Giverny Capital Inc.: META PLATFORMS INC (META): Quarterly 13F Position History
As of Q1 2026, Giverny Capital Inc. reported 307,821 shares of META PLATFORMS INC (META), worth $176.1M and representing 6.4% of its 13F equity book. Quarter-over-quarter share count change: 5,628 (-1.8%) . The position first appeared in Q2 2018 and has been disclosed across 32 13F-HR filings in Pactolio's tracked window.
- 307,821Shares Held (Latest Filing)
- $176.1MReported Market Value (Latest Filing)
- 6.4%Portfolio Weight (% of 13F Equity Book)
- 5,628Quarter-over-Quarter Share Change
- -$30.8MQuarter-over-Quarter Value Change
- 318,902Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 32 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 307,821 | 5,628 | -1.8% | $176.1M | 6.4% | $572.1 |
| Q4 2025 | 313,449 | +1,639 | +0.5% | $206.9M | 6.9% | $660.1 |
| Q3 2025 | 311,810 | 7,092 | -2.2% | $229.0M | 7.0% | $734.4 |
| Q2 2025 | 318,902 | +3,758 | +1.2% | $235.4M | 8.1% | $738.1 |
| Q1 2025 | 315,144 | +49 | +0.0% | $181.6M | 6.7% | $576.4 |
| Q4 2024 | 315,095 | +5,153 | +1.7% | $184.5M | 6.7% | $585.5 |
| Q3 2024 | 309,942 | +12,229 | +4.1% | $177.4M | 6.7% | $572.4 |
| Q2 2024 | 297,713 | +1,893 | +0.6% | $150.1M | 6.3% | $504.2 |
| Q1 2024 | 295,820 | +7,888 | +2.7% | $143.6M | 5.8% | $485.6 |
| Q4 2023 | 287,932 | +5,483 | +1.9% | $101.9M | 4.8% | $354.0 |
| Q3 2023 | 282,449 | +2,741 | +1.0% | $84.8M | 4.6% | $300.2 |
| Q2 2023 | 279,708 | +16,237 | +6.2% | $80.3M | 4.2% | $287.0 |
| Q1 2023 | 263,471 | 7,315 | -2.7% | $55.8M | 3.4% | $211.9 |
| Q4 2022 | 270,786 | +2,356 | +0.9% | $32.6M | 2.0% | $120.3 |
| Q3 2022 | 268,430 | +4,640 | +1.8% | $36.4M | 2.5% | $135.7 |
| Q2 2022 | 263,790 | +6,773 | +2.6% | $42.5M | 2.8% | $161.2 |
| Q1 2022 | 257,017 | +8,706 | +3.5% | $57.1M | 3.2% | $222.4 |
| Q4 2021 | 248,311 | +153 | +0.1% | $83.5M | 4.5% | $336.3 |
| Q3 2021 | 248,158 | +13,863 | +5.9% | $84.2M | 5.0% | $339.4 |
| Q2 2021 | 234,295 | +2,680 | +1.2% | $81.5M | 5.0% | $347.7 |
| Q1 2021 | 231,615 | +12,025 | +5.5% | $68.2M | 4.6% | $294.5 |
| Q4 2020 | 219,590 | +7,929 | +3.7% | $60.0M | 4.6% | $273.2 |
| Q3 2020 | 211,661 | +910 | +0.4% | $55.4M | 5.1% | $261.9 |
| Q2 2020 | 210,751 | +41,336 | +24.4% | $47.9M | 4.8% | $227.1 |
| Q1 2020 | 169,415 | 13,821 | -7.5% | $28.3M | 3.6% | $166.8 |
| Q4 2019 | 183,236 | +6,284 | +3.6% | $37.6M | 3.4% | $205.2 |
| Q3 2019 | 176,952 | +3,636 | +2.1% | $31.5M | 3.1% | $178.1 |
| Q2 2019 | 173,316 | +8,743 | +5.3% | $33.5M | 3.4% | $193.0 |
| Q1 2019 | 164,573 | +47,703 | +40.8% | $27.4M | 3.1% | $166.7 |
| Q4 2018 | 116,870 | +3,261 | +2.9% | $15.3M | 2.0% | $131.1 |
| Q3 2018 | 113,609 | 6,819 | -5.7% | $18.7M | 2.1% | $164.5 |
| Q2 2018 | 120,428 | — | — | $23.4M | 2.6% | $194.3 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Giverny Capital Inc. first disclose a META position in 13F-HR filings?
Giverny Capital Inc. first reported META PLATFORMS INC (META) on its 13F-HR filing for the period ending 2018-06-30 (Q2 2018). The position has appeared on 32 reported quarters within Pactolio's tracked window.
What was Giverny Capital Inc.'s most recent quarter-over-quarter share-count change in META?
Between Q4 2025 and Q1 2026, Giverny Capital Inc. reduced its META position by 5,628 shares (-1.8%), leaving 307,821 shares at a market value of $176.1M.
Does the implied price-per-share represent Giverny Capital Inc.'s cost basis in META?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.