Giverny Capital Inc.

Bought Automatic Data Proc, sold out of Capital One FC. Portfolio down 9% to $2.7B.

$2.7B portfolio51 holdingstop 10 = 53%filed 2026-05-15

1Berkshire Hathaway Inc Del6.64%
$181.4M - 379K shares-127K
2GOOGAlphabet Inc C6.52%
$178.1M - 621K shares-19K
3METAMeta Platforms Inc6.45%
$176.1M - 308K shares-6K
4Heico Corp New5.71%
$155.9M - 738K shares-16K
5SCHWSchwab Charles Corp5.29%
$144.4M - 1.5M shares-49K
6FIVEFive Below Inc5.16%
$141.0M - 617K shares-21K
7AMEAmetek Inc4.80%
$131.2M - 612K shares-367K
8MEDPMedpace Holdings Inc4.50%
$123.0M - 256K shares-7K
9VVisa Inc4.39%
$119.8M - 396K shares-11K
10IBPInstalled BLDG Prods Inc3.92%
$107.0M - 404K shares-116K
11PGRProgressive Corp3.83%
$104.7M - 528K shares-8K
12GOOGLAlphabet Inc3.67%
$100.2M - 348K shares-13K
13KEYSKeysight Technologies Inc3.34%
$91.3M - 323K shares-11K
14NVRNVR Inc3.29%
$89.9M - 14K shares-465
15BKNGBooking Holdings Inc.3.26%
$88.9M - 21K shares-328
16ADPAutomatic Data Proc Inc3.12%
$85.2M - 419K sharesNEW
17MKLMarkel Corp3.01%
$82.2M - 43K shares-1K
18KNSLKinsale Capital Group In2.74%
$74.8M - 219K shares+5K
19BFAMBright Horizonsfamily Solu2.23%
$61.0M - 742K shares+332K
20OZKBank Ozk Little Rock Ark2.07%
$56.5M - 1.2M shares-33K
21ADIAnalog Devices Inc1.99%
$54.4M - 171K shares-6K
22ANETArista Networks Inc1.90%
$52.0M - 423K shares+4K
23DISDisney Walt Co1.89%
$51.7M - 537K shares-8K
24RMDResmed Inc1.89%
$51.6M - 230K shares-5K
25BROBrown & Brown1.80%
$49.3M - 755K shares-17K
26LFUSLittelfuse Inc1.00%
$27.4M - 81K shares-866
27LULULululemon Athletica Inc0.80%
$21.8M - 143K shares-2K
28SUNBSunbelt Rentals Hldgs In G0.65%
$17.6M - 271K sharesNEW
29AAONAaon Inc0.61%
$16.7M - 202K sharesNEW
30JPMJPMorgan Chase & Co0.56%
$15.4M - 52K shares+460
31MAMastercard Incorporated0.51%
$14.0M - 28K shares-693
32FNDFloor & Decor Hldgs Inc0.43%
$11.8M - 232K shares-4K
33TWFGTWFG Inc0.37%
$10.2M - 552K shares+221K
34FERGFerguson Enterprises Inc0.31%
$8.6M - 37K shares+354
35Berkshire Hathaway Inc Del0.29%
$7.9M - 11 shares-
36BLDRBuilders Firstsource Inc0.28%
$7.6M - 92K shares+2K
37AAPLApple Inc0.14%
$3.8M - 15K shares-1K
38TSMTaiwan Semiconductor MFG L0.10%
$2.7M - 8K shares-8K
39YUMCYum China Hldgs Inc0.06%
$1.8M - 36K shares-
40GLDSPDR Gold TR0.06%
$1.7M - 4K shares-
41SPYSPDR S&P 500 Etf0.06%
$1.6M - 2K shares-
42MTBM & T BK Corp0.06%
$1.6M - 8K shares-5
43RSPInvesco S&p500 Eq WGT Etf0.04%
$1.2M - 6K sharesNEW
44QQQMInvesco Exch Traded FD TR 0.04%
$1.0M - 4K sharesNEW
45ITBiShares TR0.04%
$983K - 11K shares-844
46Birkenstock HLDG PLC0.04%
$981K - 27K shares-
47ODFLOld Dominion Freight Line 0.04%
$978K - 5K shares-249
48CPRTCopart Inc0.03%
$912K - 27K shares-
49MSFTMicrosoft Corp0.03%
$707K - 2K shares+206
50SITESiteone Landscape Supply I0.02%
$500K - 4K shares-
51NVONovo-nordisk A S0.02%
$456K - 12K shares-

