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 |
|---|---|---|---|
Q2 2017Jun 30, 2017 | DIS Walt Disney Company (The) | Sell | -62,577-15.3% |
Q2 2017Jun 30, 2017 | AME AMETEK, Inc. | Sell | -108,239-13.8% |
Q2 2017Jun 30, 2017 | LKQ LKQ Corporation | Sell | -244,254-18.5% |
Q1 2017Mar 31, 2017 | HEI-A Heico Corporation | Buy | +98,929+87.7% |
Q1 2017Mar 31, 2017 | LKQ LKQ Corporation | Buy | +27,407+2.1% |
Q1 2017Mar 31, 2017 | V Visa Inc. | Buy | +23,085+7.4% |
Q1 2017Mar 31, 2017 | KMX CarMax Inc | Buy | +16,738+2.0% |
Q1 2017Mar 31, 2017 | BRK-B Berkshire Hathaway Inc. New | Buy | +13,420+2.0% |
Q1 2017Mar 31, 2017 | HBI Hanesbrands Inc. | Buy - Position Entry | +12,264 |
Q1 2017Mar 31, 2017 | FIVE Five Below, Inc. | Buy - Position Entry | +5,939 |
Q1 2017Mar 31, 2017 | ORLY O'Reilly Automotive, Inc. | Buy | +5,602+7.0% |
Q1 2017Mar 31, 2017 | GOOG Alphabet Inc. | Buy | +5,234+30.0% |
Q1 2017Mar 31, 2017 | FBIN Fortune Brands Innovations, Inc | Buy | +4,873+1.6% |
Q1 2017Mar 31, 2017 | LUV Southwest Airlines Company | Buy - Position Entry | +3,961 |
Q1 2017Mar 31, 2017 | MHK Mohawk Industries, Inc. | Buy | +3,150+3.0% |
Q1 2017Mar 31, 2017 | WFC Wells Fargo & Company | Buy | +2,689+0.5% |
Q1 2017Mar 31, 2017 | MKL Markel Group Inc. | Buy | +1,542+5.5% |
Q1 2017Mar 31, 2017 | GOOGL Alphabet Inc. | Sell | -50-0.8% |
Q1 2017Mar 31, 2017 | DIS Walt Disney Company (The) | Sell | -960-0.2% |
Q1 2017Mar 31, 2017 | UNP Union Pacific Corporation | Sell | -2,505-1.0% |
Q1 2017Mar 31, 2017 | MTB M&T Bank Corporation | Sell | -3,084-1.6% |
Q1 2017Mar 31, 2017 | AME AMETEK, Inc. | Sell | -6,085-0.8% |
Q1 2017Mar 31, 2017 | SRCL Stericycle, Inc. | Sell - Position Exit | -102,707-100.0% |
Q4 2016Dec 31, 2016 | AME AMETEK, Inc. | Buy - Position Entry | +790,040 |
Q4 2016Dec 31, 2016 | BRK-B Berkshire Hathaway Inc. New | Buy - Position Entry | +662,629 |
Q4 2016Dec 31, 2016 | LKQ LKQ Corporation | Buy | +22,661+1.8% |
Q4 2016Dec 31, 2016 | KMX CarMax Inc | Buy | +8,686+1.0% |
Q4 2016Dec 31, 2016 | FBIN Fortune Brands Innovations, Inc | Buy | +7,366+2.5% |
Q4 2016Dec 31, 2016 | HEI-A Heico Corporation | Buy | +6,943+6.6% |
Q4 2016Dec 31, 2016 | MHK Mohawk Industries, Inc. | Buy | +5,146+5.2% |