Francois Rochon - Giverny Capital 13F Activity & Position Changes (Q2 2016)
According to the SEC 13F filed on Aug 14, 2026, the Giverny Capital portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2016. 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 Q2 2016, the filing reported:
New Buys - JP Morgan Chase & Co.
Increases - Walt Disney Company (The), Fortune Brands Innovations, Inc, CarMax Inc, LKQ Corporation, Mohawk Industries, Inc., and 7 more
Reductions - Brookfield Asset Management Ltd.
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2016
|
BAM
Brookfield Asset Management Ltd.
|
Sell |
-818
|
|
Q2 2016
|
DIS
Walt Disney Company (The)
|
Buy |
+25,197
|
|
Q2 2016
|
FBIN
Fortune Brands Innovations, Inc
|
Buy |
+102,415
|
|
Q2 2016
|
JPM
JP Morgan Chase & Co.
|
Buy - Position Entry |
+12,379
|
|
Q2 2016
|
KMX
CarMax Inc
|
Buy |
+13,791
|
|
Q2 2016
|
LKQ
LKQ Corporation
|
Buy |
+39,846
|
|
Q2 2016
|
MHK
Mohawk Industries, Inc.
|
Buy |
+2,491
|
|
Q2 2016
|
MKL
Markel Group Inc.
|
Buy |
+830
|
|
Q2 2016
|
MTB
M&T Bank Corporation
|
Buy |
+1,266
|
|
Q2 2016
|
ORLY
O'Reilly Automotive, Inc.
|
Buy |
+1,310
|
|
Q2 2016
|
SRCL
Stericycle, Inc.
|
Buy |
+2,678
|
|
Q2 2016
|
UNP
Union Pacific Corporation
|
Buy |
+2,569
|
|
Q2 2016
|
V
Visa Inc.
|
Buy |
+6,432
|
|
Q2 2016
|
WFC
Wells Fargo & Company
|
Buy |
+7,058
|