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Data sourced from SEC EDGAR 13F filings

© 2026 Super Investor · Not financial advice

Giverny Capital Inc

Period:
Q1 2026
Portfolio date:
Mar 31, 2026
No. of stocks:
51
Portfolio value:
$2,731,353,000
Filed:
May 15, 2026
CIK:
1641864
HistStockActivityShare change% change to portfolio
Q1 2026filed May 15, 265 new3 added6 reduced4 exited
≡ADP – AUTOMATIC DATA PROC INCBuy419,0903.12
≡AME – AMETEK INCReduce 38.00%−367,400−1.90
≡BRK.B – BERKSHIRE HATHAWAY INC DELReduce 25.00%−127,359−1.84
≡BFAM – BRIGHT HORIZONSFAMILY SOLUTIONAdd 81.00%332,1330.84
≡SUNB – SUNBELT RENTALS HLDGS IN GB SHRSBuy270,8430.65
≡AAON – AAON INCBuy201,8320.61
≡IBP – INSTALLED BLDG PRODS INCReduce 22.00%−115,571−0.57
≡COF – CAPITAL ONE FCSell−8,274−0.07
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDReduce 49.00%−7,944−0.06
≡TWFG – TWFG INCAdd 67.00%220,5960.05
≡RSP – INVESCO S&P500 EQ WGT ETFBuy6,1050.04
≡QQQM – INVESCO EXCH TRADED FD TR IIBuy4,2220.04
≡DFH – DREAM FINDERS HOMESSell−32,202−0.02
≡AAPL – APPLE INCReduce 9.00%−1,478−0.01
≡INTU – INTUITIVE SURGICAL INCSell−405−0.01
≡COST – COSTCO WHSL CORP NEWSell−240−0.01
≡ITB – ISHARES TRReduce 7.00%−844−0.00
≡MSFT – MICROSOFT CORPAdd 12.00%206−0.00
Q4 2025filed Feb 13, 262 new4 added1 reduced4 exited
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDReduce 96.00%−442,534−3.77
≡FISV – FISERV INCSell−651,257−2.57
≡KMX – CARMAX INCSell−1,670,114−2.30
≡BFAM – BRIGHT HORIZONSFAMILY SOLUTIONBuy410,196
Q3 2025filed Nov 14, 251 added
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDAdd 5518.00%450,4403.85
Q3 2025filed Nov 17, 251 new2 added5 reduced4 exited
≡SBUX – STARBUCKS CORPSell−750,248−2.36
≡RMD – RESMED INCBuy235,4182.18
≡BAC – BANK AMERICA CORPSell−1,004,119−1.63
≡CACC – CREDIT ACCEP CORP MICHReduce 77.00%−23,627
Q2 2025filed Aug 13, 253 new7 added3 reduced2 exited
≡MTB – M & T BK CORPReduce 98.00%−359,992−2.37
≡SCHW – SCHWAB CHARLES CORPAdd 65.00%618,4292.17
≡ANET – ARISTA NETWORKS INCBuy482,5611.69
≡ARISTA NETWORKS INCSell−466,528−1.33
Q1 2025filed May 13, 251 new1 exited
≡FCAP – INTUITIVE SURGICAL INCSell−405−0.01
≡ISRG – INTUITIVE SURGICAL INCBuy4050.01
Q1 2025filed May 13, 253 new4 added7 reduced11 exited
≡KNSL – KINSALE CAPITAL GROUP INAdd 87.00%79,2081.51
≡FBIN – FORTUNE BRANDS HOME & SEC INSell−463,140−1.16
≡FIVE – FIVE BELOW INCReduce 15.00%−110,520−1.09
