Warren Buffett 29 Bill Ackman 11 Charlie Munger 4 MB Michael Burry Q3 2025 Carl Icahn 12 JG Joel Greenblatt 1791 Seth Klarman 23 Howard Marks 54 DE David Einhorn Q4 2023 David Tepper 27 SD Stanley Druckenmiller 90 DL Dan Loeb 39 MP Mohnish Pabrai 4 LL Li Lu 8 Prem Watsa 32 CC Chase Coleman 46 PL Philippe Laffont 66 Cliff Asness 3896 MG Mario Gabelli 916 BM Bill Miller 56 TG Tom Gayner 130 CA Chuck Akre 19 RB Ron Baron 345 BN Bill Nygren 161 John Rogers 106 SM Stephen Mandel 34 AH Andreas Halvorsen 90 LA Lee Ainslie 177 Tom Steyer 85 JE Jean-Marie Eveillard 424 BB Bruce Berkowitz 13 TB Tweedy, Browne 91 D& Dodge & Cox 222 MH Mason Hawkins 47 DA David Abrams 11 MM Mason Morfit 18 BR Barry Rosenstein 10 MW Marty Whitman 55 SB Sardar Biglari 12 RP Richard Pzena 161 PM PRIMECAP Management 324 HC Hersh Cohen 698 BC Boykin Curry 56 CB Charles Brandes 193 RD Ric Dillon 186 MS Murray Stahl 351 EW Ed Wachenheim 28 DY Donald Yacktman 74 SR Steven Romick 72 AW Andrew Wellington 41 RC Ruane, Cunniff & Goldfarb 54 DS Donald Smith 66 LR Larry Robbins 44 BS Bill Smead 32 GG Glenn Greenberg 40 MM Mark Massey 8 AR Andrew Redleaf 487 CF C.T. Fitzpatrick 36 FR Francois Rochon 51 WN Will Nasgovitz 244 DI David Iben 30 EM Eric Marshall 223 WW Wallace Weitz 50 SS Sean Stannard-Stockton Q3 2024 JP Jay Petschek 164 TK Thomas Kahn 48 RR Robert Robotti 61 CD Charles de Vaulx Q4 2020 DR David Rolfe 18 AW Adam Wyden 8 GW Glenn Welling 9 LP Larry Pitkowsky 24 BL Bryan Lawrence 9 FC Francis Chou 31 AR Alex Roepers 12 MB Mark Boyar 77 Warren Lichtenstein 9 JR James Roumell Q2 2024 RO Robert Olstein 1 TB Tom Bancroft 1
FR
Francois Rochon
Giverny Capital Inc.
Portfolio value
$2,974,321,189
Stocks
51
Period
Q2 2026
Filed
26 Aug 2026
Holdings Activity HistoryPRO Analytics Across all investors →

Quality compounder approach; seeks superior businesses with durable competitive advantages.

✦

Cut Copart Inc 69.9%, added 2375% to Booking Holdings Inc and opened 7 new positions, the largest NYT at 1.1%. Financial Services is still the biggest weight in the book at 23.7%. The top five names are 29% of it.

