Francois Rochon - Giverny Capital

History Stock Activity ▼ Share change % change to portfolio
Q1  2021
≡ MKL - Markel Group Inc. Add 45.62% 21,330 1.63
≡ CACC - Credit Acceptance Corp. Add 9.70% 946 0.02
≡ ROP - Roper Technologies Inc. Add 7.23% 90 0.00
≡ META - Meta Platforms Inc. Add 5.48% 12,025 0.24
≡ AMZN - Amazon.com Inc. Add 5.15% 480 0.00
≡ ANET - Arista Networks Inc. Add 4.98% 813 0.02
≡ LBRDK - Liberty Broadband Corp. CL C Add 4.49% 933 0.01
≡ FRCB - First Republic Bank Add 3.95% 738 0.01
≡ SSNC - SS&C Technologies Holdings Inc. Add 3.88% 3,253 0.02
≡ V - Visa Inc. Add 3.61% 11,012 0.16
≡ MA - Mastercard Inc. Add 3.57% 344 0.01
≡ ATHM - Autohome Inc. Add 3.30% 10,412 0.06
≡ PGR - Progressive Corp. Add 3.25% 21,278 0.14
≡ ICE - Intercontinental Exchange Inc. Add 3.17% 8,730 0.07
≡ SNBR - Sleep Number Corp. Add 3.06% 10,088 0.10
≡ HEI.A - HEICO Corp. CL A Add 2.65% 14,222 0.11
≡ JPM - JPMorgan Chase & Co. Add 2.55% 8,817 0.09
≡ SCHW - Charles Schwab Corp. Add 2.42% 24,177 0.11
≡ BRK.B - Berkshire Hathaway CL B Add 2.23% 15,402 0.26
≡ FIVE - Five Below Inc. Add 1.95% 5,809 0.07
≡ NVR - NVR Inc. Add 1.76% 252 0.08
≡ FBIN - Fortune Brands Innovations Inc. Add 1.66% 8,555 0.05
≡ GOOGL - Alphabet Inc. Add 1.36% 2,320 0.02
≡ BAC - Bank of America Corp. Add 0.91% 11,690 0.03
≡ KEYS - Keysight Technologies Inc. Add 0.84% 3,400 0.03
≡ AME - Ametek Inc. Add 0.76% 5,417 0.05
≡ HCSG - Healthcare Services Group Add 0.68% 2,463 0.00
≡ GOOG - Alphabet Inc. CL C Add 0.61% 4,500 0.03
≡ EW - Edwards Lifesciences Corp. Add 0.60% 2,326 0.01
≡ J - Jacobs Solutions Inc. Add 0.42% 67 0.00
≡ IYF - Ishares Us Financials ETF Buy 3,110 0.02
≡ DIS - Walt Disney Co. Reduce 0.24% 445 0.01
≡ AAPL - Apple Inc. Reduce 0.71% 85 0.00
≡ TSM - Taiwan Semiconductor S.A. Reduce 1.07% 100 0.00
≡ SPY - SPDR S&P 500 ETF Trust Reduce 1.72% 85 0.00
≡ KMX - CarMax Inc. Reduce 4.18% 46,613 0.41
≡ OZK - Bank OZK Reduce 50.39% 179,422 0.49
≡ TJX - TJX Companies Inc. Reduce 79.00% 31,623 0.15
≡ W - Wayfair Inc. Sell 100.00% 1,525 0.03
Q4  2020
≡ ATHM - Autohome Inc. Add 61.83% 120,449 0.92
≡ SNBR - Sleep Number Corp. Add 54.52% 116,348 0.73
≡ AAPL - Apple Inc. Add 26.21% 2,472 0.02
≡ CACC - Credit Acceptance Corp. Add 21.61% 1,734 0.05
≡ SSNC - SS&C Technologies Holdings Inc. Add 17.30% 12,369 0.07
≡ MA - Mastercard Inc. Add 16.68% 1,379 0.04
≡ ANET - Arista Networks Inc. Add 16.19% 2,274 0.05
≡ LBRDK - Liberty Broadband Corp. CL C Add 16.02% 2,871 0.03
≡ TJX - TJX Companies Inc. Add 13.10% 4,635 0.02
≡ FRCB - First Republic Bank Add 12.47% 2,070 0.02