≡BLDR – BUILDERS FIRSTSOURCE INCBuy82,445
Q4 2024filed Feb 13, 251 new1 added1 reduced1 exited
≡GOOG – ALPHABET INC CAdd 15.00%100,3050.70
≡GOOGL – ALPHABET INCReduce 28.00%−100,305−0.69
≡ISRG – INTUITIVE SURGICAL INCBuy4050.01
≡FCAP – INTUITIVE SURGICAL INCSell−405
Q4 2024filed Aug 12, 2511 new5 added3 reduced1 exited
≡FISV – FISERV INCAdd 26.00%128,9761.31
≡EW – EDWARDS LIFESCIENCES CORPReduce 100.00%−446,031−1.12
≡BRO – BROWN & BROWNBuy294,8091.10
≡KEYS – KEYSIGHT TECHNOLOGIES INCReduce 31.00%−149,225
Q3 2024filed Nov 13, 247 new16 added3 reduced6 exited
≡FIVE – FIVE BELOW INCAdd 9.00%58,059−2.48
≡MKL – MARKEL CORPReduce 47.00%−37,865−2.44
≡BKNG – BOOKING HOLDINGS INC.Add 82.00%9,2211.62
≡SBUX – STARBUCKS CORPAdd 93.00%346,453
Q1 2024filed May 13, 2451 new1 exited
≡DFH – DREAM FINDERS HOMESSell−32,202−100.00
≡BRK.B – BERKSHIRE HATHAWAY INC DELBuy479,9758.21
≡AME – AMETEK INCBuy927,9776.90
≡META – META PLATFORMS INCBuy295,8205.84
Q4 2023filed Aug 23, 241 new59 exited
≡DFH – DREAM FINDERS HOMESBuy32,202100.00
≡BRK.B – BERKSHIREHATHAWAYINCDELSell−476,290−9.06
≡AME – AMETEKINCSell−897,056−7.19
≡MKL – MARKELCORPSell−84,525−6.76
1.39
≡DIS – DISNEY WALT COAdd 109.00%284,0191.15
≡BRO – BROWN & BROWNAdd 140.00%450,2741.13
≡KNSL – KINSALE CAPITAL GROUP INAdd 12.00%23,8020.31
≡ALGN – ALIGN TECHNOLOGY INCSell−45,691−0.18
≡CACC – CREDIT ACCEP CORP MICHSell−6,874−0.08
≡TWFG – TWFG INCAdd 10.00%31,1940.07
≡INTU – INTUITIVE SURGICAL INCBuy4050.01
−0.45
≡ANET – ARISTA NETWORKS INCReduce 15.00%−70,1620.34
≡KNSL – KINSALE CAPITAL GROUP INAdd 6.00%11,309−0.23
≡TWFG – TWFG INCAdd 69.00%122,4690.07
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDReduce 29.00%−3,387−0.01
≡MSFT – MICROSOFT CORPReduce 26.00%−600−0.01
≡AMZN – AMAZON COM INCSell−1,174−0.01
≡COF – CAPITAL ONE FCReduce 11.00%−999−0.01
≡ISRG – INTUITIVE SURGICAL INCSell−405−0.01
≡GOOGL – ALPHABET INCAdd 48.00%123,6770.84
≡GOOG – ALPHABET INC CReduce 13.00%−101,392−0.37
≡TWFG – TWFG INCBuy177,8480.21
≡BRO – BROWN & BROWNAdd 9.00%27,034−0.13
≡JPM – JPMORGAN CHASE & COAdd 15.00%6,4670.10
≡PMMF – BLACKROCK ISHS PRM MM ETFSell−12,876−0.05
≡AAPL – APPLE INCAdd 81.00%7,6090.04
≡BLDR – BUILDERS FIRSTSOURCE INCAdd 6.00%4,872−0.03
≡COF – CAPITAL ONE FCReduce 24.00%−3,000−0.01
≡MSFT – MICROSOFT CORPAdd 16.00%3160.01
≡AMZN – AMAZON COM INCBuy1,1740.01
0.38
≡ARISTA NETWORKS INCAdd 14.00%56,100−0.33
