Giverny Capital’s Booking.com BKNG Stock Holding History

Giverny Capital’s Portfolio BKNG Stock Details BKNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$80.3M	Sell	492,786 -29,878	-6%	-$5.62M	2.75%	13
2026 Q2	$93.2M	Sell	522,664 -5,261	-1%	-$897K	3.13%	13
2026 Q1	$88.9M	Sell	527,925 -8,200	-2%	-$1.51M	3.26%	15
2025 Q4	$115M	Buy	536,125 +2,550	+0.5%	+$525K	3.83%	12
2025 Q3	$115M	Buy	533,575 +1,325	+0.2%	+$296K	3.9%	11
2025 Q2	$123M	Buy	532,250 +3,950	+0.7%	+$809K	4.23%	8
2025 Q1	$97.4M	Sell	528,300 -1,125	-0.2%	-$215K	3.59%	11
2024 Q4	$105M	Buy	529,425 +16,550	+3%	+$3.18M	3.85%	11
2024 Q3	$86.4M	Buy	512,875 +12,800	+3%	+$1.96M	3.29%	12
2024 Q2	$79.2M	Buy	500,075 +217,725	+77%	+$32.2M	3.35%	11
2024 Q1	$41M	Buy	+282,350	New	+$40.2M	1.66%	22
2018 Q3	–	Sell	-1,250	Closed	-$101K	–	37
2018 Q2	$101K	Buy	+1,250	New	+$105K	0.01%	36

Other funds holding BKNG

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Giverny Capital's BKNG Position: Q3 2026 in Review

Giverny Capital reduced its Booking.com (BKNG) stake by 5.7% in Q3 2026, selling an estimated $5.62M and leaving 492,786 shares worth $80.3M. The position accounts for 2.75% of the portfolio, ranked #13.

Giverny Capital first reported a position in BKNG in Q2 2018 and has held it in 12 quarters since. The position peaked at $123M in Q2 2025. 1,643 funds tracked by Wall St. Rank hold BKNG as of Q3 2026.

Giverny Capital held 492,786 shares of Booking.com worth $80.3M as of Q3 2026.
Giverny Capital sold 29,878 Booking.com shares in Q3 2026, an estimated $5.62M.
Booking.com made up 2.75% of Giverny Capital's portfolio in Q3 2026, its #13 holding.
Giverny Capital first reported a position in Booking.com in Q2 2018 and has held it in 12 quarters since.
Giverny Capital's Booking.com position peaked at $123M in Q2 2025.
1,643 funds tracked by Wall St. Rank held Booking.com as of Q3 2026.

Based on Giverny Capital's 13F filing for Q3 2026, filed 12 Nov 2026.