Francois Rochon - Giverny Capital 13F Activity & Position Changes (Q2 2022)

As of Jun 30, 2022, the Giverny Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 12, 2022. 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 2022, the filing reported:

New Buys - Copart, Inc., Floor & Decor Holdings, Inc.

Increases - Analog Devices, Inc., AMETEK, Inc., Arista Networks, Inc., Autohome Inc., Alibaba Group Holding Limited, and 29 more

Reductions - Progressive Corporation (The)

Complete Exits - Liberty Broadband Corporation, UnitedHealth Group Incorporated

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
Q2 2022	ADI Analog Devices, Inc.	Analog Devices, Inc.	Buy	+20,808	+454.5%	$3.71K	25,386
Q2 2022	AME AMETEK, Inc.	AMETEK, Inc.	Buy	+21,751	+2.7%	$90.95K	827,669
Q2 2022	ANET Arista Networks, Inc.	Arista Networks, Inc.	Buy	+1,844	+2.1%	$8.49K	90,579
Q2 2022	ATHM Autohome Inc.	Autohome Inc.	Buy	+7,740	+2.3%	$13.30K	338,167
Q2 2022	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy	+75	+1.5%	$574.00	5,051
Q2 2022	BAC Bank of America Corporation	Bank of America Corporation	Buy	+46,604	+5.3%	$28.92K	928,977
Q2 2022	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+19,796	+4.5%	$124.96K	457,702
Q2 2022	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Buy	+447	+3.0%	$7.35K	15,522
Q2 2022	CIEN Ciena Corporation	Ciena Corporation	Buy	+28,546	+4.4%	$30.82K	674,517
Q2 2022	CPRT Copart, Inc.	Copart, Inc.	Buy - Position Entry	+6,871	-	$747.00	6,871
Q2 2022	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+13,417	+6.4%	$21.05K	222,976
Q2 2022	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Buy	+11,791	+2.9%	$39.64K	416,882
Q2 2022	FBIN Fortune Brands Innovations, Inc	Fortune Brands Innovations, Inc	Buy	+37,527	+6.5%	$37.02K	618,147
Q2 2022	FIVE Five Below, Inc.	Five Below, Inc.	Buy	+114,653	+23.2%	$69.11K	609,291
Q2 2022	FND Floor & Decor Holdings, Inc.	Floor & Decor Holdings, Inc.	Buy - Position Entry	+50,835	-	$3.20K	50,835
Q2 2022	FRCB First Republic Bank (San Franci	First Republic Bank (San Franci	Buy	+786	+2.8%	$4.19K	29,056
Q2 2022	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+2,431	+5.8%	$96.27K	44,012
Q2 2022	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+177	+1.9%	$20.93K	9,603
Q2 2022	HEI-A Heico Corporation	Heico Corporation	Buy	+25,829	+4.1%	$69.31K	657,751
Q2 2022	IBP Installed Building Products, In	Installed Building Products, In	Buy	+10,269	+2.6%	$33.92K	407,893
Q2 2022	ICE Intercontinental Exchange Inc.	Intercontinental Exchange Inc.	Buy	+13,494	+4.1%	$32.39K	344,403
Q2 2022	ITB iShares U.S. Home Construction	iShares U.S. Home Construction	Buy	+1,897	+28.4%	$450.00	8,578
Q2 2022	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Buy	+7,609	+2.8%	$32.00K	284,157
Q2 2022	KEYS Keysight Technologies Inc.	Keysight Technologies Inc.	Buy	+22,222	+5.1%	$63.15K	458,119
Q2 2022	KMX CarMax Inc	CarMax Inc	Buy	+44,923	+3.9%	$108.30K	1,196,904
Q2 2022	LBRDK Liberty Broadband Corporation	Liberty Broadband Corporation	Sell - Position Exit	-34,474	-100.0%	$0.00	-
Q2 2022	LFUS Littelfuse, Inc.	Littelfuse, Inc.	Buy	+66,409	+2397.4%	$17.57K	69,179
Q2 2022	MA Mastercard Incorporated	Mastercard Incorporated	Buy	+55	+0.4%	$4.74K	15,010
Q2 2022	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+6,773	+2.6%	$42.54K	263,790
Q2 2022	MKL Markel Group Inc.	Markel Group Inc.	Buy	+1,970	+2.5%	$104.14K	80,529

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