≡BRK.A – BERKSHIRE HATHAWAY INC DELAdd 38.00%30.12
≡ICE – INTERCONTINENTAL EXCHANGE INSell−16,799−0.09
≡AAPL – APPLE INCReduce 45.00%−7,609−0.08
≡SPY – SPDR S&P 500 ETFReduce 46.00%−2,185−0.05
≡PMMF – BLACKROCK ISHS PRM MM ETFBuy12,8760.05
≡UNH – UNITEDHEALTH GRP INCSell−2,364−0.04
≡LBRDK – LIBERTY BROADBAND CORPSell−15,000−0.04
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDReduce 21.00%−3,088−0.03
≡SLV – ISHARES SILVER TRSell−23,000−0.02
≡J – JACOBS SOLUTIONS INCSell−4,394−0.02
≡GBTC – GRAYSCALE BITCOIN TR BTCSell−7,442−0.02
≡MEDP – MEDPACE HOLDINGS INCAdd 8.00%17,650−0.02
≡COF – CAPITAL ONE FCReduce 17.00%−2,500−0.02
≡CAPE – DOUBLELINE SHILLER ENHANCED CAPE ISell−10,645−0.01
≡VOO – VANGUARD 500 INDX ETF-NEWSell−584−0.01
≡MSFT – MICROSOFT CORPReduce 16.00%−367−0.01
≡ISRG – INTUITIVE SURGICAL INCSell−405−0.01
≡FCAP – INTUITIVE SURGICAL INCBuy4050.01
≡GLD – SPDR GOLD TRReduce 7.00%−3080.00
≡EW – EDWARDS LIFESCIENCES CORPSell−257−0.00
−0.01
−0.96
≡ADI – ANALOG DEVICES INCReduce 17.00%−34,336−0.47
≡FERG – FERGUSON ENTERPRISES INCBuy33,7080.21
≡ARISTA NETWORKS INCAdd 285.00%303,7580.10
≡AAPL – APPLE INCAdd 72.00%7,1240.07
≡BIRK – BIRKENSTOCK HLDG PLCBuy27,3920.06
≡FWONA – LIBERTY MEDIA CORP SERIES C LIBERTY MEDIASell−15,000−0.04
≡UNH – UNITEDHEALTH GRP INCBuy2,3640.04
≡LBRDK – LIBERTY BROADBAND CORPBuy15,0000.04
≡MSFT – MICROSOFT CORPBuy2,3540.04
≡J – JACOBS SOLUTIONS INCBuy4,3940.02
≡GBTC – GRAYSCALE BITCOIN TR BTCBuy7,4420.02
≡BRK.A – BERKSHIRE HATHAWAY INC DELAdd 14.00%10.02
≡CAPE – DOUBLELINE SHILLER ENHANCED CAPE IBuy10,6450.01
≡VOO – VANGUARD 500 INDX ETF-NEWBuy5840.01
≡ALGN – ALIGN TECHNOLOGY INCAdd 30.00%10,0130.01
≡FCAP – INTUITIVE SURGICAL INCBuy4050.01
1.28
≡KNSL – KINSALE CAPITAL GROUP INAdd 390.00%68,7051.15
≡LULU – LULULEMON ATHLETICA INCAdd 9.00%12,226−0.59
≡ARISTA NETWORKS INCAdd 12.00%11,0570.43
≡GOOGL – ALPHABET INCAdd 18.00%54,0400.39
≡FND – FLOOR & DECOR HLDGS INCReduce 15.00%−41,676−0.35
≡COHR – COHERENT CORPSell−116,314−0.29
≡FERG – FERGUSON PLC NEW FSell−28,910−0.26
≡ADI – ANALOG DEVICES INCAdd 7.00%12,7100.25
≡SCHW – SCHWAB CHARLES CORPAdd 9.00%74,341−0.23
≡MEDP – MEDPACE HOLDINGS INCAdd 23.00%41,840−0.16
≡SPY – SPDR S&P 500 ETFBuy4,7520.10
≡ICE – INTERCONTINENTAL EXCHANGE INBuy16,7990.10
≡COF – CAPITAL ONE FCBuy14,7740.08
≡ALGN – ALIGN TECHNOLOGY INCAdd 14.00%4,122−0.07
≡YUMC – YUM CHINA HLDGS INCBuy36,0360.06
