Giverny Capital Inc. Holdings - 2Q26

As of June 30, 2026, Giverny Capital Inc. reported 51 positions comprising 51 stocks worth $3.0B. The top 5 holdings represented 29.4% of the portfolio. During the quarter, the fund entered 7 new positions and exited 7. Explore portfolio value and concentration trends, quarterly position counts, and a detailed breakdown of each holding below.