Manager
Francois Rochon
SEC filing name: Giverny Capital Inc.
All 13F filings
This quarter’s activity
2026 Q1 vs 2025 Q4 · filed 5/15/2026
| Action | Issuer | Δ Shares | Δ Port % |
|---|---|---|---|
| New | AUTOMATIC DATA PROC INC | +419,090 | +3.12 pp |
| Reduce | BERKSHIRE HATHAWAY INC DEL | -127,359 | -1.84 pp |
| Reduce | AMETEK INC | -367,400 | -1.90 pp |
| Reduce | HEICO CORP NEW | -16,050 | -0.65 pp |
| Reduce | META PLATFORMS INC | -5,628 | -0.45 pp |
| Reduce | INSTALLED BLDG PRODS INC | -115,571 | -0.57 pp |
| Reduce | BOOKING HOLDINGS INC. | -328 | -0.58 pp |
| Reduce | MEDPACE HOLDINGS INC | -7,239 | -0.43 pp |
| Reduce | KEYSIGHT TECHNOLOGIES INC | -10,862 | +1.08 pp |
| Reduce | VISA INC | -10,988 | -0.38 pp |
| Reduce | FIVE BELOW INC | -20,556 | +1.16 pp |
| Add | BRIGHT HORIZONSFAMILY SOLUTION | +332,133 | +0.84 pp |
| Filing ID | Report period | Holdings | Value ($000) | Form type | Date filed | Name |
|---|---|---|---|---|---|---|
| 000164186426000004 | Q1 2026 | 51 | 2,731,351,278 | 13F-HR | 5/15/2026 | Giverny Capital Inc. |
| 000164186426000002 | Q4 2025 | 50 | 2,997,769,933 | 13F-HR | 2/13/2026 | Giverny Capital Inc. |
| 000164186425000012 | Q3 2025 | 52 | 2,951,143,263 | RESTATEMENT | 11/17/2025 | Giverny Capital Inc. |
| 000164186425000010 | Q3 2025 | 52 | 3,261,307,109 | 13F-HR | 11/14/2025 | Giverny Capital Inc. |
| 000164186425000011 | Q3 2025 | 52 | 3,135,503,721 | RESTATEMENT | 11/14/2025 | Giverny Capital Inc. |
| 000164186425000007 | Q2 2025 | 55 | 2,915,802,815 | 13F-HR | 8/13/2025 | Giverny Capital Inc. |
| 000164186425000006 | Q1 2025 | 54 | 2,712,666,291 | RESTATEMENT | 8/12/2025 | Giverny Capital Inc. |
| 000164186425000003 | Q1 2025 | 54 | 2,712,831,115 | 13F-HR | 5/13/2025 | Giverny Capital Inc. |
| 000164186425000005 | Q4 2024 | 62 | 2,735,961,075 | RESTATEMENT | 8/12/2025 | Giverny Capital Inc. |
| 000164186425000002 | Q4 2024 | 62 | 2,736,075,423 | 13F-HR | 2/13/2025 | Giverny Capital Inc. |
| 000164186424000012 | Q3 2024 | 52 | 2,630,384,762 | 13F-HR | 11/13/2024 | Giverny Capital Inc. |