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Latest Giverny Capital Inc. Stock Portfolio

$2.73Billion | No. of Holdings #51

Giverny Capital Inc. Performance

2026 Q1-6.29%
YTD-6.29%
2025+11.15%

About Giverny Capital Inc. and 13F Hedge Fund Stock Holdings

Giverny Capital Inc. is a hedge fund based in Canada. On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Giverny Capital Inc. reported an equity portfolio of $2.7 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of Giverny Capital Inc. are , GOOG, META. The fund has invested 6.6% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 6.5% of portfolio in ALPHABET INC C. <br><br> The fund managers got completely rid off CAPITAL ONE FC (COF), DREAM FINDERS HOMES (DFH) and INTUITIVE SURGICAL INC (ISRG) stocks. They significantly reduced their stock positions in TAIWAN SEMICONDUCTOR MFG LTD (TSM), AMETEK INC (AME) and BERKSHIRE HATHAWAY INC DEL. Giverny Capital Inc. opened new stock positions in AUTOMATIC DATA PROC INC (ADP), SUNBELT RENTALS HLDGS IN GB SHRS and AAON INC (AAON). The fund showed a lot of confidence in some stocks as they added substantially to BRIGHT HORIZONSFAMILY SOLUTION (BFAM), TWFG INC and MICROSOFT CORP (MSFT).
Giverny Capital Inc. Equity Portfolio Value
Last Reported on: 15 May, 2026
$2.73Billion
  as of May 15, 2026

Giverny Capital Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Giverny Capital Inc. made a return of -6.29% in the last quarter. In trailing 12 months, it's portfolio return was 5.06%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
automatic data proc inc85,150,700
sunbelt rentals hldgs in gb shrs17,629,200
aaon inc16,701,600
invesco s&p500 eq wgt etf1,171,670
invesco exch traded fd tr ii1,003,230
New stocks bought by Giverny Capital Inc.

Additions

Ticker% Inc.
bright horizonsfamily solution80.97
twfg inc66.54
microsoft corp12.09
kinsale capital group in2.18
builders firstsource inc2.03
arista networks inc1.00
ferguson enterprises inc0.97
jpmorgan chase & co0.89
Additions to existing portfolio by Giverny Capital Inc.

Reductions

Ticker% Reduced
taiwan semiconductor mfg ltd-49.44
ametek inc-37.51
berkshire hathaway inc del-25.17
installed bldg prods inc-22.26
apple inc-8.95
ishares tr-7.21
old dominion freight line in-4.74
alphabet inc-3.58
Giverny Capital Inc. reduced stake in above stock

Sold off

Ticker$ Sold
dream finders homes-550,654
capital one fc-2,005,290
intuitive surgical inc-229,376
costco whsl corp new-206,962
Giverny Capital Inc. got rid off the above stocks

Sector Distribution

Giverny Capital Inc. has about 22.2% of it's holdings in Financial Services sector.

  • Financial Services
  • Consumer Cyclical
  • Communication Services
  • Industrials
  • Others
  • Technology
  • Healthcare
Sector%
Financial Services22.2
Consumer Cyclical19.2
Communication Services18.5
Industrials14.6
Others10.7
Technology8.4
Healthcare6.4

Market Cap. Distribution

Giverny Capital Inc. has about 78.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • MID-CAP
  • UNALLOCATED
Category%
LARGE-CAP56.1
MEGA-CAP22.3
MID-CAP11
UNALLOCATED10.7

Stocks belong to which Index?

About 64.1% of the stocks held by Giverny Capital Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50059.6
Others35.9
RUSSELL 20004.5
Top 5 Winners (%)%
KEYS
keysight technologies inc
38.3 %
LFUS
littelfuse inc
34.0 %
ODFL
old dominion freight line in
24.0 %
FIVE
five below inc
21.0 %
ADI
analog devices inc
17.0 %
Top 5 Winners ($)$
KEYS
keysight technologies inc
26.0 M
FIVE
five below inc
25.2 M
ADI
analog devices inc
8.2 M
AME
ametek inc
7.2 M
LFUS
littelfuse inc
7.0 M
Top 5 Losers (%)%
twfg inc
-31.1 %
NVO
novo-nordisk a s
-27.8 %
LULU
lululemon athletica inc
-26.2 %
MSFT
microsoft corp
-22.5 %
BKNG
booking holdings inc.
-21.2 %
Top 5 Losers ($)$
HEI
heico corp new
-30.9 M
META
meta platforms inc
-27.3 M
BKNG
booking holdings inc.
-24.4 M
MEDP
medpace holdings inc
-21.2 M
V
visa inc
-19.5 M

Giverny Capital Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Giverny Capital Inc.

Giverny Capital Inc. has 51 stocks in it's portfolio. About 53.4% of the portfolio is in top 10 stocks. HEI proved to be the most loss making stock for the portfolio. KEYS was the most profitable stock for Giverny Capital Inc. last quarter.

$2.73BTotal Value
55.00Positions
15 May, 2026Last Reported
Current holdings of Current Stock Holdings of Giverny Capital Inc., last reported on 15 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Giverny Capital Inc.'s holding in Ishares Tr over time
0.04%10,854
$982.8K
0.04%
decreased 7.21 percentreduced
BAB
Invesco Exch Traded Fd Tr Ii

Invesco Exch Traded Fd Tr Ii

BAB
Giverny Capital Inc.'s holding in Invesco Exch Traded Fd Tr Ii over time
0.04%4,222
$1.00M
0.04%
new position
CSD
Invesco S&P500 Eq Wgt Etf

Invesco S&P500 Eq Wgt Etf

CSD
Giverny Capital Inc.'s holding in Invesco S&P500 Eq Wgt Etf over time
0.04%6,105
$1.17M
0.04%
new position