Francois Rochon - Giverny Capital 13F Activity & Position Changes (Q3 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 Sep 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 Q3 2017, the filing reported:

Reductions - None 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
Q3 2017
AME
AMETEK, Inc.
 Buy
+12,550
Q3 2017
BRK-A
Berkshire Hathaway Inc.
 Buy - Position Entry
+3
Q3 2017
BRK-B
Berkshire Hathaway Inc. New
 Buy
+16,243
Q3 2017
DIS
Walt Disney Company (The)
 Buy
+4,457
Q3 2017
FBIN
Fortune Brands Innovations, Inc
 Buy
+4,551
Q3 2017
FIVE
Five Below, Inc.
 Buy
+5,070
Q3 2017
FWONK
Liberty Media Corp Formula One Group
 Buy
+42,876
Q3 2017
GOOG
Alphabet Inc.
 Buy
+1,431
Q3 2017
GOOGL
Alphabet Inc.
 Buy
+121
Q3 2017
HEI-A
Heico Corporation
 Buy
+21,082
Q3 2017
JPM
JP Morgan Chase & Co.
 Buy
+2,357
Q3 2017
KMX
CarMax Inc
 Buy
+34,838
Q3 2017
LKQ
LKQ Corporation
 Buy
+20,163
Q3 2017
LULU
lululemon athletica inc.
 Buy - Position Entry
+4,600
Q3 2017
MA
Mastercard Incorporated
 Buy
+1,700
Q3 2017
MHK
Mohawk Industries, Inc.
 Buy
+1,717
Q3 2017
MKL
Markel Group Inc.
 Buy
+553
Q3 2017
MTB
M&T Bank Corporation
 Buy
+2,362
Q3 2017
ORLY
O'Reilly Automotive, Inc.
 Buy
+3,404
Q3 2017
SPY
SPDR S&P 500
 Buy - Position Entry
+5,344
Q3 2017
STN
Stantec Inc
 Buy
+125
Q3 2017
TJX
TJX Companies, Inc. (The)
 Buy - Position Entry
+4,197
Q3 2017
UNP
Union Pacific Corporation
 Buy
+19,532
Q3 2017
V
Visa Inc.
 Buy
+1,191
Q3 2017
WFC
Wells Fargo & Company
 Buy
+8,001