account_balance
Investment manager · 13F filer · SEC CIK 1641864
Giverny Capital Inc.
Reported value$2.92Bas of Sep 30, 2026
Positions51 3 new, 3 sold out
Top 10 weight53.6%META alone is 7%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
METAMeta Platforms, Inc.
7.2%Trimmed −4%
GOOGAlphabet Inc.
6.8%Trimmed −3%
SCHWCharles Schwab Corp
5.7%
HEI-AHEICO Corp
5.6%Trimmed −2%
ADPAutomatic Data Processing Inc
5.6%Trimmed −4%
MEDPMedpace Holdings, Inc.
5.2%Trimmed −4%
AMEAmetek Inc
4.9%Trimmed −4%
VVisa Inc.
4.6%Trimmed −5%
FIVEFive Below, Inc
4.4%Trimmed −3%
PGRProgressive Corp
3.6%Trimmed −6%
GOOGLAlphabet Inc.
3.6%
RMDResmed Inc
2.8%
METAMeta Platforms, Inc.
7.2%−4%
GOOGAlphabet Inc.
6.8%−3%
SCHWCharles Schwab Corp
5.7%
HEI-AHEICO Corp
5.6%Trimmed −2%
ADPAutomatic Data Processing Inc
5.6%Trimmed −4%
MEDPMedpace Holdings, Inc.
5.2%Trimmed −4%
AMEAmetek Inc
4.9%
VVisa Inc.
4.6%
FIVEFive Below, Inc
4.4%
PGRProgressive Corp
3.6%
GOOGLAlphabet Inc.
3.6%
RMD2.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
META Meta Platforms, Inc. 7.2% Trimmed −4%GOOG Alphabet Inc. 6.8% Trimmed −3%SCHW Charles Schwab Corp 5.7% HeldHEI-A HEICO Corp 5.6% Trimmed −2%ADP Automatic Data Processing Inc 5.6% Trimmed −4%MEDP Medpace Holdings, Inc. 5.2% Trimmed −4%AME Ametek Inc 4.9% Trimmed −4%V Visa Inc. 4.6% Trimmed −5%FIVE Five Below, Inc 4.4% Trimmed −3%PGR Progressive Corp 3.6% Trimmed −6%GOOGL Alphabet Inc. 3.6% HeldRMD Resmed Inc 2.8% Trimmed −5%
What changed
Biggest moves since Jun 30, 2026
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