Giverny Capital Inc. Long-Term Concentrated

Location: Montreal, Quebec, Canada

CIK: 0001641864 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $2.974B (100.0% shares, 0.0% debt)

Holdings (51)

GOOG ALPHABET INC C 7.2%

Value $214M Shares 605,460 Est. Cost — Unrealized —

HEI/A HEICO CORP NEW 6.4%

Value $190M Shares 735,248 Est. Cost — Unrealized —

META META PLATFORMS INC 5.7%

Value $171M Shares 302,888 Est. Cost — Unrealized —

SCHW SCHWAB CHARLES CORP 5.2%

Value $155M Shares 1,681,567 Est. Cost — Unrealized —

ADP AUTOMATIC DATA PROC INC 4.9%

Value $147M Shares 654,556 Est. Cost — Unrealized —

AME AMETEK INC 4.9%

Value $145M Shares 598,781 Est. Cost — Unrealized —

MEDP MEDPACE HOLDINGS INC 4.5%

Value $134M Shares 253,931 Est. Cost — Unrealized —

V VISA INC 4.5%

Value $134M Shares 389,900 Est. Cost — Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 4.2%

Value $124M Shares 248,447 Est. Cost — Unrealized —

PGR PROGRESSIVE CORP 4.0%

Value $118M Shares 542,292 Est. Cost — Unrealized —

GOOGL ALPHABET INC 3.7%

Value $111M Shares 310,118 Est. Cost — Unrealized —

FIVE FIVE BELOW INC 3.6%

Value $108M Shares 598,122 Est. Cost — Unrealized —

BKNG BOOKING HOLDINGS INC. 3.1%

Value $93.16M Shares 522,664 Est. Cost — Unrealized —

IBP INSTALLED BLDG PRODS INC 3.1%

Value $91.4M Shares 397,662 Est. Cost — Unrealized —

NVR NVR INC 3.0%

Value $90.2M Shares 13,238 Est. Cost — Unrealized —

KNSL KINSALE CAPITAL GROUP IN 2.7%

Value $79.4M Shares 240,731 Est. Cost — Unrealized —

BFAM BRIGHT HORIZONSFAMILY SOLUTION 2.6%

Value $76.61M Shares 1,080,793 Est. Cost — Unrealized —

RMD RESMED INC 2.5%

Value $75.55M Shares 387,665 Est. Cost — Unrealized —

OZK BANK OZK LITTLE ROCK ARK 2.1%

Value $62.41M Shares 1,198,116 Est. Cost — Unrealized —

MKL MARKEL CORP 2.0%

Value $60.3M Shares 30,877 Est. Cost — Unrealized —

ANET ARISTA NETWORKS INC 1.9%

Value $57.74M Shares 339,892 Est. Cost — Unrealized —

KEYS KEYSIGHT TECHNOLOGIES INC 1.7%

Value $50.09M Shares 143,072 Est. Cost — Unrealized —

DIS DISNEY WALT CO 1.7%

Value $49.62M Shares 515,567 Est. Cost — Unrealized —

BRO BROWN & BROWN 1.6%

Value $48.32M Shares 753,288 Est. Cost — Unrealized —

ADI ANALOG DEVICES INC 1.2%

Value $37.06M Shares 93,310 Est. Cost — Unrealized —

NYT NEW YORK TIMES CO-A- 1.1%

Value $33.9M Shares 484,424 Est. Cost — Unrealized —

LFUS LITTELFUSE INC 1.1%

Value $33.75M Shares 74,125 Est. Cost — Unrealized —

MSA MSA SAFETY INC 1.0%

Value $29.03M Shares 166,305 Est. Cost — Unrealized —

WSO WATSCO INC 0.9%

