# EDGAR Filing Document

**Accession Number:** 0001641864
**File Stem:** 0001641864-26-000004
**Filing Date:** 2026-5
**Character Count:** 8563
**Document Hash:** 5972025a7b37366b4512e53ec21b2fe1
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001641864-26-000004.hdr.sgml**: 20260515

**ACCESSION NUMBER**: 0001641864-26-000004

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260515

**DATE AS OF CHANGE**: 20260515

**EFFECTIVENESS DATE**: 20260515

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Giverny Capital Inc.
- **CENTRAL INDEX KEY:** 0001641864

**ORGANIZATION NAME:**
- **EIN:** 980653474
- **STATE OF INCORPORATION:** A8
- **FISCAL YEAR END:** 0930

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-16878
- **FILM NUMBER:** 26984499

**BUSINESS ADDRESS:**
- **STREET 1:** 759 SQUARE-VICTORIA - 105
- **CITY:** MONTREAL
- **STATE:** A8
- **ZIP:** H2Y 2J7
- **BUSINESS PHONE:** 514-842-5589

**MAIL ADDRESS:**
- **STREET 1:** 759 SQUARE-VICTORIA - 105
- **CITY:** MONTREAL
- **STATE:** A8
- **ZIP:** H2Y 2J7

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Giverny Capital Inc.<br>**Address:** 759 SQUARE-VICTORIA - 105<br>MONTREAL, A8 H2Y 2J7

**Form 13F File Number:** 028-16878

**CRD Number (if applicable):** 000130640

**SEC File Number (if applicable):** 801-62943

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Francois Campeau<br>**Title:** Chief Compliance Officer<br>**Phone:** 5148425589

**Signature, Place, and Date of Signing:**

Francois Campeau  Montreal, Z4  05-15-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 51

