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 2021Dec 31, 2021 | SSNC SS&C Technologies Holdings, Inc | Buy | +512,563+417.2% |
Q4 2021Dec 31, 2021 | CIEN Ciena Corporation | Buy - Position Entry | +332,984 |
Q4 2021Dec 31, 2021 | MTB M&T Bank Corporation | Buy | +277,701+5930.0% |
Q4 2021Dec 31, 2021 | IBP Installed Building Products, In | Buy - Position Entry | +157,758 |
Q4 2021Dec 31, 2021 | ANET Arista Networks, Inc. | Buy | +62,988+260.8% |
Q4 2021Dec 31, 2021 | LBRDK Liberty Broadband Corporation | Buy - Position Entry | +36,865 |
Q4 2021Dec 31, 2021 | LEVI Levi Strauss & Co | Buy - Position Entry | +32,939 |
Q4 2021Dec 31, 2021 | AME AMETEK, Inc. | Buy | +27,184+3.5% |
Q4 2021Dec 31, 2021 | SCHW Charles Schwab Corporation (The | Buy | +23,350+2.1% |
Q4 2021Dec 31, 2021 | HEI-A Heico Corporation | Buy | +22,415+3.8% |
Q4 2021Dec 31, 2021 | FBIN Fortune Brands Innovations, Inc | Buy | +18,906+3.4% |
Q4 2021Dec 31, 2021 | ICE Intercontinental Exchange Inc. | Buy | +17,086+5.4% |
Q4 2021Dec 31, 2021 | PGR Progressive Corporation (The) | Buy | +15,856+2.0% |
Q4 2021Dec 31, 2021 | FIVE Five Below, Inc. | Buy | +13,171+3.9% |
Q4 2021Dec 31, 2021 | SNBR Sleep Number Corporation | Buy | +11,499+3.3% |
Q4 2021Dec 31, 2021 | DIS Walt Disney Company (The) | Buy | +8,862+4.4% |
Q4 2021Dec 31, 2021 | BOOT Boot Barn Holdings, Inc. | Buy - Position Entry | +8,253 |
Q4 2021Dec 31, 2021 | V Visa Inc. | Buy | +6,517+2.0% |
Q4 2021Dec 31, 2021 | AAPL Apple Inc. | Buy | +4,838+42.3% |
Q4 2021Dec 31, 2021 | ADI Analog Devices, Inc. | Buy - Position Entry | +4,578 |
Q4 2021Dec 31, 2021 | KEYS Keysight Technologies Inc. | Buy | +4,506+1.0% |
Q4 2021Dec 31, 2021 | GLD SPDR Gold Trust | Buy - Position Entry | +4,265 |
Q4 2021Dec 31, 2021 | SITE SiteOne Landscape Supply, Inc. | Buy - Position Entry | +3,753 |
Q4 2021Dec 31, 2021 | EW Edwards Lifesciences Corporatio | Buy | +3,612+0.9% |
Q4 2021Dec 31, 2021 | MKL Markel Group Inc. | Buy | +2,102+2.8% |
Q4 2021Dec 31, 2021 | OZK Bank OZK | Buy | +1,548+0.9% |
Q4 2021Dec 31, 2021 | MA Mastercard Incorporated | Buy | +1,348+10.2% |
Q4 2021Dec 31, 2021 | TSM Taiwan Semiconductor Manufactur | Buy | +735+5.9% |
Q4 2021Dec 31, 2021 | GOOG Alphabet Inc. | Buy | +556+1.4% |
Q4 2021Dec 31, 2021 | ITB iShares U.S. Home Construction | Buy | +520+14.2% |