Francois Rochon - Giverny Capital

History Stock Activity Share change % change to portfolio ▼
Q4  2020
≡ AME - Ametek Inc. Reduce 5.74% 43,389 0.40
≡ PGR - Progressive Corp. Add 6.51% 39,960 0.30
≡ BRK.B - Berkshire Hathaway CL B Add 2.40% 16,160 0.29
≡ KMX - CarMax Inc. Add 3.46% 37,322 0.27
≡ META - Meta Platforms Inc. Add 3.75% 7,929 0.17
≡ MKL - Markel Group Inc. Add 4.54% 2,029 0.16
≡ SCHW - Charles Schwab Corp. Add 3.92% 37,680 0.15
≡ GOOG - Alphabet Inc. CL C Add 2.47% 17,880 0.12
≡ FIVE - Five Below Inc. Add 2.70% 7,844 0.11
≡ NVR - NVR Inc. Add 2.41% 337 0.11
≡ HEI.A - HEICO Corp. CL A Add 2.28% 11,953 0.11
≡ GOOGL - Alphabet Inc. Add 9.71% 15,120 0.10
≡ DIS - Walt Disney Co. Add 4.00% 7,255 0.10
≡ EW - Edwards Lifesciences Corp. Add 3.85% 14,392 0.10
≡ JPM - JPMorgan Chase & Co. Add 2.70% 9,087 0.09
≡ FBIN - Fortune Brands Innovations Inc. Add 2.66% 13,351 0.09
≡ SSNC - SS&C Technologies Holdings Inc. Add 17.30% 12,369 0.07
≡ ICE - Intercontinental Exchange Inc. Add 3.18% 8,482 0.07
≡ V - Visa Inc. Add 1.33% 4,005 0.07
≡ KEYS - Keysight Technologies Inc. Add 1.50% 5,958 0.06
≡ W - Wayfair Inc. Reduce 64.79% 2,806 0.06
≡ CACC - Credit Acceptance Corp. Add 21.61% 1,734 0.05
≡ ANET - Arista Networks Inc. Add 16.19% 2,274 0.05
≡ MA - Mastercard Inc. Add 16.68% 1,379 0.04
≡ BAC - Bank of America Corp. Add 1.24% 15,636 0.04
≡ LBRDK - Liberty Broadband Corp. CL C Add 16.02% 2,871 0.03
≡ TSM - Taiwan Semiconductor S.A. Reduce 24.36% 3,020 0.03
≡ AAPL - Apple Inc. Add 26.21% 2,472 0.02
≡ TJX - TJX Companies Inc. Add 13.10% 4,635 0.02
≡ FRCB - First Republic Bank Add 12.47% 2,070 0.02
≡ LBRDA - Liberty Broadband Corp. CL A Sell 100.00% 1,205 0.02
≡ HCSG - Healthcare Services Group Add 1.45% 5,156 0.01
≡ OZK - Bank OZK Add 1.15% 4,037 0.01
≡ SPY - SPDR S&P 500 ETF Trust Reduce 6.76% 358 0.01
≡ AMZN - Amazon.com Inc. Reduce 9.86% 1,020 0.01
≡ J - Jacobs Solutions Inc. Add 3.45% 535 0.00
≡ MSFT - Microsoft Corp. Add 1.39% 49 0.00
Q3  2020
≡ BRK.B - Berkshire Hathaway CL B Reduce 20.17% 170,289 3.32
≡ GOOGL - Alphabet Inc. Reduce 15.40% 28,340 0.19
≡ HEI.A - HEICO Corp. CL A Add 3.03% 15,408 0.13
≡ LBRDK - Liberty Broadband Corp. CL C Add 88.56% 8,419 0.11
≡ SSNC - SS&C Technologies Holdings Inc. Add 34.50% 18,341 0.10
≡ KMX - CarMax Inc. Add 1.15% 12,237 0.10
≡ ICE - Intercontinental Exchange Inc. Add 3.72% 9,563 0.09
≡ PGR - Progressive Corp. Add 1.71% 10,328 0.09
≡ FRCB - First Republic Bank Add 86.67% 7,708 0.08
≡ AME - Ametek Inc. Add 1.11% 8,323 0.08
≡ ANET - Arista Networks Inc. Add 35.77% 3,700 0.07
