Francois Rochon
Giverny Capital
Francois Rochon SiteOne Landscape Supply Inc stake
total: 126
Giverny Capital SITE trades
- Total transactions:
- 4
- New positions:
- 1
- Sold out:
- 1
- Added:
- 1
- Reduced:
- 1
- Held since:
- 2021 Q4
- Held for:
- 18 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Francois Rochon doesn't hold any SiteOne Landscape Supply Inc (SITE) shares. To date, the estimated cost basis is nearly $240.45 for "buy" trades and estimated average "sell" price is $133.82. Giverny Capital first purchased SITE in 2021 Q4, initially acquiring 3,753 shares. Since the initial investment in SiteOne Landscape Supply Inc (SITE), Giverny Capital has made 3 more transactions.
When did Francois Rochon sell SiteOne Landscape Supply Inc (SITE)?
Francois Rochon sold off the entire SiteOne Landscape Supply Inc (SITE) position in 2026 Q2.
When did Francois Rochon buy SiteOne Landscape Supply Inc (SITE)?
Francois Rochon first invested in SiteOne Landscape Supply Inc (SITE) in 2021 Q4 at the reported quarter-end price of $242.21 per share.
What's the cost basis of Giverny Capital's SITE stake?
The estimated cost basis for SiteOne Landscape Supply Inc (SITE) stake is around $240.45 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $240.45
- Weighted AVG sell price:
- $133.82
Francois Rochon's historical trades in SiteOne Landscape Supply Inc
4 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.00%
|
0
|
$133.11
|
|
-100% (-3,753)
|
-0.02%
|
|
2023 Q3
|
0.03%
|
3,753
|
$163.45
|
$613,428
|
-2.34% (-90)
|
-0%
|
|
2023 Q2
|
0.03%
|
3,843
|
$167.36
|
$643,164
|
+2.40% (+90)
|
+0%
|
|
2021 Q4
|
0.05%
|
3,753
|
$242.21
|
$909,000
|
new
|
+0.05%
|
* 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.