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 |
|---|---|---|---|
Q3 2023Sep 30, 2023 | IBP Installed Building Products, In | Buy | +4,542+1.1% |
Q3 2023Sep 30, 2023 | MTB M&T Bank Corporation | Buy | +3,533+1.0% |
Q3 2023Sep 30, 2023 | META Meta Platforms, Inc. | Buy | +2,741+1.0% |
Q3 2023Sep 30, 2023 | ADI Analog Devices, Inc. | Buy | +2,607+1.4% |
Q3 2023Sep 30, 2023 | JPM JP Morgan Chase & Co. | Buy | +2,511+7.4% |
Q3 2023Sep 30, 2023 | MA Mastercard Incorporated | Buy | +1,452+7.5% |
Q3 2023Sep 30, 2023 | CACC Credit Acceptance Corporation | Buy | +1,356+6.5% |
Q3 2023Sep 30, 2023 | ITB iShares U.S. Home Construction | Buy | +757+5.7% |
Q3 2023Sep 30, 2023 | MKL Markel Group Inc. | Buy | +719+0.9% |
Q3 2023Sep 30, 2023 | EW Edwards Lifesciences Corporatio | Buy | +706+0.2% |
Q3 2023Sep 30, 2023 | DIS Walt Disney Company (The) | Buy | +262+0.1% |
Q3 2023Sep 30, 2023 | LFUS Littelfuse, Inc. | Buy | +237+0.3% |
Q3 2023Sep 30, 2023 | ROP Roper Technologies, Inc. | Buy | +90+7.2% |
Q3 2023Sep 30, 2023 | NVR NVR, Inc. | Buy | +64+0.5% |
Q3 2023Sep 30, 2023 | KEYS Keysight Technologies Inc. | Buy | +30+0.0% |
Q3 2023Sep 30, 2023 | GIB CGI Inc. | Buy | +13+0.8% |
Q3 2023Sep 30, 2023 | AAPL Apple Inc. | Buy | +11+0.1% |
Q3 2023Sep 30, 2023 | MSFT Microsoft Corporation | Buy | +6+0.2% |
Q3 2023Sep 30, 2023 | BRK-A Berkshire Hathaway Inc. | Sell | -3-33.3% |
Q3 2023Sep 30, 2023 | IYF iShares U.S. Financial ETF | Sell | -30-1.1% |
Q3 2023Sep 30, 2023 | GLD SPDR Gold Trust | Sell | -75-1.8% |
Q3 2023Sep 30, 2023 | SITE SiteOne Landscape Supply, Inc. | Sell | -90-2.3% |
Q3 2023Sep 30, 2023 | V Visa Inc. | Sell | -141-0.0% |
Q3 2023Sep 30, 2023 | ATHM Autohome Inc. | Sell | -149-0.0% |
Q3 2023Sep 30, 2023 | GOOG Alphabet Inc. | Sell | -712-0.1% |
Q3 2023Sep 30, 2023 | FBIN Fortune Brands Innovations, Inc | Sell | -1,384-0.2% |
Q3 2023Sep 30, 2023 | BN Brookfield Corporation | Sell | -1,552-9.6% |
Q3 2023Sep 30, 2023 | MBC MasterBrand, Inc. | Sell | -1,556-0.2% |
Q3 2023Sep 30, 2023 | ANET Arista Networks, Inc. | Sell | -5,257-5.1% |
Q3 2023Sep 30, 2023 | SNBR Sleep Number Corporation | Sell - Position Exit | -21,057-100.0% |