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 |
| # | Stock Name | Symbol | Current Price | Previous Holdings (# Shares) |
Current Holdings (# Shares) |
Current Value | Percent |
|---|---|---|---|---|---|---|---|
| 41 | Berkshire Hathaway Inc. | BRK.A | $780,350.00 | N/A | 9 | $7,023,150 | 0.50% |
| 42 | Builders FirstSource, Inc. | BLDR | $51.71 | N/A | 91,464 | $4,729,603 | 0.33% |
| 43 | Apple Inc. | AAPL | $341.27 | N/A | 12,995 | $4,434,804 | 0.31% |
| 44 | State Street SPDR S&P 500 ETF Trust | SPY | $778.01 | N/A | 2,294 | $1,784,755 | 0.13% |
| 45 | Taiwan Semiconductor Manufacturing Company Ltd. | TSM | $445.12 | N/A | 3,655 | $1,626,914 | 0.11% |
| 46 | Yum China Holdings, Inc. Common Stock | YUMC | $43.11 | N/A | 36,036 | $1,553,512 | 0.11% |
| 47 | SPDR Gold Trust, SPDR Gold Shares | GLD | $381.67 | N/A | 3,876 | $1,479,353 | 0.10% |
| 48 | iShares U.S. Home Construction ETF | ITB | $84.64 | N/A | 11,662 | $987,072 | 0.07% |
| 49 | Microsoft Corp | MSFT | $543.45 | N/A | 1,787 | $971,145 | 0.07% |
| 50 | Invesco QQQ Trust, Series 1 | QQQ | $743.57 | N/A | 391 | $290,736 | 0.02% |
| 51 | Copart Inc | CPRT | $26.37 | N/A | 8,274 | $218,185 | 0.02% |
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