Francois Rochon - Giverny Capital Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 13, 2025 | |
| Total Stocks | 54 | |
| Portfolio Value | $2.71B |
Giverny Capital Strategy Analysis
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 1.7 years | Style | Average duration positions are maintained |
| Position Count | 61 | Style | Number of active positions in portfolio |
| Position Size | 2.3% | Risk | Typical allocation per position |
| Win Rate | 65.4% | Performance | Percentage of profitable positions |
| Average Return | 10.6% | Performance | Mean return across positions |
| Sharpe Ratio | 0.24 | Performance | Return per unit of risk taken |
Investment Case Study: BERKSHIRE HATHAWAY (BRK-B)
3/31/2015 - 7/6/2025
Performance Metrics
Total Return: 59.71%
Holding Period: 3750 days
Max Position Size: $117,096.00
Position Weight: 17.88%
Key Events
3/31/2015: ENTRY(494,074.00 shares) @ $0.14
12/31/2016: INCREASE(168,555.00 shares) @ $0.16
3/31/2017: INCREASE(13,420.00 shares) @ $0.17
6/30/2017: INCREASE(15,312.00 shares) @ $0.17
Investment Thesis
Entry Context: Initial position established based on fundamental analysis
Sector Conditions: Favorable market conditions in the sector
Risk Factors:
- Market volatility
- Sector-specific risks
Key Learnings
- Position sizing is critical for portfolio management
- Important to monitor sector exposure