Fund Universe

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☆Giverny Capital Inc.

CIK 0001641864 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.751
AUM ($M)
2,974
Positions
51
Turnover
0.11
Top-10 wt
52%
Herfindahl
0.038
History (qtrs)
7
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 58 positions · portfolio value $2,974M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆GOOG funds › ALPHABET INC C TRIM — 7.2% +0.7% 213.9 605,460 -15,449 6 —
☆HEIA funds › HEICO CORP NEW TRIM — 6.4% +0.7% 189.6 735,248 -3,234 6 —
☆META funds › META PLATFORMS INC TRIM — 5.7% -0.7% 170.6 302,888 -4,933 6 —
☆SCHW funds › SCHWAB CHARLES CORP ADD — 5.2% -0.1% 155.2 1,681,567 +145,361 6 —
☆ADP funds › AUTOMATIC DATA PROC INC ADD — 4.9% +1.8% 146.6 654,556 +235,466 2 —
☆AME funds › AMETEK INC TRIM — 4.9% +0.1% 144.9 598,781 -13,277 6 —
☆MEDP funds › MEDPACE HOLDINGS INC TRIM — 4.5% +0.0% 134.5 253,931 -2,150 6 —
☆V funds › VISA INC TRIM — 4.5% +0.1% 133.8 389,900 -6,457 6 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 4.2% -2.5% 124.3 248,447 -130,178 6 —
☆PGR funds › PROGRESSIVE CORP ADD — 4.0% +0.1% 118.5 542,292 +13,928 6 —
☆GOOGL funds › ALPHABET INC TRIM — 3.7% +0.1% 110.8 310,118 -38,351 6 —
☆FIVE funds › FIVE BELOW INC TRIM — 3.6% -1.5% 107.5 598,122 -19,069 6 —
☆BKNG funds › BOOKING HOLDINGS INC. ADD — 3.1% -0.1% 93.2 522,664 +501,547 6 —
☆IBP funds › INSTALLED BLDG PRODS INC TRIM — 3.1% -0.8% 91.4 397,662 -6,003 6 —
☆NVR funds › NVR INC TRIM — 3.0% -0.3% 90.2 13,238 -409 6 —
☆KNSL funds › KINSALE CAPITAL GROUP IN ADD — 2.7% -0.1% 79.4 240,731 +21,789 6 —
☆BFAM funds › BRIGHT HORIZONSFAMILY SOLUTION ADD — 2.6% +0.3% 76.6 1,080,793 +338,464 3 —
☆RMD funds › RESMED INC ADD — 2.5% +0.6% 75.5 387,665 +157,660 4 —
☆OZK funds › BANK OZK LITTLE ROCK ARK TRIM — 2.1% +0.0% 62.4 1,198,116 -32,943 6 —
☆MKL funds › MARKEL CORP TRIM — 2.0% -1.0% 60.3 30,877 -12,067 6 —
☆ANET funds › ARISTA NETWORKS INC TRIM — 1.9% +0.0% 57.7 339,892 -83,469 5 —
☆KEYS funds › KEYSIGHT TECHNOLOGIES INC TRIM — 1.7% -1.7% 50.1 143,072 -180,112 6 —
☆DIS funds › DISNEY WALT CO TRIM — 1.7% -0.2% 49.6 515,567 -20,947 6 —
☆BRO funds › BROWN & BROWN TRIM — 1.6% -0.2% 48.3 753,288 -1,981 6 —
☆ADI funds › ANALOG DEVICES INC TRIM — 1.2% -0.7% 37.1 93,310 -77,742 6 —
☆NYT funds › NEW YORK TIMES CO-A- NEW — 1.1% +1.1% 33.9 484,424 +484,424 1 —
☆LFUS funds › LITTELFUSE INC TRIM — 1.1% +0.1% 33.8 74,125 -6,594 6 —
☆MSA funds › MSA SAFETY INC NEW — 1.0% +1.0% 29.0 166,305 +166,305 1 —
