Giverny Capital Inc.’s Disney Walt Co Position
Does Giverny Capital Inc. own Disney Walt Co (DIS)? Yes — 536.5K shares worth $52M (+1.89% of its 13F portfolio) as of Q1 2026, down from 544.4K shares the prior filed quarter.
Position Value
$52M
Q1 2026
Shares
536.5K
% of Portfolio
+1.89%
Quarters Held
30
currently held
Position History DIS
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 536.5K | $52M | +1.89% |
| Q4 2025 | 544.4K | $62M | +2.07% |
| Q3 2025 | 260.4K | $30M | +1.01% |
| Q2 2025 | 260.5K | $32M | +1.11% |
| Q1 2025 | 247.5K | $24M | +0.90% |
| Q4 2024 | 248.2K | $28M | +1.01% |
| Q3 2024 | 245.5K | $24M | +0.90% |
| Q2 2024 | 233.3K | $23M | +0.98% |
| Q1 2024 | 232.8K | $28M | +1.16% |
| Q4 2023 | 230.8K | $21M | +0.98% |
| Q3 2023 | 230.8K | $19M | +1.02% |
| Q2 2023 | 230.6K | $21M | +1.08% |
| Q1 2023 | 226.0K | $20M | +1.21% |
| Q4 2022 | 226.0K | $19,636 | +1.21% |
| Q3 2022 | 225.3K | $21M | +1.44% |
| Q2 2022 | 223.0K | $21M | +1.39% |
| Q1 2022 | 209.6K | $29M | +1.62% |
| Q4 2021 | 209.2K | $32M | +1.73% |
| Q3 2021 | 400.6K | $68M | +2.01% |
| Q2 2021 | 201.7K | $35M | +2.16% |
| Q1 2021 | 188.0K | $35M | +2.32% |
| Q4 2020 | 188.4K | $34M | +2.62% |
| Q3 2020 | 181.2K | $22M | +2.06% |
| Q2 2020 | 186.2K | $21M | +2.06% |
| Q1 2020 | 183.6K | $18M | +2.26% |
| Q4 2019 | 199.9K | $29M | +2.62% |
| Q3 2019 | 196.7K | $26M | +2.56% |
| Q2 2019 | 196.7K | $27M | +2.77% |
| Q1 2019 | 189.9K | $21M | +2.42% |
| Q4 2018 | 191.7K | $21M | +2.77% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Giverny Capital Inc.’s full portfolio or all institutional holders of DIS.