Value $27.49M Shares 65,975 Est. Cost — Unrealized —

AAON AAON INC 0.9%

Value $25.98M Shares 204,779 Est. Cost — Unrealized —

GLD SPDR GOLD TR 0.8%

Value $25.03M Shares 3,876 Est. Cost — Unrealized —

SUNB SUNBELT RENTALS HOLDINGS 0.7%

Value $21.59M Shares 246,369 Est. Cost — Unrealized —

VEEV VEEVA SYSTEMS INC CL-A 0.6%

Value $16.85M Shares 94,956 Est. Cost — Unrealized —

AXP AMERICAN EXPRESS CO 0.5%

Value $15.75M Shares 46,702 Est. Cost — Unrealized —

TWFG TWFG INC 0.5%

Value $15.69M Shares 652,452 Est. Cost — Unrealized —

JPM JPMORGAN CHASE & CO 0.5%

Value $15.67M Shares 47,876 Est. Cost — Unrealized —

MA MASTERCARD INCORPORATED 0.5%

Value $14.8M Shares 28,816 Est. Cost — Unrealized —

LULU LULULEMON ATHLETICA INC 0.5%

Value $14.71M Shares 128,803 Est. Cost — Unrealized —

FND FLOOR & DECOR HLDGS INC 0.5%

Value $13.64M Shares 229,867 Est. Cost — Unrealized —

HWKN HAWKINS INC 0.5%

Value $13.49M Shares 94,954 Est. Cost — Unrealized —

FERG FERGUSON ENTERPRISES INC 0.3%

Value $8.871M Shares 37,380 Est. Cost — Unrealized —

BLDR BUILDERS FIRSTSOURCE INC 0.3%

Value $8.184M Shares 91,464 Est. Cost — Unrealized —

BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%

Value $6.74M Shares 9 Est. Cost — Unrealized —

AAPL APPLE INC 0.1%

Value $3.76M Shares 12,995 Est. Cost — Unrealized —

TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%

Value $1.746M Shares 3,655 Est. Cost — Unrealized —

SPY SPDR S&P 500 ETF 0.1%

Value $1.713M Shares 2,294 Est. Cost — Unrealized —

YUMC YUM CHINA HLDGS INC 0.0%

Value $1.473M Shares 36,036 Est. Cost — Unrealized —

ITB ISHARES TR 0.0%

Value $1.218M Shares 11,662 Est. Cost — Unrealized —

MSFT MICROSOFT CORP 0.0%

Value $667K Shares 1,787 Est. Cost — Unrealized —

QQQ INVESCO QQQ TR 0.0%

Value $288K Shares 391 Est. Cost — Unrealized —

CPRT COPART INC 0.0%

Value $233K Shares 8,274 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GOOG	ALPHABET INC C	605,460	$214M	7.2%	—	—	CAP STK CL C	02079K107
HEI/A	HEICO CORP NEW	735,248	$190M	6.4%	—	—	CL A	422806208
META	META PLATFORMS INC	302,888	$171M	5.7%	—	—	CL A	30303M102
SCHW	SCHWAB CHARLES CORP	1,681,567	$155M	5.2%	—	—	COM	808513105
ADP	AUTOMATIC DATA PROC INC	654,556	$147M	4.9%	—	—	COM	053015103
AME	AMETEK INC	598,781	$145M	4.9%	—	—	COM	031100100
MEDP	MEDPACE HOLDINGS INC	253,931	$134M	4.5%	—	—	COM	58506Q109
V	VISA INC	389,900	$134M	4.5%	—	—	COM CL A	92826C839
BRK/B	BERKSHIRE HATHAWAY INC DEL	248,447	$124M	4.2%	—	—	CL B NEW	084670702
PGR	PROGRESSIVE CORP	542,292	$118M	4.0%	—	—	COM	743315103
