Giverny Capital Inc. — 13F-HR — 2026-03-31
U.S. SEC EDGAR · Published 15 May 2026 · Collected 20 Oct 2026
Original SEC XML preserved; count and dollar total reconciled; manager attribution retained · Original document retrieved
PERSON / P074INVESTOR
Francois Rochon
President and portfolio manager at Giverny Capital. This page covers Giverny Capital’s filed institutional table, not its founder’s private or model portfolio.
Biography: givernycapital.com
READ THIS FIRST ↗
These are disclosures by an associated institution. The person’s name provides context; it does not establish current management, personal ownership or who made the trade.
A CLOSER LOOK / 31 Mar 2026Largest positions
Largest positions
in this source table.
Weights calculated from the complete reported table of U.S. SEC EDGAR. Denominator: that source’s disclosed public table, not personal wealth.
See source & scope ↗BERKSHIRE HATHAWAY INC DEL
6.64%
ALPHABET INC C
6.52%
META PLATFORMS INC
6.45%
HEICO CORP NEW
5.71%
SCHWAB CHARLES CORP
Top 5 of 51 selected source-table records. 5.29%
Comparison unavailable.
The preceding complete report is not available. Missing data is not a zero position.
01 / THE RECORDS51 MATCHING RECORDS
The disclosed positions.
1 record sources ↗| ASSET / SECURITY | REPORTED QUANTITY | REPORTED VALUE / USD | WEIGHT | QUARTERLY ACTIVITY | RECORD TYPE / OWNER | SOURCE |
|---|---|---|---|---|---|---|
| 084670702BERKSHIRE HATHAWAY INC DEL | 378,625shares | $181,437,100Reported market value$479.2 / reported unit (derived) | 6.64%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 02079K107ALPHABET INC C | 620,909shares | $178,113,956Reported market value$286.86 / reported unit (derived) | 6.52%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 30303M102META PLATFORMS INC | 307,821shares | $176,113,629Reported market value$572.13 / reported unit (derived) | 6.45%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 422806208HEICO CORP NEW | 738,482shares | $155,886,165Reported market value$211.09 / reported unit (derived) | 5.71%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 808513105SCHWAB CHARLES CORP | 1,536,206shares | $144,372,640Reported market value$93.98 / reported unit (derived) | 5.29%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 33829M101FIVE BELOW INC | 617,191shares | $141,015,800Reported market value$228.48 / reported unit (derived) | 5.16%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 031100100AMETEK INC | 612,058shares | $131,200,753Reported market value$214.36 / reported unit (derived) | 4.80%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 58506Q109MEDPACE HOLDINGS INC | 256,081shares | $122,967,535Reported market value$480.19 / reported unit (derived) | 4.50%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 92826C839VISA INC | 396,357shares | $119,794,940Reported market value$302.24 / reported unit (derived) | 4.39%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 45780R101INSTALLED BLDG PRODS INC | 403,665shares | $107,031,775Reported market value$265.15 / reported unit (derived) | 3.92%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 743315103PROGRESSIVE CORP | 528,364shares | $104,742,879Reported market value$198.24 / reported unit (derived) | 3.83%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 02079K305ALPHABET INC | 348,469shares | $100,205,746Reported market value$287.56 / reported unit (derived) | 3.67%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 49338L103KEYSIGHT TECHNOLOGIES INC | 323,184shares | $91,257,466Reported market value$282.37 / reported unit (derived) | 3.34%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 62944T105NVR INC | 13,647shares | $89,931,410Reported market value$6,589.83 / reported unit (derived) | 3.29%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 09857L108BOOKING HOLDINGS INC. | 21,117shares | $88,909,327Reported market value$4,210.32 / reported unit (derived) | 3.26%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 053015103AUTOMATIC DATA PROC INC | 419,090shares | $85,150,706Reported market value$203.18 / reported unit (derived) | 3.12%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 570535104MARKEL CORP | 42,944shares | $82,197,822Reported market value$1,914.07 / reported unit (derived) | 3.01%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 49714P108KINSALE CAPITAL GROUP IN | 218,942shares | $74,803,724Reported market value$341.66 / reported unit (derived) | 2.74%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 109194100BRIGHT HORIZONSFAMILY SOLUTION | 742,329shares | $60,967,481Reported market value$82.13 / reported unit (derived) | 2.23%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 06417N103BANK OZK LITTLE ROCK ARK | 1,231,059shares | $56,493,298Reported market value$45.89 / reported unit (derived) | 2.07%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 032654105ANALOG DEVICES INC | 171,052shares | $54,418,483Reported market value$318.14 / reported unit (derived) | 1.99%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 040413205ARISTA NETWORKS INC | 423,361shares | $51,981,534Reported market value$122.78 / reported unit (derived) | 1.90%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 