SEC EDGAR Form 13F
Giverny Capital
Giverny Capital is an institutional investment manager identified in SEC EDGAR Form 13F data.
Latest Form 13F: 51 long U.S. equity positions, $2.7B reported value for the period ended Mar 31, 2026, led by BERKSHIRE HATHAWAY INC DEL, ALPHABET INC C, and META PLATFORMS INC.
CIK: 1641864 · Filed: May 15, 2026 · Period: Mar 31, 2026
Reported value
$2.7B
Positions
51
Key person
13F reporting manager
Style
Institutional 13F
Top holding
BRKB · BERKSHIRE HATHAWAY INC DEL
Period
Mar 31, 2026
Filed
May 15, 2026
CIK
1641864
What a 13F does not show
Form 13F covers many reportable long U.S. equity positions at quarter end. It does not show every asset type, short positions, hedges, intraperiod trades, or current holdings after the report date. Use it as ownership context, not investment advice.
Read the 13F guide →BRKB
BERKSHIRE HATHAWAY INC DEL
Portfolio weight
6.64%
GOOG
ALPHABET INC C
Portfolio weight
6.52%
META
META PLATFORMS INC
Portfolio weight
6.45%
HEIA
HEICO CORP NEW
Portfolio weight
5.71%
SCHW
SCHWAB CHARLES CORP
Portfolio weight
5.29%
Top reported holdings
Showing the top 50 positions by reported value. Source: SEC EDGAR Form 13F; period 2026-03-31; filed 2026-05-15.
| # | Ticker | Company | Shares | Value | Portfolio % | QoQ change |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | 378.6K | $181M | 6.64% | -25.2% |
| 2 | GOOG | ALPHABET INC C | 620.9K | $178M | 6.52% | -2.9% |
| 3 | META | META PLATFORMS INC | 307.8K | $176M | 6.45% | -1.8% |
| 4 | HEIA | HEICO CORP NEW | 738.5K | $156M | 5.71% | -2.1% |
| 5 | SCHW | SCHWAB CHARLES CORP | 1.5M | $144M | 5.29% | -3.1% |
| 6 | FIVE | FIVE BELOW INC | 617.2K | $141M | 5.16% | -3.2% |
| 7 | AME | AMETEK INC | 612.1K | $131M | 4.80% | -37.5% |
| 8 | MEDP | MEDPACE HOLDINGS INC | 256.1K | $123M | 4.50% | -2.8% |
| 9 | V | VISA INC | 396.4K | $120M | 4.39% | -2.7% |
| 10 | IBP | INSTALLED BLDG PRODS INC | 403.7K | $107M | 3.92% | -22.3% |
| 11 | PGR | PROGRESSIVE CORP | 528.4K | $105M | 3.83% | -1.6% |
| 12 | GOOGL | ALPHABET INC | 348.5K | $100M | 3.67% | -3.6% |
| 13 | KEYS | KEYSIGHT TECHNOLOGIES INC | 323.2K | $91M | 3.34% | -3.3% |
| 14 | NVR | NVR INC | 13.6K | $90M | 3.29% | -3.3% |
| 15 | BKNG | BOOKING HOLDINGS INC. | 21.1K | $89M | 3.26% | -1.5% |
| 16 | ADP | AUTOMATIC DATA PROC INC | 419.1K | $85M | 3.12% | -- |
| 17 | MKL | MARKEL CORP | 42.9K | $82M | 3.01% | -2.4% |
| 18 | KNSL | KINSALE CAPITAL GROUP IN | 218.9K | $75M | 2.74% | +2.2% |
| 19 | BFAM | BRIGHT HORIZONSFAMILY SOLUTION | 742.3K | $61M | 2.23% | +81.0% |
| 20 | OZK | BANK OZK LITTLE ROCK ARK | 1.2M | $56M | 2.07% | -2.6% |
| 21 | ADI | ANALOG DEVICES INC | 171.1K | $54M | 1.99% | -3.2% |
| 22 | ANET | ARISTA NETWORKS INC | 423.4K | $52M | 1.90% | +1.0% |
| 23 | DIS | DISNEY WALT CO | 536.5K | $52M | 1.89% | -1.4% |
| 24 | RMD | RESMED INC | 230.0K | $52M | 1.89% | -2.3% |
| 25 | BRO | BROWN & BROWN | 755.3K | $49M | 1.80% | -2.2% |
| 26 | LFUS | LITTELFUSE INC | 80.7K | $27M | 1.00% | -1.1% |
| 27 | LULU | LULULEMON ATHLETICA INC | 142.6K | $22M | 0.80% | -1.1% |
| 28 | -- | SUNBELT RENTALS HLDGS IN GB SHRS | 270.8K | $18M | 0.65% | -- |
| 29 | AAON | AAON INC | 201.8K | $17M | 0.61% | -- |
| 30 | JPM | JPMORGAN CHASE & CO | 52.3K | $15M | 0.56% | +0.9% |
| 31 | MA | MASTERCARD INCORPORATED | 28.1K | $14M | 0.51% | -2.4% |
| 32 | FND | FLOOR & DECOR HLDGS INC | 231.8K | $12M | 0.43% | -1.7% |
| 33 | TWFG | TWFG INC | 552.1K | $10M | 0.37% | +66.5% |
| 34 | FERG | FERGUSON ENTERPRISES INC | 36.7K | $9M | 0.31% | +1.0% |
| 35 | BRKA | BERKSHIRE HATHAWAY INC DEL | 11 | $8M | 0.29% | +0.0% |
| 36 | BLDR | BUILDERS FIRSTSOURCE INC | 91.8K | $8M | 0.28% | +2.0% |
| 37 | AAPL | APPLE INC | 15.0K | $4M | 0.14% | -8.9% |
| 38 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 8.1K | $3M | 0.10% | -49.4% |
| 39 | YUMC | YUM CHINA HLDGS INC | 36.0K | $2M | 0.06% | +0.0% |
| 40 | GLD | SPDR GOLD TR | 3.9K | $2M | 0.06% | +0.0% |
| 41 | SPY | SPDR S&P 500 ETF | 2.5K | $2M | 0.06% | +0.0% |
| 42 | MTB | M & T BK CORP | 7.5K | $2M | 0.06% | -0.1% |
| 43 | RSP | INVESCO S&P500 EQ WGT ETF | 6.1K | $1M | 0.04% | -- |
| 44 | QQQM | INVESCO EXCH TRADED FD TR II | 4.2K | $1M | 0.04% | -- |
| 45 | ITB | ISHARES TR | 10.9K | $982,830.00 | 0.04% | -7.2% |
| 46 | BIRK | BIRKENSTOCK HLDG PLC | 27.4K | $981,455.00 | 0.04% | +0.0% |
| 47 | ODFL | OLD DOMINION FREIGHT LINE IN | 5.0K | $978,172.00 | 0.04% | -4.7% |
| 48 | CPRT | COPART INC | 27.5K | $912,469.00 | 0.03% | +0.0% |
| 49 | MSFT | MICROSOFT CORP | 1.9K | $707,025.00 | 0.03% | +12.1% |
| 50 | SITE | SITEONE LANDSCAPE SUPPLY INC | 3.8K | $499,562.00 | 0.02% | +0.0% |
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