Francois Rochon's Portfolio

Giverny Capital 13F holdings

What is Francois Rochon's portfolio?

Giverny Capital has disclosed a total of 63 security holdings in their (2022 Q3) SEC 13F filing(s) with portfolio value of $1,476,453,000.

What stocks does Francois Rochon own?

In Francois Rochon's portfolio as of 30 Sep 2022, the top 5 holdings are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (8.37%), (AME) AMETEK INC (6.50%), (MKL) MARKEL CORP (6.03%), (SCHW) SCHWAB (CHARLES) CORP (5.98%) and (GOOG) ALPHABET INC-CL C (5.82%).

To see the historical data of Giverny Capital's portfolio holdings please click on the "2022 Q3" dropdown menu and select the date.

To see Giverny Capital's original 13F reports (2022 Q3), please click on the "important" button.

Portfolio value: $1,476M+
Period: 2022 Q3
Number of stock: 63
Update: 14 Nov 2022
BABA
0.03%
4,976
$79.98
32.94% $106.33
$398,000
-1.48% (-75)
-0.00%
GOOGL
1.30%
199,944
$95.65
9.54% $104.78
$19,125,000
+4.10% (+7,884)
+0.05%
GOOG
5.82%
893,040
$96.15
9.43% $105.22
$85,866,000
+1.45% (+12,800)
+0.08%
AME
6.50%
846,848
$113.41
29.07% $146.38
$96,041,000
+2.32% (+19,179)
+0.15%
ADI
0.25%
26,135
$139.35
28.32% $178.82
$3,642,000
+2.95% (+749)
+0.01%
AAPL
0.14%
14,638
$138.20
11.79% $154.50
$2,023,000
ANET
0.72%
93,983
$112.89
16.89% $131.96
$10,610,000
+3.76% (+3,404)
+0.03%
ATHM
0.67%
341,881
$28.76
24.94% $35.93
$9,832,000
+1.10% (+3,714)
+0.01%
BAC
1.90%
931,088
$30.20
20.63% $36.43
$28,119,000
+0.23% (+2,111)
+0.00%
OZK
0.57%
211,023
$39.56
21.99% $48.26
$8,348,000
+1.43% (+2,968)
+0.01%
BRK.A
0.22%
8
$406,500.00
14.82% $466,755.00
$3,252,000
BRK.B
8.37%
462,807
$267.02
15.54% $308.51
$123,579,000
+1.12% (+5,105)
+0.09%
BOOT
0.03%
8,253
$58.40
48.88% $86.95
$482,000
BAM
0.05%
16,650
$40.90
17.61% $33.70
$681,000
-2.00% (-339)
-0.00%
KMX
5.49%
1,227,537
$66.02
18.43% $78.19
$81,042,000
+2.56% (+30,633)
+0.14%
GIB
0.01%
1,665
$75.08
21.33% $91.09
$125,000
CIEN
1.87%
682,286
$40.43
24.46% $50.32
$27,585,000
+1.15% (+7,769)
+0.02%
COHR
0.18%
74,202
$34.85
27.60% $44.47
$2,586,000
buy
+0.18%
CPRT
0.05%
6,871
$106.39
35.48% $68.64
$731,000
COST
0.01%
350
$471.43
9.20% $514.80
$165,000
20 of 63

Completely sold out

Shares, change to shares, sold shares - 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.