≡ BRK.A - Berkshire Hathaway CL A Add 33.33% 2 0.06
≡ NVR - NVR Inc. Reduce 1.11% 156 0.06
≡ DIS - Walt Disney Co. Reduce 2.68% 4,995 0.06
≡ TSM - Taiwan Semiconductor S.A. Add 132.33% 7,061 0.05
≡ MKL - Markel Group Inc. Add 1.25% 553 0.05
≡ CHTR - Charter Communications Sell 100.00% 1,000 0.05
≡ SBUX - Starbucks Corp. Buy 6,327 0.05
≡ SLV - iShares Silver Trust Buy 23,000 0.05
≡ CACC - Credit Acceptance Corp. Add 21.47% 1,418 0.04
≡ JPM - JPMorgan Chase & Co. Add 1.33% 4,405 0.04
≡ KEYS - Keysight Technologies Inc. Reduce 1.01% 4,068 0.04
≡ FWONK - Liberty Media Corp Formula One Series C Sell 100.00% 12,274 0.04
≡ NVO - Novo Nordisk A S Buy 12,400 0.04
≡ TJX - TJX Companies Inc. Add 18.45% 5,512 0.03
≡ FBIN - Fortune Brands Innovations Inc. Reduce 0.74% 3,726 0.03
≡ ATHM - Autohome Inc. Reduce 1.81% 3,600 0.03
≡ UNH - United Health Group Inc. Sell 100.00% 1,014 0.03
≡ W - Wayfair Inc. Add 23.11% 813 0.02
≡ AMZN - Amazon.com Inc. Add 12.64% 1,160 0.02
≡ FIVE - Five Below Inc. Add 0.50% 1,450 0.02
≡ META - Meta Platforms Inc. Add 0.43% 910 0.02
≡ V - Visa Inc. Add 0.35% 1,057 0.02
≡ GOOG - Alphabet Inc. CL C Reduce 0.45% 3,280 0.02
≡ AAPL - Apple Inc. Reduce 14.69% 1,624 0.02
≡ LBRDA - Liberty Broadband Corp. CL A Buy 1,205 0.02
≡ J - Jacobs Solutions Inc. Add 9.38% 1,328 0.01
≡ SCHW - Charles Schwab Corp. Add 0.40% 3,854 0.01
≡ EW - Edwards Lifesciences Corp. Add 0.21% 795 0.01
≡ OZK - Bank OZK Reduce 1.21% 4,319 0.01
≡ LFUS - Littelfuse Inc. Reduce 1.27% 741 0.01
≡ SNBR - Sleep Number Corp. Reduce 1.46% 3,159 0.01
≡ ISRG - Intuitive Surgical Inc. Buy 405 0.01
≡ LLY - Eli Lilly & Co. Buy 432 0.01
≡ RBA - Ritchie Bros. Auctioneers Inc. Buy 1,070 0.01
≡ RMD - ResMed Inc. Buy 437 0.01
≡ BN - Brookfield Corp. Add 2.49% 413 0.00
≡ MA - Mastercard Inc. Add 1.41% 115 0.00
≡ BAC - Bank of America Corp. Reduce 0.02% 312 0.00
≡ HCSG - Healthcare Services Group Reduce 0.55% 1,955 0.00
≡ LULU - Lululemon Athletica Inc. Reduce 0.65% 30 0.00
Q2  2020
≡ ICE - Intercontinental Exchange Inc. Buy 256,926 2.34
≡ EW - Edwards Lifesciences Corp. Add 214.65% 254,201 1.75
≡ META - Meta Platforms Inc. Add 24.40% 41,336 0.93
≡ UNP - Union Pacific Sell 100.00% 51,978 0.93
≡ GOOGL - Alphabet Inc. Add 38.87% 51,520 0.36
≡ KMX - CarMax Inc. Reduce 3.28% 36,215 0.32
≡ PGR - Progressive Corp. Add 6.98% 39,398 0.31
≡ GOOG - Alphabet Inc. CL C Add 6.39% 43,640 0.31
≡ FIVE - Five Below Inc. Add 10.21% 26,734 0.28
≡ CACC - Credit Acceptance Corp. Buy 6,605 0.28
≡ MKL - Markel Group Inc. Add 7.21% 2,971 0.27
≡ SSNC - SS&C Technologies Holdings Inc. Add 573.35% 45,266 0.26