Francois Rochon - Giverny Capital 13F Activity & Position Changes (Q2 2017)

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, 2017. 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 2017, the filing reported:

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 2017
AME
AMETEK, Inc.
 Sell
-108,239
Q2 2017
BAM
Brookfield Asset Management Ltd.
 Sell
-158
Q2 2017
BRK-B
Berkshire Hathaway Inc. New
 Buy
+15,312
Q2 2017
DIS
Walt Disney Company (The)
 Sell
-62,577
Q2 2017
FBIN
Fortune Brands Innovations, Inc
 Buy
+2,207
Q2 2017
FWONK
Liberty Media Corp Formula One Group
 Buy - Position Entry
+594,065
Q2 2017
GOOG
Alphabet Inc.
 Buy
+244
Q2 2017
GOOGL
Alphabet Inc.
 Sell
-32
Q2 2017
HEI-A
Heico Corporation
 Buy
+69,192
Q2 2017
KMX
CarMax Inc
 Buy
+32,689
Q2 2017
LKQ
LKQ Corporation
 Sell
-244,254
Q2 2017
MHK
Mohawk Industries, Inc.
 Sell
-2,021
Q2 2017
MKL
Markel Group Inc.
 Buy
+335
Q2 2017
MTB
M&T Bank Corporation
 Sell
-31,237
Q2 2017
ORLY
O'Reilly Automotive, Inc.
 Buy
+4,320
Q2 2017
STN
Stantec Inc
 Sell
-20,023
Q2 2017
UNP
Union Pacific Corporation
 Buy
+3,803
Q2 2017
V
Visa Inc.
 Buy
+3,500
Q2 2017
WFC
Wells Fargo & Company
 Buy
+6,612