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
Q2 2022Jun 30, 2022	V Visa Inc.	Visa Inc.	Buy	+8,568+2.5%	$69.23K	351,620
Q2 2022Jun 30, 2022	MTB M&T Bank Corporation	M&T Bank Corporation	Buy	+7,933+2.7%	$47.58K	298,520
Q2 2022Jun 30, 2022	ATHM Autohome Inc.	Autohome Inc.	Buy	+7,740+2.3%	$13.30K	338,167
Q2 2022Jun 30, 2022	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Buy	+7,609+2.8%	$32.00K	284,157
Q2 2022Jun 30, 2022	CPRT Copart, Inc.	Copart, Inc.	Buy - Position Entry	+6,871	$747.00	6,871
Q2 2022Jun 30, 2022	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+6,773+2.6%	$42.54K	263,790
Q2 2022Jun 30, 2022	OZK Bank OZK	Bank OZK	Buy	+4,718+2.3%	$7.81K	208,055
Q2 2022Jun 30, 2022	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+2,431+5.8%	$96.27K	44,012
Q2 2022Jun 30, 2022	MKL Markel Group Inc.	Markel Group Inc.	Buy	+1,970+2.5%	$104.14K	80,529
Q2 2022Jun 30, 2022	ITB iShares U.S. Home Construction	iShares U.S. Home Construction	Buy	+1,897+28.4%	$450.00	8,578
Q2 2022Jun 30, 2022	ANET Arista Networks, Inc.	Arista Networks, Inc.	Buy	+1,844+2.1%	$8.49K	90,579
Q2 2022Jun 30, 2022	FRCB First Republic Bank (San Franci	First Republic Bank (San Franci	Buy	+786+2.8%	$4.19K	29,056
Q2 2022Jun 30, 2022	NVR NVR, Inc.	NVR, Inc.	Buy	+781+5.0%	$66.12K	16,512
Q2 2022Jun 30, 2022	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Buy	+447+3.0%	$7.35K	15,522
Q2 2022Jun 30, 2022	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+177+1.9%	$20.93K	9,603
Q2 2022Jun 30, 2022	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy	+75+1.5%	$574.00	5,051
Q2 2022Jun 30, 2022	MA Mastercard Incorporated	Mastercard Incorporated	Buy	+55+0.4%	$4.74K	15,010
Q2 2022Jun 30, 2022	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Sell - Position Exit	-2,435-100.0%	$0.00	-
Q2 2022Jun 30, 2022	LBRDK Liberty Broadband Corporation	Liberty Broadband Corporation	Sell - Position Exit	-34,474-100.0%	$0.00	-
Q2 2022Jun 30, 2022	PGR Progressive Corporation (The)	Progressive Corporation (The)	Sell	-141,096-19.6%	$67.30K	578,839
Q1 2022Mar 31, 2022	CIEN Ciena Corporation	Ciena Corporation	Buy	+312,987+94.0%	$39.16K	645,971
Q1 2022Mar 31, 2022	IBP Installed Building Products, In	Installed Building Products, In	Buy	+239,866+152.0%	$33.59K	397,624
Q1 2022Mar 31, 2022	FIVE Five Below, Inc.	Five Below, Inc.	Buy	+148,009+42.7%	$78.34K	494,638
Q1 2022Mar 31, 2022	KMX CarMax Inc	CarMax Inc	Buy	+42,742+3.9%	$111.14K	1,151,981
Q1 2022Mar 31, 2022	SSNC SS&C Technologies Holdings, Inc	SS&C Technologies Holdings, Inc	Buy	+35,915+5.7%	$50.37K	671,348
Q1 2022Mar 31, 2022	OZK Bank OZK	Bank OZK	Buy	+23,217+12.9%	$8.68K	203,337
Q1 2022Mar 31, 2022	HEI-A Heico Corporation	Heico Corporation	Buy	+13,531+2.2%	$97.03K	631,922
Q1 2022Mar 31, 2022	AME AMETEK, Inc.	AMETEK, Inc.	Buy	+12,485+1.6%	$107.33K	805,918
Q1 2022Mar 31, 2022	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Buy	+10,422+0.9%	$97.20K	1,152,883
Q1 2022Mar 31, 2022	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Buy	+9,261+3.5%	$37.70K	276,548

Page 21 of 48 • 1435 total trades

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