Francois Rochon - Giverny Capital

History Stock Activity ▼ Share change % change to portfolio
Q3  2021
≡ LBRDA - Liberty Broadband Corp. CL A Buy 35,455 0.36
≡ COHR - Coherent Corp. Buy 64,414 0.23
≡ UNH - United Health Group Inc. Buy 3,820 0.09
≡ W - Wayfair Inc. Buy 5,439 0.08
≡ BABA - Alibaba Group Holdings Buy 4,976 0.04
≡ SNBR - Sleep Number Corp. Reduce 0.01% 49 0.00
≡ HCSG - Healthcare Services Group Reduce 0.05% 179 0.00
≡ OZK - Bank OZK Reduce 0.28% 503 0.00
≡ V - Visa Inc. Reduce 0.58% 1,946 0.03
≡ LFUS - Littelfuse Inc. Reduce 0.65% 18 0.00
≡ DIS - Walt Disney Co. Reduce 0.70% 1,415 0.01
≡ EW - Edwards Lifesciences Corp. Reduce 0.83% 3,379 0.02
≡ SLV - iShares Silver Trust Reduce 1.71% 400 0.00
≡ AAPL - Apple Inc. Reduce 3.25% 384 0.00
≡ GIB - CGI Inc. Reduce 21.46% 455 0.00
≡ LBRDK - Liberty Broadband Corp. CL C Sell 100.00% 20,482 0.22
≡ J - Jacobs Solutions Inc. Sell 100.00% 11,477 0.09
≡ NGD - New Gold Inc. Sell 100.00% 30,000 0.00
Q2  2021
≡ PGR - Progressive Corp. Add 14.08% 95,117 0.57
≡ DIS - Walt Disney Co. Add 7.30% 13,717 0.15
≡ ATHM - Autohome Inc. Add 6.16% 20,066 0.08
≡ GOOGL - Alphabet Inc. Add 5.39% 9,340 0.07
≡ V - Visa Inc. Add 5.31% 16,791 0.24
≡ ICE - Intercontinental Exchange Inc. Add 5.24% 14,864 0.11
≡ HEI.A - HEICO Corp. CL A Add 5.13% 28,231 0.21
≡ MKL - Markel Group Inc. Add 4.74% 3,230 0.23
≡ SCHW - Charles Schwab Corp. Add 4.50% 45,988 0.20
≡ BAC - Bank of America Corp. Add 4.37% 56,398 0.14
≡ BRK.B - Berkshire Hathaway CL B Add 4.25% 30,025 0.51
≡ FBIN - Fortune Brands Innovations Inc. Add 4.19% 21,998 0.13
≡ KEYS - Keysight Technologies Inc. Add 4.16% 16,936 0.16
≡ EW - Edwards Lifesciences Corp. Add 3.94% 15,389 0.10
≡ KMX - CarMax Inc. Add 3.88% 41,540 0.33
≡ FIVE - Five Below Inc. Add 3.87% 11,744 0.14
≡ NVR - NVR Inc. Add 3.75% 545 0.17
≡ GOOG - Alphabet Inc. CL C Add 3.44% 25,680 0.20
≡ AME - Ametek Inc. Add 3.19% 22,889 0.19
≡ JPM - JPMorgan Chase & Co. Add 2.56% 9,056 0.09
≡ SNBR - Sleep Number Corp. Add 2.15% 7,294 0.05
≡ SLV - iShares Silver Trust Add 1.74% 400 0.00
≡ HCSG - Healthcare Services Group Add 1.66% 6,033 0.01
≡ OZK - Bank OZK Add 1.36% 2,405 0.01
≡ META - Meta Platforms Inc. Add 1.16% 2,680 0.06
≡ AAPL - Apple Inc. Add 0.03% 3 0.00
≡ MTB - M&T Bank Corp. Buy 4,683 0.04
≡ GIB - CGI Inc. Buy 2,120 0.01
≡ ITB - Ishares U.S. Home Constructi Buy 2,943 0.01
≡ NGD - New Gold Inc. Buy 30,000 0.00
≡ TJX - TJX Companies Inc. Reduce 1.67% 140 0.00
≡ AMZN - Amazon.com Inc. Reduce 4.90% 480 0.01
≡ LBRDK - Liberty Broadband Corp. CL C Reduce 5.74% 1,248 0.01
≡ SSNC - SS&C Technologies Holdings Inc. Reduce 5.85% 5,101 0.02
≡ ANET - Arista Networks Inc. Reduce 6.40% 1,096 0.02
≡ FRCB - First Republic Bank Reduce 6.45% 1,251 0.01
≡ MA - Mastercard Inc. Reduce 8.40% 839 0.02
≡ CACC - Credit Acceptance Corp. Reduce 9.12% 976 0.03
≡ TSM - Taiwan Semiconductor S.A. Reduce 11.18% 1,037 0.01
≡ J - Jacobs Solutions Inc. Reduce 28.67% 4,612 0.04
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