Giverny Capital

Name: Giverny Capital 13F holdings, Q2 2026
Creator: Giverny Capital

13F Holdings · CIK 1641864 · filed 2026-08-14

Compareto

Copied!

AI Summary

New Positions

14% of current holdings

Exited

14% of prior holdings

Increased

22% of prior holdings

Decreased

61% of prior holdings

Total holdings: 51 → 51

Show unchanged positions

/

1 split-adjusted56 positions

					Shares				Value ($)

New	Long	AMERICAN EXPRESS CO	025816109	COM	—	46,702	+46,702	—	—	$15.8M	+$15.8M	—
New	Long	HAWKINS INC	420261109	COM	—	94,954	+94,954	—	—	$13.5M	+$13.5M	—
New	Long	INVESCO QQQ TR	46090E103	UNIT SER 1	—	391	+391	—	—	$287.9K	+$287.9K	—
New	Long	MSA SAFETY INC	553498106	COM	—	166,305	+166,305	—	—	$29.0M	+$29.0M	—
New	Long	NEW YORK TIMES CO-A-	650111107	CL A	—	484,424	+484,424	—	—	$33.9M	+$33.9M	—
New	Long	VEEVA SYSTEMS INC CL-A	922475108	CLASS A COM	—	94,956	+94,956	—	—	$16.9M	+$16.9M	—
New	Long	WATSCO INC	942622200	COM	—	65,975	+65,975	—	—	$27.5M	+$27.5M	—
Exited	Long	BIRKENSTOCK HLDG PLC	M2029K104	COM	27,392	—	−27,392	−100.0%	$981.5K	—	−$981.5K	−100.0%
Exited	Long	INVESCO EXCH TRADED FD TR II	46138G649	UNIT SER 1	4,222	—	−4,222	−100.0%	$1.0M	—	−$1.0M	−100.0%
Exited	Long	INVESCO S&P500 EQ WGT ETF	46137V357	COM	6,105	—	−6,105	−100.0%	$1.2M	—	−$1.2M	−100.0%
Exited	Long	M & T BK CORP	55261F104	COM	7,535	—	−7,535	−100.0%	$1.6M	—	−$1.6M	−100.0%
Exited	Long	NOVO-NORDISK A S	670100205	ADR	12,400	—	−12,400	−100.0%	$455.7K	—	−$455.7K	−100.0%
Exited	Long	OLD DOMINION FREIGHT LINE IN	679580100	COM	5,006	—	−5,006	−100.0%	$978.2K	—	−$978.2K	−100.0%
Exited	Long	SITEONE LANDSCAPE SUPPLY INC	82982L103	COM	3,753	—	−3,753	−100.0%	$499.6K	—	−$499.6K	−100.0%
Increased	Long	AAON INC	000360206	COM	201,832	204,779	+2,947	+1.5%	$16.7M	$26.0M	+$9.3M	+55.5%
Increased	Long	AUTOMATIC DATA PROC INC	053015103	COM	419,090	654,556	+235,466	+56.2%	$85.2M	$146.6M	+$61.4M	+72.2%
Increased	Long	BRIGHT HORIZONSFAMILY SOLUTION	109194100	COM	742,329	1,080,793	+338,464	+45.6%	$61.0M	$76.6M	+$15.6M	+25.7%
Increased	Long	FERGUSON ENTERPRISES INC	31488V107	COMMON STOCK NEW	36,728	37,380	+652	+1.8%	$8.6M	$8.9M	+$304.2K	+3.6%
Increased	Long	ISHARES TR	464288752	US HOME CONS ETF	10,854	11,662	+808	+7.4%	$982.8K	$1.2M	+$235.6K	+24.0%
Increased	Long	KINSALE CAPITAL GROUP IN	49714P108	COM	218,942	240,731	+21,789	+10.0%	$74.8M	$79.4M	+$4.6M	+6.1%
Increased	Long	MASTERCARD INCORPORATED	57636Q104	CL A	28,066	28,816	+750	+2.7%	$14.0M	$14.8M	+$776.4K	+5.5%
Increased	Long	PROGRESSIVE CORP	743315103	COM	528,364	542,292	+13,928	+2.6%	$104.7M	$118.5M	+$13.7M	+13.1%
Increased	Long	RESMED INC	761152107	COM	230,005	387,665	+157,660	+68.5%	$51.6M	$75.5M	+$23.9M	+46.3%
Increased	Long	SCHWAB CHARLES CORP	808513105	COM	1,536,206	1,681,567	+145,361	+9.5%	$144.4M	$155.2M	+$10.8M	+7.5%
Increased	Long	TWFG INC	87318A101	COM CL A	552,107	652,452	+100,345	+18.2%	$10.2M	$15.7M	+$5.5M	+54.5%
Decreased	Long	ALPHABET INC	02079K305	CAP STK CL A	348,469	310,118	−38,351	−11.0%	$100.2M	$110.8M	+$10.6M	+10.6%
Decreased	Long	ALPHABET INC C	02079K107	CAP STK CL C	620,909	605,460	−15,449	−2.5%	$178.1M	$213.9M	+$35.8M	+20.1%
