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Francois Rochon

Giverny Capital

Francois Rochon Novo Nordisk A/S stake

total: 126

Giverny Capital NVO trades

Total transactions:
3
New positions:
1
Sold out:
1
Added:
1
Held since:
2020 Q3
Held for:
23 quarters
Latest activity:
2026 Q2
According to 2026 Q2 report, Francois Rochon doesn't hold any Novo Nordisk A/S (NVO) shares. To date, the estimated cost basis is nearly $80.15 for "buy" trades and estimated average "sell" price is $36.75. Giverny Capital first purchased NVO in 2020 Q3, initially acquiring 6,200 shares. Since the initial investment in Novo Nordisk A/S (NVO), Giverny Capital has made 2 more transactions.

When did Francois Rochon sell Novo Nordisk A/S (NVO)?

Francois Rochon sold off the entire Novo Nordisk A/S (NVO) position in 2026 Q2.

When did Francois Rochon buy Novo Nordisk A/S (NVO)?

Francois Rochon first invested in Novo Nordisk A/S (NVO) in 2020 Q3 at the reported quarter-end price of $69.35 per share.

What's the cost basis of Giverny Capital's NVO stake?

The estimated cost basis for Novo Nordisk A/S (NVO) stake is around $80.15 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$80.15
Weighted AVG sell price:
$36.75

Francois Rochon's historical trades in Novo Nordisk A/S

3 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q2
0.00%
0
$36.75
-100% (-12,400)
-0.02%
2023 Q3
0.06%
12,400
$90.94
$1,127,656
+100.00% (+6,200)
+0.03%
2020 Q3
0.04%
$69.35
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.
* 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.