GOOGL	ALPHABET INC	310,118	$111M	3.7%	—	—	CAP STK CL A	02079K305
FIVE	FIVE BELOW INC	598,122	$108M	3.6%	—	—	COM	33829M101
BKNG	BOOKING HOLDINGS INC.	522,664	$93.16M	3.1%	—	—	COM	09857L108
IBP	INSTALLED BLDG PRODS INC	397,662	$91.4M	3.1%	—	—	COM	45780R101
NVR	NVR INC	13,238	$90.2M	3.0%	—	—	COM	62944T105
KNSL	KINSALE CAPITAL GROUP IN	240,731	$79.4M	2.7%	—	—	COM	49714P108
BFAM	BRIGHT HORIZONSFAMILY SOLUTION	1,080,793	$76.61M	2.6%	—	—	COM	109194100
RMD	RESMED INC	387,665	$75.55M	2.5%	—	—	COM	761152107
OZK	BANK OZK LITTLE ROCK ARK	1,198,116	$62.41M	2.1%	—	—	COM	06417N103
MKL	MARKEL CORP	30,877	$60.3M	2.0%	—	—	COMMON STOCK	570535104
ANET	ARISTA NETWORKS INC	339,892	$57.74M	1.9%	—	—	COM SHS	040413205
KEYS	KEYSIGHT TECHNOLOGIES INC	143,072	$50.09M	1.7%	—	—	COM	49338L103
DIS	DISNEY WALT CO	515,567	$49.62M	1.7%	—	—	COM	254687106
BRO	BROWN & BROWN	753,288	$48.32M	1.6%	—	—	COM	115236101
ADI	ANALOG DEVICES INC	93,310	$37.06M	1.2%	—	—	COM	032654105
NYT	NEW YORK TIMES CO-A-	484,424	$33.9M	1.1%	—	—	CL A	650111107
LFUS	LITTELFUSE INC	74,125	$33.75M	1.1%	—	—	COM	537008104
MSA	MSA SAFETY INC	166,305	$29.03M	1.0%	—	—	COM	553498106
WSO	WATSCO INC	65,975	$27.49M	0.9%	—	—	COM	942622200
AAON	AAON INC	204,779	$25.98M	0.9%	—	—	COM	000360206
GLD	SPDR GOLD TR	3,876	$25.03M	0.8%	—	—	GOLD SHS	78463V107
SUNB	SUNBELT RENTALS HOLDINGS	246,369	$21.59M	0.7%	—	—	SHS	866966104
VEEV	VEEVA SYSTEMS INC CL-A	94,956	$16.85M	0.6%	—	—	CLASS A COM	922475108
AXP	AMERICAN EXPRESS CO	46,702	$15.75M	0.5%	—	—	COM	025816109
TWFG	TWFG INC	652,452	$15.69M	0.5%	—	—	COM CL A	87318A101
JPM	JPMORGAN CHASE & CO	47,876	$15.67M	0.5%	—	—	COM	46625H100
MA	MASTERCARD INCORPORATED	28,816	$14.8M	0.5%	—	—	CL A	57636Q104
LULU	LULULEMON ATHLETICA INC	128,803	$14.71M	0.5%	—	—	COM	550021109
FND	FLOOR & DECOR HLDGS INC	229,867	$13.64M	0.5%	—	—	CL A	339750101
HWKN	HAWKINS INC	94,954	$13.49M	0.5%	—	—	COM	420261109
FERG	FERGUSON ENTERPRISES INC	37,380	$8.871M	0.3%	—	—	COMMON STOCK NEW	31488V107
BLDR	BUILDERS FIRSTSOURCE INC	91,464	$8.184M	0.3%	—	—	COM	12008R107
BRK/A	BERKSHIRE HATHAWAY INC DEL	9	$6.74M	0.2%	—	—	CL A	084670108
AAPL	APPLE INC	12,995	$3.76M	0.1%	—	—	COM	037833100
TSM	TAIWAN SEMICONDUCTOR MFG LTD	3,655	$1.746M	0.1%	—	—	SPONSORED ADS	874039100
SPY	SPDR S&P 500 ETF	2,294	$1.713M	0.1%	—	—	ETF	78462F103
YUMC	YUM CHINA HLDGS INC	36,036	$1.473M	0.0%	—	—	COM	98850P109
ITB	ISHARES TR	11,662	$1.218M	0.0%	—	—	US HOME CONS ETF	464288752
MSFT	MICROSOFT CORP	1,787	$667K	0.0%	—	—	COM	594918104
QQQ	INVESCO QQQ TR	391	$288K	0.0%	—	—	UNIT SER 1	46090E103
CPRT	COPART INC	8,274	$233K	0.0%	—	—	COM	217204106