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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
≡AME – AMETEK INCReduce 38.00%−367,400−1.90
≡BRK.B – BERKSHIRE HATHAWAY INC DELReduce 25.00%−127,359−1.84
≡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
≡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
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
≡ALGN – ALIGN TECHNOLOGY INCSell−45,691
Q3 2025filed Nov 17, 251 new2 added5 reduced4 exited
≡SBUX – STARBUCKS CORPSell−750,248−2.36
≡BAC – BANK AMERICA CORPSell−1,004,119−1.63
≡CACC – CREDIT ACCEP CORP MICHReduce 77.00%−23,627−0.45
≡ANET – ARISTA NETWORKS INCReduce 15.00%−70,162
Q2 2025filed Aug 13, 253 new7 added3 reduced2 exited
≡MTB – M & T BK CORPReduce 98.00%−359,992−2.37
≡ARISTA NETWORKS INCSell−466,528−1.33
≡GOOG – ALPHABET INC CReduce 13.00%−101,392−0.37
≡PMMF – BLACKROCK ISHS PRM MM ETFSell−12,876−0.05
Q1 2025filed May 13, 251 new1 exited
≡FCAP – INTUITIVE SURGICAL INCSell−405−0.01
Q1 2025filed May 13, 253 new4 added7 reduced11 exited
≡FBIN – FORTUNE BRANDS HOME & SEC INSell−463,140−1.16
≡FIVE – FIVE BELOW INCReduce 15.00%−110,520−1.09
≡ICE – INTERCONTINENTAL EXCHANGE INSell−16,799−0.09
≡AAPL – APPLE INCReduce 45.00%−7,609
Q4 2024filed Feb 13, 251 new1 added1 reduced1 exited
≡GOOGL – ALPHABET INCReduce 28.00%−100,305−0.69
≡FCAP – INTUITIVE SURGICAL INCSell−405−0.01
Q4 2024filed Aug 12, 2511 new5 added3 reduced1 exited
≡EW – EDWARDS LIFESCIENCES CORPReduce 100.00%−446,031−1.12
≡KEYS – KEYSIGHT TECHNOLOGIES INCReduce 31.00%−149,225−0.96
≡ADI – ANALOG DEVICES INCReduce 17.00%−34,336−0.47
≡FWONA – LIBERTY MEDIA CORP SERIES C LIBERTY MEDIASell−15,000
Q3 2024filed Nov 13, 247 new16 added3 reduced6 exited
≡MKL – MARKEL CORPReduce 47.00%−37,865−2.44
≡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
Q1 2024filed May 13, 2451 new1 exited
≡DFH – DREAM FINDERS HOMESSell−32,202−100.00
Q4 2023filed Aug 23, 241 new59 exited
≡BRK.B – BERKSHIREHATHAWAYINCDELSell−476,290−9.06
≡AME – AMETEKINCSell−897,056−7.19
≡MKL – MARKELCORPSell−84,525−6.76
≡GOOG – ALPHABETINCSell−906,324−6.49
−0.18
≡CACC – CREDIT ACCEP CORP MICHSell−6,874−0.08
0.34
≡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
≡COF – CAPITAL ONE FCReduce 24.00%−3,000−0.01
−0.08
≡SPY – SPDR S&P 500 ETFReduce 46.00%−2,185−0.05
≡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
≡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
≡GLD – SPDR GOLD TRReduce 7.00%−3080.00
≡EW – EDWARDS LIFESCIENCES CORPSell−257−0.00
−0.04
−0.26
≡ABNB – AIRBNB INC CL-ASell−7,055−0.05
≡GBTC – GRAYSCALE BITCOIN TR BTCSell−7,442−0.02
≡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 – CARMAXINC
Sell
−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