Francois Rochon - Giverny Capital Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 13, 2025 | |
| Total Stocks | 54 | |
| Portfolio Value | $2.71B |
Giverny Capital Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q3 2017Sep 30, 2017 | LULU lululemon athletica inc. | Buy - Position Entry | +4,600 |
Q3 2017Sep 30, 2017 | FBIN Fortune Brands Innovations, Inc | Buy | +4,551+1.5% |
Q3 2017Sep 30, 2017 | DIS Walt Disney Company (The) | Buy | +4,457+1.3% |
Q3 2017Sep 30, 2017 | TJX TJX Companies, Inc. (The) | Buy - Position Entry | +4,197 |
Q3 2017Sep 30, 2017 | ORLY O'Reilly Automotive, Inc. | Buy | +3,404+3.8% |
Q3 2017Sep 30, 2017 | MTB M&T Bank Corporation | Buy | +2,362+1.5% |
Q3 2017Sep 30, 2017 | JPM JP Morgan Chase & Co. | Buy | +2,357+19.0% |
Q3 2017Sep 30, 2017 | MHK Mohawk Industries, Inc. | Buy | +1,717+1.6% |
Q3 2017Sep 30, 2017 | MA Mastercard Incorporated | Buy | +1,700+113.0% |
Q3 2017Sep 30, 2017 | GOOG Alphabet Inc. | Buy | +1,431+6.2% |
Q3 2017Sep 30, 2017 | V Visa Inc. | Buy | +1,191+0.4% |
Q3 2017Sep 30, 2017 | MKL Markel Group Inc. | Buy | +553+1.8% |
Q3 2017Sep 30, 2017 | STN Stantec Inc | Buy | +125+0.6% |
Q3 2017Sep 30, 2017 | GOOGL Alphabet Inc. | Buy | +121+2.1% |
Q3 2017Sep 30, 2017 | BRK-A Berkshire Hathaway Inc. | Buy - Position Entry | +3 |
Q2 2017Jun 30, 2017 | FWONK Liberty Media Corp Formula One Group | Buy - Position Entry | +594,065 |
Q2 2017Jun 30, 2017 | HEI-A Heico Corporation | Buy | +69,192+32.7% |
Q2 2017Jun 30, 2017 | KMX CarMax Inc | Buy | +32,689+3.8% |
Q2 2017Jun 30, 2017 | BRK-B Berkshire Hathaway Inc. New | Buy | +15,312+2.3% |
Q2 2017Jun 30, 2017 | WFC Wells Fargo & Company | Buy | +6,612+1.3% |
Q2 2017Jun 30, 2017 | ORLY O'Reilly Automotive, Inc. | Buy | +4,320+5.0% |
Q2 2017Jun 30, 2017 | UNP Union Pacific Corporation | Buy | +3,803+1.5% |
Q2 2017Jun 30, 2017 | V Visa Inc. | Buy | +3,500+1.0% |
Q2 2017Jun 30, 2017 | FBIN Fortune Brands Innovations, Inc | Buy | +2,207+0.7% |
Q2 2017Jun 30, 2017 | MKL Markel Group Inc. | Buy | +335+1.1% |
Q2 2017Jun 30, 2017 | GOOG Alphabet Inc. | Buy | +244+1.1% |
Q2 2017Jun 30, 2017 | GOOGL Alphabet Inc. | Sell | -32-0.5% |
Q2 2017Jun 30, 2017 | MHK Mohawk Industries, Inc. | Sell | -2,021-1.9% |
Q2 2017Jun 30, 2017 | STN Stantec Inc | Sell | -20,023-48.4% |
Q2 2017Jun 30, 2017 | MTB M&T Bank Corporation | Sell | -31,237-16.9% |