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 2018Jun 30, 2018	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Buy	+3+100.0%	$1.69K	6
Q2 2018Jun 30, 2018	SPY SPDR S&P 500	SPDR S&P 500	Sell	-38-0.7%	$1.43K	5,264
Q2 2018Jun 30, 2018	FAST Fastenal Company	Fastenal Company	Sell - Position Exit	-4,077-100.0%	$0.00	-
Q2 2018Jun 30, 2018	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Sell	-62,989-98.4%	$351.00	992
Q2 2018Jun 30, 2018	LKQ LKQ Corporation	LKQ Corporation	Sell	-492,502-52.1%	$14.45K	453,020
Q1 2018Mar 31, 2018	HEI-A Heico Corporation	Heico Corporation	Buy	+73,614+25.0%	$26.10K	367,927
Q1 2018Mar 31, 2018	KMX CarMax Inc	CarMax Inc	Buy	+58,738+5.7%	$67.61K	1,091,588
Q1 2018Mar 31, 2018	LKQ LKQ Corporation	LKQ Corporation	Buy	+29,019+3.2%	$35.88K	945,522
Q1 2018Mar 31, 2018	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+23,412+3.3%	$147.54K	739,628
Q1 2018Mar 31, 2018	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+18,184+6.8%	$28.66K	285,311
Q1 2018Mar 31, 2018	AME AMETEK, Inc.	AMETEK, Inc.	Buy	+16,248+2.4%	$53.12K	699,243
Q1 2018Mar 31, 2018	FWONK Liberty Media Corp Formula One Group	Liberty Media Corp Formula One Group	Buy	+15,071+2.4%	$20.14K	652,986
Q1 2018Mar 31, 2018	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Buy	+9,595+5.9%	$23.88K	171,166
Q1 2018Mar 31, 2018	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Buy	+4,555+7.7%	$21.14K	63,981
Q1 2018Mar 31, 2018	WFC Wells Fargo & Company	Wells Fargo & Company	Buy	+4,268+1.3%	$17.73K	338,232
Q1 2018Mar 31, 2018	V Visa Inc.	Visa Inc.	Buy	+3,362+1.0%	$40.44K	338,076
Q1 2018Mar 31, 2018	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Buy	+3,326+155.3%	$446.00	5,467
Q1 2018Mar 31, 2018	MHK Mohawk Industries, Inc.	Mohawk Industries, Inc.	Buy	+3,026+2.9%	$24.83K	106,911
Q1 2018Mar 31, 2018	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+1,485+5.3%	$30.25K	29,320
Q1 2018Mar 31, 2018	ORLY O'Reilly Automotive, Inc.	O'Reilly Automotive, Inc.	Buy	+1,024+1.1%	$23.21K	93,822
Q1 2018Mar 31, 2018	MKL Markel Group Inc.	Markel Group Inc.	Buy	+939+3.1%	$37.06K	31,666
Q1 2018Mar 31, 2018	FBIN Fortune Brands Innovations, Inc	Fortune Brands Innovations, Inc	Buy	+827+0.3%	$18.16K	308,299
Q1 2018Mar 31, 2018	UNP Union Pacific Corporation	Union Pacific Corporation	Buy	+742+0.3%	$36.06K	268,271
Q1 2018Mar 31, 2018	MTB M&T Bank Corporation	M&T Bank Corporation	Buy	+628+0.6%	$20.56K	111,504
Q1 2018Mar 31, 2018	SPY SPDR S&P 500	SPDR S&P 500	Sell	-42-0.8%	$1.40K	5,302
Q1 2018Mar 31, 2018	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-77-1.3%	$5.95K	5,737
Q4 2017Dec 31, 2017	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Buy - Position Entry	+161,571	$18.21K	161,571
Q4 2017Dec 31, 2017	KMX CarMax Inc	CarMax Inc	Buy	+97,703+10.4%	$66.24K	1,032,850
Q4 2017Dec 31, 2017	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Buy - Position Entry	+59,426	$19.22K	59,426
Q4 2017Dec 31, 2017	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+8,612+1.2%	$141.97K	716,216

Page 41 of 48 • 1435 total trades

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