StockScan > Holders > Giverny Capital

Giverny Capital's Portfolio and 13F Filing

Value: $1.42B
CIK: 0001641864
Phone: 514-842-5589
Address: 759 Square-Victoria - 105, Montreal, A8 (H2Y 2J7)
Latest 13F Filing: 2026-08-26
Giverny Capital's Stock Holdings & 13F Form
# Stock Name Symbol Current Price

Previous Holdings

(# Shares)

Current Holdings

(# Shares)

 Current Value Percent
21 Markel Group Inc. MKL $1,789.27 N/A 30,877 $55,247,290 3.90%
22 Bank OZK OZK $45.08 N/A 1,198,116 $54,011,069 3.81%
23 Keysight Technologies, Inc. KEYS $370.22 N/A 143,072 $52,968,116 3.74%
24 Brown & Brown, Inc. BRO $64.05 N/A 753,288 $48,248,096 3.41%
25 Analog Devices, Inc. ADI $414.70 N/A 93,310 $38,695,657 2.73%
26 New York Times Co. NYT $66.88 N/A 484,424 $32,398,277 2.29%
27 Littelfuse Inc LFUS $415.03 N/A 74,125 $30,764,099 2.17%
28 MSA Safety Inc MSA $181.79 N/A 166,305 $30,232,586 2.13%
29 Veeva Systems Inc. VEEV $301.63 N/A 94,956 $28,641,578 2.02%
30 Watsco, Inc. WSO $291.50 N/A 65,975 $19,231,713 1.36%
31 Sunbelt Rentals Holdings, Inc. SUNB $77.33 N/A 246,369 $19,051,715 1.34%
32 Aaon Inc AAON $86.19 N/A 204,779 $17,649,902 1.25%
33 Mastercard Incorporated MA $604.80 N/A 28,816 $17,427,917 1.23%
34 JPMorgan Chase & Co. JPM $331.43 N/A 47,876 $15,867,543 1.12%
35 TWFG, Inc. Common Stock TWFG $24.26 N/A 652,452 $15,828,486 1.12%
36 American Express Company AXP $309.84 N/A 46,702 $14,470,148 1.02%
37 Hawkins Inc HWKN $131.89 N/A 94,954 $12,523,483 0.88%
38 lululemon athletica inc. LULU $94.34 N/A 128,803 $12,151,275 0.86%
39 Floor & Decor Holdings, Inc. FND $44.72 N/A 229,867 $10,279,652 0.73%
40 Ferguson Enterprises Inc. FERG $222.86 N/A 37,380 $8,330,507 0.59%
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