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 |
|---|---|---|---|
Q1 2025Mar 31, 2025 | CAPE DoubleLine ETF Trust DoubleLine | Sell - Position Exit | -10,645-100.0% |
Q1 2025Mar 31, 2025 | LBRDK Liberty Broadband Corporation | Sell - Position Exit | -15,000-100.0% |
Q1 2025Mar 31, 2025 | PGR Progressive Corporation (The) | Sell | -16,702-3.1% |
Q1 2025Mar 31, 2025 | ICE Intercontinental Exchange Inc. | Sell - Position Exit | -16,799-100.0% |
Q1 2025Mar 31, 2025 | SLV iShares Silver Trust | Sell - Position Exit | -23,000-100.0% |
Q1 2025Mar 31, 2025 | KMX CarMax Inc | Sell | -41,247-2.5% |
Q1 2025Mar 31, 2025 | FIVE Five Below, Inc. | Sell | -110,520-15.1% |
Q1 2025Mar 31, 2025 | FBIN Fortune Brands Innovations, Inc | Sell - Position Exit | -463,140-100.0% |
Q4 2024Dec 31, 2024 | ANET Arista Networks, Inc. | Buy | +303,758+284.8% |
Q4 2024Dec 31, 2024 | BRO Brown & Brown, Inc. | Buy - Position Entry | +294,809 |
Q4 2024Dec 31, 2024 | FI Fiserv, Inc. | Buy | +128,976+25.7% |
Q4 2024Dec 31, 2024 | GOOG Alphabet Inc. | Buy | +109,162+16.9% |
Q4 2024Dec 31, 2024 | KMX CarMax Inc | Buy | +45,744+2.8% |
Q4 2024Dec 31, 2024 | FERG Ferguson Enterprises Inc. | Buy - Position Entry | +33,708 |
Q4 2024Dec 31, 2024 | SBUX Starbucks Corporation | Buy | +31,368+4.4% |
Q4 2024Dec 31, 2024 | BIRK Birkenstock | Buy - Position Entry | +27,392 |
Q4 2024Dec 31, 2024 | IBP Installed Building Products, In | Buy | +17,620+3.6% |
Q4 2024Dec 31, 2024 | FBIN Fortune Brands Innovations, Inc | Buy | +17,034+3.8% |
Q4 2024Dec 31, 2024 | BRK-B Berkshire Hathaway Inc. New | Buy | +16,239+3.3% |
Q4 2024Dec 31, 2024 | AME AMETEK, Inc. | Buy | +15,237+1.6% |
Q4 2024Dec 31, 2024 | OZK Bank OZK | Buy | +15,064+1.3% |
Q4 2024Dec 31, 2024 | LBRDK Liberty Broadband Corporation | Buy - Position Entry | +15,000 |
Q4 2024Dec 31, 2024 | SCHW Charles Schwab Corporation (The | Buy | +12,155+1.3% |
Q4 2024Dec 31, 2024 | BAC Bank of America Corporation | Buy | +10,930+1.1% |
Q4 2024Dec 31, 2024 | CAPE DoubleLine ETF Trust DoubleLine | Buy - Position Entry | +10,645 |
Q4 2024Dec 31, 2024 | ALGN Align Technology, Inc. | Buy | +10,013+30.3% |
Q4 2024Dec 31, 2024 | PGR Progressive Corporation (The) | Buy | +9,163+1.7% |
Q4 2024Dec 31, 2024 | HEI-A Heico Corporation | Buy | +8,662+1.2% |
Q4 2024Dec 31, 2024 | GBTC Grayscale Bitcoin Trust (BTC) | Buy - Position Entry | +7,442 |
Q4 2024Dec 31, 2024 | MEDP Medpace Holdings, Inc. | Buy | +7,215+3.2% |