Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Giverny Capital Inc. (CIK 1641864) reported $2.73B across 50 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($181.4M, 6.64%), GOOG ($178.1M, 6.52%), META ($176.1M, 6.45%), HEI.A ($155.9M, 5.71%), SCHW ($144.4M, 5.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $181.4M | 6.64% | 378,625 | Trimmed |
| 2 | GOOG | ALPHABET INC C | $178.1M | 6.52% | 620,909 | Trimmed |
| 3 | META | META PLATFORMS INC | $176.1M | 6.45% | 307,821 | Trimmed |
| 4 | HEI.A | HEICO CORP NEW | $155.9M | 5.71% | 738,482 | Trimmed |
| 5 | SCHW | SCHWAB CHARLES CORP | $144.4M | 5.29% | 1.5M | Trimmed |
| 6 | FIVE | FIVE BELOW INC | $141.0M | 5.16% | 617,191 | Trimmed |
| 7 | AME | AMETEK INC | $131.2M | 4.80% | 612,058 | Trimmed |
| 8 | MEDP | MEDPACE HOLDINGS INC | $123.0M | 4.50% | 256,081 | Trimmed |
| 9 | V | VISA INC | $119.8M | 4.39% | 396,357 | Trimmed |
| 10 | IBP | INSTALLED BLDG PRODS INC | $107.0M | 3.92% | 403,665 | Trimmed |
| 11 | PGR | PROGRESSIVE CORP | $104.7M | 3.83% | 528,364 | Trimmed |
| 12 | GOOGL | ALPHABET INC | $100.2M | 3.67% | 348,469 | Trimmed |
| 13 | KEYS | KEYSIGHT TECHNOLOGIES INC | $91.3M | 3.34% | 323,184 | Trimmed |
| 14 | NVR | NVR INC | $89.9M | 3.29% | 13,647 | Trimmed |
| 15 | BKNG | BOOKING HOLDINGS INC. | $88.9M | 3.26% | 21,117 | Trimmed |
| 16 | ADP | AUTOMATIC DATA PROC INC | $85.2M | 3.12% | 419,090 | New |
| 17 | MKL | MARKEL CORP | $82.2M | 3.01% | 42,944 | Trimmed |
| 18 | KNSL | KINSALE CAPITAL GROUP IN | $74.8M | 2.74% | 218,942 | Added |
| 19 | BFAM | BRIGHT HORIZONSFAMILY SOLUTION | $61.0M | 2.23% | 742,329 | Added |
| 20 | OZK | BANK OZK LITTLE ROCK ARK | $56.5M | 2.07% | 1.2M | Trimmed |
| 21 | ADI | ANALOG DEVICES INC | $54.4M | 1.99% | 171,052 | Trimmed |
| 22 | ANET | ARISTA NETWORKS INC | $52.0M | 1.90% | 423,361 | Added |
| 23 | RMD | RESMED INC | $51.6M | 1.89% | 230,005 | Trimmed |
| 24 | DIS | DISNEY WALT CO | $51.7M | 1.89% | 536,514 | Trimmed |
| 25 | BRO | BROWN & BROWN | $49.3M | 1.80% | 755,269 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31