≡ GOOGL - Alphabet Inc. Add 9.71% 15,120 0.10
≡ PGR - Progressive Corp. Add 6.51% 39,960 0.30
≡ MKL - Markel Group Inc. Add 4.54% 2,029 0.16
≡ DIS - Walt Disney Co. Add 4.00% 7,255 0.10
≡ SCHW - Charles Schwab Corp. Add 3.92% 37,680 0.15
≡ EW - Edwards Lifesciences Corp. Add 3.85% 14,392 0.10
≡ META - Meta Platforms Inc. Add 3.75% 7,929 0.17
≡ KMX - CarMax Inc. Add 3.46% 37,322 0.27
≡ J - Jacobs Solutions Inc. Add 3.45% 535 0.00
≡ ICE - Intercontinental Exchange Inc. Add 3.18% 8,482 0.07
≡ FIVE - Five Below Inc. Add 2.70% 7,844 0.11
≡ JPM - JPMorgan Chase & Co. Add 2.70% 9,087 0.09
≡ FBIN - Fortune Brands Innovations Inc. Add 2.66% 13,351 0.09
≡ GOOG - Alphabet Inc. CL C Add 2.47% 17,880 0.12
≡ NVR - NVR Inc. Add 2.41% 337 0.11
≡ BRK.B - Berkshire Hathaway CL B Add 2.40% 16,160 0.29
≡ HEI.A - HEICO Corp. CL A Add 2.28% 11,953 0.11
≡ KEYS - Keysight Technologies Inc. Add 1.50% 5,958 0.06
≡ HCSG - Healthcare Services Group Add 1.45% 5,156 0.01
≡ MSFT - Microsoft Corp. Add 1.39% 49 0.00
≡ V - Visa Inc. Add 1.33% 4,005 0.07
≡ BAC - Bank of America Corp. Add 1.24% 15,636 0.04
≡ OZK - Bank OZK Add 1.15% 4,037 0.01
≡ AME - Ametek Inc. Reduce 5.74% 43,389 0.40
≡ SPY - SPDR S&P 500 ETF Trust Reduce 6.76% 358 0.01
≡ AMZN - Amazon.com Inc. Reduce 9.86% 1,020 0.01
≡ TSM - Taiwan Semiconductor S.A. Reduce 24.36% 3,020 0.03
≡ W - Wayfair Inc. Reduce 64.79% 2,806 0.06
≡ LFUS - Littelfuse Inc. Reduce 95.15% 54,713 0.98
≡ LBRDA - Liberty Broadband Corp. CL A Sell 100.00% 1,205 0.02
Q3  2020
≡ TSM - Taiwan Semiconductor S.A. Add 132.33% 7,061 0.05
≡ LBRDK - Liberty Broadband Corp. CL C Add 88.56% 8,419 0.11
≡ FRCB - First Republic Bank Add 86.67% 7,708 0.08
≡ ANET - Arista Networks Inc. Add 35.77% 3,700 0.07
≡ SSNC - SS&C Technologies Holdings Inc. Add 34.50% 18,341 0.10
≡ BRK.A - Berkshire Hathaway CL A Add 33.33% 2 0.06
≡ W - Wayfair Inc. Add 23.11% 813 0.02
≡ CACC - Credit Acceptance Corp. Add 21.47% 1,418 0.04
≡ TJX - TJX Companies Inc. Add 18.45% 5,512 0.03
≡ AMZN - Amazon.com Inc. Add 12.64% 1,160 0.02
≡ J - Jacobs Solutions Inc. Add 9.38% 1,328 0.01
≡ ICE - Intercontinental Exchange Inc. Add 3.72% 9,563 0.09
≡ HEI.A - HEICO Corp. CL A Add 3.03% 15,408 0.13
≡ BN - Brookfield Corp. Add 2.49% 413 0.00
≡ PGR - Progressive Corp. Add 1.71% 10,328 0.09
≡ MA - Mastercard Inc. Add 1.41% 115 0.00
≡ JPM - JPMorgan Chase & Co. Add 1.33% 4,405 0.04
≡ MKL - Markel Group Inc. Add 1.25% 553 0.05
≡ KMX - CarMax Inc. Add 1.15% 12,237 0.10
≡ AME - Ametek Inc. Add 1.11% 8,323 0.08
≡ FIVE - Five Below Inc. Add 0.50% 1,450 0.02