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 2021Dec 31, 2021	FRCB First Republic Bank (San Franci	First Republic Bank (San Franci	Buy	+297+1.1%	$5.63K	27,241
Q4 2021Dec 31, 2021	NVR NVR, Inc.	NVR, Inc.	Buy	+246+1.6%	$92.31K	15,622
Q4 2021Dec 31, 2021	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Buy	+243+6.4%	$2.04K	4,063
Q4 2021Dec 31, 2021	SPY SPDR S&P 500	SPDR S&P 500	Buy	+178+3.7%	$2.39K	5,030
Q4 2021Dec 31, 2021	W Wayfair Inc.	Wayfair Inc.	Buy	+163+3.0%	$1.06K	5,602
Q4 2021Dec 31, 2021	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+153+0.1%	$83.52K	248,311
Q4 2021Dec 31, 2021	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+55+7.8%	$2.53K	758
Q4 2021Dec 31, 2021	SBUX Starbucks Corporation	Starbucks Corporation	Sell	-5-0.1%	$739.00	6,322
Q4 2021Dec 31, 2021	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-50-0.5%	$27.17K	9,379
Q4 2021Dec 31, 2021	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Sell	-342-3.6%	$698.00	9,197
Q4 2021Dec 31, 2021	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Sell	-2,066-12.2%	$10.26K	14,920
Q4 2021Dec 31, 2021	LBRDA Liberty Broadband Corporation	Liberty Broadband Corporation	Sell - Position Exit	-35,455-100.0%	$0.00	-
Q4 2021Dec 31, 2021	ATHM Autohome Inc.	Autohome Inc.	Sell	-41,003-11.1%	$9.66K	327,698
Q4 2021Dec 31, 2021	KMX CarMax Inc	CarMax Inc	Sell	-50,340-4.3%	$144.46K	1,109,239
Q4 2021Dec 31, 2021	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Sell - Position Exit	-64,549-100.0%	$0.00	-
Q4 2021Dec 31, 2021	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Sell	-114,483-30.0%	$42.33K	267,287
Q4 2021Dec 31, 2021	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-192,956-25.8%	$165.82K	554,588
Q4 2021Dec 31, 2021	HCSG Healthcare Services Group, Inc.	Healthcare Services Group, Inc.	Sell - Position Exit	-370,166-100.0%	$0.00	-
Q4 2021Dec 31, 2021	BAC Bank of America Corporation	Bank of America Corporation	Sell	-471,523-35.0%	$39.04K	877,569
Q3 2021Sep 30, 2021	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Buy	+64,414+47714.1%	$21.39K	64,549
Q3 2021Sep 30, 2021	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Buy	+51,121+4.8%	$81.52K	1,119,111
Q3 2021Sep 30, 2021	KMX CarMax Inc	CarMax Inc	Buy	+48,715+4.4%	$148.38K	1,159,579
Q3 2021Sep 30, 2021	SSNC SS&C Technologies Holdings, Inc	SS&C Technologies Holdings, Inc	Buy	+40,847+49.8%	$8.53K	122,870
Q3 2021Sep 30, 2021	LBRDA Liberty Broadband Corporation	Liberty Broadband Corporation	Buy - Position Entry	+35,455	$5.97K	35,455
Q3 2021Sep 30, 2021	PGR Progressive Corporation (The)	Progressive Corporation (The)	Buy	+30,277+3.9%	$72.39K	800,896
Q3 2021Sep 30, 2021	AME AMETEK, Inc.	AMETEK, Inc.	Buy	+25,406+3.4%	$95.02K	766,249
Q3 2021Sep 30, 2021	ATHM Autohome Inc.	Autohome Inc.	Buy	+22,957+6.6%	$17.30K	368,701
Q3 2021Sep 30, 2021	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Buy	+18,282+5.0%	$62.49K	381,770
Q3 2021Sep 30, 2021	FIVE Five Below, Inc.	Five Below, Inc.	Buy	+18,009+5.7%	$58.96K	333,458
Q3 2021Sep 30, 2021	HEI-A Heico Corporation	Heico Corporation	Buy	+17,424+3.0%	$70.58K	595,976

Page 24 of 48 • 1435 total trades

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