Francois Rochon - Giverny Capital

History Stock Activity ▼ Share change % change to portfolio
Q4  2023
≡ COHR - Coherent Corp. Reduce 84.72% 599,573 1.22
≡ MSFT - Microsoft Corp. Reduce 92.00% 3,312 0.12
≡ BN - Brookfield Corp. Sell 100.00% 14,671 0.02
≡ IYF - Ishares Us Financials ETF Sell 100.00% 2,803 0.01
Q3  2023
≡ COHR - Coherent Corp. Add 606.35% 607,517 1.07
≡ FI - Fiserv Inc. Add 17.74% 48,088 0.30
≡ OZK - Bank OZK Add 12.07% 25,404 0.05
≡ MA - Mastercard Inc. Add 7.52% 1,452 0.03
≡ JPM - JPMorgan Chase & Co. Add 7.36% 2,511 0.02
≡ ROP - Roper Technologies Inc. Add 7.23% 90 0.00
≡ SCHW - Charles Schwab Corp. Add 6.97% 52,430 0.16
≡ CACC - Credit Acceptance Corp. Add 6.54% 1,356 0.03
≡ ITB - Ishares U.S. Home Constructi Add 5.73% 757 0.00
≡ GOOGL - Alphabet Inc. Add 5.04% 11,236 0.08
≡ BAC - Bank of America Corp. Add 4.21% 41,528 0.06
≡ LULU - Lululemon Athletica Inc. Add 4.06% 4,709 0.10
≡ PGR - Progressive Corp. Add 2.88% 14,022 0.11
≡ FND - Floor & Decor Holdings Add 1.98% 5,496 0.03
≡ FIVE - Five Below Inc. Add 1.71% 10,845 0.09
≡ HEI.A - HEICO Corp. CL A Add 1.66% 11,629 0.08
≡ ADI - Analog Devices Add 1.42% 2,607 0.02
≡ KMX - CarMax Inc. Add 1.35% 20,198 0.08
≡ BRK.B - Berkshire Hathaway CL B Add 1.30% 6,097 0.12
≡ IBP - Installed Building Products Add 1.06% 4,542 0.03
≡ MTB - M&T Bank Corp. Add 1.04% 3,533 0.02
≡ META - Meta Platforms Inc. Add 0.98% 2,741 0.04
≡ MKL - Markel Group Inc. Add 0.86% 719 0.06
≡ GIB - CGI Inc. Add 0.78% 13 0.00
≡ AME - Ametek Inc. Add 0.51% 4,556 0.04
≡ NVR - NVR Inc. Add 0.51% 64 0.02
≡ LFUS - Littelfuse Inc. Add 0.31% 237 0.00
≡ MSFT - Microsoft Corp. Add 0.17% 6 0.00
≡ EW - Edwards Lifesciences Corp. Add 0.16% 706 0.00
≡ DIS - Walt Disney Co. Add 0.11% 262 0.00
≡ AAPL - Apple Inc. Add 0.08% 11 0.00
≡ KEYS - Keysight Technologies Inc. Add 0.01% 30 0.00
≡ FERG - Ferguson plc Buy 26,185 0.23
≡ KNSL - Kinsale Capital Group Inc. Buy 2,555 0.06
≡ MEDP - Medpace Holdings Inc. Buy 3,760 0.05
≡ ATHM - Autohome Inc. Reduce 0.04% 149 0.00
≡ V - Visa Inc. Reduce 0.04% 141 0.00
≡ GOOG - Alphabet Inc. CL C Reduce 0.08% 712 0.01
≡ FBIN - Fortune Brands Innovations Inc. Reduce 0.15% 1,384 0.00
≡ MBC - Masterbrand Inc Reduce 0.17% 1,556 0.00
≡ IYF - Ishares Us Financials ETF Reduce 1.06% 30 0.00
≡ GLD - SPDR Gold Trust Reduce 1.75% 75 0.00
≡ SITE - SiteOne Landscape Supply Inc. Reduce 2.34% 90 0.00
≡ ANET - Arista Networks Inc. Reduce 5.06% 5,257 0.05
≡ BN - Brookfield Corp. Reduce 9.57% 1,552 0.00
≡ CIEN - Ciena Corp. Reduce 9.68% 68,069 0.17
