Francois Rochon - Giverny Capital

History Stock Activity ▲ Share change % change to portfolio
Q4  2024
≡ TSM - Taiwan Semiconductor S.A. Add 0.60% 88 0.00
≡ FIVE - Five Below Inc. Add 0.95% 6,861 0.03
≡ V - Visa Inc. Add 1.01% 3,957 0.05
≡ CACC - Credit Acceptance Corp. Add 1.03% 300 0.01
≡ DIS - Walt Disney Co. Add 1.09% 2,670 0.01
≡ BAC - Bank of America Corp. Add 1.10% 10,930 0.02
≡ HEI.A - HEICO Corp. CL A Add 1.18% 8,662 0.06
≡ JPM - JPMorgan Chase & Co. Add 1.24% 538 0.00
≡ OZK - Bank OZK Add 1.26% 15,064 0.02
≡ ITB - Ishares U.S. Home Constructi Add 1.29% 133 0.00
≡ SCHW - Charles Schwab Corp. Add 1.30% 12,155 0.03
≡ LULU - Lululemon Athletica Inc. Add 1.34% 1,891 0.03
≡ FND - Floor & Decor Holdings Add 1.40% 3,240 0.01
≡ MKL - Markel Group Inc. Add 1.52% 647 0.04
≡ AME - Ametek Inc. Add 1.59% 15,237 0.10
≡ META - Meta Platforms Inc. Add 1.66% 5,153 0.11
≡ PGR - Progressive Corp. Add 1.71% 9,163 0.08
≡ NVR - NVR Inc. Add 1.89% 251 0.07
≡ MTB - M&T Bank Corp. Add 1.94% 6,990 0.05
≡ LFUS - Littelfuse Inc. Add 2.02% 1,600 0.01
≡ KMX - CarMax Inc. Add 2.79% 45,744 0.14
≡ MA - Mastercard Inc. Add 2.85% 729 0.01
≡ MEDP - Medpace Holdings Inc. Add 3.18% 7,215 0.09
≡ BKNG - Booking Holdings Inc. Add 3.23% 662 0.12
≡ BRK.B - Berkshire Hathaway CL B Add 3.32% 16,239 0.27
≡ IBP - Installed Building Products Add 3.62% 17,620 0.11
≡ FBIN - Fortune Brands Innovations Inc. Add 3.82% 17,034 0.04
≡ SBUX - Starbucks Corp. Add 4.37% 31,368 0.10
≡ KNSL - Kinsale Capital Group Inc. Add 5.15% 4,444 0.08
≡ BRK.A - Berkshire Hathaway CL A Add 14.29% 1 0.03
≡ GOOG - Alphabet Inc. CL C Add 16.89% 109,162 0.76
≡ FI - Fiserv Inc. Add 25.73% 128,976 0.97
≡ ALGN - Align Technology Inc. Add 30.35% 10,013 0.08
≡ AAPL - Apple Inc. Add 72.31% 7,124 0.07
≡ CAPE - DoubleLine Shiller CAPE US ETF Buy 10,645 0.01
≡ ISRG - Intuitive Surgical Inc. Buy 405 0.01
≡ VOO - Vanguard S&P 500 ETF Buy 584 0.01
≡ GBTC - Grayscale Bitcoin Trust Btc Buy 7,442 0.02
≡ J - Jacobs Solutions Inc. Buy 4,394 0.02
≡ LBRDK - Liberty Broadband Corp. CL C Buy 15,000 0.04
≡ MSFT - Microsoft Corp. Buy 2,354 0.04
≡ UNH - United Health Group Inc. Buy 2,364 0.04
≡ BIRK - Birkenstock Holding Plc Buy 27,392 0.06
≡ FERG - Ferguson Enterprises Inc. Buy 33,708 0.21
≡ BRO - Brown & Brown Inc. Buy 294,809 1.10
≡ EW - Edwards Lifesciences Corp. Reduce 99.94% 446,031 0.00
≡ KEYS - Keysight Technologies Inc. Reduce 31.02% 149,225 0.88
≡ GOOGL - Alphabet Inc. Reduce 26.01% 90,181 0.62
≡ ADI - Analog Devices Reduce 16.66% 34,336 0.27
≡ ANET - Arista Networks Inc. Reduce 3.81% 16,252 0.07
