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 | DIS Walt Disney Company (The) | Sell | -1,415-0.7% |
Q3 2021Sep 30, 2021 | V Visa Inc. | Sell | -1,946-0.6% |
Q3 2021Sep 30, 2021 | EW Edwards Lifesciences Corporatio | Sell | -3,379-0.8% |
Q3 2021Sep 30, 2021 | LBRDK Liberty Broadband Corporation | Sell - Position Exit | -20,482-100.0% |
Q3 2021Sep 30, 2021 | NGD New Gold Inc. | Sell - Position Exit | -30,000-100.0% |
Q2 2021Jun 30, 2021 | PGR Progressive Corporation (The) | Buy | +95,117+14.1% |
Q2 2021Jun 30, 2021 | BAC Bank of America Corporation | Buy | +56,398+4.4% |
Q2 2021Jun 30, 2021 | SCHW Charles Schwab Corporation (The | Buy | +45,988+4.5% |
Q2 2021Jun 30, 2021 | KMX CarMax Inc | Buy | +41,540+3.9% |
Q2 2021Jun 30, 2021 | BRK-B Berkshire Hathaway Inc. New | Buy | +30,025+4.3% |
Q2 2021Jun 30, 2021 | NGD New Gold Inc. | Buy - Position Entry | +30,000 |
Q2 2021Jun 30, 2021 | HEI-A Heico Corporation | Buy | +28,231+5.1% |
Q2 2021Jun 30, 2021 | AME AMETEK, Inc. | Buy | +22,889+3.2% |
Q2 2021Jun 30, 2021 | FBIN Fortune Brands Innovations, Inc | Buy | +21,998+4.2% |
Q2 2021Jun 30, 2021 | ATHM Autohome Inc. | Buy | +20,066+6.2% |
Q2 2021Jun 30, 2021 | KEYS Keysight Technologies Inc. | Buy | +16,936+4.2% |
Q2 2021Jun 30, 2021 | V Visa Inc. | Buy | +16,791+5.3% |
Q2 2021Jun 30, 2021 | EW Edwards Lifesciences Corporatio | Buy | +15,389+3.9% |
Q2 2021Jun 30, 2021 | ICE Intercontinental Exchange Inc. | Buy | +14,864+5.2% |
Q2 2021Jun 30, 2021 | DIS Walt Disney Company (The) | Buy | +13,717+7.3% |
Q2 2021Jun 30, 2021 | FIVE Five Below, Inc. | Buy | +11,744+3.9% |
Q2 2021Jun 30, 2021 | JPM JP Morgan Chase & Co. | Buy | +9,056+2.6% |
Q2 2021Jun 30, 2021 | SNBR Sleep Number Corporation | Buy | +7,294+2.1% |
Q2 2021Jun 30, 2021 | HCSG Healthcare Services Group, Inc. | Buy | +6,033+1.7% |
Q2 2021Jun 30, 2021 | MTB M&T Bank Corporation | Buy - Position Entry | +4,683 |
Q2 2021Jun 30, 2021 | MKL Markel Group Inc. | Buy | +3,230+4.7% |
Q2 2021Jun 30, 2021 | ITB iShares U.S. Home Construction | Buy - Position Entry | +2,943 |
Q2 2021Jun 30, 2021 | META Meta Platforms, Inc. | Buy | +2,680+1.2% |
Q2 2021Jun 30, 2021 | OZK Bank OZK | Buy | +2,405+1.4% |
Q2 2021Jun 30, 2021 | GIB CGI Inc. | Buy - Position Entry | +2,120 |