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AUTO-SYNCED 13F-HR / 13DTop 25 Holdings, Weightings & Quarter-over-Quarter Moves
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Fund holdings · 13F
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Giverny Capital

Latest filing: 7 new · 1 added · 0 trimmed · 0 sold outLargest: GOOG 7.2%

For information only · Important disclosures · Request a correction or removal

François Rochon. Mirrors the latest 13F-HR/A: long U.S. stock positions weighted by reported market value.

Return over
+0.0%
SPY +0.7% Live
1D
+0.0%
Live
1W
+0.1%
Live
1M
-2.5%
Live
3M
-4.1%
Live
6M
-1.7%
Live
YTD
-1.5%
Live
1Y
+1.1%
Live
Incep.
+1.4%
Live
Prices as of Oct 26, 202651 holdings
|
i
+0.01%
Total return this year
Consolidated across 51 holdings · SPY +13.11% (-13.10% vs SPY)
0.00% +4.50% +9.00%
Filing: 13F-HR/A filed Aug 14, 2026 for the quarter ending Jun 30, 2026. 13F data is delayed up to 45 days after quarter-end and shows long U.S. stock positions only (options and shorts are excluded).

Live since inception vs SPY

Published and tracked from Oct 1, 2025 close

-6%0%+6%+12%+18%Oct 2025Oct 2026Apr 2026
PortfolioSPY

Look-back Backtested

Hypothetical: today's weights held unchanged over each past period. Not the portfolio's actual history.

-6%0%+6%+12%+17%Oct 2025Oct 2026Apr 2026
Today's weights, held 1YSPY
/

Giverny Capital · Allocation Pie

51 positions · 100%

Interactive weighting by individual position or sector/asset sleeve

GOOG (Alphabet Inc. (Class C)): 7.19% HEI-A (Heico Corporation): 6.38% META (Meta Platforms): 5.74% SCHW (Charles Schwab Corporation): 5.22% ADP (Automatic Data Processing): 4.93% AME (Ametek): 4.87% MEDP (Medpace): 4.52% V (Visa Inc.): 4.50% BRK-B (Berkshire Hathaway): 4.18% PGR (Progressive Corporation): 3.98% +41 More (GOOGL, FIVE, BKNG, IBP, NVR, KNSL…): 48.52% Financials: 25.83% Industrials: 20.27% Communication Services: 19.47% Consumer Discretionary: 16.38% Health Care: 7.63% Information Technology: 4.06% Financial Services: 2.26% Technology: 2.15% Commodities & Hard Assets: 0.84% US Equities: 0.58% Materials: 0.45% Broad Market ETF: 0.06% Consumer Cyclical: 0.05% 100% 51 POSITIONS
Top weight: GOOG (7.2%) · Lead sleeve: Financials (25.8%)
7.2%
Communication Services
6.4%
Industrials
5.7%
Communication Services
5.2%
Financials
ADP
ADP
4.9%
Industrials
AME
AME
4.9%
Industrials
4.5%
Health Care
V
V
4.5%
Financials
4.2%
Financials
PGR
PGR
4.0%
Financials
+41 More
+41 More
48.5%
Diversified
Financials
10 holdings: SCHW, V, BRK-B, PGR, KNSL…
25.8%
Industrials
10 holdings: HEI-A, ADP, AME, MSA, WSO…
20.3%
Communication Services
5 holdings: GOOG, META, GOOGL, DIS, NYT
19.5%
Consumer Discretionary
7 holdings: FIVE, BKNG, IBP, NVR, BFAM…
16.4%
Health Care
3 holdings: MEDP, RMD, VEEV
7.6%
Information Technology
3 holdings: KEYS, ADI, LFUS
4.1%
Financial Services
2 holdings: MKL, BRK-A
2.3%
Technology
4 holdings: ANET, AAPL, TSM, MSFT
2.1%
Commodities & Hard Assets
1 holding: GLD
0.8%
US Equities
3 holdings: TWFG, ITB, QQQ
0.6%
Materials
1 holding: HWKN
0.5%
Broad Market ETF
1 holding: SPY
0.1%
Consumer Cyclical
1 holding: YUMC
0.1%

Holdings (51)

