Giverny Capital Inc.: 13F holdings
CIK 16418642026Q2
| Positions | 51 |
|---|
| Reported value | $3.0bn |
|---|
| Filed | 2026-08-26 |
|---|
Change since last quarter
| Positions | 51 (+0 vs prior quarter) |
|---|
| Reported value | $3.0bn (+8.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOG ALPHABET INC C | 605,460 | $213.9m | 7.2% |
| HEI.A HEICO CORP NEW | 735,248 | $189.6m | 6.4% |
| META META PLATFORMS INC | 302,888 | $170.6m | 5.7% |
| SCHW SCHWAB CHARLES CORP | 1,681,567 | $155.2m | 5.2% |
| ADP AUTOMATIC DATA PROC INC | 654,556 | $146.6m | 4.9% |
| AME AMETEK INC | 598,781 | $144.9m | 4.9% |
| MEDP MEDPACE HOLDINGS INC | 253,931 | $134.5m | 4.5% |
| V VISA INC | 389,900 | $133.8m | 4.5% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 248,447 | $124.3m | 4.2% |
| PGR PROGRESSIVE CORP | 542,292 | $118.5m | 4.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1641864")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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