≡ FWONK - Liberty Media Corp Formula One Series C Sell 100.00% 15,000 0.04
Q3  2024
≡ EW - Edwards Lifesciences Corp. Add 0.06% 272 0.00
≡ FBIN - Fortune Brands Innovations Inc. Add 0.11% 475 0.00
≡ OZK - Bank OZK Add 0.24% 2,835 0.00
≡ KEYS - Keysight Technologies Inc. Add 0.32% 1,512 0.01
≡ SBUX - Starbucks Corp. Add 0.33% 2,378 0.01
≡ PGR - Progressive Corp. Add 0.35% 1,872 0.02
≡ BAC - Bank of America Corp. Add 0.40% 3,933 0.01
≡ LFUS - Littelfuse Inc. Add 0.41% 323 0.00
≡ NVR - NVR Inc. Add 0.97% 128 0.05
≡ BRK.B - Berkshire Hathaway CL B Add 1.00% 4,841 0.08
≡ V - Visa Inc. Add 1.24% 4,793 0.05
≡ HEI.A - HEICO Corp. CL A Add 1.28% 9,296 0.07
≡ AME - Ametek Inc. Add 2.40% 22,526 0.15
≡ BKNG - Booking Holdings Inc. Add 2.56% 512 0.08
≡ KMX - CarMax Inc. Add 2.64% 42,177 0.12
≡ ADI - Analog Devices Add 2.84% 5,688 0.05
≡ MKL - Markel Group Inc. Add 2.92% 1,213 0.07
≡ IBP - Installed Building Products Add 3.30% 15,563 0.15
≡ FI - Fiserv Inc. Add 3.37% 16,345 0.11
≡ FIVE - Five Below Inc. Add 3.92% 27,374 0.09
≡ META - Meta Platforms Inc. Add 4.11% 12,229 0.27
≡ MTB - M&T Bank Corp. Add 4.44% 15,329 0.10
≡ DIS - Walt Disney Co. Add 5.27% 12,286 0.05
≡ SCHW - Charles Schwab Corp. Add 7.58% 65,959 0.16
≡ JPM - JPMorgan Chase & Co. Add 7.70% 3,098 0.03
≡ MA - Mastercard Inc. Add 8.60% 2,022 0.04
≡ LULU - Lululemon Athletica Inc. Add 8.73% 11,364 0.12
≡ ANET - Arista Networks Inc. Add 9.27% 36,204 0.13
≡ ALGN - Align Technology Inc. Add 10.01% 3,002 0.03
≡ ODFL - Old Dominion Freight Line Add 11.24% 531 0.00
≡ GOOGL - Alphabet Inc. Add 11.81% 36,621 0.23
≡ CACC - Credit Acceptance Corp. Add 16.53% 4,151 0.07
≡ MEDP - Medpace Holdings Inc. Add 20.72% 38,978 0.49
≡ TSM - Taiwan Semiconductor S.A. Add 78.24% 6,387 0.04
≡ KNSL - Kinsale Capital Group Inc. Add 163.61% 53,571 0.95
≡ COST - Costco Co. Buy 240 0.01
≡ FWONK - Liberty Media Corp Formula One Series C Buy 15,000 0.04
≡ YUMC - Yum China Holdings Inc. Buy 36,036 0.06
≡ COF - Capital One Financial Buy 14,774 0.08
≡ ICE - Intercontinental Exchange Inc. Buy 16,799 0.10
≡ ITB - Ishares U.S. Home Constructi Reduce 18.01% 2,263 0.01
≡ FND - Floor & Decor Holdings Reduce 16.51% 45,617 0.22
≡ AAPL - Apple Inc. Reduce 1.75% 175 0.00
≡ GOOG - Alphabet Inc. CL C Reduce 0.19% 1,256 0.01
≡ GBTC - Grayscale Bitcoin Trust Btc Sell 100.00% 7,442 0.02
≡ ABNB - Airbnb Inc. Sell 100.00% 7,055 0.05
≡ FERG - Ferguson Enterprises Inc. Sell 100.00% 29,765 0.24
Q2  2024
≡ EW - Edwards Lifesciences Corp. Add 0.07% 298 0.00
≡ DIS - Walt Disney Co. Add 0.21% 496 0.00