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
Q1 2020Mar 31, 2020	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-59,955-6.7%	$151.90K	830,819
Q1 2020Mar 31, 2020	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Sell	-64,380-6.8%	$29.84K	887,497
Q1 2020Mar 31, 2020	KMX CarMax Inc	CarMax Inc	Sell	-67,385-5.8%	$59.35K	1,102,593
Q1 2020Mar 31, 2020	AME AMETEK, Inc.	AMETEK, Inc.	Sell	-105,154-12.6%	$52.41K	727,694
Q1 2020Mar 31, 2020	UNP Union Pacific Corporation	Union Pacific Corporation	Sell	-109,966-67.9%	$7.33K	51,978
Q1 2020Mar 31, 2020	FBIN Fortune Brands Innovations, Inc	Fortune Brands Innovations, Inc	Sell	-124,879-19.8%	$21.82K	504,435
Q1 2020Mar 31, 2020	MTB M&T Bank Corporation	M&T Bank Corporation	Sell - Position Exit	-139,368-100.0%	$0.00	-
Q4 2019Dec 31, 2019	PGR Progressive Corporation (The)	Progressive Corporation (The)	Buy	+181,146+67.5%	$32.53K	449,389
Q4 2019Dec 31, 2019	KEYS Keysight Technologies Inc.	Keysight Technologies Inc.	Buy	+97,902+32.6%	$40.84K	397,970
Q4 2019Dec 31, 2019	AME AMETEK, Inc.	AMETEK, Inc.	Buy	+35,424+4.4%	$83.07K	832,848
Q4 2019Dec 31, 2019	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+19,806+2.3%	$201.76K	890,774
Q4 2019Dec 31, 2019	BAC Bank of America Corporation	Bank of America Corporation	Buy	+18,412+1.9%	$33.96K	964,147
Q4 2019Dec 31, 2019	HEI-A Heico Corporation	Heico Corporation	Buy	+16,535+3.4%	$44.92K	501,709
Q4 2019Dec 31, 2019	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Buy	+15,716+1.7%	$45.27K	951,877
Q4 2019Dec 31, 2019	FBIN Fortune Brands Innovations, Inc	Fortune Brands Innovations, Inc	Buy	+8,568+1.4%	$41.12K	629,314
Q4 2019Dec 31, 2019	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+6,284+3.6%	$37.61K	183,236
Q4 2019Dec 31, 2019	V Visa Inc.	Visa Inc.	Buy	+5,025+1.6%	$59.10K	314,558
Q4 2019Dec 31, 2019	LUV Southwest Airlines Company	Southwest Airlines Company	Buy	+4,014+92.6%	$451.00	8,348
Q4 2019Dec 31, 2019	HCSG Healthcare Services Group, Inc.	Healthcare Services Group, Inc.	Buy	+3,802+1.2%	$7.78K	319,710
Q4 2019Dec 31, 2019	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+3,216+1.6%	$28.92K	199,940
Q4 2019Dec 31, 2019	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Buy	+2,243+0.7%	$47.40K	340,025
Q4 2019Dec 31, 2019	UNP Union Pacific Corporation	Union Pacific Corporation	Buy	+1,933+1.2%	$29.28K	161,944
Q4 2019Dec 31, 2019	LFUS Littelfuse, Inc.	Littelfuse, Inc.	Buy	+1,699+1.5%	$22.26K	116,370
Q4 2019Dec 31, 2019	MTB M&T Bank Corporation	M&T Bank Corporation	Buy	+1,301+0.9%	$23.66K	139,368
Q4 2019Dec 31, 2019	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Buy	+1,282+1.0%	$29.98K	128,515
Q4 2019Dec 31, 2019	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+876+2.5%	$48.80K	36,503
Q4 2019Dec 31, 2019	MKL Markel Group Inc.	Markel Group Inc.	Buy	+700+1.8%	$44.60K	39,012
Q4 2019Dec 31, 2019	NVR NVR, Inc.	NVR, Inc.	Buy	+636+4.4%	$57.49K	15,096
Q4 2019Dec 31, 2019	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+594+10.3%	$8.53K	6,370
Q4 2019Dec 31, 2019	MA Mastercard Incorporated	Mastercard Incorporated	Sell	-98-4.8%	$580.00	1,941

Page 34 of 48 • 1435 total trades

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