Universe · entity
Giverny Capital Inc.
Institutional manager (13F) · CIK 1641864
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.7B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | $181M | 378,625 |
| 2 | ALPHABET INC C | $178M | 620,909 |
| 3 | META PLATFORMS INC | $176M | 307,821 |
| 4 | HEICO CORP NEW | $156M | 738,482 |
| 5 | SCHWAB CHARLES CORP | $144M | 1,536,206 |
| 6 | FIVE BELOW INC | $141M | 617,191 |
| 7 | AMETEK INC | $131M | 612,058 |
| 8 | MEDPACE HOLDINGS INC | $123M | 256,081 |
| 9 | VISA INC | $120M | 396,357 |
| 10 | INSTALLED BLDG PRODS INC | $107M | 403,665 |
| 11 | PROGRESSIVE CORP | $105M | 528,364 |
| 12 | ALPHABET INC | $100M | 348,469 |
| 13 | KEYSIGHT TECHNOLOGIES INC | $91M | 323,184 |
| 14 | NVR INC | $90M | 13,647 |
| 15 | BOOKING HOLDINGS INC. | $89M | 21,117 |
| 16 | AUTOMATIC DATA PROC INC | $85M | 419,090 |
| 17 | MARKEL CORP | $82M | 42,944 |
| 18 | KINSALE CAPITAL GROUP IN | $75M | 218,942 |
| 19 | BRIGHT HORIZONSFAMILY SOLUTION | $61M | 742,329 |
| 20 | BANK OZK LITTLE ROCK ARK | $56M | 1,231,059 |
| 21 | ANALOG DEVICES INC | $54M | 171,052 |
| 22 | ARISTA NETWORKS INC | $52M | 423,361 |
| 23 | DISNEY WALT CO | $52M | 536,514 |
| 24 | RESMED INC | $52M | 230,005 |
| 25 | BROWN & BROWN | $49M | 755,269 |
| 26 | LITTELFUSE INC | $27M | 80,719 |
| 27 | LULULEMON ATHLETICA INC | $22M | 142,600 |
| 28 | SUNBELT RENTALS HLDGS IN GB SHRS | $18M | 270,843 |
| 29 | AAON INC | $17M | 201,832 |
| 30 | JPMORGAN CHASE & CO | $15M | 52,298 |
| 31 | MASTERCARD INCORPORATED | $14M | 28,066 |
| 32 | FLOOR & DECOR HLDGS INC | $12M | 231,829 |
| 33 | TWFG INC | $10M | 552,107 |
| 34 | FERGUSON ENTERPRISES INC | $9M | 36,728 |
| 35 | BERKSHIRE HATHAWAY INC DEL | $8M | 11 |
| 36 | BUILDERS FIRSTSOURCE INC | $8M | 91,813 |
| 37 | APPLE INC | $4M | 15,040 |
| 38 | TAIWAN SEMICONDUCTOR MFG LTD | $3M | 8,125 |
| 39 | YUM CHINA HLDGS INC | $2M | 36,036 |
| 40 | SPDR GOLD TR | $2M | 3,876 |
| 41 | SPDR S&P 500 ETF | $2M | 2,474 |
| 42 | M & T BK CORP | $2M | 7,535 |
| 43 | INVESCO S&P500 EQ WGT ETF | $1M | 6,105 |
| 44 | INVESCO EXCH TRADED FD TR II | $1M | 4,222 |
| 45 | ISHARES TR | $983k | 10,854 |
| 46 | BIRKENSTOCK HLDG PLC | $981k | 27,392 |
| 47 | OLD DOMINION FREIGHT LINE IN | $978k | 5,006 |
| 48 | COPART INC | $912k | 27,484 |
| 49 | MICROSOFT CORP | $707k | 1,910 |
| 50 | SITEONE LANDSCAPE SUPPLY INC | $500k | 3,753 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.