GIVERNY CAPITAL INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SCHW | 1.54M | $144.37M |
 | OZK | 1.23M | $56.49M |
 | BRO | 755K | $49.25M |
 | BFAM | 742K | $60.97M |
 | HEI-A | 738K | $155.89M |
 | GOOG | 621K | $178.11M |
 | FIVE | 617K | $141.02M |
 | AME | 612K | $131.20M |
 | TWFG | 552K | $10.15M |
 | DIS | 537K | $51.71M |
 | PGR | 528K | $104.74M |
 | ANET | 423K | $51.98M |
 | ADP | 419K | $85.15M |
 | IBP | 404K | $107.03M |
 | V | 396K | $119.79M |
 | BRK-B | 379K | $181.44M |
 | GOOGL | 348K | $100.21M |
 | KEYS | 323K | $91.26M |
 | META | 308K | $176.11M |
 | SUNB | 271K | $17.63M |
The Charles Schwab Corporation
SCHW
Shares Held
1.54M
Value
$144.37M
Bank OZK
OZK
Shares Held
1.23M
Value
$56.49M
Brown & Brown, Inc.
BRO
Shares Held
755K
Value
$49.25M
Bright Horizons Family Solutions Inc.
BFAM
Shares Held
742K
Value
$60.97M
HEICO Corporation
HEI-A
Shares Held
738K
Value
$155.89M
Alphabet Inc.
GOOG
Shares Held
621K
Value
$178.11M
Five Below, Inc.
FIVE
Shares Held
617K
Value
$141.02M
AMETEK, Inc.
AME
Shares Held
612K
Value
$131.20M
TWFG, Inc. Common Stock
TWFG
Shares Held
552K
Value
$10.15M
The Walt Disney Company
DIS
Shares Held
537K
Value
$51.71M
The Progressive Corporation
PGR
Shares Held
528K
Value
$104.74M
Arista Networks, Inc.
ANET
Shares Held
423K
Value
$51.98M
Automatic Data Processing, Inc.
ADP
Shares Held
419K
Value
$85.15M
Installed Building Products, Inc.
IBP
Shares Held
404K
Value
$107.03M
Visa Inc.
V
Shares Held
396K
Value
$119.79M
Berkshire Hathaway Inc.
BRK-B
Shares Held
379K
Value
$181.44M
Alphabet Inc.
GOOGL
Shares Held
348K
Value
$100.21M
Keysight Technologies, Inc.
KEYS
Shares Held
323K
Value
$91.26M
Meta Platforms, Inc.
META
Shares Held
308K
Value
$176.11M
Sunbelt Rentals Holdings Inc
SUNB
Shares Held
271K
Value
$17.63M