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 |
|---|---|---|---|
Q2 2023Jun 30, 2023 | ANET Arista Networks, Inc. | Buy | +3,505+3.5% |
Q2 2023Jun 30, 2023 | LULU lululemon athletica inc. | Buy | +1,803+1.6% |
Q2 2023Jun 30, 2023 | DIS Walt Disney Company (The) | Buy | +1,568+0.7% |
Q2 2023Jun 30, 2023 | ATHM Autohome Inc. | Buy | +1,396+0.4% |
Q2 2023Jun 30, 2023 | JPM JP Morgan Chase & Co. | Buy | +1,069+3.2% |
Q2 2023Jun 30, 2023 | CACC Credit Acceptance Corporation | Buy | +592+2.9% |
Q2 2023Jun 30, 2023 | NVR NVR, Inc. | Buy | +484+4.0% |
Q2 2023Jun 30, 2023 | MA Mastercard Incorporated | Buy | +472+2.5% |
Q2 2023Jun 30, 2023 | SITE SiteOne Landscape Supply, Inc. | Buy | +90+2.4% |
Q2 2023Jun 30, 2023 | GLD SPDR Gold Trust | Buy | +16+0.4% |
Q2 2023Jun 30, 2023 | MSFT Microsoft Corporation | Buy | +16+0.4% |
Q2 2023Jun 30, 2023 | SPY SPDR S&P 500 | Sell | -9-0.2% |
Q2 2023Jun 30, 2023 | SNBR Sleep Number Corporation | Sell | -22-0.1% |
Q2 2023Jun 30, 2023 | IYF iShares U.S. Financial ETF | Sell | -44-1.5% |
Q2 2023Jun 30, 2023 | SBUX Starbucks Corporation | Sell | -52-0.8% |
Q2 2023Jun 30, 2023 | ROP Roper Technologies, Inc. | Sell | -90-6.7% |
Q2 2023Jun 30, 2023 | KNX Knight-Swift Transportation Hol | Sell | -257-3.2% |
Q2 2023Jun 30, 2023 | AAPL Apple Inc. | Sell | -300-2.0% |
Q2 2023Jun 30, 2023 | J Jacobs Solutions Inc. | Sell - Position Exit | -2,458-100.0% |
Q2 2023Jun 30, 2023 | TSM Taiwan Semiconductor Manufactur | Sell | -5,957-42.0% |
Q2 2023Jun 30, 2023 | SCHW Charles Schwab Corporation (The | Sell | -469,199-38.4% |
Q1 2023Mar 31, 2023 | FI Fiserv, Inc. | Buy - Position Entry | +260,671 |
Q1 2023Mar 31, 2023 | PGR Progressive Corporation (The) | Buy | +19,906+4.3% |
Q1 2023Mar 31, 2023 | COHR Coherent Corp. | Buy | +11,002+12.9% |
Q1 2023Mar 31, 2023 | IBP Installed Building Products, In | Buy | +10,789+2.6% |
Q1 2023Mar 31, 2023 | ATHM Autohome Inc. | Buy | +5,819+1.7% |
Q1 2023Mar 31, 2023 | GOOGL Alphabet Inc. | Buy | +4,897+2.4% |
Q1 2023Mar 31, 2023 | LULU lululemon athletica inc. | Buy | +4,232+3.9% |
Q1 2023Mar 31, 2023 | DIS Walt Disney Company (The) | Buy | +2,978+1.3% |
Q1 2023Mar 31, 2023 | ADI Analog Devices, Inc. | Buy | +2,039+7.3% |