |
| 20 | Markel CorpMKLHISTORY | 2.03% | (28.1%) | $60.3M | 30,877 | (12,067) | 0.25% | 13F |
| 21 | Arista Networks IncANETHISTORY | 1.94% | (19.7%) | $57.7M | 339,892 | (83,469) | 0.03% | 13F |
| 22 | Keysight Technologies IncKEYSHISTORY | 1.68% | (55.7%) | $50.1M | 143,072 | (180,112) | 0.08% | 13F |
| 23 | Disney Walt CoDISHISTORY | 1.67% | (3.9%) | $49.6M | 515,567 | (20,947) | 0.03% | 13F |
| 24 | Brown & BrownBROHISTORY | 1.62% | (0.3%) | $48.3M | 753,288 | (1,981) | 0.23% | 13F |
| 25 | Analog Devices IncADIHISTORY | 1.25% | (45.4%) | $37.1M | 93,310 | (77,742) | 0.02% | 13F |
| 26 | New York Times Co-A-NYTHISTORY | 1.14% | NEW | $33.9M | 484,424 | +484,424 | 0.30% | 13F |
| 27 | Littelfuse IncLFUSHISTORY | 1.13% | (8.2%) | $33.8M | 74,125 | (6,594) | — | 13F |
| 28 | Msa Safety IncMSAHISTORY | 0.98% | NEW | $29.0M | 166,305 | +166,305 | 0.43% | 13F |
| 29 | Watsco IncWSOHISTORY | 0.92% | NEW | $27.5M | 65,975 | +65,975 | 0.17% | 13F |
| 30 | Aaon IncAAONHISTORY | 0.87% | +1.5% | $26.0M | 204,779 | +2,947 | 0.25% | 13F |
| 31 | SPDR Gold TRGLDHISTORY | 0.84% | — | $25.0M | 3,876 | — | 0.00% | 13F |
| 32 | Sunbelt Rentals HoldingsSUNBHISTORY | 0.73% | (9.0%) | $21.6M | 246,369 | (24,474) | 0.06% | 13F |
| 33 | Veeva Systems Inc CL-AVEEVHISTORY | 0.57% | NEW | $16.9M | 94,956 | +94,956 | 0.06% | 13F |
| 34 | American Express CoAXPHISTORY | 0.53% | NEW | $15.8M | 46,702 | +46,702 | 0.01% | 13F |
| 35 | Twfg IncTWFGHISTORY | 0.53% | +18.2% | $15.7M | 652,452 | +100,345 | 4.66% | 13F |
| 36 | JPMorgan Chase & CoJPMHISTORY | 0.53% | (8.5%) | $15.7M | 47,876 | (4,422) | 0.00% | 13F |
| 37 | Mastercard IncorporatedMAHISTORY | 0.50% | +2.7% | $14.8M | 28,816 | +750 | 0.02% | 13F |
| 38 | Lululemon Athletica IncLULUHISTORY | 0.49% | (9.7%) | $14.7M | 128,803 | (13,797) | 0.12% | 13F |
| 39 | Floor & Decor Hldgs IncFNDHISTORY | 0.46% | (0.8%) | $13.6M | 229,867 | (1,962) | 0.22% | 13F |
| 40 | Hawkins IncHWKNHISTORY | 0.45% | NEW | $13.5M | 94,954 | +94,954 | 0.45% | 13F |
| 41 | Ferguson Enterprises IncFERGHISTORY | 0.30% | +1.8% | $8.9M | 37,380 | +652 | 0.02% | 13F |
| 42 | Builders Firstsource IncBLDRHISTORY | 0.28% | (0.4%) | $8.2M | 91,464 | (349) | 0.09% | 13F |
| 43 | Berkshire Hathaway Inc DelBRK-AHISTORY | 0.23% | (18.2%) | $6.7M | 9 | (2) | 0.00% | 13F |
| 44 | Apple IncAAPLHISTORY | 0.13% | (13.6%) | $3.8M | 12,995 | (2,045) | 0.00% | 13F |
| 45 | Taiwan Semiconductor MFG LTDTSMHISTORY | 0.06% | (55.0%) | $1.7M | 3,655 | (4,470) | 0.00% | 13F |
| 46 | SPDR S&P 500 ETFSPYHISTORY | 0.06% | (7.3%) | $1.7M | 2,294 | (180) | — | 13F |
| 47 | Yum China Hldgs IncYUMCHISTORY | 0.05% | — | $1.5M | 36,036 | — | 0.01% | 13F |
| 48 | iShares TRITBHISTORY | 0.04% | +7.4% | $1.2M | 11,662 | +808 | — | 13F |
| 49 | Microsoft CorpMSFTHISTORY | 0.02% | (6.4%) | $0.7M | 1,787 | (123) | 0.00% | 13F |
| 50 | Invesco QQQ TRQQQHISTORY | 0.01% | NEW | $0.3M | 391 | +391 | — | 13F |
| 51 | Copart IncCPRTHISTORY | 0.01% | (69.9%) | $0.2M | 8,274 | (19,210) | 0.00% | 13F |
Positions are from the latest 13F-HR (period end 2026-06-30). Weights are calculated: position value ÷ the 13F book. Schedule 13D/13G stakes are merged in when present (shares and percent of class, no dollar value). Chg Shares and % Chg compare with the adjacent prior quarter's 13F only. % Out is either calculated (position shares ÷ issuer shares outstanding from the issuer's XBRL cover page; weighted-average basic shares as a fallback) or reported (percent of class on a Schedule 13D/13G newer than the 13F period) — hover a value for its source and date. Unavailable figures show “—”, never an estimate. Methodology