Stock Taper

GIVERNY CAPITAL INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Berkshire Hathaway Inc.BRK-B248.45K$124.32M
Sunbelt Rentals Holdings IncSUNB246.37K$21.59M
Kinsale Capital Group, Inc.KNSL240.73K$79.4M
Floor & Decor Holdings, Inc.FND229.87K$13.64M
AAON, Inc.AAON204.78K$25.98M
MSA Safety IncorporatedMSA166.31K$29.03M
Keysight Technologies, Inc.KEYS143.07K$50.09M
Lululemon Athletica Inc.LULU128.8K$14.71M
Veeva Systems Inc.VEEV94.96K$16.85M
Hawkins, Inc.HWKN94.95K$13.49M
Analog Devices, Inc.ADI93.31K$37.06M
Builders FirstSource, Inc.BLDR91.46K$8.18M
Littelfuse, Inc.LFUS74.13K$33.75M
Watsco, Inc.WSO65.97K$27.49M
JPMorgan Chase & Co.JPM47.88K$15.67M
American Express CompanyAXP46.7K$15.75M
Ferguson plcFERG37.38K$8.87M
Yum China Holdings, Inc.YUMC36.04K$1.47M
Markel CorporationMKL30.88K$60.3M
Mastercard IncorporatedMA28.82K$14.8M