Giverny Capital Inc.
13F filer · CIK 1641864 · Montreal
Summary
Giverny Capital Inc. reported $2.97B across 51 positions in its 13F for 2026 Q2, filed Aug 26, 2026. The largest holdings are GOOG (7.2%), HEI.A (6.4%), META (5.7%). Versus 2026 Q1, leaving options aside, it opened 7 new positions, added to 12, trimmed 30 and sold out of 7.
Reported value$2.97B
Positions51
Report period2026 Q2
FiledAug 26, 2026
New positions7
Added12
Trimmed30
Sold out7
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 7.2%Value $213.93MPrice $337.32Shares 605K -2.49%Since Jun 30 -4.53%
Weight 6.4%Value $189.63MPrice $230.84Shares 735K -0.44%Since Jun 30 -10.50%
Weight 5.7%Value $170.61MPrice $738.79Shares 303K -1.60%Since Jun 30 +31.16%
Weight 5.2%Value $155.16MPrice $99.10Shares 1.68M +9.46%Since Jun 30 +7.40%
Weight 4.9%Value $146.59MPrice $261.80Shares 655K +56.19%Since Jun 30 +16.90%
Weight 4.9%Value $144.87MPrice $250.78Shares 599K -2.17%Since Jun 30 +3.65%
Weight 4.5%Value $134.48MPrice $622.11Shares 254K -0.84%Since Jun 30 +17.47%
Weight 4.5%Value $133.77MPrice $365.88Shares 390K -1.63%Since Jun 30 +6.64%
Weight 4.2%Value $124.32MPrice $502.35Shares 248K -34.38%Since Jun 30 +0.39%
Weight 4.0%Value $118.46MPrice $210.52Shares 542K +2.64%Since Jun 30 -3.63%
Weight 3.7%Value $110.83MPrice $340.92Shares 310K -11.01%Since Jun 30 -4.60%
Weight 3.6%Value $107.54MPrice $222.03Shares 598K -3.09%Since Jun 30 +23.49%
Weight 3.1%Value $93.16MPrice $162.34Shares 523K +2375.09%Since Jun 30 -8.92%
Weight 3.1%Value $91.40MPrice $193.94Shares 398K -1.49%Since Jun 30 -15.62%
Weight 3.0%Value $90.20MPrice $6235Shares 13K -3.00%Since Jun 30 -8.49%
Weight 2.7%Value $79.40MPrice $323.25Shares 241K +9.95%Since Jun 30 -1.99%
Weight 2.6%Value $76.61MPrice $63.79Shares 1.08M +45.59%Since Jun 30 -10.00%
Weight 2.5%Value $75.55MPrice $222.83Shares 388K +68.55%Since Jun 30 +14.34%
Weight 2.1%Value $62.41MPrice $46.20Shares 1.20M -2.68%Since Jun 30 -11.31%
Weight 2.0%Value $60.30MPrice $1740Shares 31K -28.10%Since Jun 30 -10.90%
Weight 1.9%Value $57.74MPrice $202.86Shares 340K -19.72%Since Jun 30 +19.41%
Weight 1.7%Value $50.09MPrice $360.65Shares 143K -55.73%Since Jun 30 +3.02%
Weight 1.7%Value $49.62MPrice $105.41Shares 516K -3.90%Since Jun 30 +9.52%
Weight 1.6%Value $48.32MPrice $60.60Shares 753K -0.26%Since Jun 30 -5.53%
Weight 1.2%Value $37.06MPrice $398.22Shares 93K -45.45%Since Jun 30 +0.26%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 7.2% | $213.93M | -4.53% | -2.49% | Trim | |
 HEI.AHEICO CORP NEW | 6.4% | $189.63M | -10.50% | -0.44% | Trim |
| 5.7% | $170.61M | +31.16% | -1.60% | Trim | |
| 5.2% | $155.16M | +7.40% | +9.46% | Add | |
| 4.9% | $146.59M | +16.90% | +56.19% | Add | |
| 4.9% | $144.87M | +3.65% | -2.17% | Trim | |
| 4.5% | $134.48M | +17.47% | -0.84% | Trim | |
| 4.5% | $133.77M | +6.64% | -1.63% | Trim | |
 BRK.BBERKSHIRE HATHAWAY INC DEL | 4.2% | $124.32M | +0.39% | -34.38% | Trim |
| 4.0% | $118.46M | -3.63% | +2.64% | Add | |
| 3.7% | $110.83M | -4.60% | -11.01% | Trim | |
| 3.6% | $107.54M | +23.49% | -3.09% | Trim | |
| 3.1% | $93.16M | -8.92% | +2375.09% | Add | |
| 3.1% | $91.40M | -15.62% | -1.49% | Trim | |
| 3.0% | $90.20M | -8.49% | -3.00% | Trim | |
| 2.7% | $79.40M | -1.99% | +9.95% | Add | |
| 2.6% | $76.61M | -10.00% | +45.59% | Add | |
| 2.5% | $75.55M | +14.34% | +68.55% | Add | |
| 2.1% | $62.41M | -11.31% | -2.68% | Trim | |
| 2.0% | $60.30M | -10.90% | -28.10% | Trim | |
| 1.9% | $57.74M | +19.41% | -19.72% | Trim | |
| 1.7% | $50.09M | +3.02% | -55.73% | Trim | |
| 1.7% | $49.62M | +9.52% | -3.90% | Trim | |
| 1.6% | $48.32M | -5.53% | -0.26% | Trim | |
| 1.2% | $37.06M | +0.26% | -45.45% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
BRK.BBERKSHIRE HATHAWAY INC DEL≈ $62.38MTrimSource: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.