Institutional Fund
Giverny Capital Inc.
Montreal, QuebecCIK 16418649 filings on record
Portfolio Value
$2.73B
Q1 2026
Holdings
51
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-8.9%
from $3.00B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Berkshire Hathaway Inc Del6.6%
- Alphabet Inc6.5%
- Meta Platforms Inc6.4%
- Heico Corp New5.7%
- Schwab Charles Corp5.3%
- Five Below Inc5.2%
- Other64.2%
Portfolio Holdings
51 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 378.6K | $181.44M | 6.6% | −127.4K | Reduced |
| 2 | Alphabet Inc | 620.9K | $178.11M | 6.5% | −18.6K | Reduced |
| 3 | Meta Platforms Inc | 307.8K | $176.11M | 6.4% | −5.6K | Reduced |
| 4 | Heico Corp New | 738.5K | $155.89M | 5.7% | −16.1K | Reduced |
| 5 | Schwab Charles Corp | 1.54M | $144.37M | 5.3% | −49.5K | Reduced |
| 6 | Five Below Inc | 617.2K | $141.02M | 5.2% | −20.6K | Reduced |
| 7 | Ametek Inc | 612.1K | $131.20M | 4.8% | −367.4K | Reduced |
| 8 | Medpace Hldgs Inc | 256.1K | $122.97M | 4.5% | −7.2K | Reduced |
| 9 | Visa Inc | 396.4K | $119.79M | 4.4% | −11.0K | Reduced |
| 10 | Installed Bldg Prods Inc | 403.7K | $107.03M | 3.9% | −115.6K | Reduced |
41 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio