Francois Rochon recent buys & sells (2023 Q4)
Giverny Capital
Giverny Capital Portfolio Changes
Purchase & sale details
- Portfolio value:
- $2.13B (+$286M)
- Previous value:
- $1.84B
- # of changes:
- 51
- New positions:
- 2
- Reported for:
- 31 Dec 2023 (Q4)
- Latest filing date:
- 23 Aug 2024
Giverny Capital has disclosed a total of 51 changes to the portfolio in the (2023 Q4) SEC report(s): increased the number of shares of 31, bought 2 totally new, decreased the number of shares of 16 and completely sold out 2 position(s).
What stocks did Francois Rochon buy in 2023 Q4?
During 2023 Q4 Francois Rochon has bought 33 securities out of which top 5 purchases (by % change to portfolio) were (BRK-B) Berkshire Hathaway Inc (added shares +1.59%), (AME) Ametek Inc (added shares +1.48%), (FIVE) Five Below Inc (added shares +1.48%), (KMX) CarMax Inc (added shares +0.86%) and (META) Meta Platforms Inc (added shares +1.94%).
In the 2023 Q4 report(s) the following changes have been made to the top investments: (BRK-B) Berkshire Hathaway Inc (added shares +1.59%), (AME) Ametek Inc (added shares +1.48%), (FIVE) Five Below Inc (added shares +1.48%), (KMX) CarMax Inc (added shares +0.86%) and (MKL) Markel Corp (reduced shares -6.32%).
51 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Dream Finders HomesInc
|
new
|
+32,202
|
32,202
|
+0.05%
|
$35.53
|
-70.90%($10.34)
|
0.05%
|
2023 Q4
|
~0.25 years
|
|
|
|
Align Technology Inc
|
new
|
+27,162
|
27,162
|
+0.35%
|
$274.00
|
-44.72%($151.46)
|
0.35%
|
2023 Q4
|
~0.25 years
|
|
|
|
Medpace Holdings Inc
|
+4,093.19%
|
+153,904
|
157,664
|
+2.22%
|
$306.53
|
+119.79%($673.73)
|
2.27%
|
2023 Q3
|
~0.50 years
|
|
|
|
Kinsale Capital Group Inc
|
+589.24%
|
+15,055
|
17,610
|
+0.24%
|
$334.91
|
+9.68%($367.32)
|
0.28%
|
2023 Q3
|
~0.50 years
|
|
|
|
Fiserv, Inc
|
+42.55%
|
+135,780
|
454,874
|
+0.85%
|
$132.84
|
-63.90%($47.95)
|
2.84%
|
2023 Q1
|
~1.00 year
|
|
|
|
Alphabet Inc, CL-A
|
+19.33%
|
+45,262
|
279,386
|
+0.3%
|
$139.69
|
+127.87%($318.30)
|
1.83%
|
2015 Q1
|
~9.00 years
|
|
|
|
Berkshire Hathaway Inc
|
+16.67%
|
+1
|
7
|
+0.03%
|
$542,625.00
|
+50.82%($818,379.32)
|
0.18%
|
2017 Q3
|
~6.50 years
|
|
|
|
Installed Building Products Inc
|
+5.20%
|
+22,528
|
455,426
|
+0.19%
|
$182.82
|
+10.61%($202.21)
|
3.91%
|
2021 Q4
|
~2.25 years
|
|
|
|
iShares U.S. Home Construction ETF
|
+5.12%
|
+715
|
14,677
|
+0%
|
$101.73
|
-11.71%($89.82)
|
0.07%
|
2021 Q2
|
~2.75 years
|
|
|
|
Charles Schwab Corp
|
+3.65%
|
+29,343
|
833,904
|
+0.09%
|
$68.80
|
+30.65%($89.89)
|
2.70%
|
2018 Q3
|
~5.50 years
|
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".