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDAdd 78.00%6,3570.05
≡CACC – CREDIT ACCEP CORP MICHAdd 21.00%5,098−0.05
≡ABNB – AIRBNB INC CL-ASell−7,055−0.05
≡DFH – DREAM FINDERS HOMESBuy32,2020.04
≡FWONA – LIBERTY MEDIA CORP SERIES C LIBERTY MEDIABuy15,0000.04
≡MA – MASTERCARD INCORPORATEDAdd 12.00%2,7250.03
≡JPM – JPMORGAN CHASE & COAdd 11.00%4,1210.03
≡GBTC – GRAYSCALE BITCOIN TR BTCSell−7,442−0.02
≡ODFL – OLD DOMINION FREIGHT LINE INAdd 122.00%2,8930.02
≡COST – COSTCO WHSL CORP NEWBuy2400.01
≡TJX – TJX COS INC NEWSell−1,085−0.00
≡ITB – ISHARES TRReduce 9.00%−1,051−0.00
≡CIEN – CIENA CORPSell−661−0.00
≡KMX – CARMAX INCBuy1,582,3985.61
≡MKL – MARKEL CORPBuy80,5494.98
≡FIVE – FIVE BELOW INCBuy667,1904.92
≡IBP – INSTALLED BLDG PRODS INCBuy467,0124.91
≡HEI.A – HEICO CORP NEWBuy718,9954.50
≡PGR – PROGRESSIVE CORPBuy530,3694.46
≡V – VISA INCBuy382,2084.34
≡NVR – NVR INCBuy13,1384.33
≡GOOG – ALPHABET INCBuy645,8004.00
≡FISV – FISERV INCBuy480,2463.12
≡MEDP – MEDPACE HOLDINGS INCBuy185,2323.04
≡KEYS – KEYSIGHT TECHNOLOGIES INCBuy478,3463.04
≡SCHW – SCHWAB CHARLES CORPBuy861,4312.53
≡OZK – BANK OZK LITTLE ROCK ARKBuy1,165,1102.15
≡MTB – M & T BK CORPBuy352,6702.09
≡LULU – LULULEMON ATHLETICA INCBuy129,2512.05
≡GOOGL – ALPHABET INCBuy292,6641.80
≡EW – EDWARDS LIFESCIENCES CORPBuy445,7181.73
≡BKNG – BOOKING HOLDINGS INC.Buy11,2941.67
≡FBIN – FORTUNE BRANDS HOME & SEC INBuy452,8711.56
≡ADI – ANALOG DEVICES INCBuy193,4011.56
≡BAC – BANK AMERICA CORPBuy986,9501.52
≡FND – FLOOR & DECOR HLDGS INCBuy272,3571.44
≡SBUX – STARBUCKS CORPBuy371,5511.38
≡DIS – DISNEY WALT COBuy232,7661.16
≡ARISTA NETWORKS INCBuy95,6131.13
≡LFUS – LITTELFUSE INCBuy77,9610.77
≡CACC – CREDIT ACCEP CORP MICHBuy24,1600.54
≡MA – MASTERCARD INCORPORATEDBuy22,8210.45
≡ALGN – ALIGN TECHNOLOGY INCBuy28,8710.38
≡KNSL – KINSALE CAPITAL GROUP INBuy17,6100.38
≡JPM – JPMORGAN CHASE & COBuy39,2030.32
≡COHR – COHERENT CORPBuy116,3140.29
≡FERG – FERGUSON PLC NEW FBuy28,9100.26
≡BRK.A – BERKSHIRE HATHAWAY INC DELBuy70.18
≡AAPL – APPLE INCBuy10,0270.07
≡CPRT – COPART INCBuy27,4840.06
≡NVO – NOVO-NORDISK A SBuy12,4000.06
≡ITB – ISHARES TRBuy11,3500.05
≡ABNB – AIRBNB INC CL-ABuy7,0550.05
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDBuy8,1930.05
≡GLD – SPDR GOLD TRBuy4,2060.04
≡SITE – SITEONE LANDSCAPE SUPPLY INCBuy3,7530.03
≡SLV – ISHARES SILVER TRBuy23,0000.02
