Francois Rochon - Giverny Capital

History Stock Activity ▲ Share change % change to portfolio
Q3  2019
≡ KMX - CarMax Inc. Add 0.25% 3,003 0.03
≡ FBIN - Fortune Brands Innovations Inc. Add 0.27% 1,663 0.01
≡ LFUS - Littelfuse Inc. Add 0.48% 551 0.01
≡ UNP - Union Pacific Add 0.48% 772 0.01
≡ AME - Ametek Inc. Add 0.58% 4,559 0.04
≡ HCSG - Healthcare Services Group Add 0.71% 2,230 0.01
≡ BRK.B - Berkshire Hathaway CL B Add 0.75% 6,525 0.14
≡ SCHW - Charles Schwab Corp. Add 0.86% 7,964 0.03
≡ NVR - NVR Inc. Add 1.03% 148 0.05
≡ MKL - Markel Group Inc. Add 1.10% 418 0.05
≡ JPM - JPMorgan Chase & Co. Add 1.13% 3,771 0.04
≡ GOOG - Alphabet Inc. CL C Add 1.47% 10,340 0.06
≡ MTB - M&T Bank Corp. Add 1.83% 2,481 0.04
≡ META - Meta Platforms Inc. Add 2.10% 3,636 0.06
≡ ORLY - O'Reilly Automotive Add 2.25% 614 0.02
≡ KEYS - Keysight Technologies Inc. Add 5.84% 16,567 0.16
≡ BAC - Bank of America Corp. Add 7.35% 64,729 0.19
≡ PGR - Progressive Corp. Buy 268,243 2.07
≡ MHK - Mohawk Industries Reduce 97.05% 163,448 1.98
≡ TJX - TJX Companies Inc. Reduce 2.77% 259 0.00
≡ GOOGL - Alphabet Inc. Reduce 1.48% 1,740 0.01
≡ HEI.A - HEICO Corp. CL A Reduce 0.26% 1,258 0.01
≡ V - Visa Inc. Reduce 0.08% 234 0.00
≡ LKQ - LKQ Corp. Sell 100.00% 220 0.00
Q2  2019
≡ UNP - Union Pacific Add 1.55% 2,429 0.04
≡ GOOG - Alphabet Inc. CL C Add 2.22% 15,280 0.08
≡ V - Visa Inc. Add 2.40% 7,262 0.13
≡ EW - Edwards Lifesciences Corp. Add 2.47% 3,067 0.06
≡ KMX - CarMax Inc. Add 2.63% 31,307 0.27
≡ HEI.A - HEICO Corp. CL A Add 2.93% 13,855 0.14
≡ DIS - Walt Disney Co. Add 3.59% 6,816 0.10
≡ FBIN - Fortune Brands Innovations Inc. Add 3.70% 22,090 0.13
≡ MKL - Markel Group Inc. Add 3.75% 1,371 0.15
≡ BRK.B - Berkshire Hathaway CL B Add 3.88% 32,318 0.70
≡ KNX - Knight-Swift Transportation Add 3.91% 303 0.00
≡ AME - Ametek Inc. Add 3.96% 30,238 0.28
≡ NVR - NVR Inc. Add 4.32% 593 0.20
≡ LFUS - Littelfuse Inc. Add 4.90% 5,330 0.10
≡ JPM - JPMorgan Chase & Co. Add 5.00% 15,896 0.18
≡ OZK - Bank OZK Add 5.23% 36,307 0.11
≡ ODFL - Old Dominion Freight Line Add 5.25% 406 0.00
≡ META - Meta Platforms Inc. Add 5.31% 8,743 0.17
≡ MTB - M&T Bank Corp. Add 7.23% 9,143 0.16
≡ HCSG - Healthcare Services Group Add 9.17% 26,344 0.08
≡ LUV - Southwest Airlines Add 9.42% 373 0.00
≡ BAC - Bank of America Corp. Add 17.95% 134,090 0.39
≡ SCHW - Charles Schwab Corp. Add 25.92% 191,073 0.78
≡ KEYS - Keysight Technologies Inc. Add 144.21% 167,411 1.52
≡ LKQ - LKQ Corp. Reduce 99.95% 417,056 0.00
≡ FWONK - Liberty Media Corp Formula One Series C Reduce 59.50% 15,616 0.06
