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 2019Sep 30, 2019	HEI-A Heico Corporation	Heico Corporation	Sell	-1,258-0.3%	$47.21K	485,174
Q3 2019Sep 30, 2019	MHK Mohawk Industries, Inc.	Mohawk Industries, Inc.	Sell	-163,448-97.1%	$616.00	4,961
Q2 2019Jun 30, 2019	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Buy	+191,073+25.9%	$37.30K	928,197
Q2 2019Jun 30, 2019	KEYS Keysight Technologies Inc.	Keysight Technologies Inc.	Buy	+167,411+144.2%	$25.46K	283,501
Q2 2019Jun 30, 2019	BAC Bank of America Corporation	Bank of America Corporation	Buy	+134,090+18.0%	$25.55K	881,006
Q2 2019Jun 30, 2019	OZK Bank OZK	Bank OZK	Buy	+36,307+5.2%	$22.00K	730,979
Q2 2019Jun 30, 2019	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+32,318+3.9%	$184.27K	864,443
Q2 2019Jun 30, 2019	KMX CarMax Inc	CarMax Inc	Buy	+31,307+2.6%	$105.94K	1,220,105
Q2 2019Jun 30, 2019	AME AMETEK, Inc.	AMETEK, Inc.	Buy	+30,238+4.0%	$72.02K	792,865
Q2 2019Jun 30, 2019	HCSG Healthcare Services Group, Inc.	Healthcare Services Group, Inc.	Buy	+26,344+9.2%	$9.51K	313,678
Q2 2019Jun 30, 2019	FBIN Fortune Brands Innovations, Inc	Fortune Brands Innovations, Inc	Buy	+22,090+3.7%	$35.37K	619,083
Q2 2019Jun 30, 2019	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Buy	+15,896+5.0%	$37.34K	334,011
Q2 2019Jun 30, 2019	HEI-A Heico Corporation	Heico Corporation	Buy	+13,855+2.9%	$50.28K	486,432
Q2 2019Jun 30, 2019	MTB M&T Bank Corporation	M&T Bank Corporation	Buy	+9,143+7.2%	$23.06K	135,586
Q2 2019Jun 30, 2019	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+8,743+5.3%	$33.45K	173,316
Q2 2019Jun 30, 2019	V Visa Inc.	Visa Inc.	Buy	+7,262+2.4%	$53.76K	309,767
Q2 2019Jun 30, 2019	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+6,816+3.6%	$27.46K	196,672
Q2 2019Jun 30, 2019	LFUS Littelfuse, Inc.	Littelfuse, Inc.	Buy	+5,330+4.9%	$20.19K	114,120
Q2 2019Jun 30, 2019	FAST Fastenal Company	Fastenal Company	Buy	+4,077+100.0%	$266.00	8,154
Q2 2019Jun 30, 2019	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Buy	+3,067+2.5%	$23.46K	126,990
Q2 2019Jun 30, 2019	UNP Union Pacific Corporation	Union Pacific Corporation	Buy	+2,429+1.5%	$26.93K	159,239
Q2 2019Jun 30, 2019	MKL Markel Group Inc.	Markel Group Inc.	Buy	+1,371+3.8%	$41.29K	37,894
Q2 2019Jun 30, 2019	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+764+2.2%	$37.95K	35,110
Q2 2019Jun 30, 2019	NVR NVR, Inc.	NVR, Inc.	Buy	+593+4.3%	$48.23K	14,312
Q2 2019Jun 30, 2019	LUV Southwest Airlines Company	Southwest Airlines Company	Buy	+373+9.4%	$220.00	4,334
Q2 2019Jun 30, 2019	KNX Knight-Swift Transportation Hol	Knight-Swift Transportation Hol	Buy	+303+3.9%	$264.00	8,046
Q2 2019Jun 30, 2019	ODFL Old Dominion Freight Line, Inc.	Old Dominion Freight Line, Inc.	Buy	+135+5.2%	$405.00	2,712
Q2 2019Jun 30, 2019	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-103-1.7%	$6.35K	5,863
Q2 2019Jun 30, 2019	ORLY O'Reilly Automotive, Inc.	O'Reilly Automotive, Inc.	Sell	-1,514-5.3%	$10.08K	27,297
Q2 2019Jun 30, 2019	FWONK Liberty Media Corp Formula One Group	Liberty Media Corp Formula One Group	Sell	-15,616-59.5%	$398.00	10,630

Page 36 of 48 • 1435 total trades

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