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 2018Sep 30, 2018	ORLY O'Reilly Automotive, Inc.	O'Reilly Automotive, Inc.	Sell	-59,643-53.8%	$17.76K	51,127
Q3 2018Sep 30, 2018	AME AMETEK, Inc.	AMETEK, Inc.	Sell	-63,311-7.6%	$61.01K	771,156
Q3 2018Sep 30, 2018	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-65,222-7.4%	$173.97K	812,536
Q3 2018Sep 30, 2018	HEI-A Heico Corporation	Heico Corporation	Sell	-67,793-12.8%	$34.98K	463,327
Q3 2018Sep 30, 2018	FWONK Liberty Media Corp Formula One Group	Liberty Media Corp Formula One Group	Sell	-90,541-11.8%	$25.15K	676,212
Q3 2018Sep 30, 2018	V Visa Inc.	Visa Inc.	Sell	-93,994-23.7%	$45.42K	302,598
Q3 2018Sep 30, 2018	KMX CarMax Inc	CarMax Inc	Sell	-100,369-7.9%	$87.33K	1,169,505
Q3 2018Sep 30, 2018	WFC Wells Fargo & Company	Wells Fargo & Company	Sell - Position Exit	-398,950-100.0%	$0.00	-
Q2 2018Jun 30, 2018	KMX CarMax Inc	CarMax Inc	Buy	+178,286+16.3%	$92.54K	1,269,874
Q2 2018Jun 30, 2018	HEI-A Heico Corporation	Heico Corporation	Buy	+163,193+44.4%	$32.37K	531,120
Q2 2018Jun 30, 2018	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+138,130+18.7%	$163.83K	877,758
Q2 2018Jun 30, 2018	AME AMETEK, Inc.	AMETEK, Inc.	Buy	+135,224+19.3%	$60.22K	834,467
Q2 2018Jun 30, 2018	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy - Position Entry	+120,428	$23.40K	120,428
Q2 2018Jun 30, 2018	FWONK Liberty Media Corp Formula One Group	Liberty Media Corp Formula One Group	Buy	+113,767+17.4%	$28.47K	766,753
Q2 2018Jun 30, 2018	LFUS Littelfuse, Inc.	Littelfuse, Inc.	Buy	+103,450+6792.5%	$23.95K	104,973
Q2 2018Jun 30, 2018	FBIN Fortune Brands Innovations, Inc	Fortune Brands Innovations, Inc	Buy	+78,857+25.6%	$20.79K	387,156
Q2 2018Jun 30, 2018	WFC Wells Fargo & Company	Wells Fargo & Company	Buy	+60,718+18.0%	$22.12K	398,950
Q2 2018Jun 30, 2018	V Visa Inc.	Visa Inc.	Buy	+58,516+17.3%	$52.53K	396,592
Q2 2018Jun 30, 2018	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+51,401+18.0%	$35.29K	336,712
Q2 2018Jun 30, 2018	UNP Union Pacific Corporation	Union Pacific Corporation	Buy	+49,407+18.4%	$45.01K	317,678
Q2 2018Jun 30, 2018	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Buy	+26,971+15.8%	$28.84K	198,137
Q2 2018Jun 30, 2018	MHK Mohawk Industries, Inc.	Mohawk Industries, Inc.	Buy	+20,711+19.4%	$27.35K	127,622
Q2 2018Jun 30, 2018	MTB M&T Bank Corporation	M&T Bank Corporation	Buy	+19,142+17.2%	$22.23K	130,646
Q2 2018Jun 30, 2018	ORLY O'Reilly Automotive, Inc.	O'Reilly Automotive, Inc.	Buy	+16,948+18.1%	$30.30K	110,770
Q2 2018Jun 30, 2018	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+6,625+22.6%	$40.10K	35,945
Q2 2018Jun 30, 2018	MKL Markel Group Inc.	Markel Group Inc.	Buy	+5,987+18.9%	$40.83K	37,653
Q2 2018Jun 30, 2018	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Buy	+1,681+30.7%	$680.00	7,148
Q2 2018Jun 30, 2018	MA Mastercard Incorporated	Mastercard Incorporated	Buy	+1,590+49.6%	$942.00	4,794
Q2 2018Jun 30, 2018	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+609+10.6%	$7.17K	6,346
Q2 2018Jun 30, 2018	BKNG Booking Holdings Inc. Common St	Booking Holdings Inc. Common St	Buy - Position Entry	+100	$203.00	100

Page 40 of 48 • 1435 total trades

«‹

38 39 40 41 42

›»