Francois Rochon
Giverny Capital
Francois Rochon ResMed Inc stake
total: 126
Giverny Capital RMD trades
- Total transactions:
- 6
- New positions:
- 2
- Sold out:
- 1
- Added:
- 1
- Reduced:
- 2
- Held since:
- 2025 Q3
- Held for:
- 4 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Francois Rochon holds 387,665 ResMed Inc (RMD) shares with a market value of roughly $75.55M accounting for 2.54% of the overall portfolio. To date, the estimated cost basis is nearly $242.1 for "buy" trades and estimated average "sell" price is $224.57. Giverny Capital first purchased RMD in 2020 Q3, initially acquiring 437 shares. Francois Rochon later completely sold out the position and invested in ResMed Inc again in 2025 Q3. Since the initial investment in ResMed Inc (RMD), Giverny Capital has made 5 more transactions.
When did Francois Rochon buy ResMed Inc (RMD)?
Francois Rochon first invested in ResMed Inc (RMD) in 2020 Q3 at the reported quarter-end price of $171.62 per share.
What's the cost basis of Giverny Capital's RMD stake?
The estimated cost basis for ResMed Inc (RMD) stake is around $242.10 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $242.10
- Weighted AVG sell price:
- $224.57
Francois Rochon's historical trades in ResMed Inc
6 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
2.54%
|
387,665
|
$194.88
|
$75,548,155
|
+68.55% (+157,660)
|
+1.03%
|
|
2026 Q1
|
1.89%
|
230,005
|
$224.48
|
$51,631,522
|
-2.29% (-5,383)
|
-0.04%
|
|
2025 Q4
|
1.89%
|
235,388
|
$240.87
|
$56,697,908
|
-0.01% (-30)
|
-0%
|
|
2025 Q3
|
2.18%
|
235,418
|
$273.73
|
$64,440,969
|
new
|
+2.18%
|
|
2023 Q1
|
0.00%
|
0
|
$208.13
|
|
-100% (-437)
|
-0.01%
|
|
2020 Q3
|
0.01%
|
$171.62
|
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.