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 2024Dec 31, 2024	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Buy	+1+14.3%	$5.45M	8
Q4 2024Dec 31, 2024	FWONK Liberty Media Corp Formula One Group	Liberty Media Corp Formula One Group	Sell - Position Exit	-15,000-100.0%	$0.00	-
Q4 2024Dec 31, 2024	ADI Analog Devices, Inc.	Analog Devices, Inc.	Sell	-34,336-16.7%	$36.50M	171,775
Q4 2024Dec 31, 2024	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-90,181-26.0%	$48.56M	256,523
Q4 2024Dec 31, 2024	KEYS Keysight Technologies Inc.	Keysight Technologies Inc.	Sell	-149,225-31.0%	$53.30M	331,845
Q4 2024Dec 31, 2024	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Sell	-446,031-99.9%	$19.03K	257
Q3 2024Sep 30, 2024	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Buy	+65,959+7.6%	$60.65M	935,772
Q3 2024Sep 30, 2024	KNSL Kinsale Capital Group, Inc.	Kinsale Capital Group, Inc.	Buy	+53,571+163.6%	$40.19M	86,315
Q3 2024Sep 30, 2024	KMX CarMax Inc	CarMax Inc	Buy	+42,177+2.6%	$126.68M	1,637,125
Q3 2024Sep 30, 2024	MEDP Medpace Holdings, Inc.	Medpace Holdings, Inc.	Buy	+38,978+20.7%	$75.80M	227,072
Q3 2024Sep 30, 2024	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+36,621+11.8%	$57.50M	346,704
Q3 2024Sep 30, 2024	YUMC Yum China Holdings, Inc.	Yum China Holdings, Inc.	Buy - Position Entry	+36,036	$1.62M	36,036
Q3 2024Sep 30, 2024	FIVE Five Below, Inc.	Five Below, Inc.	Buy	+27,374+3.9%	$64.08M	725,249
Q3 2024Sep 30, 2024	AME AMETEK, Inc.	AMETEK, Inc.	Buy	+22,526+2.4%	$164.71M	959,222
Q3 2024Sep 30, 2024	ICE Intercontinental Exchange Inc.	Intercontinental Exchange Inc.	Buy - Position Entry	+16,799	$2.70M	16,799
Q3 2024Sep 30, 2024	FI Fiserv, Inc.	Fiserv, Inc.	Buy	+16,345+3.4%	$90.05M	501,278
Q3 2024Sep 30, 2024	IBP Installed Building Products, In	Installed Building Products, In	Buy	+15,563+3.3%	$119.96M	487,115
Q3 2024Sep 30, 2024	MTB M&T Bank Corporation	M&T Bank Corporation	Buy	+15,329+4.4%	$64.23M	360,591
Q3 2024Sep 30, 2024	FWONK Liberty Media Corp Formula One Group	Liberty Media Corp Formula One Group	Buy - Position Entry	+15,000	$1.16M	15,000
Q3 2024Sep 30, 2024	COF Capital One Financial Corporati	Capital One Financial Corporati	Buy - Position Entry	+14,774	$2.21M	14,774
Q3 2024Sep 30, 2024	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+12,286+5.3%	$23.62M	245,548
Q3 2024Sep 30, 2024	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+12,229+4.1%	$177.42M	309,942
Q3 2024Sep 30, 2024	LULU lululemon athletica inc.	lululemon athletica inc.	Buy	+11,364+8.7%	$38.39M	141,477
Q3 2024Sep 30, 2024	HEI-A Heico Corporation	Heico Corporation	Buy	+9,296+1.3%	$149.35M	732,993
Q3 2024Sep 30, 2024	ANET Arista Networks, Inc.	Arista Networks, Inc.	Buy	+9,051+9.3%	$40.94M	106,670
Q3 2024Sep 30, 2024	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Buy	+6,387+78.2%	$2.53M	14,550
Q3 2024Sep 30, 2024	ADI Analog Devices, Inc.	Analog Devices, Inc.	Buy	+5,688+2.8%	$47.44M	206,111
Q3 2024Sep 30, 2024	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+4,841+1.0%	$225.21M	489,311
Q3 2024Sep 30, 2024	V Visa Inc.	Visa Inc.	Buy	+4,793+1.2%	$107.71M	391,760
Q3 2024Sep 30, 2024	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Buy	+4,151+16.5%	$12.97M	29,258

Page 6 of 48 • 1435 total trades

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