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GIVERNY CAPITAL INC.

AUM: $1.76 B

13-F Portfolio Value: $2.73 B

Last 13-F Filed: Q1 2026

Concentration in top 10: 53.38%

Stock	Company	Change in Shares	% Change	Source
COF	CAPITAL ONE FC	-8,274	Exited	13F
COST	COSTCO WHSL CORP NEW	-240	Exited	13F
DFH	DREAM FINDERS HOMES	-32,202	Exited	13F
ISRG	INTUITIVE SURGICAL INC	-405	Exited	13F