Canonical: https://ownershiptrace.com/13f/investors/35

# Giverny Capital portfolio — 13F holdings Q2 2026

Giverny Capital (François Rochon) reported 49 long positions worth $3 billion as of 2026-06-30. Top holdings: Alphabet Inc., HEICO CORP, Meta Platforms, Inc., SCHWAB CHARLES CORP, AUTOMATIC DATA PROCESSING INC. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.

## Reported share positions (up to 20)

| Company | Report period | Value | Portfolio weight | Change | Source |
|  --- | --- | --- | --- | --- | --- |
| [Alphabet Inc.](https://ownershiptrace.com/13f/companies/37) | 2026-06-30 | 324754052.00 USD | 10.92% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1641864/0001641864-26-000010-index.html) |
| [HEICO CORP](https://ownershiptrace.com/13f/companies/732) | 2026-06-30 | 189627812.00 USD | 6.38% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1641864/0001641864-26-000010-index.html) |
| [Meta Platforms, Inc.](https://ownershiptrace.com/13f/companies/42) | 2026-06-30 | 170613782.00 USD | 5.74% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1641864/0001641864-26-000010-index.html) |
| [SCHWAB CHARLES CORP](https://ownershiptrace.com/13f/companies/820) | 2026-06-30 | 155158187.00 USD | 5.22% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1641864/0001641864-26-000010-index.html) |
| [AUTOMATIC DATA PROCESSING INC](https://ownershiptrace.com/13f/companies/1465) | 2026-06-30 | 146587816.00 USD | 4.93% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1641864/0001641864-26-000010-index.html) |
| [AMETEK INC/](https://ownershiptrace.com/13f/companies/864) | 2026-06-30 | 144869075.00 USD | 4.87% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1641864/0001641864-26-000010-index.html) |
| [Medpace Holdings, Inc.](https://ownershiptrace.com/13f/companies/1202) | 2026-06-30 | 134479318.00 USD | 4.52% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1641864/0001641864-26-000010-index.html) |
| [VISA INC.](https://ownershiptrace.com/13f/companies/104) | 2026-06-30 | 133770791.00 USD | 4.50% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1641864/0001641864-26-000010-index.html) |
| [BERKSHIRE HATHAWAY INC](https://ownershiptrace.com/13f/companies/152) | 2026-06-30 | 131060044.00 USD | 4.41% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1641864/0001641864-26-000010-index.html) |
| [PROGRESSIVE CORP/OH/](https://ownershiptrace.com/13f/companies/23) | 2026-06-30 | 118463687.00 USD | 3.98% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1641864/0001641864-26-000010-index.html) |
| [FIVE BELOW, INC](https://ownershiptrace.com/13f/companies/1049) | 2026-06-30 | 107536354.00 USD | 3.62% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1641864/0001641864-26-000010-index.html) |
| [Booking Holdings Inc.](https://ownershiptrace.com/13f/companies/85) | 2026-06-30 | 93159631.00 USD | 3.13% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1641864/0001641864-26-000010-index.html) |
| [Installed Building Products, Inc.](https://ownershiptrace.com/13f/companies/1128) | 2026-06-30 | 91398634.00 USD | 3.07% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1641864/0001641864-26-000010-index.html) |
| [NVR INC](https://ownershiptrace.com/13f/companies/727) | 2026-06-30 | 90195789.00 USD | 3.03% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1641864/0001641864-26-000010-index.html) |
| [Kinsale Capital Group, Inc.](https://ownershiptrace.com/13f/companies/1543) | 2026-06-30 | 79395491.00 USD | 2.67% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1641864/0001641864-26-000010-index.html) |
| [BRIGHT HORIZONS FAMILY SOLUTIONS INC.](https://ownershiptrace.com/13f/companies/3) | 2026-06-30 | 76606608.00 USD | 2.58% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1641864/0001641864-26-000010-index.html) |
| [RESMED INC](https://ownershiptrace.com/13f/companies/137) | 2026-06-30 | 75548155.00 USD | 2.54% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1641864/0001641864-26-000010-index.html) |
| [Bank OZK](https://ownershiptrace.com/13f/companies/898) | 2026-06-30 | 62409862.00 USD | 2.10% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1641864/0001641864-26-000010-index.html) |
| [MARKEL GROUP INC.](https://ownershiptrace.com/13f/companies/171) | 2026-06-30 | 60303090.00 USD | 2.03% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1641864/0001641864-26-000010-index.html) |
| [Arista Networks, Inc.](https://ownershiptrace.com/13f/companies/331) | 2026-06-30 | 57740853.00 USD | 1.94% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1641864/0001641864-26-000010-index.html) |

## Recent source filings (up to 20)

| Report period | Filed | Form | Source |
|  --- | --- | --- | --- |
| 2026-06-30 | 2026-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1641864/0001641864-26-000005-index.html) |
| 2026-06-30 | 2026-08-26 00:00:00 | 13F-HR/A | [Original filing](https://www.sec.gov/Archives/edgar/data/1641864/0001641864-26-000010-index.html) |
| 2026-03-31 | 2026-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1641864/0001641864-26-000004-index.html) |
| 2025-12-31 | 2026-02-13 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1641864/0001641864-26-000002-index.html) |
| 2025-09-30 | 2025-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1641864/0001641864-25-000010-index.html) |
| 2025-09-30 | 2025-11-17 00:00:00 | 13F-HR/A | [Original filing](https://www.sec.gov/Archives/edgar/data/1641864/0001641864-25-000012-index.html) |
| 2025-06-30 | 2025-08-13 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1641864/0001641864-25-000007-index.html) |
| 2025-03-31 | 2025-05-13 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1641864/0001641864-25-000003-index.html) |
| 2025-03-31 | 2025-08-12 00:00:00 | 13F-HR/A | [Original filing](https://www.sec.gov/Archives/edgar/data/1641864/0001641864-25-000006-index.html) |
| 2024-12-31 | 2025-02-13 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1641864/0001641864-25-000002-index.html) |
| 2024-12-31 | 2025-08-12 00:00:00 | 13F-HR/A | [Original filing](https://www.sec.gov/Archives/edgar/data/1641864/0001641864-25-000005-index.html) |
| 2024-09-30 | 2024-11-13 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1641864/0001641864-24-000012-index.html) |
| 2024-06-30 | 2024-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1641864/0001641864-24-000006-index.html) |
| 2024-03-31 | 2024-05-13 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1641864/0001641864-24-000005-index.html) |
| 2024-03-31 | 2024-08-20 00:00:00 | 13F-HR/A | [Original filing](https://www.sec.gov/Archives/edgar/data/1641864/0001641864-24-000008-index.html) |
| 2023-12-31 | 2024-02-09 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1641864/0001641864-24-000003-index.html) |
| 2023-12-31 | 2024-08-23 00:00:00 | 13F-HR/A | [Original filing](https://www.sec.gov/Archives/edgar/data/1641864/0001641864-24-000011-index.html) |
| 2023-09-30 | 2023-11-13 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1641864/0001641864-23-000007-index.html) |
| 2023-09-30 | 2024-01-25 00:00:00 | 13F-HR/A | [Original filing](https://www.sec.gov/Archives/edgar/data/1641864/0001641864-24-000002-index.html) |
| 2023-06-30 | 2023-08-07 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1641864/0001641864-23-000005-index.html) |

Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.

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