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 2020Dec 31, 2020 | FBIN Fortune Brands Innovations, Inc | Buy | +13,351+2.7% |
Q4 2020Dec 31, 2020 | SSNC SS&C Technologies Holdings, Inc | Buy | +12,369+17.3% |
Q4 2020Dec 31, 2020 | HEI-A Heico Corporation | Buy | +11,953+2.3% |
Q4 2020Dec 31, 2020 | JPM JP Morgan Chase & Co. | Buy | +9,087+2.7% |
Q4 2020Dec 31, 2020 | ICE Intercontinental Exchange Inc. | Buy | +8,482+3.2% |
Q4 2020Dec 31, 2020 | META Meta Platforms, Inc. | Buy | +7,929+3.7% |
Q4 2020Dec 31, 2020 | FIVE Five Below, Inc. | Buy | +7,844+2.7% |
Q4 2020Dec 31, 2020 | DIS Walt Disney Company (The) | Buy | +7,255+4.0% |
Q4 2020Dec 31, 2020 | KEYS Keysight Technologies Inc. | Buy | +5,958+1.5% |
Q4 2020Dec 31, 2020 | HCSG Healthcare Services Group, Inc. | Buy | +5,156+1.4% |
Q4 2020Dec 31, 2020 | TJX TJX Companies, Inc. (The) | Buy | +4,635+13.1% |
Q4 2020Dec 31, 2020 | OZK Bank OZK | Buy | +4,037+1.1% |
Q4 2020Dec 31, 2020 | V Visa Inc. | Buy | +4,005+1.3% |
Q4 2020Dec 31, 2020 | LBRDK Liberty Broadband Corporation | Buy | +2,871+16.0% |
Q4 2020Dec 31, 2020 | AAPL Apple Inc. | Buy | +2,472+26.2% |
Q4 2020Dec 31, 2020 | ANET Arista Networks | Buy | +2,274+16.2% |
Q4 2020Dec 31, 2020 | FRCB First Republic Bank (San Franci | Buy | +2,070+12.5% |
Q4 2020Dec 31, 2020 | MKL Markel Group Inc. | Buy | +2,029+4.5% |
Q4 2020Dec 31, 2020 | CACC Credit Acceptance Corporation | Buy | +1,734+21.6% |
Q4 2020Dec 31, 2020 | MA Mastercard Incorporated | Buy | +1,379+16.7% |
Q4 2020Dec 31, 2020 | GOOG Alphabet Inc. | Buy | +894+2.5% |
Q4 2020Dec 31, 2020 | GOOGL Alphabet Inc. | Buy | +756+9.7% |
Q4 2020Dec 31, 2020 | NVR NVR, Inc. | Buy | +337+2.4% |
Q4 2020Dec 31, 2020 | MSFT Microsoft Corporation | Buy | +49+1.4% |
Q4 2020Dec 31, 2020 | AMZN Amazon.com, Inc. | Sell | -51-9.9% |
Q4 2020Dec 31, 2020 | SPY SPDR S&P 500 | Sell | -358-6.8% |
Q4 2020Dec 31, 2020 | LBRDA Liberty Broadband Corporation | Sell - Position Exit | -1,205-100.0% |
Q4 2020Dec 31, 2020 | W Wayfair Inc. | Sell | -2,806-64.8% |
Q4 2020Dec 31, 2020 | TSM Taiwan Semiconductor Manufactur | Sell | -3,020-24.4% |
Q4 2020Dec 31, 2020 | AME AMETEK, Inc. | Sell | -43,389-5.7% |