Giverny Capital Inc. is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $2.7B in reported equity holdings across 51 positions. The largest holdings are BRK.B (6.6%), GOOGL (6.5%), META (6.4%), HEI (5.7%), SCHW (5.3%). The portfolio is concentrated in Other (77.7%), Communication Services (10.1%), Consumer Cyclical (8.4%). Data sourced from SEC EDGAR 13F filings (CIK 1641864).