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 2015Jun 30, 2015 | FAST Fastenal Company | Buy | +8,712+3.6% |
Q2 2015Jun 30, 2015 | MTB M&T Bank Corporation | Buy | +3,873+2.3% |
Q2 2015Jun 30, 2015 | V Visa Inc. | Buy | +3,305+1.2% |
Q2 2015Jun 30, 2015 | MHK Mohawk Industries, Inc. | Buy | +2,050+2.6% |
Q2 2015Jun 30, 2015 | IBM International Business Machines | Buy | +1,919+2.1% |
Q2 2015Jun 30, 2015 | MKL Markel Group Inc. | Buy | +483+2.0% |
Q2 2015Jun 30, 2015 | ORLY O'Reilly Automotive, Inc. | Sell | -1,951-2.4% |
Q2 2015Jun 30, 2015 | MA Mastercard Incorporated | Sell | -2,676-64.0% |
Q2 2015Jun 30, 2015 | BRK-B Berkshire Hathaway Inc. New | Sell - Position Exit | -494,074-100.0% |
Q1 2015Mar 31, 2015 | LKQ LKQ Corporation | Buy - Position Entry | +1,049,659 |
Q1 2015Mar 31, 2015 | WFC Wells Fargo & Company | Buy - Position Entry | +616,282 |
Q1 2015Mar 31, 2015 | KMX CarMax Inc | Buy - Position Entry | +506,751 |
Q1 2015Mar 31, 2015 | BRK-B Berkshire Hathaway Inc. New | Buy - Position Entry | +494,074 |
Q1 2015Mar 31, 2015 | DIS Walt Disney Company (The) | Buy - Position Entry | +326,079 |
Q1 2015Mar 31, 2015 | V Visa Inc. | Buy - Position Entry | +286,353 |
Q1 2015Mar 31, 2015 | FAST Fastenal Company | Buy - Position Entry | +242,490 |
Q1 2015Mar 31, 2015 | PRAA PRA Group, Inc. | Buy - Position Entry | +166,648 |
Q1 2015Mar 31, 2015 | MTB M&T Bank Corporation | Buy - Position Entry | +166,386 |
Q1 2015Mar 31, 2015 | UNP Union Pacific Corporation | Buy - Position Entry | +149,720 |
Q1 2015Mar 31, 2015 | IBM International Business Machines | Buy - Position Entry | +92,587 |
Q1 2015Mar 31, 2015 | ORLY O'Reilly Automotive, Inc. | Buy - Position Entry | +80,801 |
Q1 2015Mar 31, 2015 | MHK Mohawk Industries, Inc. | Buy - Position Entry | +78,763 |
Q1 2015Mar 31, 2015 | STN Stantec Inc | Buy - Position Entry | +40,394 |
Q1 2015Mar 31, 2015 | MKL Markel Group Inc. | Buy - Position Entry | +23,646 |
Q1 2015Mar 31, 2015 | MA Mastercard Incorporated | Buy - Position Entry | +4,180 |