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 |
|---|---|---|---|
Q2 2020Jun 30, 2020 | TJX TJX Companies, Inc. (The) | Buy | +20,988+236.0% |
Q2 2020Jun 30, 2020 | AME AMETEK, Inc. | Buy | +19,909+2.7% |
Q2 2020Jun 30, 2020 | BRK-B Berkshire Hathaway Inc. New | Buy | +13,627+1.6% |
Q2 2020Jun 30, 2020 | ANET Arista Networks | Buy - Position Entry | +10,345 |
Q2 2020Jun 30, 2020 | LBRDK Liberty Broadband Corporation | Buy - Position Entry | +9,507 |
Q2 2020Jun 30, 2020 | JPM JP Morgan Chase & Co. | Buy | +9,430+2.9% |
Q2 2020Jun 30, 2020 | FRCB First Republic Bank (San Franci | Buy - Position Entry | +8,893 |
Q2 2020Jun 30, 2020 | KEYS Keysight Technologies Inc. | Buy | +6,955+1.8% |
Q2 2020Jun 30, 2020 | CACC Credit Acceptance Corporation | Buy - Position Entry | +6,605 |
Q2 2020Jun 30, 2020 | V Visa Inc. | Buy | +6,356+2.2% |
Q2 2020Jun 30, 2020 | MA Mastercard Incorporated | Buy | +6,210+319.9% |
Q2 2020Jun 30, 2020 | TSM Taiwan Semiconductor Manufactur | Buy - Position Entry | +5,336 |
Q2 2020Jun 30, 2020 | BAM Brookfield Asset Management Ltd. | Buy | +4,942+42.5% |
Q2 2020Jun 30, 2020 | MSFT Microsoft Corporation | Buy - Position Entry | +3,529 |
Q2 2020Jun 30, 2020 | W Wayfair Inc. | Buy - Position Entry | +3,518 |
Q2 2020Jun 30, 2020 | MKL Markel Group Inc. | Buy | +2,971+7.2% |
Q2 2020Jun 30, 2020 | GOOGL Alphabet Inc. | Buy | +2,576+38.9% |
Q2 2020Jun 30, 2020 | DIS Walt Disney Company (The) | Buy | +2,573+1.4% |
Q2 2020Jun 30, 2020 | GOOG Alphabet Inc. | Buy | +2,182+6.4% |
Q2 2020Jun 30, 2020 | FBIN Fortune Brands Innovations, Inc | Buy | +1,938+0.4% |
Q2 2020Jun 30, 2020 | FWONK Liberty Media Corp Formula One Group | Buy | +1,644+15.5% |
Q2 2020Jun 30, 2020 | UNH UnitedHealth Group Incorporated | Buy - Position Entry | +1,014 |
Q2 2020Jun 30, 2020 | CHTR Charter Communications, Inc. | Buy - Position Entry | +1,000 |
Q2 2020Jun 30, 2020 | OZK Bank OZK | Buy | +893+0.3% |
Q2 2020Jun 30, 2020 | SNBR Sleep Number Corporation | Buy | +461+0.2% |
Q2 2020Jun 30, 2020 | AMZN Amazon.com, Inc. | Buy - Position Entry | +459 |
Q2 2020Jun 30, 2020 | AAPL Apple Inc. | Buy | +406+17.2% |
Q2 2020Jun 30, 2020 | NVR NVR, Inc. | Buy | +238+1.7% |
Q2 2020Jun 30, 2020 | BRK-A Berkshire Hathaway Inc. | Buy | +3+100.0% |
Q2 2020Jun 30, 2020 | LFUS Littelfuse, Inc. | Sell | -328-0.6% |