Giverny Capital Inc. holds a focused book of 51 stocks worth $2.7B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Automatic Data Processing and trimmed Berkshire Hathaway Inc-CL B. Their largest long position is Berkshire Hathaway Inc-CL B at 7% of the equity book.
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Use Arkolith to show Giverny Capital Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
98% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del CL B NEW | $181.4M | 378.6K | 6.6% | ▼−25% Reduced · −127K sh | |
| 2 | Alphabet Inc C CAP STK CL C | $178.1M | 620.9K | 6.5% | ▼−2.9% Reduced · −19K sh | |
| 3 | Meta Platforms Inc CL A | $176.1M | 307.8K | 6.4% | ▼−1.8% Reduced · −6K sh | |
| 4 | Heico Corp New CL A | $155.9M | 738.5K | 5.7% | ▼−2.1% Reduced · −16K sh | |
| 5 | Schwab Charles Corp COM | $144.4M | 1.54M | 5.3% | ▼−3.1% Reduced · −49K sh | |
| 6 | Five Below Inc COM | $141.0M | 617.2K | 5.2% | ▼−3.2% Reduced · −21K sh | |
| 7 | Ametek Inc COM | $131.2M | 612.1K | 4.8% | ▼−38% Reduced · −367K sh | |
| 8 | Medpace Holdings Inc COM | $123.0M | 256.1K | 4.5% | ▼−2.7% Reduced · −7K sh | |
| 9 | Visa Inc COM CL A | $119.8M | 396.4K | 4.4% | ▼−2.7% Reduced · −11K sh | |
| 10 | Installed BLDG Prods Inc COM | $107.0M | 403.7K | 3.9% | ▼−22% Reduced · −116K sh | |
| 11 | Progressive Corp COM | $104.7M | 528.4K | 3.8% | ▼−1.6% Reduced · −8K sh | |
| 12 | Alphabet Inc CAP STK CL A | $100.2M | 348.5K | 3.7% | ▼−3.6% Reduced · −13K sh | |
| 13 | Keysight Technologies Inc COM | $91.3M | 323.2K | 3.3% | ▼−3.3% Reduced · −11K sh | |
| 14 | NVR Inc COM | $89.9M | 13.6K | 3.3% | ▼−3.3% Reduced · −465 sh | |
| 15 | Booking Holdings Inc. COM | $88.9M | 21.1K | 3.3% | ▼−1.5% Reduced · −328 sh | |
| 16 | Automatic Data Proc Inc COM | $85.2M | 419.1K | 3.1% | ▲New New position | |
| 17 | Markel Corp COMMON STOCK | $82.2M | 42.9K | 3.0% | ▼−2.4% Reduced · −1K sh | |
| 18 | Kinsale Capital Group In COM | $74.8M | 218.9K | 2.7% | ▲+2.2% Added · +5K sh | |
| 19 | Bright Horizonsfamily Solution COM | $61.0M | 742.3K | 2.2% | ▲+81% Added · +332K sh | |
| 20 | Bank Ozk Little Rock Ark COM | $56.5M | 1.23M | 2.1% | ▼−2.6% Reduced · −33K sh | |
| 21 | Analog Devices Inc COM | $54.4M | 171.1K | 2.0% | ▼−3.2% Reduced · −6K sh | |
| 22 | Arista Networks Inc COM | $52.0M | 423.4K | 1.9% | ▲+1.0% Added · +4K sh | |
| 23 | Disney Walt Co COM | $51.7M | 536.5K | 1.9% | ▼−1.4% Reduced · −8K sh | |
| 24 | Resmed Inc COM | $51.6M | 230.0K | 1.9% | ▼−2.3% Reduced · −5K sh | |
| 25 | Brown & Brown COM | $49.3M | 755.3K | 1.8% | ▼−2.2% Reduced · −17K sh | |
| 26 | Littelfuse Inc COM | $27.4M | 80.7K | 1.0% | ▼−1.1% Reduced · −866 sh | |
| 27 | Lululemon Athletica Inc COM | $21.8M | 142.6K | 0.8% | ▼−1.1% Reduced · −2K sh | |
| 28 | Sunbelt Rentals Hldgs In GB SHRS SHS | $17.6M | 270.8K | 0.6% | ▲New New position | |
