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Disclosed positions
Giverny Capital Inc.: source evidence dated 2026-08-27T03:59:59.999Z.
- Issuer
- ALPHABET INC C
- Ticker
- GOOG
- Class
- CAP STK CL C
- Reported value
- $213,927,182
- Reported amount
- 605,460
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR/A: 0001641864-26-000010Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| ALPHABET INC C | GOOG | CAP STK CL C | $213,927,182 | 605,460 | SH | None |
| HEICO CORP NEW | HEI.A | CL A | $189,627,812 | 735,248 | SH | None |
| META PLATFORMS INC | META | CL A | $170,613,782 | 302,888 | SH | None |
| SCHWAB CHARLES CORP | SCHW | COM | $155,158,187 | 1,681,567 | SH | None |
| AUTOMATIC DATA PROC INC | ADP | COM | $146,587,816 | 654,556 | SH | None |
| AMETEK INC | AME | COM | $144,869,075 | 598,781 | SH | None |
| MEDPACE HOLDINGS INC | MEDP | COM | $134,479,318 | 253,931 | SH | None |
| VISA INC | V | COM CL A | $133,770,791 | 389,900 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $124,320,394 | 248,447 | SH | None |
| PROGRESSIVE CORP | PGR | COM | $118,463,687 | 542,292 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $110,826,870 | 310,118 | SH | None |
| FIVE BELOW INC | FIVE | COM | $107,536,354 | 598,122 | SH | None |
| BOOKING HOLDINGS INC. | BKNG | COM | $93,159,631 | 522,664 | SH | None |
| INSTALLED BLDG PRODS INC | IBP | COM | $91,398,634 | 397,662 | SH | None |
| NVR INC | NVR | COM | $90,195,789 | 13,238 | SH | None |
| KINSALE CAPITAL GROUP IN | KNSL | COM | $79,395,491 | 240,731 | SH | None |
| BRIGHT HORIZONSFAMILY SOLUTION | BFAM | COM | $76,606,608 | 1,080,793 | SH | None |
| RESMED INC | RMD | COM | $75,548,155 | 387,665 | SH | None |
| BANK OZK LITTLE ROCK ARK | OZK | COM | $62,409,862 | 1,198,116 | SH | None |
| MARKEL CORP | MKL | COMMON STOCK | $60,303,090 | 30,877 | SH | None |
| ARISTA NETWORKS INC | ANET | COM SHS | $57,740,853 | 339,892 | SH | None |
| KEYSIGHT TECHNOLOGIES INC | KEYS | COM | $50,085,215 | 143,072 | SH | None |
| DISNEY WALT CO | DIS | COM | $49,623,324 | 515,567 | SH | None |
| BROWN & BROWN | BRO | COM | $48,323,425 | 753,288 | SH | None |
| ANALOG DEVICES INC | ADI | COM | $37,059,933 | 93,310 | SH | None |
| NEW YORK TIMES CO-A- | NYT | CL A | $33,899,992 | 484,424 | SH | None |
| LITTELFUSE INC | LFUS | COM | $33,751,336 | 74,125 | SH | None |
| MSA SAFETY INC | MSA | COM | $29,033,527 | 166,305 | SH | None |
| WATSCO INC | WSO | COM | $27,493,762 | 65,975 | SH | None |
| AAON INC | AAON | COM | $25,978,264 | 204,779 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $25,033,146 | 3,876 | SH | None |
| SUNBELT RENTALS HOLDINGS | SUNB | SHS | $21,593,757 | 246,369 | SH | None |
| VEEVA SYSTEMS INC CL-A | VEEV | CLASS A COM | $16,851,841 | 94,956 | SH | None |
| AMERICAN EXPRESS CO | AXP | COM | $15,753,986 | 46,702 | SH | None |
| TWFG INC | TWFG | COM CL A | $15,691,471 | 652,452 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $15,671,251 | 47,876 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $14,799,898 | 28,816 | SH | None |
| LULULEMON ATHLETICA INC | LULU | COM | $14,706,727 | 128,803 | SH | None |
| FLOOR & DECOR HLDGS INC | FND | CL A | $13,644,905 | 229,867 | SH | None |
| HAWKINS INC | HWKN | COM | $13,492,963 | 94,954 | SH | None |
| FERGUSON ENTERPRISES INC | FERG | COMMON STOCK NEW | $8,871,395 | 37,380 | SH | None |
| BUILDERS FIRSTSOURCE INC | BLDR | COM | $8,184,199 | 91,464 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $6,739,650 | 9 | SH | None |
| APPLE INC | AAPL | COM | $3,760,233 | 12,995 | SH | None |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | SPONSORED ADS | $1,745,518 | 3,655 | SH | None |
| SPDR S&P 500 ETF | SPY | ETF | $1,713,090 | 2,294 | SH | None |
| YUM CHINA HLDGS INC | YUMC | COM | $1,472,791 | 36,036 | SH | None |
| ISHARES TR | ITB | US HOME CONS ETF | $1,218,446 | 11,662 | SH | None |
| MICROSOFT CORP | MSFT | COM | $666,587 | 1,787 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $287,932 | 391 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.