#	Stock
1	Berkshire Hathaway Inc Del	6.64%	$181.4M	379K	-127K
2	GOOGAlphabet Inc C	6.52%	$178.1M	621K	-19K
3	METAMeta Platforms Inc	6.45%	$176.1M	308K	-6K
4	Heico Corp New	5.71%	$155.9M	738K	-16K
5	SCHWSchwab Charles Corp	5.29%	$144.4M	1.5M	-49K
6	FIVEFive Below Inc	5.16%	$141.0M	617K	-21K
7	AMEAmetek Inc	4.80%	$131.2M	612K	-367K
8	MEDPMedpace Holdings Inc	4.50%	$123.0M	256K	-7K
9	VVisa Inc	4.39%	$119.8M	396K	-11K
10	IBPInstalled BLDG Prods Inc	3.92%	$107.0M	404K	-116K
11	PGRProgressive Corp	3.83%	$104.7M	528K	-8K
12	GOOGLAlphabet Inc	3.67%	$100.2M	348K	-13K
13	KEYSKeysight Technologies Inc	3.34%	$91.3M	323K	-11K
14	NVRNVR Inc	3.29%	$89.9M	14K	-465
15	BKNGBooking Holdings Inc.	3.26%	$88.9M	21K	-328
16	ADPAutomatic Data Proc Inc	3.12%	$85.2M	419K	NEW
17	MKLMarkel Corp	3.01%	$82.2M	43K	-1K
18	KNSLKinsale Capital Group In	2.74%	$74.8M	219K	+5K
19	BFAMBright Horizonsfamily Solu	2.23%	$61.0M	742K	+332K
20	OZKBank Ozk Little Rock Ark	2.07%	$56.5M	1.2M	-33K
21	ADIAnalog Devices Inc	1.99%	$54.4M	171K	-6K
22	ANETArista Networks Inc	1.90%	$52.0M	423K	+4K
23	DISDisney Walt Co	1.89%	$51.7M	537K	-8K
24	RMDResmed Inc	1.89%	$51.6M	230K	-5K
25	BROBrown & Brown	1.80%	$49.3M	755K	-17K
26	LFUSLittelfuse Inc	1.00%	$27.4M	81K	-866
27	LULULululemon Athletica Inc	0.80%	$21.8M	143K	-2K
28	SUNBSunbelt Rentals Hldgs In G	0.65%	$17.6M	271K	NEW
29	AAONAaon Inc	0.61%	$16.7M	202K	NEW
30	JPMJPMorgan Chase & Co	0.56%	$15.4M	52K	+460
31	MAMastercard Incorporated	0.51%	$14.0M	28K	-693
32	FNDFloor & Decor Hldgs Inc	0.43%	$11.8M	232K	-4K
33	TWFGTWFG Inc	0.37%	$10.2M	552K	+221K
34	FERGFerguson Enterprises Inc	0.31%	$8.6M	37K	+354
35	Berkshire Hathaway Inc Del	0.29%	$7.9M	11	-
36	BLDRBuilders Firstsource Inc	0.28%	$7.6M	92K	+2K
37	AAPLApple Inc	0.14%	$3.8M	15K	-1K
38	TSMTaiwan Semiconductor MFG L	0.10%	$2.7M	8K	-8K
39	YUMCYum China Hldgs Inc	0.06%	$1.8M	36K	-
40	GLDSPDR Gold TR	0.06%	$1.7M	4K	-
41	SPYSPDR S&P 500 Etf	0.06%	$1.6M	2K	-
42	MTBM & T BK Corp	0.06%	$1.6M	8K	-5
43	RSPInvesco S&p500 Eq WGT Etf	0.04%	$1.2M	6K	NEW
44	QQQMInvesco Exch Traded FD TR	0.04%	$1.0M	4K	NEW
45	ITBiShares TR	0.04%	$983K	11K	-844
46	Birkenstock HLDG PLC	0.04%	$981K	27K	-
47	ODFLOld Dominion Freight Line	0.04%	$978K	5K	-249
48	CPRTCopart Inc	0.03%	$912K	27K	-
49	MSFTMicrosoft Corp	0.03%	$707K	2K	+206
50	SITESiteone Landscape Supply I	0.02%	$500K	4K	-
51	NVONovo-nordisk A S	0.02%	$456K	12K	-

What a 13F does not show

Filed up to 45 days after the quarter ends, so this is Q1 2026, not today. US-listed shares and some options only. No short bets, cash, bonds, or foreign listings.