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
Q3 2020Sep 30, 2020	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+58+12.6%	$1.63K	517
Q3 2020Sep 30, 2020	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Buy	+2+33.3%	$2.56K	8
Q3 2020Sep 30, 2020	LULU lululemon athletica inc.	lululemon athletica inc.	Sell	-30-0.6%	$1.52K	4,615
Q3 2020Sep 30, 2020	NVR NVR, Inc.	NVR, Inc.	Sell	-156-1.1%	$57.00K	13,960
Q3 2020Sep 30, 2020	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-164-0.5%	$53.14K	36,160
Q3 2020Sep 30, 2020	BAC Bank of America Corporation	Bank of America Corporation	Sell	-312-0.0%	$30.40K	1,262,012
Q3 2020Sep 30, 2020	LFUS Littelfuse, Inc.	Littelfuse, Inc.	Sell	-741-1.3%	$10.20K	57,501
Q3 2020Sep 30, 2020	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Sell - Position Exit	-1,000-100.0%	$0.00	-
Q3 2020Sep 30, 2020	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Sell - Position Exit	-1,014-100.0%	$0.00	-
Q3 2020Sep 30, 2020	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-1,417-15.4%	$11.41K	7,786
Q3 2020Sep 30, 2020	HCSG Healthcare Services Group, Inc.	Healthcare Services Group, Inc.	Sell	-1,955-0.5%	$7.68K	356,693
Q3 2020Sep 30, 2020	SNBR Sleep Number Corporation	Sleep Number Corporation	Sell	-3,159-1.5%	$10.44K	213,410
Q3 2020Sep 30, 2020	ATHM Autohome Inc.	Autohome Inc.	Sell	-3,600-1.8%	$18.70K	194,817
Q3 2020Sep 30, 2020	FBIN Fortune Brands Innovations, Inc	Fortune Brands Innovations, Inc	Sell	-3,726-0.7%	$43.49K	502,647
Q3 2020Sep 30, 2020	KEYS Keysight Technologies Inc.	Keysight Technologies Inc.	Sell	-4,068-1.0%	$39.34K	398,232
Q3 2020Sep 30, 2020	OZK Bank OZK	Bank OZK	Sell	-4,319-1.2%	$7.51K	352,055
Q3 2020Sep 30, 2020	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-4,995-2.7%	$22.48K	181,188
Q3 2020Sep 30, 2020	FWONK Liberty Media Corp Formula One Group	Liberty Media Corp Formula One Group	Sell - Position Exit	-12,274-100.0%	$0.00	-
Q3 2020Sep 30, 2020	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-170,289-20.2%	$143.56K	674,157
Q2 2020Jun 30, 2020	ICE Intercontinental Exchange Inc.	Intercontinental Exchange Inc.	Buy - Position Entry	+256,926	$23.53K	256,926
Q2 2020Jun 30, 2020	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Buy	+254,201+214.6%	$25.75K	372,627
Q2 2020Jun 30, 2020	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Buy	+68,794+7.8%	$32.27K	956,291
Q2 2020Jun 30, 2020	HCSG Healthcare Services Group, Inc.	Healthcare Services Group, Inc.	Buy	+64,022+21.7%	$8.77K	358,648
Q2 2020Jun 30, 2020	SSNC SS&C Technologies Holdings, Inc	SS&C Technologies Holdings, Inc	Buy	+45,266+573.4%	$3.00K	53,161
Q2 2020Jun 30, 2020	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+41,336+24.4%	$47.85K	210,751
Q2 2020Jun 30, 2020	PGR Progressive Corporation (The)	Progressive Corporation (The)	Buy	+39,398+7.0%	$48.38K	603,936
Q2 2020Jun 30, 2020	HEI-A Heico Corporation	Heico Corporation	Buy	+28,248+5.9%	$41.33K	508,738
Q2 2020Jun 30, 2020	FIVE Five Below, Inc.	Five Below, Inc.	Buy	+26,734+10.2%	$30.85K	288,602
Q2 2020Jun 30, 2020	ATHM Autohome Inc.	Autohome Inc.	Buy	+25,267+14.6%	$14.98K	198,417
Q2 2020Jun 30, 2020	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Buy	+20,988+236.0%	$1.51K	29,880

Page 31 of 48 • 1435 total trades

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