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 | GIB CGI Inc. | Sell | -93-5.5% |
Q4 2023Dec 31, 2023 | FAST Fastenal Company | Sell | -800-8.9% |
Q4 2023Dec 31, 2023 | ODFL Old Dominion Freight Line, Inc. | Sell | -1,705-41.9% |
Q4 2023Dec 31, 2023 | IYF iShares U.S. Financial ETF | Sell - Position Exit | -2,803-100.0% |
Q4 2023Dec 31, 2023 | MSFT Microsoft Corporation | Sell | -3,312-92.0% |
Q4 2023Dec 31, 2023 | AAPL Apple Inc. | Sell | -4,168-29.0% |
Q4 2023Dec 31, 2023 | MKL Markel Group Inc. | Sell | -5,345-6.3% |
Q4 2023Dec 31, 2023 | CIEN Ciena Corporation | Sell | -9,527-1.5% |
Q4 2023Dec 31, 2023 | BN Brookfield Corporation | Sell - Position Exit | -14,671-100.0% |
Q4 2023Dec 31, 2023 | HEI-A Heico Corporation | Sell | -21,850-3.0% |
Q4 2023Dec 31, 2023 | ATHM Autohome Inc. | Sell | -30,555-8.9% |
Q4 2023Dec 31, 2023 | GOOG Alphabet Inc. | Sell | -268,374-29.6% |
Q4 2023Dec 31, 2023 | COHR Coherent Corp. | Sell | -599,573-84.7% |
Q3 2023Sep 30, 2023 | COHR Coherent Corp. | Buy | +607,517+606.3% |
Q3 2023Sep 30, 2023 | SCHW Charles Schwab Corporation (The | Buy | +52,430+7.0% |
Q3 2023Sep 30, 2023 | FI Fiserv, Inc. | Buy | +48,088+17.7% |
Q3 2023Sep 30, 2023 | BAC Bank of America Corporation | Buy | +41,528+4.2% |
Q3 2023Sep 30, 2023 | FERG Ferguson Enterprises Inc. | Buy - Position Entry | +26,185 |
Q3 2023Sep 30, 2023 | OZK Bank OZK | Buy | +25,404+12.1% |
Q3 2023Sep 30, 2023 | KMX CarMax Inc | Buy | +20,198+1.3% |
Q3 2023Sep 30, 2023 | HEI-A Heico Corporation | Buy | +17,629+2.5% |
Q3 2023Sep 30, 2023 | PGR Progressive Corporation (The) | Buy | +14,022+2.9% |
Q3 2023Sep 30, 2023 | CPRT Copart, Inc. | Buy | +13,742+100.0% |
Q3 2023Sep 30, 2023 | GOOGL Alphabet Inc. | Buy | +11,236+5.0% |
Q3 2023Sep 30, 2023 | FIVE Five Below, Inc. | Buy | +10,845+1.7% |
Q3 2023Sep 30, 2023 | NVO Novo Nordisk A/S | Buy | +6,200+100.0% |
Q3 2023Sep 30, 2023 | BRK-B Berkshire Hathaway Inc. New | Buy | +6,097+1.3% |
Q3 2023Sep 30, 2023 | FND Floor & Decor Holdings, Inc. | Buy | +5,496+2.0% |
Q3 2023Sep 30, 2023 | LULU lululemon athletica inc. | Buy | +4,709+4.1% |
Q3 2023Sep 30, 2023 | AME AMETEK, Inc. | Buy | +4,556+0.5% |