Giverny Capital Inc.

CIK 0001641864 · Q2 2026

13F Equity AUM

$3.0B

+8.9% QoQ

Positions

0 QoQ

AUM Rank

#1,933

Top 15%

Skill Alpha (FF)

-3.0%/yr^ns

No Clear Edge

Rank #6,877 · Top 83%

vs S&P -3.6%/yr (unadj.)

Quarters Tracked

~11 years

Portfolio Concentration

Top 5: 29.4%Top 10: 51.5%Top 20: 80.0%

GOOG7.2%

HEI/A6.4%

META5.7%

SCHW5.2%

ADP4.9%

AME4.9%

MEDP4.5%

V4.5%

BRK/B4.2%

PGR4.0%

Others (41)48.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services29.3%

Communication Services19.5%

Consumer Cyclical16.4%

Industrials13.2%

Healthcare7.6%

Consumer Discretionary6.4%

Technology6.2%

Other1.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 51Median: 1.14%Avg: 1.96%

0–0.5%

15(3.1%)

0.5–1%

9(6.5%)

1–3%

12(22.4%)

3–5%

11(43.6%)

5%+

4(24.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 51vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New7Increased12Decreased30Exited7

New Positions

NYT1.1%

+484K

MSA1.0%

+166K

WSO0.9%

+66K

VEEV0.6%

+95K

AXP0.5%

+47K

HWKN0.5%

+95K

NDQ0.0%

+391

Increased

BKNG3.1%

+502K(+2375%)

BFAM2.6%

+338K(+46%)

ADP4.9%

+235K(+56%)

RME2.5%

+158K(+69%)

SCHW5.2%

+145K(+9%)

TWFG0.5%

+100K(+18%)

KNSL2.7%

+22K(+10%)

PGR4.0%

+14K(+3%)

AAON0.9%

+3K(+1%)

ITB0.0%

+808(+7%)

Decreased

KEYS1.7%

-180,112(-56%)

BRK/B4.2%

-130,178(-34%)

ANET1.9%

-83,469(-20%)

ADI1.3%

-77,742(-45%)

GOOGL3.7%

-38,351(-11%)

OZK2.1%

-32,943(-3%)

SUNBELT RENTALS HOLD…0.7%

-24,474(-9%)

DIS1.7%

-20,947(-4%)

CPRT0.0%

-19,210(-70%)

FIVE3.6%

-19,069(-3%)

Exited

-7,535

-4,222

-6,105

-27,392

-5,006

-3,753

-12,400

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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