254687106DISNEY WALT CO | 536,514shares | $51,709,219Reported market value$96.38 / reported unit (derived) | 1.89%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 761152107RESMED INC | 230,005shares | $51,631,522Reported market value$224.48 / reported unit (derived) | 1.89%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 115236101BROWN & BROWN | 755,269shares | $49,251,091Reported market value$65.21 / reported unit (derived) | 1.80%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 537008104LITTELFUSE INC | 80,719shares | $27,391,993Reported market value$339.35 / reported unit (derived) | 1.00%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 550021109LULULEMON ATHLETICA INC | 142,600shares | $21,832,060Reported market value$153.1 / reported unit (derived) | 0.80%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 866966104SUNBELT RENTALS HLDGS IN GB SHRS | 270,843shares | $17,629,171Reported market value$65.09 / reported unit (derived) | 0.65%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 000360206AAON INC | 201,832shares | $16,701,598Reported market value$82.75 / reported unit (derived) | 0.61%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 46625H100JPMORGAN CHASE & CO | 52,298shares | $15,383,980Reported market value$294.16 / reported unit (derived) | 0.56%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 57636Q104MASTERCARD INCORPORATED | 28,066shares | $14,023,458Reported market value$499.66 / reported unit (derived) | 0.51%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 339750101FLOOR & DECOR HLDGS INC | 231,829shares | $11,776,913Reported market value$50.8 / reported unit (derived) | 0.43%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 87318A101TWFG INC | 552,107shares | $10,153,248Reported market value$18.39 / reported unit (derived) | 0.37%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 31488V107FERGUSON ENTERPRISES INC | 36,728shares | $8,567,173Reported market value$233.26 / reported unit (derived) | 0.31%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 084670108BERKSHIRE HATHAWAY INC DEL | 11shares | $7,899,540Reported market value$718,140 / reported unit (derived) | 0.29%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 12008R107BUILDERS FIRSTSOURCE INC | 91,813shares | $7,558,964Reported market value$82.33 / reported unit (derived) | 0.28%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 037833100APPLE INC | 15,040shares | $3,817,002Reported market value$253.79 / reported unit (derived) | 0.14%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 874039100TAIWAN SEMICONDUCTOR MFG LTD | 8,125shares | $2,745,844Reported market value$337.95 / reported unit (derived) | 0.10%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 98850P109YUM CHINA HLDGS INC | 36,036shares | $1,757,836Reported market value$48.78 / reported unit (derived) | 0.06%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 78463V107SPDR GOLD TR | 3,876shares | $1,667,804Reported market value$430.29 / reported unit (derived) | 0.06%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 78462F103SPDR S&P 500 ETF | 2,474shares | $1,608,941Reported market value$650.34 / reported unit (derived) | 0.06%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 55261F104M & T BK CORP | 7,535shares | $1,557,635Reported market value$206.72 / reported unit (derived) | 0.06%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 46137V357INVESCO S&P500 EQ WGT ETF | 6,105shares | $1,171,672Reported market value$191.92 / reported unit (derived) | 0.04%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 46138G649INVESCO EXCH TRADED FD TR II | 4,222shares | $1,003,232Reported market value$237.62 / reported unit (derived) | 0.04%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 464288752ISHARES TR | 10,854shares | $982,830Reported market value$90.55 / reported unit (derived) | 0.04%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| M2029K104BIRKENSTOCK HLDG PLC | 27,392shares | $981,455Reported market value$35.83 / reported unit (derived) | 0.04%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 679580100OLD DOMINION FREIGHT LINE IN | 5,006shares | $978,172Reported market value$195.4 / reported unit (derived) | 0.04%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 217204106COPART INC | 27,484shares | $912,469Reported market value$33.2 / reported unit (derived) | 0.03%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 594918104MICROSOFT CORP | 1,910shares | $707,025Reported market value$370.17 / reported unit (derived) | 0.03%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 82982L103SITEONE LANDSCAPE SUPPLY INC | 3,753shares | $499,562Reported market value$133.11 / reported unit (derived) | 0.02%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 670100205NOVO-NORDISK A S | 12,400shares | $455,700Reported market value$36.75 / reported unit (derived) | 0.02%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
Figures retain their source’s meaning. Unknown is not zero. Dates, share classes and option exposures may differ; source-table coverage is not a complete personal portfolio.
02 / THE REFERENCES
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