- Portfolio
- Activity
Francois Rochon Holdings Activity
Giverny Capital Portfolio 13F
Giverny Capital has disclosed a total of 47 changes to the portfolio in the latest (2024 Q3) SEC report(s): increased the number of shares of 35, bought 5 totally new, decreased the number of shares of 4 and completely sold out 3 position(s).
What stocks is Francois Rochon buying now?
In the recent quarter Francois Rochon has bought 40 securities out of which top 5 purchases (by % change to portfolio) are (KNSL) KINSALE CAPITAL GROUP INC (added shares +163.61%), (MEDP) MEDPACE HOLDINGS INC (added shares +20.72%), (META) META PLATFORMS INC-CLASS A (added shares +4.11%), (GOOGL) ALPHABET INC-CL A (added shares +11.81%) and (SCHW) SCHWAB (CHARLES) CORP (added shares +7.58%).
What does Francois Rochon invest in?
Francois Rochon's top 5 holdings (by % of portfolio) are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (8.56%), (META) META PLATFORMS INC-CLASS A (6.75%), (AME) AMETEK INC (6.26%), (HEI.A) HEICO CORP INC CL A (5.68%) and (PGR) PROGRESSIVE CORP (5.18%).
In the latest report(s) the following changes have been made to the top investments: (BRK.B) BERKSHIRE HATHAWAY INC CL-B (added shares +1%), (META) META PLATFORMS INC-CLASS A (added shares +4.11%), (AME) AMETEK INC (added shares +2.4%), (HEI.A) HEICO CORP INC CL A (added shares +1.28%) and (PGR) PROGRESSIVE CORP (added shares +0.35%).
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.