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 2021Jun 30, 2021	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+1,284+3.4%	$96.65K	38,563
Q2 2021Jun 30, 2021	NVR NVR, Inc.	NVR, Inc.	Buy	+545+3.7%	$75.07K	15,094
Q2 2021Jun 30, 2021	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+467+5.4%	$22.28K	9,125
Q2 2021Jun 30, 2021	SLV iShares Silver Trust	iShares Silver Trust	Buy	+400+1.7%	$567.00	23,400
Q2 2021Jun 30, 2021	AAPL Apple Inc.	Apple Inc.	Buy	+3+0.0%	$1.62K	11,822
Q2 2021Jun 30, 2021	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-24-4.9%	$1.60K	466
Q2 2021Jun 30, 2021	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Sell	-140-1.7%	$557.00	8,264
Q2 2021Jun 30, 2021	MA Mastercard Incorporated	Mastercard Incorporated	Sell	-839-8.4%	$3.34K	9,150
Q2 2021Jun 30, 2021	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Sell	-976-9.1%	$4.42K	9,727
Q2 2021Jun 30, 2021	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Sell	-1,037-11.2%	$990.00	8,240
Q2 2021Jun 30, 2021	ANET Arista Networks, Inc.	Arista Networks, Inc.	Sell	-1,096-6.4%	$5.81K	16,036
Q2 2021Jun 30, 2021	LBRDK Liberty Broadband Corporation	Liberty Broadband Corporation	Sell	-1,248-5.7%	$3.56K	20,482
Q2 2021Jun 30, 2021	FRCB First Republic Bank (San Franci	First Republic Bank (San Franci	Sell	-1,251-6.4%	$3.40K	18,158
Q2 2021Jun 30, 2021	SSNC SS&C Technologies Holdings, Inc	SS&C Technologies Holdings, Inc	Sell	-5,101-5.9%	$5.91K	82,023
Q1 2021Mar 31, 2021	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Buy	+24,177+2.4%	$66.61K	1,022,002
Q1 2021Mar 31, 2021	MKL Markel Group Inc.	Markel Group Inc.	Buy	+21,330+45.6%	$77.59K	68,082
Q1 2021Mar 31, 2021	PGR Progressive Corporation (The)	Progressive Corporation (The)	Buy	+21,278+3.3%	$64.58K	675,502
Q1 2021Mar 31, 2021	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+15,402+2.2%	$180.29K	705,719
Q1 2021Mar 31, 2021	HEI-A Heico Corporation	Heico Corporation	Buy	+14,222+2.7%	$62.52K	550,321
Q1 2021Mar 31, 2021	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+12,025+5.5%	$68.22K	231,615
Q1 2021Mar 31, 2021	BAC Bank of America Corporation	Bank of America Corporation	Buy	+11,690+0.9%	$49.88K	1,289,338
Q1 2021Mar 31, 2021	V Visa Inc.	Visa Inc.	Buy	+11,012+3.6%	$66.95K	316,218
Q1 2021Mar 31, 2021	ATHM Autohome Inc.	Autohome Inc.	Buy	+10,412+3.3%	$30.38K	325,678
Q1 2021Mar 31, 2021	SNBR Sleep Number Corporation	Sleep Number Corporation	Buy	+10,088+3.1%	$48.77K	339,846
Q1 2021Mar 31, 2021	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Buy	+8,817+2.6%	$53.95K	354,432
Q1 2021Mar 31, 2021	ICE Intercontinental Exchange Inc.	Intercontinental Exchange Inc.	Buy	+8,730+3.2%	$31.68K	283,701
Q1 2021Mar 31, 2021	FBIN Fortune Brands Innovations, Inc	Fortune Brands Innovations, Inc	Buy	+8,555+1.7%	$50.26K	524,553
Q1 2021Mar 31, 2021	FIVE Five Below, Inc.	Five Below, Inc.	Buy	+5,809+2.0%	$57.94K	303,705
Q1 2021Mar 31, 2021	AME AMETEK, Inc.	AMETEK, Inc.	Buy	+5,417+0.8%	$91.70K	717,954
Q1 2021Mar 31, 2021	KEYS Keysight Technologies Inc.	Keysight Technologies Inc.	Buy	+3,400+0.8%	$58.45K	407,590

Page 27 of 48 • 1435 total trades

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