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
Q4 2017Dec 31, 2017	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+3,468+14.2%	$29.13K	27,835
Q4 2017Dec 31, 2017	RYAAY Ryanair Holdings plc	Ryanair Holdings plc	Buy - Position Entry	+2,500	$260.00	2,500
Q4 2017Dec 31, 2017	LFUS Littelfuse, Inc.	Littelfuse, Inc.	Buy - Position Entry	+1,523	$301.00	1,523
Q4 2017Dec 31, 2017	FWONK Liberty Media Corp Formula One Group	Liberty Media Corp Formula One Group	Buy	+974+0.2%	$21.79K	637,915
Q4 2017Dec 31, 2017	MKL Markel Group Inc.	Markel Group Inc.	Buy	+270+0.9%	$35.00K	30,727
Q4 2017Dec 31, 2017	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Buy	+21+0.1%	$1.58K	14,757
Q4 2017Dec 31, 2017	STN Stantec Inc	Stantec Inc	Sell	-125-0.6%	$596.00	21,329
Q4 2017Dec 31, 2017	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-208-3.5%	$6.12K	5,814
Q4 2017Dec 31, 2017	ORLY O'Reilly Automotive, Inc.	O'Reilly Automotive, Inc.	Sell	-478-0.5%	$22.32K	92,798
Q4 2017Dec 31, 2017	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Sell	-2,056-49.0%	$164.00	2,141
Q4 2017Dec 31, 2017	UNP Union Pacific Corporation	Union Pacific Corporation	Sell	-2,154-0.8%	$35.88K	267,529
Q4 2017Dec 31, 2017	MHK Mohawk Industries, Inc.	Mohawk Industries, Inc.	Sell	-2,742-2.6%	$28.66K	103,885
Q4 2017Dec 31, 2017	V Visa Inc.	Visa Inc.	Sell	-4,278-1.3%	$38.16K	334,714
Q4 2017Dec 31, 2017	AME AMETEK, Inc.	AMETEK, Inc.	Sell	-5,271-0.8%	$49.50K	682,995
Q4 2017Dec 31, 2017	HEI-A Heico Corporation	Heico Corporation	Sell	-7,644-2.5%	$23.27K	294,313
Q4 2017Dec 31, 2017	FBIN Fortune Brands Innovations, Inc	Fortune Brands Innovations, Inc	Sell	-9,629-3.0%	$21.04K	307,472
Q4 2017Dec 31, 2017	MTB M&T Bank Corporation	M&T Bank Corporation	Sell	-44,710-28.7%	$18.96K	110,876
Q4 2017Dec 31, 2017	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-84,506-24.0%	$28.72K	267,127
Q4 2017Dec 31, 2017	LKQ LKQ Corporation	LKQ Corporation	Sell	-183,215-16.7%	$37.27K	916,503
Q4 2017Dec 31, 2017	WFC Wells Fargo & Company	Wells Fargo & Company	Sell	-197,665-37.2%	$20.26K	333,964
Q3 2017Sep 30, 2017	FWONK Liberty Media Corp Formula One Group	Liberty Media Corp Formula One Group	Buy	+42,876+7.2%	$24.26K	636,941
Q3 2017Sep 30, 2017	KMX CarMax Inc	CarMax Inc	Buy	+34,838+3.9%	$70.89K	935,147
Q3 2017Sep 30, 2017	HEI-A Heico Corporation	Heico Corporation	Buy	+21,082+7.5%	$23.01K	301,957
Q3 2017Sep 30, 2017	LKQ LKQ Corporation	LKQ Corporation	Buy	+20,163+1.9%	$39.58K	1,099,718
Q3 2017Sep 30, 2017	UNP Union Pacific Corporation	Union Pacific Corporation	Buy	+19,532+7.8%	$31.27K	269,683
Q3 2017Sep 30, 2017	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+16,243+2.3%	$129.72K	707,604
Q3 2017Sep 30, 2017	AME AMETEK, Inc.	AMETEK, Inc.	Buy	+12,550+1.9%	$45.45K	688,266
Q3 2017Sep 30, 2017	WFC Wells Fargo & Company	Wells Fargo & Company	Buy	+8,001+1.5%	$29.32K	531,629
Q3 2017Sep 30, 2017	SPY SPDR S&P 500	SPDR S&P 500	Buy - Position Entry	+5,344	$1.34K	5,344
Q3 2017Sep 30, 2017	FIVE Five Below, Inc.	Five Below, Inc.	Buy	+5,070+85.4%	$604.00	11,009

Page 42 of 48 • 1435 total trades

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