Francois Rochon - Giverny Capital Portfolio

Name: Investment Portfolio Data
License: https://creativecommons.org/licenses/by/4.0/

Period Date		Mar 31, 2025
Filing Date		May 13, 2025
Total Stocks		54
Portfolio Value		$2.71B

Giverny Capital Activity

Date	Symbol	Name	Type	Quantity	Value	Remaining
Q4 2023Dec 31, 2023	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Buy	+29,343+3.6%	$57.37M	833,904
Q4 2023Dec 31, 2023	ALGN Align Technology, Inc.	Align Technology, Inc.	Buy - Position Entry	+27,162	$7.44M	27,162
Q4 2023Dec 31, 2023	IBP Installed Building Products, In	Installed Building Products, In	Buy	+22,528+5.2%	$83.26M	455,426
Q4 2023Dec 31, 2023	KNSL Kinsale Capital Group, Inc.	Kinsale Capital Group, Inc.	Buy - Position Entry	+17,610	$5.90M	17,610
Q4 2023Dec 31, 2023	AME AMETEK, Inc.	AMETEK, Inc.	Buy	+13,235+1.5%	$150.10M	910,291
Q4 2023Dec 31, 2023	KMX CarMax Inc	CarMax Inc	Buy	+13,136+0.9%	$117.69M	1,533,574
Q4 2023Dec 31, 2023	FIVE Five Below, Inc.	Five Below, Inc.	Buy	+9,532+1.5%	$139.43M	654,098
Q4 2023Dec 31, 2023	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+7,566+1.6%	$172.57M	483,856
Q4 2023Dec 31, 2023	V Visa Inc.	Visa Inc.	Buy	+5,722+1.5%	$98.18M	377,092
Q4 2023Dec 31, 2023	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+5,483+1.9%	$101.92M	287,932
Q4 2023Dec 31, 2023	PGR Progressive Corporation (The)	Progressive Corporation (The)	Buy	+4,120+0.8%	$80.52M	505,551
Q4 2023Dec 31, 2023	FND Floor & Decor Holdings, Inc.	Floor & Decor Holdings, Inc.	Buy	+3,656+1.3%	$32.03M	287,111
Q4 2023Dec 31, 2023	MBC MasterBrand, Inc.	MasterBrand, Inc.	Buy	+3,610+0.4%	$13.56M	912,988
Q4 2023Dec 31, 2023	OZK Bank OZK	Bank OZK	Buy	+2,845+1.2%	$11.90M	238,771
Q4 2023Dec 31, 2023	BAC Bank of America Corporation	Bank of America Corporation	Buy	+1,930+0.2%	$34.66M	1,029,334
Q4 2023Dec 31, 2023	ADI Analog Devices, Inc.	Analog Devices, Inc.	Buy	+1,558+0.8%	$37.26M	187,671
Q4 2023Dec 31, 2023	FBIN Fortune Brands Innovations, Inc	Fortune Brands Innovations, Inc	Buy	+1,435+0.2%	$68.67M	901,893
Q4 2023Dec 31, 2023	LULU lululemon athletica inc.	lululemon athletica inc.	Buy	+1,188+1.0%	$62.26M	121,777
Q4 2023Dec 31, 2023	KEYS Keysight Technologies Inc.	Keysight Technologies Inc.	Buy	+965+0.2%	$74.91M	470,853
Q4 2023Dec 31, 2023	MTB M&T Bank Corporation	M&T Bank Corporation	Buy	+937+0.3%	$47.03M	343,056
Q4 2023Dec 31, 2023	ANET Arista Networks, Inc.	Arista Networks, Inc.	Buy	+744+0.8%	$23.42M	99,444
Q4 2023Dec 31, 2023	ITB iShares U.S. Home Construction	iShares U.S. Home Construction	Buy	+715+5.1%	$1.49M	14,677
Q4 2023Dec 31, 2023	MA Mastercard Incorporated	Mastercard Incorporated	Buy	+630+3.0%	$9.12M	21,390
Q4 2023Dec 31, 2023	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Buy	+512+2.3%	$12.05M	22,616
Q4 2023Dec 31, 2023	LFUS Littelfuse, Inc.	Littelfuse, Inc.	Buy	+440+0.6%	$20.46M	76,458
Q4 2023Dec 31, 2023	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Buy	+304+0.1%	$33.62M	440,906
Q4 2023Dec 31, 2023	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Buy	+167+0.5%	$6.26M	36,773
Q4 2023Dec 31, 2023	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Buy	+1+16.7%	$3.80M	7
Q4 2023Dec 31, 2023	NVR NVR, Inc.	NVR, Inc.	Sell	-2-0.0%	$88.71M	12,672
Q4 2023Dec 31, 2023	ROP Roper Technologies, Inc.	Roper Technologies, Inc.	Sell	-5-0.4%	$725.08K	1,330

Page 11 of 48 • 1435 total trades

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