Sector exposure
Financial Services 23.7%
Communication Services 17.8%
Consumer Cyclical 16.4%
Unknown 15.1%
Technology 10.0%
Industrials 9.0%
Healthcare 7.6%
Basic Materials 0.5%
Portfolio return
Time-weighted · held at window start
Stock % Portfolio Recent Activity Shares Reported Price Value
GOOG — Alphabet Inc Cl C 7.19% Reduce 2.49% 605,460 $353.33 $213,927,182 ↗ ◎
HEI/A — Heico Corp-Class A 6.38% Reduce 0.44% 735,248 $257.91 $189,627,812 ↗ ◎
META — Meta Platforms Inc 5.74% Reduce 1.60% 302,888 $563.29 $170,613,782 ↗ ◎
SCHW — Schwab (Charles) Corp 5.22% Add 9.46% 1,681,567 $92.27 $155,158,187 ↗ ◎
ADP — Automatic Data Processing 4.93% Add 56.19% 654,556 $223.95 $146,587,816 ↗ ◎
AME — Ametek Inc 4.87% Reduce 2.17% 598,781 $241.94 $144,869,075 ↗ ◎
MEDP — Medpace Holdings Inc 4.52% Reduce 0.84% 253,931 $529.59 $134,479,318 ↗ ◎
V — Visa Inc-Class A Shares 4.50% Reduce 1.63% 389,900 $343.09 $133,770,791 ↗ ◎
BRK/B — Berkshire Hathaway Inc-Cl B 4.18% Reduce 34.38% 248,447 $500.39 $124,320,394 ↗ ◎
PGR — Progressive Corp 3.98% Add 2.64% 542,292 $218.45 $118,463,687 ↗ ◎
GOOGL — Alphabet Inc Cl A 3.73% Reduce 11.01% 310,118 $357.37 $110,826,870 ↗ ◎
FIVE — Five Below 3.62% Reduce 3.09% 598,122 $179.79 $107,536,354 ↗ ◎
BKNG — Booking Holdings Inc 3.13% Add 2375.09% 522,664 $178.24 $93,159,631 ↗ ◎
IBP — Installed Building Products 3.07% Reduce 1.49% 397,662 $229.84 $91,398,634 ↗ ◎
NVR — Nvr Inc 3.03% Reduce 3.00% 13,238 $6813.40 $90,195,789 ↗ ◎
KNSL — Kinsale Capital Group Inc 2.67% Add 9.95% 240,731 $329.81 $79,395,491 ↗ ◎
BFAM — Bright Horizons Family Solut 2.58% Add 45.59% 1,080,793 $70.88 $76,606,608 ↗ ◎
RMD — Resmed Inc 2.54% Add 68.55% 387,665 $194.88 $75,548,155 ↗ ◎
OZK — Bank Ozk 2.10% Reduce 2.68% 1,198,116 $52.09 $62,409,862 ↗ ◎
MKL — Markel Group Inc 2.03% Reduce 28.10% 30,877 $1953.01 $60,303,090 ↗ ◎
ANET — Arista Networks Inc 1.94% Reduce 19.72% 339,892 $169.88 $57,740,853 ↗ ◎
KEYS — Keysight Technologies In 1.68% Reduce 55.73% 143,072 $350.07 $50,085,215 ↗ ◎
DISNEY WALT CO 1.67% 515,567 $96.25 $49,623,324
BRO — Brown & Brown Inc 1.62% Reduce 0.26% 753,288 $64.15 $48,323,425 ↗ ◎
ADI — Analog Devices Inc 1.25% Reduce 45.45% 93,310 $397.17 $37,059,933 ↗ ◎
NYT — New York Times Co-A 1.14% New 484,424 $69.98 $33,899,992 ↗ ◎
LFUS — Littelfuse Inc 1.14% Reduce 8.17% 74,125 $455.33 $33,751,336 ↗ ◎
MSA — Msa Safety Inc 0.98% New 166,305 $174.58 $29,033,527 ↗ ◎
WSO — Watsco Inc 0.92% New 65,975 $416.73 $27,493,762 ↗ ◎
AAON — Aaon Inc 0.87% Add 1.46% 204,779 $126.86 $25,978,264 ↗ ◎
GLD — Spdr Gold Shares 0.84% 3,876 $6458.50 $25,033,146 ↗ ◎
SUNB — Sunbelt Rentals Holdings Inc 0.73% Reduce 9.04% 246,369 $87.65 $21,593,757 ↗ ◎
VEEV — Veeva Systems Inc-Class A 0.57% New 94,956 $177.47 $16,851,841 ↗ ◎
AXP — American Express Co 0.53% New 46,702 $337.33 $15,753,986 ↗ ◎
TWFG — Twfg Inc 0.53% Add 18.17% 652,452 $24.05 $15,691,471 ↗ ◎
JPM — Jpmorgan Chase & Co 0.53% Reduce 8.46% 47,876 $327.33 $15,671,251 ↗ ◎
MA — Mastercard Inc - A 0.50% Add 2.67% 28,816 $513.60 $14,799,898 ↗ ◎
LULU — Lululemon Athletica Inc 0.49% Reduce 9.68% 128,803 $114.18 $14,706,727 ↗ ◎
FND — Floor & Decor Holdings Inc-A 0.46% Reduce 0.85% 229,867 $59.36 $13,644,905 ↗ ◎
HWKN — Hawkins Inc 0.45% New 94,954 $142.10 $13,492,963 ↗ ◎
FERG — Ferguson Enterprises Inc 0.30% Add 1.78% 37,380 $237.33 $8,871,395 ↗ ◎
BLDR — Builders Firstsource Inc 0.28% Reduce 0.38% 91,464 $89.48 $8,184,199 ↗ ◎
BRK/A — Berkshire Hathaway Inc-Cl A 0.23% Reduce 18.18% 9 $748850.00 $6,739,650 ↗ ◎
AAPL — Apple Inc 0.13% Reduce 13.60% 12,995 $289.36 $3,760,233 ↗ ◎
TSM — Taiwan Semiconductor-Sp Adr 0.06% Reduce 55.02% 3,655 $477.57 $1,745,518 ↗ ◎
SPY — Ss Spdr S&p 500 Etf Trust-Us 0.06% Reduce 7.28% 2,294 $746.77 $1,713,090 ↗ ◎
YUMC — Yum China Holdings Inc 0.05% 36,036 $40.87 $1,472,791 ↗ ◎
ITB — Ishares U.s. Home Constructi 0.04% Add 7.44% 11,662 $104.48 $1,218,446 ↗ ◎
MSFT — Microsoft Corp 0.02% Reduce 6.44% 1,787 $373.02 $666,587 ↗ ◎
QQQ — Invesco Qqq Trust, Series 1 0.01% New 391 $736.40 $287,932 ↗ ◎
CPRT — Copart Inc 0.01% Reduce 69.90% 8,274 $28.19 $233,244 ↗ ◎