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Francois Rochon

Giverny Capital

Francois Rochon SPDR S&P 500 ETF Trust stake

total: 126

Giverny Capital SPY trades

Total transactions:
14
New positions:
1
Added:
2
Reduced:
11
Held since:
2017 Q3
Held for:
36 quarters
Latest activity:
2026 Q2
According to 2026 Q2 report, Francois Rochon holds 2,294 SPDR S&P 500 ETF Trust (SPY) shares with a market value of roughly $1.71M accounting for 0.06% of the overall portfolio. To date, the estimated cost basis is nearly $258.74 for "buy" trades and estimated average "sell" price is $529.52. Giverny Capital first purchased SPY in 2017 Q3, initially acquiring 5,344 shares. Since the initial investment in SPDR S&P 500 ETF Trust (SPY), Giverny Capital has made 13 more transactions.

How many SPY shares does Francois Rochon currently hold?

According to 2026 Q2 report, Francois Rochon holds 2,294 shares of SPDR S&P 500 ETF Trust (SPY), valued at around $1.71M.

When did Francois Rochon buy SPDR S&P 500 ETF Trust (SPY)?

Francois Rochon first invested in SPDR S&P 500 ETF Trust (SPY) in 2017 Q3 at the reported quarter-end price of $251.31 per share.

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

The estimated cost basis for SPDR S&P 500 ETF Trust (SPY) stake is around $258.74 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$258.74
Weighted AVG sell price:
$529.52

Francois Rochon's historical trades in SPDR S&P 500 ETF Trust

14 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q2
0.06%
2,294
$746.77
$1,713,090
-7.28% (-180)
-0%
2025 Q2
0.05%
2,474
$617.85
$1,528,561
-3.62% (-93)
-0%
2025 Q1
0.05%
2,567
$559.39
$1,435,954
-45.98% (-2,185)
-0.04%
2023 Q2
0.11%
4,752
$443.28
$2,106,467
-0.19% (-9)
-0%
2022 Q3
0.12%
4,761
$357.28
$1,701,000
-0.19% (-9)
-0%
2022 Q1
0.12%
4,770
$451.57
$2,154,000
-5.17% (-260)
-0.01%
2021 Q4
0.13%
5,030
$474.95
$2,389,000
+3.67% (+178)
+0%
2021 Q1
0.13%
4,852
$396.33
$1,923,000
-1.72% (-85)
-0%
2020 Q4
0.14%
$373.91
-6.76% (-358)
2018 Q4
0.17%
$249.86
-0.13% (-7)
2018 Q3
0.17%
$290.65
+0.72% (+38)
2018 Q2
0.19%
$271.28
-0.72% (-38)
2018 Q1
0.19%
$263.11
-0.79% (-42)
2017 Q3
0.20%
$251.31
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.