Francois Rochon Holdings Activity
Giverny Capital Portfolio 13F
Giverny Capital has disclosed a total of 52 changes to the portfolio in the latest (2023 Q1) SEC report(s): increased the number of shares of 14, bought 1 totally new, decreased the number of shares of 30 and completely sold out 7 position(s).
What stocks is Francois Rochon buying now?
In the recent quarter Francois Rochon has bought 15 securities out of which top 5 purchases (by % change to portfolio) are (FISV) FISERV INC (new buy), (PGR) PROGRESSIVE CORP (added shares +4.31%), (LULU) LULULEMON ATHLETICA INC (added shares +3.85%), (IBP) INSTALLED BUILDING PRODUCTS (added shares +2.61%) and (CACC) CREDIT ACCEPTANCE CORP (added shares +9.07%).
What does Francois Rochon invest in?
Francois Rochon's top 5 holdings (by % of portfolio) are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (8.28%), (FIVE) FIVE BELOW (7.47%), (AME) AMETEK INC (7.37%), (MKL) MARKEL CORP (6.12%) and (KMX) CARMAX INC (5.53%).
In the latest report(s) the following changes have been made to the top investments: (BRK.B) BERKSHIRE HATHAWAY INC CL-B (reduced shares -3.56%), (FIVE) FIVE BELOW (reduced shares -2.65%), (AME) AMETEK INC (reduced shares -1.37%), (MKL) MARKEL CORP (reduced shares -2.17%) and (KMX) CARMAX INC (reduced shares -0.5%).
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.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.