Francois Rochon - Giverny Capital 13F Activity & Position Changes (Q3 2017)
As of Sep 30, 2017, 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 Q3 2017, the filing reported:
New Buys - Berkshire Hathaway Inc., lululemon athletica inc., SPDR S&P 500, TJX Companies, Inc. (The)
Increases - AMETEK, Inc., Berkshire Hathaway Inc. New, Walt Disney Company (The), Fortune Brands Innovations, Inc, Five Below, Inc., and 16 more
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
|