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 2020Jun 30, 2020	AME AMETEK, Inc.	AMETEK, Inc.	Buy	+19,909+2.7%	$66.81K	747,603
Q2 2020Jun 30, 2020	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+13,627+1.6%	$150.74K	844,446
Q2 2020Jun 30, 2020	ANET Arista Networks, Inc.	Arista Networks, Inc.	Buy - Position Entry	+10,345	$2.17K	10,345
Q2 2020Jun 30, 2020	LBRDK Liberty Broadband Corporation	Liberty Broadband Corporation	Buy - Position Entry	+9,507	$1.18K	9,507
Q2 2020Jun 30, 2020	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Buy	+9,430+2.9%	$31.24K	332,123
Q2 2020Jun 30, 2020	FRCB First Republic Bank (San Franci	First Republic Bank (San Franci	Buy - Position Entry	+8,893	$943.00	8,893
Q2 2020Jun 30, 2020	KEYS Keysight Technologies Inc.	Keysight Technologies Inc.	Buy	+6,955+1.8%	$40.54K	402,300
Q2 2020Jun 30, 2020	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Buy - Position Entry	+6,605	$2.77K	6,605
Q2 2020Jun 30, 2020	V Visa Inc.	Visa Inc.	Buy	+6,356+2.2%	$57.98K	300,144
Q2 2020Jun 30, 2020	MA Mastercard Incorporated	Mastercard Incorporated	Buy	+6,210+319.9%	$2.41K	8,151
Q2 2020Jun 30, 2020	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Buy - Position Entry	+5,336	$303.00	5,336
Q2 2020Jun 30, 2020	MSFT Microsoft Corporation	Microsoft Corporation	Buy - Position Entry	+3,529	$718.00	3,529
Q2 2020Jun 30, 2020	W Wayfair Inc.	Wayfair Inc.	Buy - Position Entry	+3,518	$695.00	3,518
Q2 2020Jun 30, 2020	MKL Markel Group Inc.	Markel Group Inc.	Buy	+2,971+7.2%	$40.78K	44,170
Q2 2020Jun 30, 2020	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+2,576+38.9%	$13.05K	9,203
Q2 2020Jun 30, 2020	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+2,573+1.4%	$20.76K	186,183
Q2 2020Jun 30, 2020	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+2,182+6.4%	$51.35K	36,324
Q2 2020Jun 30, 2020	FBIN Fortune Brands Innovations, Inc	Fortune Brands Innovations, Inc	Buy	+1,938+0.4%	$32.37K	506,373
Q2 2020Jun 30, 2020	FWONK Liberty Media Corp Formula One Group	Liberty Media Corp Formula One Group	Buy	+1,644+15.5%	$389.00	12,274
Q2 2020Jun 30, 2020	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Buy - Position Entry	+1,014	$299.00	1,014
Q2 2020Jun 30, 2020	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Buy - Position Entry	+1,000	$510.00	1,000
Q2 2020Jun 30, 2020	OZK Bank OZK	Bank OZK	Buy	+893+0.3%	$8.36K	356,374
Q2 2020Jun 30, 2020	SNBR Sleep Number Corporation	Sleep Number Corporation	Buy	+461+0.2%	$9.02K	216,569
Q2 2020Jun 30, 2020	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy - Position Entry	+459	$1.27K	459
Q2 2020Jun 30, 2020	AAPL Apple Inc.	Apple Inc.	Buy	+406+17.2%	$1.01K	2,764
Q2 2020Jun 30, 2020	NVR NVR, Inc.	NVR, Inc.	Buy	+238+1.7%	$46.00K	14,116
Q2 2020Jun 30, 2020	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Buy	+3+100.0%	$1.60K	6
Q2 2020Jun 30, 2020	LFUS Littelfuse, Inc.	Littelfuse, Inc.	Sell	-328-0.6%	$9.94K	58,242
Q2 2020Jun 30, 2020	MHK Mohawk Industries, Inc.	Mohawk Industries, Inc.	Sell - Position Exit	-3,218-100.0%	$0.00	-
Q2 2020Jun 30, 2020	LUV Southwest Airlines Company	Southwest Airlines Company	Sell - Position Exit	-8,348-100.0%	$0.00	-

Page 32 of 48 • 1435 total trades

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