Not yet filed. No Q3 2026 Form 13F from Giverny Capital has been detected on SEC EDGAR yet. The deadline for the quarter ended Sep 30, 2026 is Monday, Nov 16, 2026.
From the fund's 2026 Q2 Form 13F (filed Aug 26, 2026) — the latest quarter fully processed on this site.
| Stock | Shares | Portfolio weight |
|---|---|---|
| GOOG · Alphabet Inc. | 605,460 | 7.19% |
| HEI.A · HEICO CORP | 735,248 | 6.38% |
| META · Meta Platforms, Inc. | 302,888 | 5.74% |
| SCHW · SCHWAB CHARLES CORP | 1,681,567 | 5.22% |
| ADP · AUTOMATIC DATA PROCESSING INC | 654,556 | 4.93% |
| AME · AMETEK INC/ | 598,781 | 4.87% |
| MEDP · Medpace Holdings, Inc. | 253,931 | 4.52% |
| V · VISA INC. | 389,900 | 4.50% |
| BRK.B · BERKSHIRE HATHAWAY INC | 248,447 | 4.18% |
| PGR · PROGRESSIVE CORP/OH/ | 542,292 | 3.98% |
Largest increase 2026 Q1 → 2026 Q2: BKNG (+2375.1% of shares). New position in 2026 Q2: NYT (1.14% of the portfolio). Largest trim 2026 Q1 → 2026 Q2: CPRT (-69.9% of shares). Exited in 2026 Q2: MTB, RSP, BIRK and 3 more.
Full record: Giverny Capital fund page · manager profile & 13F-clone record · Q3 2026 season tracker.
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