Giverny Capital BRK-B trades
Francois Rochon
Francois Rochon Berkshire Hathaway Inc stake
total: 126
Trades details
- Total transactions:
- 46
- New positions:
- 1
- Added:
- 32
- Reduced:
- 13
- Held since:
- 2015 Q1
- Held for:
- 46 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Francois Rochon holds 248,447 Berkshire Hathaway Inc (BRK-B) shares with a market value of roughly $124.32M accounting for 4.18% of the overall portfolio. To date, the estimated cost basis is nearly $183.76 for "buy" trades and estimated average "sell" price is $341.99. Giverny Capital first purchased BRK-B in 2015 Q1, initially acquiring 494,074 shares. Since the initial investment in Berkshire Hathaway Inc (BRK-B), Giverny Capital has made 45 more transactions.
When did Francois Rochon buy Berkshire Hathaway Inc (BRK-B)?
Francois Rochon first invested in Berkshire Hathaway Inc (BRK-B) in 2015 Q1 at the reported quarter-end price of $144.32 per share.
What's the cost basis of Giverny Capital's BRK-B stake?
The estimated cost basis for Berkshire Hathaway Inc (BRK-B) stake is around $183.76 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $183.76
- Weighted AVG sell price:
- $341.99
Francois Rochon's historical trades in Berkshire Hathaway Inc
46 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
4.18%
|
248,447
|
$500.39
|
$124,320,394
|
-34.38% (-130,178)
|
-2.38%
|
|
2026 Q1
|
6.64%
|
378,625
|
$479.20
|
$181,437,100
|
-25.17% (-127,359)
|
-2.04%
|
|
2025 Q4
|
8.48%
|
505,984
|
$502.65
|
$254,332,858
|
-0.91% (-4,660)
|
-0.08%
|
|
2025 Q3
|
8.70%
|
510,644
|
$502.74
|
$256,721,165
|
-0.22% (-1,140)
|
-0.02%
|
|
2025 Q2
|
8.53%
|
511,784
|
$485.77
|
$248,609,314
|
+1.68% (+8,452)
|
+0.14%
|
|
2025 Q1
|
9.88%
|
503,332
|
$532.58
|
$268,064,557
|
-0.44% (-2,218)
|
-0.04%
|
|
2024 Q4
|
8.38%
|
505,550
|
$453.28
|
$229,155,704
|
+3.32% (+16,239)
|
+0.27%
|
|
2024 Q3
|
8.56%
|
489,311
|
$460.26
|
$225,210,281
|
+1.00% (+4,841)
|
+0.08%
|
|
2024 Q2
|
8.33%
|
484,470
|
$406.80
|
$197,082,396
|
+0.94% (+4,495)
|
+0.08%
|
|
2024 Q1
|
8.19%
|
479,975
|
$420.52
|
$201,839,087
|
-0.80% (-3,881)
|
-0.08%
|
|
2023 Q4
|
8.11%
|
$356.66
|
+1.59% (+7,566)
|
|||
|
2023 Q3
|
9.06%
|
$350.30
|
+1.30% (+6,097)
|
|||
|
2023 Q2
|
8.44%
|
$341.00
|
+5.67% (+25,223)
|
|||
|
2023 Q1
|
8.28%
|
$308.77
|
-3.56% (-16,434)
|
|||
|
2022 Q4
|
8.81%
|
$308.90
|
-0.30% (-1,403)
|
|||
|
2022 Q3
|
8.37%
|
$267.02
|
+1.12% (+5,105)
|
|||
|
2022 Q2
|
8.23%
|
$273.02
|
+4.52% (+19,796)
|
|||
|
2022 Q1
|
8.72%
|
$352.91
|
-21.04% (-116,682)
|
|||
|
2021 Q4
|
8.85%
|
$299.00
|
-25.81% (-192,956)
|
|||
|
2021 Q3
|
12.17%
|
$272.94
|
+1.60% (+11,800)
|
|||
|
2021 Q2
|
12.44%
|
$277.92
|
+4.25% (+30,025)
|
|||
|
2021 Q1
|
12.06%
|
$255.47
|
+2.23% (+15,402)
|
|||
|
2020 Q4
|
12.28%
|
$231.87
|
+2.40% (+16,160)
|
|||
|
2020 Q3
|
13.16%
|
$212.94
|
-20.17% (-170,289)
|
|||
|
2020 Q2
|
14.99%
|
$178.51
|
+1.64% (+13,627)
|
|||
|
2020 Q1
|
19.35%
|
$182.83
|
-6.73% (-59,955)
|
|||
|
2019 Q4
|
18.26%
|
$226.50
|
+2.27% (+19,806)
|
|||
|
2019 Q3
|
18.06%
|
$208.02
|
+0.75% (+6,525)
|
|||
|
2019 Q2
|
18.61%
|
$213.17
|
+3.88% (+32,318)
|
|||
|
2019 Q1
|
19.18%
|
$200.89
|
+2.98% (+24,107)
|
|||
|
2018 Q4
|
21.75%
|
$204.18
|
-0.56% (-4,518)
|
|||
|
2018 Q3
|
19.70%
|
$214.11
|
+6.71% (+51,106)
|
|||
|
2018 Q2
|
18.48%
|
$186.65
|
+2.95% (+21,802)
|
|||
|
2018 Q1
|
19.75%
|
$199.48
|
+3.27% (+23,412)
|
|||
|
2017 Q4
|
19.48%
|
$198.22
|
+1.22% (+8,612)
|
|||
|
2017 Q3
|
18.95%
|
$183.32
|
+2.35% (+16,243)
|
|||
|
2017 Q2
|
18.93%
|
$169.37
|
+2.26% (+15,312)
|
|||
|
2017 Q1
|
18.71%
|
$166.68
|
+2.03% (+13,420)
|
|||
|
2016 Q4
|
18.27%
|
$162.98
|
+0.68% (+4,449)
|
|||
|
2016 Q3
|
17.69%
|
$144.47
|
+1.83% (+11,823)
|
|||
|
2016 Q2
|
18.16%
|
$144.79
|
+2.75% (+17,295)
|
|||
|
2016 Q1
|
17.55%
|
$141.88
|
+3.97% (+24,014)
|
|||
|
2015 Q4
|
15.90%
|
$132.04
|
+2.82% (+16,575)
|
|||
|
2015 Q3
|
15.43%
|
$130.40
|
+12.70% (+66,300)
|
|||
|
2015 Q2
|
14.21%
|
$136.11
|
+5.69% (+28,099)
|
|||
|
2015 Q1
|
15.61%
|
$144.32
|
new
|
|||
* 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.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.