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 2020Sep 30, 2020 | MA Mastercard Incorporated | Buy | +115+1.4% |
Q3 2020Sep 30, 2020 | AMZN Amazon.com, Inc. | Buy | +58+12.6% |
Q3 2020Sep 30, 2020 | BRK-A Berkshire Hathaway Inc. | Buy | +2+33.3% |
Q3 2020Sep 30, 2020 | LULU lululemon athletica inc. | Sell | -30-0.6% |
Q3 2020Sep 30, 2020 | NVR NVR, Inc. | Sell | -156-1.1% |
Q3 2020Sep 30, 2020 | GOOG Alphabet Inc. | Sell | -164-0.5% |
Q3 2020Sep 30, 2020 | BAC Bank of America Corporation | Sell | -312-0.0% |
Q3 2020Sep 30, 2020 | LFUS Littelfuse, Inc. | Sell | -741-1.3% |
Q3 2020Sep 30, 2020 | CHTR Charter Communications, Inc. | Sell - Position Exit | -1,000-100.0% |
Q3 2020Sep 30, 2020 | UNH UnitedHealth Group Incorporated | Sell - Position Exit | -1,014-100.0% |
Q3 2020Sep 30, 2020 | GOOGL Alphabet Inc. | Sell | -1,417-15.4% |
Q3 2020Sep 30, 2020 | HCSG Healthcare Services Group, Inc. | Sell | -1,955-0.5% |
Q3 2020Sep 30, 2020 | SNBR Sleep Number Corporation | Sell | -3,159-1.5% |
Q3 2020Sep 30, 2020 | ATHM Autohome Inc. | Sell | -3,600-1.8% |
Q3 2020Sep 30, 2020 | FBIN Fortune Brands Innovations, Inc | Sell | -3,726-0.7% |
Q3 2020Sep 30, 2020 | KEYS Keysight Technologies Inc. | Sell | -4,068-1.0% |
Q3 2020Sep 30, 2020 | OZK Bank OZK | Sell | -4,319-1.2% |
Q3 2020Sep 30, 2020 | DIS Walt Disney Company (The) | Sell | -4,995-2.7% |
Q3 2020Sep 30, 2020 | FWONK Liberty Media Corp Formula One Group | Sell - Position Exit | -12,274-100.0% |
Q3 2020Sep 30, 2020 | BRK-B Berkshire Hathaway Inc. New | Sell | -170,289-20.2% |
Q2 2020Jun 30, 2020 | ICE Intercontinental Exchange Inc. | Buy - Position Entry | +256,926 |
Q2 2020Jun 30, 2020 | EW Edwards Lifesciences Corporatio | Buy | +254,201+214.6% |
Q2 2020Jun 30, 2020 | SCHW Charles Schwab Corporation (The | Buy | +68,794+7.8% |
Q2 2020Jun 30, 2020 | HCSG Healthcare Services Group, Inc. | Buy | +64,022+21.7% |
Q2 2020Jun 30, 2020 | SSNC SS&C Technologies Holdings, Inc | Buy | +45,266+573.4% |
Q2 2020Jun 30, 2020 | META Meta Platforms, Inc. | Buy | +41,336+24.4% |
Q2 2020Jun 30, 2020 | PGR Progressive Corporation (The) | Buy | +39,398+7.0% |
Q2 2020Jun 30, 2020 | HEI-A Heico Corporation | Buy | +28,248+5.9% |
Q2 2020Jun 30, 2020 | FIVE Five Below, Inc. | Buy | +26,734+10.2% |
Q2 2020Jun 30, 2020 | ATHM Autohome Inc. | Buy | +25,267+14.6% |