- Portfolio
- Activity
Francois Rochon Holdings Activity
Giverny Capital Portfolio 13F
Giverny Capital has disclosed a total of 46 changes to the portfolio in the latest (2025 Q2) SEC report(s): increased the number of shares of 36, bought 3 totally new, decreased the number of shares of 5 and completely sold out 2 position(s).
What stocks is Francois Rochon buying now?
In the recent quarter Francois Rochon has bought 39 securities out of which top 5 purchases (by % change to portfolio) are (SCHW) SCHWAB (CHARLES) CORP (added shares +65.16%), (ANET) ARISTA NETWORKS INC (new buy), (TWFG) TWFG INC (new buy), (KNSL) KINSALE CAPITAL GROUP INC (added shares +5.4%) and (BRK.B) BERKSHIRE HATHAWAY INC CL-B (added shares +1.68%).
What does Francois Rochon invest in?
Francois Rochon's top 5 holdings (by % of portfolio) are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (8.53%), (META) META PLATFORMS INC-CLASS A (8.07%), (HEI.A) HEICO CORP INC CL A (6.65%), (AME) AMETEK INC (6.18%) and (SCHW) SCHWAB (CHARLES) CORP (4.9%).
In the latest report(s) the following changes have been made to the top investments: (BRK.B) BERKSHIRE HATHAWAY INC CL-B (added shares +1.68%), (META) META PLATFORMS INC-CLASS A (added shares +1.19%), (HEI.A) HEICO CORP INC CL A (added shares +1.01%), (AME) AMETEK INC (added shares +1.93%) and (SCHW) SCHWAB (CHARLES) CORP (added shares +65.16%).
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.