Francois Rochon - Giverny Capital 13F Activity & Position Changes (Q4 2024)
According to the SEC 13F filed on Feb 13, 2025, the Giverny Capital portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2024. 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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