Francois Rochon - Giverny Capital Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 13, 2025 | |
| Total Stocks | 54 | |
| Portfolio Value | $2.71B |
Portfolio Overview
Comprehensive analysis of Francois Rochon's investment portfolio
52
Total Holdings
$2.7B
Portfolio Value
Mar 31, 2025
Latest Filing
9.9%
Largest Position
Top Holdings
1
BRK-B
BERKSHIRE HATHAWAY INC DEL
$268.1M
9.9%
↓-0.0%
2
META
META PLATFORMS INC
$181.6M
6.7%
↑+0.0%
3
AME
AMETEK INC
$168.3M
6.2%
↑+0.0%
4
HEI-A
HEICO CORP NEW
$156.5M
5.8%
↑+0.0%
5
PGR
PROGRESSIVE CORP
$149.8M
5.5%
↓-0.0%
Recent Activity
BRK-A
Berkshire Hathaway Inc.
-11
Jun 30, 2025
COST
Costco Wholesale Corporation
-240
Jun 30, 2025
ISRG
Intuitive Surgical, Inc.
-405
Jun 30, 2025