Giverny Capital Inc. — 13F holdings

Giverny Capital Inc. reported 51 holdings worth $2.97B in its 13F filing for Q2 2026, filed August 26, 2026.

Largest positions

1. GOOG ALPHABET INC — $214M (7.2%)
2. HEI.A HEICO CORP NEW — $190M (6.4%)
3. META META PLATFORMS INC — $171M (5.7%)
4. SCHW SCHWAB CHARLES CORP — $155M (5.2%)
5. ADP AUTOMATIC DATA PROCESSING IN — $147M (4.9%)
6. AME AMETEK INC — $145M (4.9%)
7. MEDP MEDPACE HLDGS INC — $134M (4.5%)
8. V VISA INC — $134M (4.5%)
9. BRK.B BERKSHIRE HATHAWAY INC DEL — $124M (4.2%)
10. PGR PROGRESSIVE CORP — $118M (4.0%)