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 2015Dec 31, 2015	UNP Union Pacific Corporation	Union Pacific Corporation	Buy	+2,564+1.1%	$18.38K	235,037
Q4 2015Dec 31, 2015	V Visa Inc.	Visa Inc.	Buy	+2,011+0.7%	$22.89K	295,159
Q4 2015Dec 31, 2015	MTB M&T Bank Corporation	M&T Bank Corporation	Buy	+1,796+1.0%	$21.59K	178,194
Q4 2015Dec 31, 2015	MHK Mohawk Industries, Inc.	Mohawk Industries, Inc.	Buy	+1,439+1.7%	$16.03K	84,629
Q4 2015Dec 31, 2015	PRAA PRA Group, Inc.	PRA Group, Inc.	Buy	+983+0.5%	$6.72K	193,637
Q4 2015Dec 31, 2015	FAST Fastenal Company	Fastenal Company	Buy	+683+0.3%	$10.54K	258,134
Q4 2015Dec 31, 2015	MKL Markel Group Inc.	Markel Group Inc.	Buy	+374+1.5%	$22.36K	25,310
Q4 2015Dec 31, 2015	IBM International Business Machines	International Business Machines	Sell	-633-0.7%	$13.21K	96,001
Q4 2015Dec 31, 2015	ORLY O'Reilly Automotive, Inc.	O'Reilly Automotive, Inc.	Sell	-878-1.1%	$19.89K	78,484
Q3 2015Sep 30, 2015	KMX CarMax Inc	CarMax Inc	Buy	+119,650+22.4%	$38.73K	652,834
Q3 2015Sep 30, 2015	UNP Union Pacific Corporation	Union Pacific Corporation	Buy	+69,494+42.6%	$20.55K	232,473
Q3 2015Sep 30, 2015	LKQ LKQ Corporation	LKQ Corporation	Buy	+39,547+3.6%	$32.39K	1,142,142
Q3 2015Sep 30, 2015	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+11,056+3.2%	$35.92K	351,442
Q3 2015Sep 30, 2015	PRAA PRA Group, Inc.	PRA Group, Inc.	Buy	+10,198+5.6%	$10.20K	192,654
Q3 2015Sep 30, 2015	FAST Fastenal Company	Fastenal Company	Buy	+6,249+2.5%	$9.43K	257,451
Q3 2015Sep 30, 2015	MTB M&T Bank Corporation	M&T Bank Corporation	Buy	+6,139+3.6%	$21.51K	176,398
Q3 2015Sep 30, 2015	SRCL Stericycle, Inc.	Stericycle, Inc.	Buy - Position Entry	+4,200	$585.00	4,200
Q3 2015Sep 30, 2015	V Visa Inc.	Visa Inc.	Buy	+3,490+1.2%	$20.42K	293,148
Q3 2015Sep 30, 2015	MHK Mohawk Industries, Inc.	Mohawk Industries, Inc.	Buy	+2,377+2.9%	$15.12K	83,190
Q3 2015Sep 30, 2015	IBM International Business Machines	International Business Machines	Buy	+2,128+2.3%	$14.01K	96,634
Q3 2015Sep 30, 2015	MKL Markel Group Inc.	Markel Group Inc.	Buy	+807+3.3%	$20.00K	24,936
Q3 2015Sep 30, 2015	ORLY O'Reilly Automotive, Inc.	O'Reilly Automotive, Inc.	Buy	+512+0.6%	$19.82K	79,362
Q3 2015Sep 30, 2015	WFC Wells Fargo & Company	Wells Fargo & Company	Sell	-69,538-11.0%	$29.01K	564,969
Q2 2015Jun 30, 2015	LKQ LKQ Corporation	LKQ Corporation	Buy	+52,936+5.0%	$33.35K	1,102,595
Q2 2015Jun 30, 2015	KMX CarMax Inc	CarMax Inc	Buy	+26,433+5.2%	$35.30K	533,184
Q2 2015Jun 30, 2015	WFC Wells Fargo & Company	Wells Fargo & Company	Buy	+18,225+3.0%	$35.69K	634,507
Q2 2015Jun 30, 2015	STN Stantec Inc	Stantec Inc	Buy	+15,958+39.5%	$1.65K	56,352
Q2 2015Jun 30, 2015	PRAA PRA Group, Inc.	PRA Group, Inc.	Buy	+15,808+9.5%	$11.37K	182,456
Q2 2015Jun 30, 2015	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+14,307+4.4%	$38.85K	340,386
Q2 2015Jun 30, 2015	UNP Union Pacific Corporation	Union Pacific Corporation	Buy	+13,259+8.9%	$15.54K	162,979

Page 47 of 48 • 1435 total trades

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