≡ MHK - Mohawk Industries Reduce 24.11% 53,500 0.80
≡ ORLY - O'Reilly Automotive Reduce 5.25% 1,514 0.06
≡ GOOGL - Alphabet Inc. Reduce 1.73% 2,060 0.01
Q1  2019
≡ GOOG - Alphabet Inc. CL C Add 0.45% 3,060 0.02
≡ LULU - Lululemon Athletica Inc. Add 0.98% 45 0.00
≡ EW - Edwards Lifesciences Corp. Add 1.43% 1,745 0.04
≡ V - Visa Inc. Add 1.59% 4,743 0.08
≡ FBIN - Fortune Brands Innovations Inc. Add 2.14% 12,496 0.07
≡ MTB - M&T Bank Corp. Add 2.16% 2,679 0.05
≡ NVR - NVR Inc. Add 2.42% 324 0.10
≡ KMX - CarMax Inc. Add 2.87% 33,205 0.27
≡ BRK.B - Berkshire Hathaway CL B Add 2.98% 24,107 0.56
≡ OZK - Bank OZK Add 3.38% 22,680 0.08
≡ HEI.A - HEICO Corp. CL A Add 3.48% 15,911 0.15
≡ JPM - JPMorgan Chase & Co. Add 5.27% 15,921 0.18
≡ GOOGL - Alphabet Inc. Add 5.82% 6,560 0.04
≡ MKL - Markel Group Inc. Add 6.05% 2,085 0.24
≡ LFUS - Littelfuse Inc. Add 7.41% 7,508 0.16
≡ SCHW - Charles Schwab Corp. Add 10.95% 72,778 0.36
≡ META - Meta Platforms Inc. Add 40.82% 47,703 0.91
≡ HCSG - Healthcare Services Group Add 3000.95% 278,068 1.05
≡ KNX - Knight-Swift Transportation Buy 7,743 0.03
≡ ODFL - Old Dominion Freight Line Buy 7,730 0.04
≡ ROP - Roper Technologies Inc. Buy 1,245 0.05
≡ KEYS - Keysight Technologies Inc. Buy 116,090 1.16
≡ BAC - Bank of America Corp. Buy 746,916 2.36
≡ FWONK - Liberty Media Corp Formula One Series C Reduce 96.06% 639,292 2.68
≡ ORLY - O'Reilly Automotive Reduce 42.55% 21,341 0.95
≡ UNP - Union Pacific Reduce 19.31% 37,537 0.72
≡ TJX - TJX Companies Inc. Reduce 14.57% 1,593 0.01
≡ LKQ - LKQ Corp. Reduce 3.65% 15,807 0.05
≡ AAPL - Apple Inc. Reduce 2.34% 204 0.00
≡ MA - Mastercard Inc. Reduce 1.69% 35 0.00
≡ DIS - Walt Disney Co. Reduce 0.94% 1,807 0.02
≡ MHK - Mohawk Industries Reduce 0.90% 2,026 0.03
≡ AME - Ametek Inc. Reduce 0.39% 2,999 0.03
≡ BCPC - Balchem Corp. Sell 100.00% 2,266 0.02
Q4  2018
≡ MKL - Markel Group Inc. Add 0.66% 227 0.03
≡ GOOG - Alphabet Inc. CL C Add 0.74% 5,020 0.03
≡ MTB - M&T Bank Corp. Add 1.82% 2,217 0.04
≡ AAPL - Apple Inc. Add 2.40% 204 0.00
≡ META - Meta Platforms Inc. Add 2.87% 3,261 0.06
≡ SCHW - Charles Schwab Corp. Add 31.26% 158,217 0.87
≡ JPM - JPMorgan Chase & Co. Add 46.15% 95,425 1.23
≡ FBIN - Fortune Brands Innovations Inc. Add 53.71% 204,241 1.02
≡ MHK - Mohawk Industries Add 89.43% 105,718 1.63
≡ NVR - NVR Inc. Add 91.00% 6,382 2.05
≡ OZK - Bank OZK Reduce 50.08% 674,212 2.03
≡ DIS - Walt Disney Co. Reduce 36.76% 111,389 1.61
≡ EW - Edwards Lifesciences Corp. Reduce 32.38% 58,512 1.18