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 2020Dec 31, 2020	LFUS Littelfuse, Inc.	Littelfuse, Inc.	Sell	-54,713-95.2%	$710.00	2,788
Q3 2020Sep 30, 2020	SLV iShares Silver Trust	iShares Silver Trust	Buy - Position Entry	+23,000	$498.00	23,000
Q3 2020Sep 30, 2020	SSNC SS&C Technologies Holdings, Inc	SS&C Technologies Holdings, Inc	Buy	+18,341+34.5%	$4.33K	71,502
Q3 2020Sep 30, 2020	HEI-A Heico Corporation	Heico Corporation	Buy	+15,408+3.0%	$46.47K	524,146
Q3 2020Sep 30, 2020	KMX CarMax Inc	CarMax Inc	Buy	+12,237+1.1%	$99.14K	1,078,615
Q3 2020Sep 30, 2020	PGR Progressive Corporation (The)	Progressive Corporation (The)	Buy	+10,328+1.7%	$58.15K	614,264
Q3 2020Sep 30, 2020	ICE Intercontinental Exchange Inc.	Intercontinental Exchange Inc.	Buy	+9,563+3.7%	$26.66K	266,489
Q3 2020Sep 30, 2020	LBRDK Liberty Broadband Corporation	Liberty Broadband Corporation	Buy	+8,419+88.6%	$2.56K	17,926
Q3 2020Sep 30, 2020	AME AMETEK, Inc.	AMETEK, Inc.	Buy	+8,323+1.1%	$75.14K	755,926
Q3 2020Sep 30, 2020	FRCB First Republic Bank (San Franci	First Republic Bank (San Franci	Buy	+7,708+86.7%	$1.81K	16,601
Q3 2020Sep 30, 2020	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Buy	+7,061+132.3%	$1.00K	12,397
Q3 2020Sep 30, 2020	AAPL Apple Inc.	Apple Inc.	Buy	+6,668+241.2%	$1.09K	9,432
Q3 2020Sep 30, 2020	SBUX Starbucks Corporation	Starbucks Corporation	Buy - Position Entry	+6,327	$544.00	6,327
Q3 2020Sep 30, 2020	NVO Novo Nordisk A/S	Novo Nordisk A/S	Buy - Position Entry	+6,200	$430.00	6,200
Q3 2020Sep 30, 2020	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Buy	+5,512+18.4%	$1.97K	35,392
Q3 2020Sep 30, 2020	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Buy	+4,405+1.3%	$32.40K	336,528
Q3 2020Sep 30, 2020	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Buy	+3,854+0.4%	$34.79K	960,145
Q3 2020Sep 30, 2020	ANET Arista Networks, Inc.	Arista Networks, Inc.	Buy	+3,700+35.8%	$2.91K	14,045
Q3 2020Sep 30, 2020	FIVE Five Below, Inc.	Five Below, Inc.	Buy	+1,450+0.5%	$36.84K	290,052
Q3 2020Sep 30, 2020	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Buy	+1,418+21.5%	$2.72K	8,023
Q3 2020Sep 30, 2020	LBRDA Liberty Broadband Corporation	Liberty Broadband Corporation	Buy - Position Entry	+1,205	$171.00	1,205
Q3 2020Sep 30, 2020	V Visa Inc.	Visa Inc.	Buy	+1,057+0.4%	$60.23K	301,201
Q3 2020Sep 30, 2020	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+910+0.4%	$55.43K	211,661
Q3 2020Sep 30, 2020	W Wayfair Inc.	Wayfair Inc.	Buy	+813+23.1%	$1.26K	4,331
Q3 2020Sep 30, 2020	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Buy	+795+0.2%	$29.81K	373,422
Q3 2020Sep 30, 2020	MKL Markel Group Inc.	Markel Group Inc.	Buy	+553+1.3%	$43.55K	44,723
Q3 2020Sep 30, 2020	RMD ResMed Inc.	ResMed Inc.	Buy - Position Entry	+437	$75.00	437
Q3 2020Sep 30, 2020	LLY Eli Lilly and Company	Eli Lilly and Company	Buy - Position Entry	+432	$64.00	432
Q3 2020Sep 30, 2020	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Buy - Position Entry	+135	$96.00	135
Q3 2020Sep 30, 2020	MA Mastercard Incorporated	Mastercard Incorporated	Buy	+115+1.4%	$2.79K	8,266

Page 30 of 48 • 1435 total trades

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