Francois Rochon - Giverny Capital 13F Activity & Position Changes (Q4 2024)
As of Dec 31, 2024, the Giverny Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 13, 2025. 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 Q4 2024, the filing reported:
New Buys - Birkenstock, Brown & Brown, Inc., DoubleLine ETF Trust DoubleLine, Ferguson Enterprises Inc., Grayscale Bitcoin Trust (BTC), and 6 more
Increases - Apple Inc., Align Technology, Inc., AMETEK, Inc., Arista Networks, Bank of America Corporation, and 30 more
Reductions - Analog Devices, Inc., Edwards Lifesciences Corporatio, Alphabet Inc., Keysight Technologies Inc.
Complete Exits - Liberty Media Corp Formula One Group
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 |
|---|---|---|---|
|
Q4 2024
|
AAPL
Apple Inc.
|
Buy |
+7,124
|
|
Q4 2024
|
ADI
Analog Devices, Inc.
|
Sell |
-34,336
|
|
Q4 2024
|
ALGN
Align Technology, Inc.
|
Buy |
+10,013
|
|
Q4 2024
|
AME
AMETEK, Inc.
|
Buy |
+15,237
|
|
Q4 2024
|
ANET
Arista Networks
|
Buy |
+303,758
|
|
Q4 2024
|
BAC
Bank of America Corporation
|
Buy |
+10,930
|
|
Q4 2024
|
BIRK
Birkenstock
|
Buy - Position Entry |
+27,392
|
|
Q4 2024
|
BKNG
Booking Holdings Inc. Common St
|
Buy |
+662
|
|
Q4 2024
|
BRK-A
Berkshire Hathaway Inc.
|
Buy |
+1
|
|
Q4 2024
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy |
+16,239
|
|
Q4 2024
|
BRO
Brown & Brown, Inc.
|
Buy - Position Entry |
+294,809
|
|
Q4 2024
|
CACC
Credit Acceptance Corporation
|
Buy |
+300
|
|
Q4 2024
|
CAPE
DoubleLine ETF Trust DoubleLine
|
Buy - Position Entry |
+10,645
|
|
Q4 2024
|
DIS
Walt Disney Company (The)
|
Buy |
+2,670
|
|
Q4 2024
|
EW
Edwards Lifesciences Corporatio
|
Sell |
-446,031
|
|
Q4 2024
|
FBIN
Fortune Brands Innovations, Inc
|
Buy |
+17,034
|
|
Q4 2024
|
FERG
Ferguson Enterprises Inc.
|
Buy - Position Entry |
+33,708
|
|
Q4 2024
|
FI
Fiserv, Inc.
|
Buy |
+128,976
|
|
Q4 2024
|
FIVE
Five Below, Inc.
|
Buy |
+6,861
|
|
Q4 2024
|
FND
Floor & Decor Holdings, Inc.
|
Buy |
+3,240
|
|
Q4 2024
|
FWONK
Liberty Media Corp Formula One Group
|
Sell - Position Exit |
-15,000
|
|
Q4 2024
|
GBTC
Grayscale Bitcoin Trust (BTC)
|
Buy - Position Entry |
+7,442
|
|
Q4 2024
|
GOOG
Alphabet Inc.
|
Buy |
+109,162
|
|
Q4 2024
|
GOOGL
Alphabet Inc.
|
Sell |
-90,181
|
|
Q4 2024
|
HEI-A
Heico Corporation
|
Buy |
+8,662
|
|
Q4 2024
|
IBP
Installed Building Products, In
|
Buy |
+17,620
|
|
Q4 2024
|
ISRG
Intuitive Surgical, Inc.
|
Buy - Position Entry |
+405
|
|
Q4 2024
|
ITB
iShares U.S. Home Construction
|
Buy |
+133
|
|
Q4 2024
|
J
Jacobs Solutions Inc.
|
Buy - Position Entry |
+4,394
|
|
Q4 2024
|
JPM
JP Morgan Chase & Co.
|
Buy |
+538
|
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