Francois Rochon – Giverny Capital Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Giverny Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 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 Q2 2025, the filing reported:
Increases – Charles Schwab Corporation (The (SCHW), Alphabet Inc. (GOOGL), Bank OZK (OZK), Brown & Brown, Inc. (BRO), Fiserv, Inc. (FI), and 31 more
Reductions – SPDR Gold Trust (GLD), SPDR S&P 500 (SPY), Capital One Financial Corporati (COF), Progressive Corporation (The) (PGR), Alphabet Inc. (GOOG), and 1 more
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.
Giverny Capital Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q4 2023Dec 31, 2023 | AME AMETEK, Inc. | Buy | +13,235+1.5% |
Q4 2023Dec 31, 2023 | KMX CarMax Inc | Buy | +13,136+0.9% |
Q4 2023Dec 31, 2023 | FIVE Five Below, Inc. | Buy | +9,532+1.5% |
Q4 2023Dec 31, 2023 | BRK-B Berkshire Hathaway Inc. New | Buy | +7,566+1.6% |
Q4 2023Dec 31, 2023 | V Visa Inc. | Buy | +5,722+1.5% |
Q4 2023Dec 31, 2023 | META Meta Platforms, Inc. | Buy | +5,483+1.9% |
Q4 2023Dec 31, 2023 | PGR Progressive Corporation (The) | Buy | +4,120+0.8% |
Q4 2023Dec 31, 2023 | FND Floor & Decor Holdings, Inc. | Buy | +3,656+1.3% |
Q4 2023Dec 31, 2023 | MBC MasterBrand, Inc. | Buy | +3,610+0.4% |
Q4 2023Dec 31, 2023 | OZK Bank OZK | Buy | +2,845+1.2% |
Q4 2023Dec 31, 2023 | BAC Bank of America Corporation | Buy | +1,930+0.2% |
Q4 2023Dec 31, 2023 | ADI Analog Devices, Inc. | Buy | +1,558+0.8% |
Q4 2023Dec 31, 2023 | FBIN Fortune Brands Innovations, Inc | Buy | +1,435+0.2% |
Q4 2023Dec 31, 2023 | LULU lululemon athletica inc. | Buy | +1,188+1.0% |
Q4 2023Dec 31, 2023 | KEYS Keysight Technologies Inc. | Buy | +965+0.2% |
Q4 2023Dec 31, 2023 | MTB M&T Bank Corporation | Buy | +937+0.3% |
Q4 2023Dec 31, 2023 | FERG Ferguson | Buy | +783+3.0% |
Q4 2023Dec 31, 2023 | ANET Arista Networks | Buy | +744+0.8% |
Q4 2023Dec 31, 2023 | ITB iShares U.S. Home Construction | Buy | +715+5.1% |
Q4 2023Dec 31, 2023 | MA Mastercard Incorporated | Buy | +630+3.0% |
Q4 2023Dec 31, 2023 | CACC Credit Acceptance Corporation | Buy | +512+2.3% |
Q4 2023Dec 31, 2023 | LFUS Littelfuse, Inc. | Buy | +440+0.6% |
Q4 2023Dec 31, 2023 | EW Edwards Lifesciences Corporatio | Buy | +304+0.1% |
Q4 2023Dec 31, 2023 | JPM JP Morgan Chase & Co. | Buy | +167+0.5% |
Q4 2023Dec 31, 2023 | BRK-A Berkshire Hathaway Inc. | Buy | +1+16.7% |
Q4 2023Dec 31, 2023 | NVR NVR, Inc. | Sell | -2-0.0% |
Q4 2023Dec 31, 2023 | ROP Roper Technologies, Inc. | Sell | -5-0.4% |
Q4 2023Dec 31, 2023 | BABA Alibaba Group Holding Limited | Sell | -28-0.6% |
Q4 2023Dec 31, 2023 | TJX TJX Companies, Inc. (The) | Sell | -40-0.5% |
Q4 2023Dec 31, 2023 | DIS Walt Disney Company (The) | Sell | -61-0.0% |