≡ BRK.A - Berkshire Hathaway CL A Reduce 33.33% 3 0.09
≡ SSNC - SS&C Technologies Holdings Inc. Sell 100.00% 161,122 0.51
≡ SNBR - Sleep Number Corp. Sell 100.00% 21,057 0.03
≡ LEVI - Levi Strauss & Co. Sell 100.00% 32,939 0.02
Q2  2023
≡ ADI - Analog Devices Add 511.10% 153,477 1.57
≡ ITB - Ishares U.S. Home Constructi Add 169.05% 8,297 0.04
≡ MTB - M&T Bank Corp. Add 13.69% 40,767 0.26
≡ BAC - Bank of America Corp. Add 9.51% 85,635 0.13
≡ LFUS - Littelfuse Inc. Add 8.47% 5,920 0.09
≡ HEI.A - HEICO Corp. CL A Add 6.67% 43,838 0.32
≡ META - Meta Platforms Inc. Add 6.16% 16,237 0.24
≡ AME - Ametek Inc. Add 6.05% 50,892 0.43
≡ EW - Edwards Lifesciences Corp. Add 6.01% 24,921 0.12
≡ BRK.B - Berkshire Hathaway CL B Add 5.67% 25,223 0.45
≡ CIEN - Ciena Corp. Add 5.53% 36,856 0.08
≡ KEYS - Keysight Technologies Inc. Add 5.48% 24,423 0.22
≡ MKL - Markel Group Inc. Add 5.29% 4,210 0.31
≡ FIVE - Five Below Inc. Add 5.27% 31,727 0.33
≡ GOOG - Alphabet Inc. CL C Add 5.22% 44,960 0.29
≡ V - Visa Inc. Add 5.22% 18,436 0.23
≡ MBC - Masterbrand Inc Add 5.19% 44,971 0.03
≡ OZK - Bank OZK Add 5.13% 10,266 0.02
≡ KMX - CarMax Inc. Add 5.05% 72,181 0.32
≡ FND - Floor & Decor Holdings Add 4.75% 12,615 0.07
≡ GOOGL - Alphabet Inc. Add 4.56% 9,711 0.06
≡ NVR - NVR Inc. Add 3.99% 484 0.16
≡ FI - Fiserv Inc. Add 3.96% 10,335 0.07
≡ COHR - Coherent Corp. Add 3.80% 3,667 0.01
≡ ANET - Arista Networks Inc. Add 3.49% 3,505 0.03
≡ SSNC - SS&C Technologies Holdings Inc. Add 3.46% 5,394 0.02
≡ JPM - JPMorgan Chase & Co. Add 3.24% 1,069 0.01
≡ CACC - Credit Acceptance Corp. Add 2.94% 592 0.02
≡ MA - Mastercard Inc. Add 2.51% 472 0.01
≡ SITE - SiteOne Landscape Supply Inc. Add 2.40% 90 0.00
≡ LULU - Lululemon Athletica Inc. Add 1.58% 1,803 0.04
≡ PGR - Progressive Corp. Add 1.28% 6,178 0.04
≡ IBP - Installed Building Products Add 1.00% 4,247 0.03
≡ DIS - Walt Disney Co. Add 0.68% 1,568 0.01
≡ FBIN - Fortune Brands Innovations Inc. Add 0.47% 4,212 0.02
≡ MSFT - Microsoft Corp. Add 0.45% 16 0.00
≡ ATHM - Autohome Inc. Add 0.41% 1,396 0.00
≡ GLD - SPDR Gold Trust Add 0.38% 16 0.00
≡ SNBR - Sleep Number Corp. Reduce 0.10% 22 0.00
≡ SPY - SPDR S&P 500 ETF Trust Reduce 0.19% 9 0.00
≡ SBUX - Starbucks Corp. Reduce 0.83% 52 0.00
≡ IYF - Ishares Us Financials ETF Reduce 1.53% 44 0.00
≡ AAPL - Apple Inc. Reduce 2.05% 300 0.00
≡ KNX - Knight-Swift Transportation Reduce 3.19% 257 0.00
≡ ROP - Roper Technologies Inc. Reduce 6.74% 90 0.00
≡ SCHW - Charles Schwab Corp. Reduce 38.42% 469,199 1.40