Decreased	Long	AMETEK INC	031100100	COM	612,058	598,781	−13,277	−2.2%	$131.2M	$144.9M	+$13.7M	+10.4%
Decreased	Long	ANALOG DEVICES INC	032654105	COM	171,052	93,310	−77,742	−45.4%	$54.4M	$37.1M	−$17.4M	−31.9%
Decreased	Long	APPLE INC	037833100	COM	15,040	12,995	−2,045	−13.6%	$3.8M	$3.8M	−$56.8K	−1.5%
Decreased	Long	ARISTA NETWORKS INC	040413205	COM SHS	423,361	339,892	−83,469	−19.7%	$52.0M	$57.7M	+$5.8M	+11.1%
Decreased	Long	BANK OZK LITTLE ROCK ARK	06417N103	COM	1,231,059	1,198,116	−32,943	−2.7%	$56.5M	$62.4M	+$5.9M	+10.5%
Decreased	Long	BERKSHIRE HATHAWAY INC DEL	084670702	CL B NEW	378,625	248,447	−130,178	−34.4%	$181.4M	$124.3M	−$57.1M	−31.5%
Decreased	Long	BERKSHIRE HATHAWAY INC DEL	084670108	CL A	11	9	−2	−18.2%	$7.9M	$6.7M	−$1.2M	−14.7%
Decreased	Long	BOOKING HOLDINGS INC.25-for-1 split	09857L108	COM	527,925	522,664	−5,261	−1.0%	$88.9M	$93.2M	+$4.3M	+4.8%
Decreased	Long	BROWN & BROWN	115236101	COM	755,269	753,288	−1,981	−0.3%	$49.3M	$48.3M	−$927.7K	−1.9%
Decreased	Long	BUILDERS FIRSTSOURCE INC	12008R107	COM	91,813	91,464	−349	−0.4%	$7.6M	$8.2M	+$625.2K	+8.3%
Decreased	Long	COPART INC	217204106	COM	27,484	8,274	−19,210	−69.9%	$912.5K	$233.2K	−$679.2K	−74.4%
Decreased	Long	DISNEY WALT CO	254687106	COM	536,514	515,567	−20,947	−3.9%	$51.7M	$49.6M	−$2.1M	−4.0%
Decreased	Long	FIVE BELOW INC	33829M101	COM	617,191	598,122	−19,069	−3.1%	$141.0M	$107.5M	−$33.5M	−23.7%
Decreased	Long	FLOOR & DECOR HLDGS INC	339750101	CL A	231,829	229,867	−1,962	−0.8%	$11.8M	$13.6M	+$1.9M	+15.9%
Decreased	Long	HEICO CORP NEW	422806208	CL A	738,482	735,248	−3,234	−0.4%	$155.9M	$189.6M	+$33.7M	+21.6%
Decreased	Long	INSTALLED BLDG PRODS INC	45780R101	COM	403,665	397,662	−6,003	−1.5%	$107.0M	$91.4M	−$15.6M	−14.6%
Decreased	Long	JPMORGAN CHASE & CO	46625H100	COM	52,298	47,876	−4,422	−8.5%	$15.4M	$15.7M	+$287.3K	+1.9%
Decreased	Long	KEYSIGHT TECHNOLOGIES INC	49338L103	COM	323,184	143,072	−180,112	−55.7%	$91.3M	$50.1M	−$41.2M	−45.1%
Decreased	Long	LITTELFUSE INC	537008104	COM	80,719	74,125	−6,594	−8.2%	$27.4M	$33.8M	+$6.4M	+23.2%
Decreased	Long	LULULEMON ATHLETICA INC	550021109	COM	142,600	128,803	−13,797	−9.7%	$21.8M	$14.7M	−$7.1M	−32.6%
Decreased	Long	MARKEL CORP	570535104	COMMON STOCK	42,944	30,877	−12,067	−28.1%	$82.2M	$60.3M	−$21.9M	−26.6%
Decreased	Long	MEDPACE HOLDINGS INC	58506Q109	COM	256,081	253,931	−2,150	−0.8%	$123.0M	$134.5M	+$11.5M	+9.4%
Decreased	Long	META PLATFORMS INC	30303M102	CL A	307,821	302,888	−4,933	−1.6%	$176.1M	$170.6M	−$5.5M	−3.1%
Decreased	Long	MICROSOFT CORP	594918104	COM	1,910	1,787	−123	−6.4%	$707.0K	$666.6K	−$40.4K	−5.7%
Decreased	Long	NVR INC	62944T105	COM	13,647	13,238	−409	−3.0%	$89.9M	$90.2M	+$264.4K	+0.3%
Decreased	Long	SPDR S&P 500 ETF	78462F103	ETF	2,474	2,294	−180	−7.3%	$1.6M	$1.7M	+$104.1K	+6.5%
Decreased	Long	SUNBELT RENTALS HOLDINGS	866966104	SHS	270,843	246,369	−24,474	−9.0%	$17.6M	$21.6M	+$4.0M	+22.5%
Decreased	Long	TAIWAN SEMICONDUCTOR MFG LTD	874039100	SPONSORED ADS	8,125	3,655	−4,470	−55.0%	$2.7M	$1.7M	−$1.0M	−36.4%
Decreased	Long	VISA INC	92826C839	COM CL A	396,357	389,900	−6,457	−1.6%	$119.8M	$133.8M	+$14.0M	+11.7%