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

DateSymbolTypeQuantity
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
Page 48 of 481435 total trades