☆WSO funds › WATSCO INC NEW — 0.9% +0.9% 27.5 65,975 +65,975 1 —
☆AAON funds › AAON INC ADD Common Stock 0.9% +0.3% 26.0 204,779 +2,947 2 —
☆GLD funds › SPDR GOLD TR HOLD — 0.8% +0.8% 25.0 3,876 +0 6 —
☆SUNB funds › SUNBELT RENTALS HOLDINGS TRIM — 0.7% +0.1% 21.6 246,369 -24,474 2 —
☆VEEV funds › VEEVA SYSTEMS INC CL-A NEW — 0.6% +0.6% 16.9 94,956 +94,956 1 —
☆AXP funds › AMERICAN EXPRESS CO NEW — 0.5% +0.5% 15.8 46,702 +46,702 1 —
☆TWFG funds › TWFG INC ADD — 0.5% +0.2% 15.7 652,452 +100,345 5 —
☆JPM funds › JPMORGAN CHASE & CO TRIM — 0.5% -0.0% 15.7 47,876 -4,422 6 —
☆MA funds › MASTERCARD INCORPORATED ADD — 0.5% -0.0% 14.8 28,816 +750 6 —
☆LULU funds › LULULEMON ATHLETICA INC TRIM — 0.5% -0.3% 14.7 128,803 -13,797 6 —
☆FND funds › FLOOR & DECOR HLDGS INC TRIM — 0.5% +0.0% 13.6 229,867 -1,962 6 —
☆HWKN funds › HAWKINS INC NEW — 0.5% +0.5% 13.5 94,954 +94,954 1 —
☆FERG funds › FERGUSON ENTERPRISES INC ADD — 0.3% -0.0% 8.9 37,380 +652 6 —
☆BLDR funds › BUILDERS FIRSTSOURCE INC TRIM — 0.3% -0.0% 8.2 91,464 -349 6 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.2% -0.1% 6.7 9 -2 6 —
☆AAPL funds › APPLE INC TRIM — 0.1% -0.0% 3.8 12,995 -2,045 6 —
☆TSM funds › TAIWAN SEMICONDUCTOR MFG LTD TRIM — 0.1% -0.0% 1.7 3,655 -4,470 6 —
☆SPY funds › SPDR S&P 500 ETF TRIM — 0.1% -0.0% 1.7 2,294 -180 6 —
☆YUMC funds › YUM CHINA HLDGS INC HOLD — 0.0% -0.0% 1.5 36,036 +0 6 —
☆ITB funds › ISHARES TR ADD — 0.0% +0.0% 1.2 11,662 +808 6 —
☆MSFT funds › MICROSOFT CORP TRIM — 0.0% -0.0% 0.7 1,787 -123 6 —
☆QQQ funds › INVESCO QQQ TR NEW — 0.0% +0.0% 0.3 391 +391 1 —
☆CPRT funds › COPART INC TRIM — 0.0% -0.0% 0.2 8,274 -19,210 6 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II EXIT — 0.0% -0.0% 0.0 0 -4,222 0 —
☆SITE funds › SITEONE LANDSCAPE SUPPLY INC EXIT — 0.0% -0.0% 0.0 0 -3,753 0 —
☆MTB funds › M & T BK CORP EXIT — 0.0% -0.1% 0.0 0 -7,535 0 —
☆BIRK funds › BIRKENSTOCK HLDG PLC EXIT — 0.0% -0.0% 0.0 0 -27,392 0 —
☆RSP funds › INVESCO S&P500 EQ WGT ETF EXIT — 0.0% -0.0% 0.0 0 -6,105 0 —
☆ODFL funds › OLD DOMINION FREIGHT LINE IN EXIT — 0.0% -0.0% 0.0 0 -5,006 0 —
☆NVO funds › NOVO-NORDISK A S EXIT — 0.0% -0.0% 0.0 0 -12,400 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 2,974 51 0.11 52% 0.038 0.747 — in
2026Q1 2,731 51 0.09 53% 0.041 0.794 — in
2025Q4 2,998 50 0.15 59% 0.047 0.707 — in
2025Q3 3,261 52 0.15 54% 0.043 0.685 — in
2025Q2 2,916 55 0.10 56% 0.044 0.803 — in
2025Q1 2,713 54 0.07 57% 0.045 0.816 — entered
2024Q4 2,736 62 0.00 54% 0.041 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status