Skip to content
User

Francois Rochon

Giverny Capital

Francois Rochon iShares Silver Trust stake

total: 126

Giverny Capital SLV trades

Total transactions:
4
New positions:
1
Sold out:
1
Added:
1
Reduced:
1
Held since:
2020 Q3
Held for:
18 quarters
Latest activity:
2025 Q1
According to 2026 Q2 report, Francois Rochon doesn't hold any iShares Silver Trust (SLV) shares. To date, the estimated cost basis is nearly $21.7 for "buy" trades and estimated average "sell" price is $26.23. Giverny Capital first purchased SLV in 2020 Q3, initially acquiring 23,000 shares. Since the initial investment in iShares Silver Trust (SLV), Giverny Capital has made 3 more transactions.

When did Francois Rochon sell iShares Silver Trust (SLV)?

Francois Rochon sold off the entire iShares Silver Trust (SLV) position in 2025 Q1.

When did Francois Rochon buy iShares Silver Trust (SLV)?

Francois Rochon first invested in iShares Silver Trust (SLV) in 2020 Q3 at the reported quarter-end price of $21.65 per share.

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

The estimated cost basis for iShares Silver Trust (SLV) stake is around $21.70 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$21.70
Weighted AVG sell price:
$26.23

Francois Rochon's historical trades in iShares Silver Trust

4 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2025 Q1
0.00%
0
$26.33
-100% (-23,000)
-0.02%
2021 Q3
0.03%
23,000
$20.52
$472,000
-1.71% (-400)
-0%
2021 Q2
0.03%
23,400
$24.23
$567,000
+1.74% (+400)
+0%
2020 Q3
0.05%
$21.65
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.