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
Q1 2022Mar 31, 2022	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+8,706+3.5%	$57.15K	257,017
Q1 2022Mar 31, 2022	MTB M&T Bank Corporation	M&T Bank Corporation	Buy	+8,203+2.9%	$49.25K	290,587
Q1 2022Mar 31, 2022	V Visa Inc.	Visa Inc.	Buy	+5,472+1.6%	$76.08K	343,052
Q1 2022Mar 31, 2022	BAC Bank of America Corporation	Bank of America Corporation	Buy	+4,804+0.5%	$36.37K	882,373
Q1 2022Mar 31, 2022	FBIN Fortune Brands Innovations, Inc	Fortune Brands Innovations, Inc	Buy	+2,902+0.5%	$43.13K	580,620
Q1 2022Mar 31, 2022	ATHM Autohome Inc.	Autohome Inc.	Buy	+2,729+0.8%	$10.05K	330,427
Q1 2022Mar 31, 2022	ITB iShares U.S. Home Construction	iShares U.S. Home Construction	Buy	+2,500+59.8%	$396.00	6,681
Q1 2022Mar 31, 2022	MKL Markel Group Inc.	Markel Group Inc.	Buy	+2,245+2.9%	$115.89K	78,559
Q1 2022Mar 31, 2022	SNBR Sleep Number Corporation	Sleep Number Corporation	Buy	+2,050+0.6%	$18.29K	360,640
Q1 2022Mar 31, 2022	ANET Arista Networks, Inc.	Arista Networks, Inc.	Buy	+1,599+1.8%	$12.33K	88,735
Q1 2022Mar 31, 2022	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+1,284+3.2%	$116.14K	41,581
Q1 2022Mar 31, 2022	FRCB First Republic Bank (San Franci	First Republic Bank (San Franci	Buy	+1,029+3.8%	$4.58K	28,270
Q1 2022Mar 31, 2022	KEYS Keysight Technologies Inc.	Keysight Technologies Inc.	Buy	+1,011+0.2%	$68.86K	435,897
Q1 2022Mar 31, 2022	MA Mastercard Incorporated	Mastercard Incorporated	Buy	+408+2.8%	$5.34K	14,955
Q1 2022Mar 31, 2022	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+397+0.2%	$28.74K	209,559
Q1 2022Mar 31, 2022	COST Costco Wholesale Corporation	Costco Wholesale Corporation	Buy - Position Entry	+350	$202.00	350
Q1 2022Mar 31, 2022	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Buy	+155+1.0%	$8.30K	15,075
Q1 2022Mar 31, 2022	NVR NVR, Inc.	NVR, Inc.	Buy	+109+0.7%	$70.28K	15,731
Q1 2022Mar 31, 2022	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+47+0.5%	$26.22K	9,426
Q1 2022Mar 31, 2022	SPY SPDR S&P 500	SPDR S&P 500	Sell	-260-5.2%	$2.15K	4,770
Q1 2022Mar 31, 2022	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Sell	-671-0.2%	$47.69K	405,091
Q1 2022Mar 31, 2022	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell - Position Exit	-758-100.0%	$0.00	-
Q1 2022Mar 31, 2022	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Sell	-1,628-40.1%	$1.24K	2,435
Q1 2022Mar 31, 2022	AAPL Apple Inc.	Apple Inc.	Sell	-1,638-10.1%	$2.56K	14,638
Q1 2022Mar 31, 2022	ICE Intercontinental Exchange Inc.	Intercontinental Exchange Inc.	Sell	-1,985-0.6%	$43.72K	330,909
Q1 2022Mar 31, 2022	LBRDK Liberty Broadband Corporation	Liberty Broadband Corporation	Sell	-2,391-6.5%	$4.67K	34,474
Q1 2022Mar 31, 2022	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Sell	-4,943-37.5%	$859.00	8,240
Q1 2022Mar 31, 2022	W Wayfair Inc.	Wayfair Inc.	Sell - Position Exit	-5,602-100.0%	$0.00	-
Q1 2022Mar 31, 2022	PGR Progressive Corporation (The)	Progressive Corporation (The)	Sell	-96,817-11.9%	$82.06K	719,935
Q1 2022Mar 31, 2022	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-116,682-21.0%	$154.54K	437,906

Page 22 of 48 • 1435 total trades

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