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 2016Jun 30, 2016	KMX CarMax Inc	CarMax Inc	Buy	+13,791+1.7%	$41.13K	838,884
Q2 2016Jun 30, 2016	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Buy - Position Entry	+12,379	$769.00	12,379
Q2 2016Jun 30, 2016	WFC Wells Fargo & Company	Wells Fargo & Company	Buy	+7,058+1.5%	$23.32K	492,604
Q2 2016Jun 30, 2016	V Visa Inc.	Visa Inc.	Buy	+6,432+2.1%	$22.86K	308,182
Q2 2016Jun 30, 2016	SRCL Stericycle, Inc.	Stericycle, Inc.	Buy	+2,678+2.7%	$10.75K	103,252
Q2 2016Jun 30, 2016	UNP Union Pacific Corporation	Union Pacific Corporation	Buy	+2,569+1.0%	$22.00K	252,164
Q2 2016Jun 30, 2016	MHK Mohawk Industries, Inc.	Mohawk Industries, Inc.	Buy	+2,491+2.7%	$18.08K	95,267
Q2 2016Jun 30, 2016	ORLY O'Reilly Automotive, Inc.	O'Reilly Automotive, Inc.	Buy	+1,310+1.7%	$21.57K	79,560
Q2 2016Jun 30, 2016	MTB M&T Bank Corporation	M&T Bank Corporation	Buy	+1,266+0.7%	$22.16K	187,448
Q2 2016Jun 30, 2016	MKL Markel Group Inc.	Markel Group Inc.	Buy	+830+3.2%	$25.38K	26,642
Q1 2016Mar 31, 2016	FBIN Fortune Brands Innovations, Inc	Fortune Brands Innovations, Inc	Buy - Position Entry	+184,373	$10.33K	184,373
Q1 2016Mar 31, 2016	KMX CarMax Inc	CarMax Inc	Buy	+144,426+21.2%	$42.16K	825,093
Q1 2016Mar 31, 2016	LKQ LKQ Corporation	LKQ Corporation	Buy	+35,138+3.0%	$38.93K	1,219,370
Q1 2016Mar 31, 2016	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+24,116+6.8%	$37.84K	380,986
Q1 2016Mar 31, 2016	SRCL Stericycle, Inc.	Stericycle, Inc.	Buy	+22,861+29.4%	$12.69K	100,574
Q1 2016Mar 31, 2016	UNP Union Pacific Corporation	Union Pacific Corporation	Buy	+14,558+6.2%	$19.86K	249,595
Q1 2016Mar 31, 2016	MHK Mohawk Industries, Inc.	Mohawk Industries, Inc.	Buy	+8,147+9.6%	$17.71K	92,776
Q1 2016Mar 31, 2016	MTB M&T Bank Corporation	M&T Bank Corporation	Buy	+7,988+4.5%	$20.67K	186,182
Q1 2016Mar 31, 2016	V Visa Inc.	Visa Inc.	Buy	+6,591+2.2%	$23.08K	301,750
Q1 2016Mar 31, 2016	MKL Markel Group Inc.	Markel Group Inc.	Buy	+502+2.0%	$23.01K	25,812
Q1 2016Mar 31, 2016	ORLY O'Reilly Automotive, Inc.	O'Reilly Automotive, Inc.	Sell	-234-0.3%	$21.41K	78,250
Q1 2016Mar 31, 2016	WFC Wells Fargo & Company	Wells Fargo & Company	Sell	-91,507-15.9%	$23.48K	485,546
Q1 2016Mar 31, 2016	IBM International Business Machines	International Business Machines	Sell - Position Exit	-96,001-100.0%	$0.00	-
Q1 2016Mar 31, 2016	PRAA PRA Group, Inc.	PRA Group, Inc.	Sell - Position Exit	-193,637-100.0%	$0.00	-
Q1 2016Mar 31, 2016	FAST Fastenal Company	Fastenal Company	Sell	-254,057-98.4%	$200.00	4,077
Q4 2015Dec 31, 2015	SRCL Stericycle, Inc.	Stericycle, Inc.	Buy	+73,513+1750.3%	$9.37K	77,713
Q4 2015Dec 31, 2015	LKQ LKQ Corporation	LKQ Corporation	Buy	+42,090+3.7%	$35.09K	1,184,232
Q4 2015Dec 31, 2015	KMX CarMax Inc	CarMax Inc	Buy	+27,833+4.3%	$36.74K	680,667
Q4 2015Dec 31, 2015	WFC Wells Fargo & Company	Wells Fargo & Company	Buy	+12,084+2.1%	$31.37K	577,053
Q4 2015Dec 31, 2015	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+5,428+1.5%	$37.50K	356,870

Page 46 of 48 • 1435 total trades

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