**Form 13F Information Table Value Total:** $2731351278

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 181437100 | 378625 | SH |  | DFND |  | 0 | 0 | 0 |
| ALPHABET INC C | CAP STK CL C | 02079K107 |  | 178113956 | 620909 | SH |  | DFND |  | 0 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 176113629 | 307821 | SH |  | DFND |  | 0 | 0 | 0 |
| HEICO CORP NEW | CL A | 422806208 |  | 155886165 | 738482 | SH |  | DFND |  | 0 | 0 | 0 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 144372640 | 1536206 | SH |  | DFND |  | 0 | 0 | 0 |
| FIVE BELOW INC | COM | 33829M101 |  | 141015800 | 617191 | SH |  | DFND |  | 0 | 0 | 0 |
| AMETEK INC | COM | 031100100 |  | 131200753 | 612058 | SH |  | DFND |  | 0 | 0 | 0 |
| MEDPACE HOLDINGS INC | COM | 58506Q109 |  | 122967535 | 256081 | SH |  | DFND |  | 0 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 119794940 | 396357 | SH |  | DFND |  | 0 | 0 | 0 |
| INSTALLED BLDG PRODS INC | COM | 45780R101 |  | 107031775 | 403665 | SH |  | DFND |  | 0 | 0 | 0 |
| PROGRESSIVE CORP | COM | 743315103 |  | 104742879 | 528364 | SH |  | DFND |  | 0 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 100205746 | 348469 | SH |  | DFND |  | 0 | 0 | 0 |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 |  | 91257466 | 323184 | SH |  | DFND |  | 0 | 0 | 0 |
| NVR INC | COM | 62944T105 |  | 89931410 | 13647 | SH |  | DFND |  | 0 | 0 | 0 |
| BOOKING HOLDINGS INC. | COM | 09857L108 |  | 88909327 | 21117 | SH |  | DFND |  | 0 | 0 | 0 |
| AUTOMATIC DATA PROC INC | COM | 053015103 |  | 85150706 | 419090 | SH |  | DFND |  | 0 | 0 | 0 |
| MARKEL CORP | COMMON STOCK | 570535104 |  | 82197822 | 42944 | SH |  | DFND |  | 0 | 0 | 0 |
| KINSALE CAPITAL GROUP IN | COM | 49714P108 |  | 74803724 | 218942 | SH |  | DFND |  | 0 | 0 | 0 |
| AAON INC | COM | 000360206 |  | 16701598 | 201832 | SH |  | SOLE |  | 0 | 0 | 0 |
| BRIGHT HORIZONSFAMILY SOLUTION | COM | 109194100 |  | 60967481 | 742329 | SH |  | DFND |  | 0 | 0 | 0 |
| BANK OZK LITTLE ROCK ARK | COM | 06417N103 |  | 56493298 | 1231059 | SH |  | DFND |  | 0 | 0 | 0 |
| ANALOG DEVICES INC | COM | 032654105 |  | 54418483 | 171052 | SH |  | DFND |  | 0 | 0 | 0 |
| ARISTA NETWORKS INC | COM | 040413205 |  | 51981534 | 423361 | SH |  | SOLE |  | 0 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 51709219 | 536514 | SH |  | DFND |  | 0 | 0 | 0 |
| RESMED INC | COM | 761152107 |  | 51631522 | 230005 | SH |  | SOLE |  | 0 | 0 | 0 |
| BROWN  BROWN | COM | 115236101 |  | 49251091 | 755269 | SH |  | DFND |  | 0 | 0 | 0 |
| LITTELFUSE INC | COM | 537008104 |  | 27391993 | 80719 | SH |  | DFND |  | 0 | 0 | 0 |
| LULULEMON ATHLETICA INC | COM | 550021109 |  | 21832060 | 142600 | SH |  | DFND |  | 0 | 0 | 0 |
| SUNBELT RENTALS HLDGS IN GB SHRS | SHS | 866966104 |  | 17629171 | 270843 | SH |  | SOLE |  | 0 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 15383980 | 52298 | SH |  | DFND |  | 0 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 14023458 | 28066 | SH |  | DFND |  | 0 | 0 | 0 |
| FLOOR  DECOR HLDGS INC | CL A | 339750101 |  | 11776913 | 231829 | SH |  | DFND |  | 0 | 0 | 0 |
| TWFG INC | COM CL A | 87318A101 |  | 10153248 | 552107 | SH |  | DFND |  | 0 | 0 | 0 |
| FERGUSON ENTERPRISES INC | COM | 31488V107 |  | 8567173 | 36728 | SH |  | SOLE |  | 0 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 7899540 | 11 | SH |  | DFND |  | 0 | 0 | 0 |
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 |  | 7558964 | 91813 | SH |  | SOLE |  | 0 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 3817002 | 15040 | SH |  | DFND |  | 0 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 2745844 | 8125 | SH |  | DFND |  | 0 | 0 | 0 |
| YUM CHINA HLDGS INC | COM | 98850P109 |  | 1757836 | 36036 | SH |  | SOLE |  | 0 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 1667804 | 3876 | SH |  | SOLE |  | 0 | 0 | 0 |
| SPDR S 500 ETF | ETF | 78462F103 |  | 1608941 | 2474 | SH |  | SOLE |  | 0 | 0 | 0 |
| M  T BK CORP | COM | 55261F104 |  | 1557635 | 7535 | SH |  | DFND |  | 0 | 0 | 0 |
| INVESCO S EQ WGT ETF | COM | 46137V357 |  | 1171672 | 6105 | SH |  | SOLE |  | 0 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | UNIT SER 1 | 46138G649 |  | 1003232 | 4222 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR | US HOME CONS ETF | 464288752 |  | 982830 | 10854 | SH |  | DFND |  | 0 | 0 | 0 |
| BIRKENSTOCK HLDG PLC | COM | M2029K104 |  | 981455 | 27392 | SH |  | SOLE |  | 0 | 0 | 0 |
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 |  | 978172 | 5006 | SH |  | SOLE |  | 0 | 0 | 0 |
| COPART INC | COM | 217204106 |  | 912469 | 27484 | SH |  | SOLE |  | 0 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 707025 | 1910 | SH |  | DFND |  | 0 | 0 | 0 |
| SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 |  | 499562 | 3753 | SH |  | SOLE |  | 0 | 0 | 0 |
| NOVO-NORDISK A S | ADR | 670100205 |  | 455700 | 12400 | SH |  | SOLE |  | 0 | 0 | 0 |

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