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 2021Sep 30, 2021 | ICE Intercontinental Exchange Inc. | Buy | +17,243+5.8% |
Q3 2021Sep 30, 2021 | META Meta Platforms, Inc. | Buy | +13,863+5.9% |
Q3 2021Sep 30, 2021 | FBIN Fortune Brands Innovations, Inc | Buy | +12,261+2.2% |
Q3 2021Sep 30, 2021 | BRK-B Berkshire Hathaway Inc. New | Buy | +11,800+1.6% |
Q3 2021Sep 30, 2021 | FRCB First Republic Bank (San Franci | Buy | +8,786+48.4% |
Q3 2021Sep 30, 2021 | ANET Arista Networks | Buy | +8,112+50.6% |
Q3 2021Sep 30, 2021 | CACC Credit Acceptance Corporation | Buy | +7,259+74.6% |
Q3 2021Sep 30, 2021 | KEYS Keysight Technologies Inc. | Buy | +5,854+1.4% |
Q3 2021Sep 30, 2021 | W Wayfair Inc. | Buy - Position Entry | +5,439 |
Q3 2021Sep 30, 2021 | BABA Alibaba Group Holding Limited | Buy - Position Entry | +4,976 |
Q3 2021Sep 30, 2021 | TSM Taiwan Semiconductor Manufactur | Buy | +4,208+51.1% |
Q3 2021Sep 30, 2021 | MA Mastercard Incorporated | Buy | +4,049+44.3% |
Q3 2021Sep 30, 2021 | UNH UnitedHealth Group Incorporated | Buy - Position Entry | +3,820 |
Q3 2021Sep 30, 2021 | BAC Bank of America Corporation | Buy | +3,356+0.2% |
Q3 2021Sep 30, 2021 | MKL Markel Group Inc. | Buy | +2,900+4.1% |
Q3 2021Sep 30, 2021 | TJX TJX Companies, Inc. (The) | Buy | +1,275+15.4% |
Q3 2021Sep 30, 2021 | GOOG Alphabet Inc. | Buy | +1,178+3.1% |
Q3 2021Sep 30, 2021 | FAST Fastenal Company | Buy | +750+8.4% |
Q3 2021Sep 30, 2021 | ITB iShares U.S. Home Construction | Buy | +718+24.4% |
Q3 2021Sep 30, 2021 | GOOGL Alphabet Inc. | Buy | +304+3.3% |
Q3 2021Sep 30, 2021 | NVR NVR, Inc. | Buy | +282+1.9% |
Q3 2021Sep 30, 2021 | AMZN Amazon.com, Inc. | Buy | +237+50.9% |
Q3 2021Sep 30, 2021 | ROP Roper Technologies, Inc. | Buy | +125+9.4% |
Q3 2021Sep 30, 2021 | LFUS Littelfuse, Inc. | Sell | -18-0.6% |
Q3 2021Sep 30, 2021 | SNBR Sleep Number Corporation | Sell | -49-0.0% |
Q3 2021Sep 30, 2021 | HCSG Healthcare Services Group, Inc. | Sell | -179-0.0% |
Q3 2021Sep 30, 2021 | AAPL Apple Inc. | Sell | -384-3.2% |
Q3 2021Sep 30, 2021 | SLV iShares Silver Trust | Sell | -400-1.7% |
Q3 2021Sep 30, 2021 | GIB CGI Inc. | Sell | -455-21.5% |
Q3 2021Sep 30, 2021 | OZK Bank OZK | Sell | -503-0.3% |