≡ODFL – OLD DOMINION FREIGHT LINE INBuy2,3620.02
≡GBTC – GRAYSCALE BITCOIN TR BTCBuy7,4420.02
≡TJX – TJX COS INC NEWBuy1,0850.00
≡CIEN – CIENA CORPBuy6610.00
≡GOOG – ALPHABETINCSell−906,324−6.49
≡KMX – CARMAXINCSell−1,520,438−5.84
≡FIVE – FIVEBELOWINCSell−644,566−5.63
≡HEI.A – HEICOCORPNEWSell−712,453−5.00
≡V – VISAINCSell−371,370−4.64
≡META – METAPLATFORMSINCSell−282,449−4.60
≡NVR – NVRINCSell−12,674−4.10
≡PGR – PROGRESSIVECORPSell−501,431−3.79
≡KEYS – KEYSIGHTTECHNOLOGIESINCSell−469,888−3.37
≡FBIN – FORTUNEBRANDSHOME&SECINSell−900,458−3.04
≡IBP – INSTALLEDBLDGPRODSINCSell−432,898−2.93
≡LULU – LULULEMONATHLETICAINCSell−120,589−2.52
≡SCHW – SCHWABCHARLESCORPSell−804,561−2.40
≡MTB – M&TBKCORPSell−342,119−2.35
≡FISV – FISERVINCSell−319,094−1.96
≡ADI – ANALOGDEVICESINCSell−186,113−1.77
≡GOOGL – ALPHABETINCSell−234,124−1.66
≡EW – EDWARDSLIFESCIENCESCORPSell−440,602−1.66
≡CIEN – CIENACORPSell−635,463−1.63
≡BAC – BANKAMERICACORPSell−1,027,404−1.53
≡FND – FLOOR&DECORHLDGSINCSell−283,455−1.39
≡COHR – COHERENTCORPSell−707,710−1.25
≡LFUS – LITTELFUSEINCSell−76,018−1.02
≡DIS – DISNEYWALTCOSell−230,818−1.02
≡ARISTANETWORKSINCSell−98,700−0.99
≡MBC – MASTERBRANDINCSell−909,378−0.60
≡ATHM – AUTOHOMEINCSell−343,137−0.57
≡CACC – CREDITACCEPCORPMICHSell−22,104−0.55
≡OZK – BANKOZKLITTLEROCKARKSell−235,926−0.47
≡MA – MASTERCARDINCORPORATEDSell−20,760−0.45
≡JPM – JPMORGANCHASE&COSell−36,606−0.29
≡FERG – FERGUSONPLCNEWFSell−26,185−0.23
≡BRK.A – BERKSHIREHATHAWAYINCDELSell−6−0.17
≡AAPL – APPLEINCSell−14,349−0.13
≡SPY – SPDRS&P500ETFTRSell−4,752−0.11
≡ODFL – OLDDOMINIONFREIGHTLINEINSell−4,067−0.09
≡CPRT – COPARTINCSell−27,484−0.06
≡MSFT – MICROSOFTCORPSell−3,600−0.06
≡NVO – NOVO-NORDISKASSell−12,400−0.06
≡ITB – ISHARESTRSell−13,962−0.06
≡KNSL – KINSALECAPITALGROUPINCSell−2,555−0.06
≡MEDP – MEDPACEHOLDINGSINCSell−3,760−0.05
≡TJX – TJXCOSINCNEWSell−8,697−0.04
≡GLD – SPDRGOLDTRSell−4,206−0.04
≡TSM – TAIWANSEMICONDUCTORMFGLTDSell−8,240−0.04
≡BOOT – BOOTBARNHLDGSINCSell−8,253−0.04
≡ROP – ROPERTECHNOLOGIESINCSell−1,335−0.04
≡SITE – SITEONELANDSCAPESUPPLYINCSell−3,753−0.03
≡SBUX – STARBUCKSCORPSell−6,213−0.03
≡FAST – FASTENALCOSell−8,954−0.03
≡SLV – ISHARESSILVERTRSell−23,000−0.03
≡BN – BROOKFIELDCORPSell−14,671−0.02
≡BABA – ALIBABAGROUPHLDGLTDSell−5,004−0.02
≡KNX – KNIGHT-SWIFTTRANSNHLDGSINSell−7,789−0.02
≡GIB – CGIINCSell−1,678−0.01
≡IYF – ISHARESTRSell−2,803−0.01