GOOG Alphabet Inc. (Class C) 7.2%
-1.1% today
Communication Services · $317.28 · 1M -5.3% · 1Y +25.4% · stock page →
HEI-A Heico Corporation 6.4%
-0.8% today
Industrials · $226.75 · 1M -1.9% · 1Y -8.4% · stock page →
META Meta Platforms 5.7%
-1.9% today
Communication Services · $630.56 · 1M -16.1% · 1Y -14.3% · stock page →
SCHW Charles Schwab Corporation 5.2%
-0.9% today
Financials · $90.58 · 1M -9.0% · 1Y -3.0% · stock page →
ADP Automatic Data Processing 4.9%
-1.2% today
Industrials · $304.16 · 1M +15.4% · 1Y +11.2% · stock page →
AME Ametek 4.9%
+0.5% today
Industrials · $240.03 · 1M -2.6% · 1Y +27.6% · stock page →
MEDP Medpace 4.5%
+2.3% today
Health Care · $669.20 · 1M +8.4% · 1Y +12.2% · stock page →
V Visa Inc. 4.5%
-1.5% today
Financials · $407.92 · 1M +12.8% · 1Y +18.9% · stock page →
BRK-B Berkshire Hathaway 4.2%
-0.9% today
Financials · $542.19 · 1M +6.9% · 1Y +10.6% · stock page →
PGR Progressive Corporation 4.0%
-0.7% today
Financials · $228.07 · 1M +12.3% · 1Y +10.1% · stock page →
GOOGL Alphabet Inc. (Class A) 3.7%
-1.2% today
Communication Services · $320.21 · 1M -5.2% · 1Y +26.9% · stock page →
FIVE Five Below 3.6%
-1.2% today
Consumer Discretionary · $223.24 · 1M -1.8% · 1Y +42.1% · stock page →
BKNG Booking Holdings 3.1%
-3.3% today
Consumer Discretionary · $155.83 · 1M -0.0% · 1Y -22.8% · stock page →
IBP Installed Building Products, Inc. 3.1%
+0.5% today
Consumer Discretionary · $199.12 · 1M -1.8% · 1Y -24.5% · stock page →
NVR NVR, Inc. 3.0%
-2.1% today
Consumer Discretionary · $5,983.68 · 1M -4.1% · 1Y -22.1% · stock page →
KNSL Kinsale Capital Group 2.7%
-6.7% today
Financials · $364.49 · 1M +7.4% · 1Y -19.4% · stock page →
BFAM Bright Horizons Family Solutions Inc. 2.6%
+0.6% today
Consumer Discretionary · $71.40 · 1M +7.4% · 1Y -30.0% · stock page →
RMD ResMed| 2.5%
-0.1% today
Health Care · $252.86 · 1M +13.7% · 1Y -3.7% · stock page →
OZK Bank OZK 2.1%
+1.9% today
Financials · $50.61 · 1M +11.0% · 1Y +16.9% · stock page →
MKL Markel Group Inc. 2.0%
-1.9% today
Financial Services · $1,870.09 · 1M +7.4% · 1Y -1.4% · stock page →
ANET Arista Networks 1.9%
+2.8% today
Information Technology · $177.24 · 1M -14.2% · 1Y +15.2% · stock page →
KEYS Keysight Technologies 1.7%
+1.0% today
Information Technology · $314.77 · 1M -10.9% · 1Y +86.9% · stock page →
DIS Walt Disney Company (The) 1.7%
-0.5% today
Communication Services · $112.52 · 1M +8.8% · 1Y +1.0% · stock page →
BRO Brown & Brown 1.6%
-2.0% today
Financials · $72.97 · 1M +18.3% · 1Y -17.0% · stock page →
ADI Analog Devices 1.2%
+1.4% today
Information Technology · $391.07 · 1M +1.5% · 1Y +62.8% · stock page →

Top 25 of 51 holdings by weight. Full 13F filing on SEC EDGAR ↗

Changes vs prior quarter

SCHW Schwab Charles CorpAdded+9%
NYT New York Times Co-A-New
MSA Msa Safety IncNew
WSO Watsco IncNew
VEEV Veeva Systems Inc Cl-ANew
AXP American Express CoNew
HWKN Hawkins IncNew
QQQ Invesco Qqq TrNew
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Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

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Coteau 0.9 · Oct 21, 2026