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 2019Jun 30, 2019	MHK Mohawk Industries, Inc.	Mohawk Industries, Inc.	Sell	-53,500-24.1%	$24.84K	168,409
Q2 2019Jun 30, 2019	LKQ LKQ Corporation	LKQ Corporation	Sell	-417,056-99.9%	$6.00	220
Q1 2019Mar 31, 2019	BAC Bank of America Corporation	Bank of America Corporation	Buy - Position Entry	+746,916	$20.61K	746,916
Q1 2019Mar 31, 2019	HCSG Healthcare Services Group, Inc.	Healthcare Services Group, Inc.	Buy	+278,068+3000.9%	$9.48K	287,334
Q1 2019Mar 31, 2019	KEYS Keysight Technologies Inc.	Keysight Technologies Inc.	Buy - Position Entry	+116,090	$10.12K	116,090
Q1 2019Mar 31, 2019	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Buy	+72,778+11.0%	$31.52K	737,124
Q1 2019Mar 31, 2019	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+47,703+40.8%	$27.43K	164,573
Q1 2019Mar 31, 2019	KMX CarMax Inc	CarMax Inc	Buy	+33,205+2.9%	$82.98K	1,188,798
Q1 2019Mar 31, 2019	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+24,107+3.0%	$167.17K	832,125
Q1 2019Mar 31, 2019	OZK Bank OZK	Bank OZK	Buy	+22,680+3.4%	$20.13K	694,672
Q1 2019Mar 31, 2019	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Buy	+15,921+5.3%	$32.20K	318,115
Q1 2019Mar 31, 2019	HEI-A Heico Corporation	Heico Corporation	Buy	+15,911+3.5%	$39.73K	472,577
Q1 2019Mar 31, 2019	FBIN Fortune Brands Innovations, Inc	Fortune Brands Innovations, Inc	Buy	+12,496+2.1%	$28.42K	596,993
Q1 2019Mar 31, 2019	KNX Knight-Swift Transportation Hol	Knight-Swift Transportation Hol	Buy - Position Entry	+7,743	$253.00	7,743
Q1 2019Mar 31, 2019	LFUS Littelfuse, Inc.	Littelfuse, Inc.	Buy	+7,508+7.4%	$19.85K	108,790
Q1 2019Mar 31, 2019	V Visa Inc.	Visa Inc.	Buy	+4,743+1.6%	$47.25K	302,505
Q1 2019Mar 31, 2019	MTB M&T Bank Corporation	M&T Bank Corporation	Buy	+2,679+2.2%	$19.85K	126,443
Q1 2019Mar 31, 2019	ODFL Old Dominion Freight Line, Inc.	Old Dominion Freight Line, Inc.	Buy - Position Entry	+2,577	$372.00	2,577
Q1 2019Mar 31, 2019	MKL Markel Group Inc.	Markel Group Inc.	Buy	+2,085+6.1%	$36.39K	36,523
Q1 2019Mar 31, 2019	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Buy	+1,745+1.4%	$23.71K	123,923
Q1 2019Mar 31, 2019	ROP Roper Technologies, Inc.	Roper Technologies, Inc.	Buy - Position Entry	+1,245	$426.00	1,245
Q1 2019Mar 31, 2019	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+328+5.8%	$7.02K	5,966
Q1 2019Mar 31, 2019	NVR NVR, Inc.	NVR, Inc.	Buy	+324+2.4%	$37.96K	13,719
Q1 2019Mar 31, 2019	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+153+0.4%	$40.30K	34,346
Q1 2019Mar 31, 2019	LULU lululemon athletica inc.	lululemon athletica inc.	Buy	+45+1.0%	$761.00	4,645
Q1 2019Mar 31, 2019	MA Mastercard Incorporated	Mastercard Incorporated	Sell	-35-1.7%	$480.00	2,039
Q1 2019Mar 31, 2019	AAPL Apple Inc.	Apple Inc.	Sell	-51-2.3%	$404.00	2,127
Q1 2019Mar 31, 2019	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Sell	-1,593-14.6%	$497.00	9,341
Q1 2019Mar 31, 2019	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-1,807-0.9%	$21.08K	189,856
Q1 2019Mar 31, 2019	MHK Mohawk Industries, Inc.	Mohawk Industries, Inc.	Sell	-2,026-0.9%	$27.99K	221,909

Page 37 of 48 • 1435 total trades

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