Giverny Capital’s SiteOne Landscape Supply SITE Stock Holding History

Giverny Capital’s Portfolio SITE Stock Details SITE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3,753	Closed	-$500K	–	58
2026 Q1	$500K	Hold	3,753	–	–	0.02%	50
2025 Q4	$467K	Hold	3,753	–	–	0.02%	48
2025 Q3	$483K	Hold	3,753	–	–	0.02%	51
2025 Q2	$454K	Hold	3,753	–	–	0.02%	52
2025 Q1	$456K	Hold	3,753	–	–	0.02%	52
2024 Q4	$495K	Hold	3,753	–	–	0.02%	57
2024 Q3	$566K	Hold	3,753	–	–	0.02%	51
2024 Q2	$456K	Hold	3,753	–	–	0.02%	49
2024 Q1	$655K	Hold	3,753	–	–	0.03%	48
2023 Q4	$610K	Hold	3,753	–	–	0.03%	52
2023 Q3	$613K	Sell	3,753 -90	-2%	-$14.7K	0.03%	51
2023 Q2	$643K	Buy	3,843 +90	+2%	+$13.3K	0.03%	49
2023 Q1	$514K	Hold	3,753	–	–	0.03%	52
2022 Q4	$440K	Hold	3,753	–	–	0.03%	59
2022 Q3	$391K	Hold	3,753	–	–	0.03%	57
2022 Q2	$446K	Hold	3,753	–	–	0.03%	55
2022 Q1	$607K	Hold	3,753	–	–	0.03%	50
2021 Q4	$909K	Buy	+3,753	New	+$868K	0.05%	46

Other funds holding SITE

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Giverny Capital's SITE Position: Q2 2026 in Review

Giverny Capital sold out of SiteOne Landscape Supply (SITE) in Q2 2026, closing a stake of 3,753 shares — an estimated $500K sold.

Giverny Capital first reported a position in SITE in Q4 2021 and held it in 18 quarters. The position peaked at $909K in Q4 2021. 393 funds tracked by Wall St. Rank hold SITE as of Q2 2026.

Giverny Capital reported no remaining SiteOne Landscape Supply position as of Q2 2026 after selling out during the quarter.
Giverny Capital sold 3,753 SiteOne Landscape Supply shares in Q2 2026, an estimated $500K.
Giverny Capital first reported a position in SiteOne Landscape Supply in Q4 2021 and held it in 18 quarters.
Giverny Capital's SiteOne Landscape Supply position peaked at $909K in Q4 2021.
393 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q2 2026.

Based on Giverny Capital's 13F filing for Q2 2026, filed 14 Aug 2026.