Francois Rochon - Giverny Capital 13F Activity & Position Changes (Q1 2019)

As of Mar 31, 2019, the Giverny Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2019, the filing reported:

New Buys - Bank of America Corporation, Keysight Technologies Inc., Knight-Swift Transportation Hol, Old Dominion Freight Line, Inc., Roper Technologies, Inc.

Increases - Berkshire Hathaway Inc. New, Edwards Lifesciences Corporatio, Fortune Brands Innovations, Inc, Alphabet Inc., Alphabet Inc., and 13 more

Reductions - Apple Inc., AMETEK, Inc., Walt Disney Company (The), Liberty Media Corp Formula One Group, LKQ Corporation, and 5 more

Complete Exits - Balchem Corporation

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2019	AAPL Apple Inc.	Apple Inc.	Sell	-51	-2.3%	$404.00	2,127
Q1 2019	AME AMETEK, Inc.	AMETEK, Inc.	Sell	-2,999	-0.4%	$63.27K	762,627
Q1 2019	BAC Bank of America Corporation	Bank of America Corporation	Buy - Position Entry	+746,916	-	$20.61K	746,916
Q1 2019	BCPC Balchem Corporation	Balchem Corporation	Sell - Position Exit	-2,266	-100.0%	$0.00	-
Q1 2019	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+24,107	+3.0%	$167.17K	832,125
Q1 2019	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-1,807	-0.9%	$21.08K	189,856
Q1 2019	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Buy	+1,745	+1.4%	$23.71K	123,923
Q1 2019	FBIN Fortune Brands Innovations, Inc	Fortune Brands Innovations, Inc	Buy	+12,496	+2.1%	$28.42K	596,993
Q1 2019	FWONK Liberty Media Corp Formula One Group	Liberty Media Corp Formula One Group	Sell	-639,292	-96.1%	$920.00	26,246
Q1 2019	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+153	+0.4%	$40.30K	34,346
Q1 2019	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+328	+5.8%	$7.02K	5,966
Q1 2019	HCSG Healthcare Services Group, Inc.	Healthcare Services Group, Inc.	Buy	+278,068	+3000.9%	$9.48K	287,334
Q1 2019	HEI-A Heico Corporation	Heico Corporation	Buy	+15,911	+3.5%	$39.73K	472,577
Q1 2019	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Buy	+15,921	+5.3%	$32.20K	318,115
Q1 2019	KEYS Keysight Technologies Inc.	Keysight Technologies Inc.	Buy - Position Entry	+116,090	-	$10.12K	116,090
Q1 2019	KMX CarMax Inc	CarMax Inc	Buy	+33,205	+2.9%	$82.98K	1,188,798
Q1 2019	KNX Knight-Swift Transportation Hol	Knight-Swift Transportation Hol	Buy - Position Entry	+7,743	-	$253.00	7,743
Q1 2019	LFUS Littelfuse, Inc.	Littelfuse, Inc.	Buy	+7,508	+7.4%	$19.85K	108,790
Q1 2019	LKQ LKQ Corporation	LKQ Corporation	Sell	-15,807	-3.6%	$11.84K	417,276
Q1 2019	LULU lululemon athletica inc.	lululemon athletica inc.	Buy	+45	+1.0%	$761.00	4,645
Q1 2019	MA Mastercard Incorporated	Mastercard Incorporated	Sell	-35	-1.7%	$480.00	2,039
Q1 2019	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+47,703	+40.8%	$27.43K	164,573
Q1 2019	MHK Mohawk Industries, Inc.	Mohawk Industries, Inc.	Sell	-2,026	-0.9%	$27.99K	221,909
Q1 2019	MKL Markel Group Inc.	Markel Group Inc.	Buy	+2,085	+6.1%	$36.39K	36,523
Q1 2019	MTB M&T Bank Corporation	M&T Bank Corporation	Buy	+2,679	+2.2%	$19.85K	126,443
Q1 2019	NVR NVR, Inc.	NVR, Inc.	Buy	+324	+2.4%	$37.96K	13,719
Q1 2019	ODFL Old Dominion Freight Line, Inc.	Old Dominion Freight Line, Inc.	Buy - Position Entry	+2,577	-	$372.00	2,577
Q1 2019	ORLY O'Reilly Automotive, Inc.	O'Reilly Automotive, Inc.	Sell	-21,341	-42.6%	$11.19K	28,811
Q1 2019	OZK Bank OZK	Bank OZK	Buy	+22,680	+3.4%	$20.13K	694,672
Q1 2019	ROP Roper Technologies, Inc.	Roper Technologies, Inc.	Buy - Position Entry	+1,245	-	$426.00	1,245

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