Giverny Capital Inc. Holdings - 1Q26

As of March 31, 2026, Giverny Capital Inc. reported 51 positions comprising 51 stocks worth $2.7B. The top 5 holdings represented 30.6% of the portfolio. During the quarter, the fund entered 5 new positions and exited 4. Explore portfolio value and concentration trends, quarterly position counts, and a detailed breakdown of each holding below.