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 2018Jun 30, 2018 | TJX TJX Companies, Inc. (The) | Buy | +1,681+30.7% |
Q2 2018Jun 30, 2018 | MA Mastercard Incorporated | Buy | +1,590+49.6% |
Q2 2018Jun 30, 2018 | GOOGL Alphabet Inc. | Buy | +609+10.6% |
Q2 2018Jun 30, 2018 | BAM Brookfield Asset Management Ltd. | Buy | +285+2.2% |
Q2 2018Jun 30, 2018 | BKNG Booking Holdings Inc. Common St | Buy - Position Entry | +100 |
Q2 2018Jun 30, 2018 | BRK-A Berkshire Hathaway Inc. | Buy | +3+100.0% |
Q2 2018Jun 30, 2018 | SPY SPDR S&P 500 | Sell | -38-0.7% |
Q2 2018Jun 30, 2018 | FAST Fastenal Company | Sell - Position Exit | -4,077-100.0% |
Q2 2018Jun 30, 2018 | CACC Credit Acceptance Corporation | Sell | -62,989-98.4% |
Q2 2018Jun 30, 2018 | LKQ LKQ Corporation | Sell | -492,502-52.1% |
Q1 2018Mar 31, 2018 | HEI-A Heico Corporation | Buy | +73,614+25.0% |
Q1 2018Mar 31, 2018 | KMX CarMax Inc | Buy | +58,738+5.7% |
Q1 2018Mar 31, 2018 | LKQ LKQ Corporation | Buy | +29,019+3.2% |
Q1 2018Mar 31, 2018 | BRK-B Berkshire Hathaway Inc. New | Buy | +23,412+3.3% |
Q1 2018Mar 31, 2018 | DIS Walt Disney Company (The) | Buy | +18,184+6.8% |
Q1 2018Mar 31, 2018 | AME AMETEK, Inc. | Buy | +16,248+2.4% |
Q1 2018Mar 31, 2018 | FWONK Liberty Media Corp Formula One Group | Buy | +15,071+2.4% |
Q1 2018Mar 31, 2018 | EW Edwards Lifesciences Corporatio | Buy | +9,595+5.9% |
Q1 2018Mar 31, 2018 | CACC Credit Acceptance Corporation | Buy | +4,555+7.7% |
Q1 2018Mar 31, 2018 | WFC Wells Fargo & Company | Buy | +4,268+1.3% |
Q1 2018Mar 31, 2018 | V Visa Inc. | Buy | +3,362+1.0% |
Q1 2018Mar 31, 2018 | TJX TJX Companies, Inc. (The) | Buy | +3,326+155.3% |
Q1 2018Mar 31, 2018 | MHK Mohawk Industries, Inc. | Buy | +3,026+2.9% |
Q1 2018Mar 31, 2018 | GOOG Alphabet Inc. | Buy | +1,485+5.3% |
Q1 2018Mar 31, 2018 | ORLY O'Reilly Automotive, Inc. | Buy | +1,024+1.1% |
Q1 2018Mar 31, 2018 | MKL Markel Group Inc. | Buy | +939+3.1% |
Q1 2018Mar 31, 2018 | FBIN Fortune Brands Innovations, Inc | Buy | +827+0.3% |
Q1 2018Mar 31, 2018 | UNP Union Pacific Corporation | Buy | +742+0.3% |
Q1 2018Mar 31, 2018 | MTB M&T Bank Corporation | Buy | +628+0.6% |
Q1 2018Mar 31, 2018 | SPY SPDR S&P 500 | Sell | -42-0.8% |