| 29 | Aaon Inc COM | $16.7M | 201.8K | 0.6% | ▲New New position | |
| 30 | JPMorgan Chase & Co COM | $15.4M | 52.3K | 0.6% | ▲+0.9% Added · +460 sh | |
| 31 | Mastercard Incorporated CL A | $14.0M | 28.1K | 0.5% | ▼−2.4% Reduced · −693 sh | |
| 32 | Floor & Decor Hldgs Inc CL A | $11.8M | 231.8K | 0.4% | ▼−1.7% Reduced · −4K sh | |
| 33 | TWFG Inc COM CL A | $10.2M | 552.1K | 0.4% | ▲+67% Added · +221K sh | |
| 34 | Ferguson Enterprises Inc COM | $8.6M | 36.7K | 0.3% | ▲+1.0% Added · +354 sh | |
| 35 | Berkshire Hathaway Inc Del CL A | $7.9M | 11 | 0.3% | —Held | |
| 36 | Builders Firstsource Inc COM | $7.6M | 91.8K | 0.3% | ▲+2.0% Added · +2K sh | |
| 37 | Apple Inc COM | $3.8M | 15.0K | 0.1% | ▼−8.9% Reduced · −1K sh | |
| 38 | Taiwan Semiconductor MFG Ltd SPONSORED ADS | $2.7M | 8.1K | 0.1% | ▼−49% Reduced · −8K sh | |
| 39 | Yum China Hldgs Inc COM | $1.8M | 36.0K | 0.1% | —Held | |
| 40 | SPDR Gold TR GOLD SHS | $1.7M | 3.9K | 0.1% | —Held | |
| 41 | SPDR S&P 500 ETF ETF | $1.6M | 2.5K | 0.1% | —Held | |
| 42 | M & T BK Corp COM | $1.6M | 7.5K | 0.1% | ▼−0.1% Reduced · −5 sh | |
| 43 | Invesco S&P500 Eq WGT ETF COM | $1.2M | 6.1K | 0.0% | ▲New New position | |
| 44 | Invesco Exch Traded FD TR II UNIT SER 1 | $1.0M | 4.2K | 0.0% | ▲New New position | |
| 45 | Ishares TR US HOME CONS ETF | $983K | 10.9K | 0.0% | ▼−7.2% Reduced · −844 sh | |
| 46 | Birkenstock Hldg PLC COM | $981K | 27.4K | 0.0% | —Held | |
| 47 | Old Dominion Freight Line In COM | $978K | 5.0K | 0.0% | ▼−4.7% Reduced · −249 sh | |
| 48 | Copart Inc COM | $912K | 27.5K | 0.0% | —Held | |
| 49 | Microsoft Corp COM | $707K | 1.9K | 0.0% | ▲+12% Added · +206 sh | |
| 50 | Siteone Landscape Supply Inc COM | $500K | 3.8K | 0.0% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 51 | $2.7B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 50 | $3.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 17, 2025 | 52 | $3.0B | 13F-HR/A |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 55 | $2.9B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Aug 12, 2025 | 54 | $2.7B | 13F-HR/A |
| Q4 2024 | Dec 31, 2024 | Aug 12, 2025 | 62 | $2.7B | 13F-HR/A |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 52 | $2.6B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 50 | $2.4B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Aug 20, 2024 | 53 | $2.5B | 13F-HR/A |
| Q4 2023 | Dec 31, 2023 | Aug 23, 2024 | 59 | $2.1B | 13F-HR/A |
| Q3 2023 | Sep 30, 2023 | Jan 25, 2024 | 59 | $1.8B | 13F-HR/A |
| Q2 2023 | Jun 30, 2023 | Aug 7, 2023 | 59 | $1.9B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 12, 2023 | 60 | $1.7B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | May 17, 2023 | 66 | $1.6B | 13F-HR/A |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 63 | $1.5B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 63 | $1.5B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.