Francois Rochon Holdings Activity

Giverny Capital Portfolio 13F

Giverny Capital has disclosed a total of 40 changes to the portfolio in the latest (2022 Q2) SEC report(s): increased the number of shares of 35, bought 2 totally new, decreased the number of shares of 1 and completely sold out 2 position(s).

What stocks is Francois Rochon buying now?

In the recent quarter Francois Rochon has bought 37 securities out of which top 5 purchases (by % change to portfolio) are (LFUS) LITTELFUSE INC (added shares +2397.44%), (FIVE) FIVE BELOW (added shares +23.18%), (BRK.B) BERKSHIRE HATHAWAY INC CL-B (added shares +4.52%), (GOOG) ALPHABET INC-CL C (added shares +5.85%) and (KMX) CARMAX INC (added shares +3.9%).

What does Francois Rochon invest in?

Francois Rochon's top 5 holdings (by % of portfolio) are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (8.23%), (KMX) CARMAX INC (7.14%), (MKL) MARKEL CORP (6.86%), (GOOG) ALPHABET INC-CL C (6.34%) and (AME) AMETEK INC (5.99%).

In the latest report(s) the following changes have been made to the top investments: (BRK.B) BERKSHIRE HATHAWAY INC CL-B (added shares +4.52%), (KMX) CARMAX INC (added shares +3.9%), (MKL) MARKEL CORP (added shares +2.51%), (GOOG) ALPHABET INC-CL C (added shares +5.85%) and (AME) AMETEK INC (added shares +2.7%).

2022 Q2 (40 results)
FND
buy
+50,835
+0.21%
$62.97
11.45% $70.18
0.21%
CPRT
buy
+6,871
+0.05%
$108.72
2.37% $106.14
0.05%
LFUS
+2,397.44%
+66,409
+1.11%
$254.04
21.24% $200.09
1.16%
ADI
+454.52%
+20,808
+0.20%
$146.10
2.86% $141.92
0.24%
ITB
+28.39%
+1,897
+0.01%
$52.46
1.35% $53.17
0.03%
FIVE
+23.18%
+114,653
+0.86%
$113.43
17.24% $132.99
4.55%
FBHS
+6.46%
+37,527
+0.15%
$59.88
7.13% $55.61
2.44%
DIS
+6.40%
+13,417
+0.08%
$94.40
5.40% $99.50
1.39%
SNBR
+6.03%
+21,763
+0.04%
$30.95
13.74% $35.20
0.78%
GOOG
+5.85%
+48,620
+0.35%
$109.37
9.33% $99.17
6.34%
BAC
+5.28%
+46,604
+0.10%
$31.13
1.93% $31.73
1.91%
KEYS
+5.10%
+22,222
+0.20%
$137.85
13.78% $156.85
4.16%
NVR
+4.96%
+781
+0.21%
$4,004.12
1.34% $4,057.67
4.36%
BRK.B
+4.52%
+19,796
+0.36%
$273.02
1.92% $267.77
8.23%
CIEN
+4.42%
+28,546
+0.09%
$45.70
11.16% $40.60
2.03%
SSNC
+4.35%
+29,172
+0.11%
$58.07
14.79% $49.48
2.68%
HEI.A
+4.09%
+25,829
+0.18%
$105.38
9.49% $115.38
4.57%
ICE
+4.08%
+13,494
+0.08%
$94.04
0.85% $93.24
2.13%
KMX
+3.90%
+44,923
+0.27%
$90.48
12.15% $79.49
7.14%
SCHW
+3.54%
+40,860
+0.17%
$63.18
12.20% $70.89
4.97%
CACC
+2.97%
+447
+0.01%
$473.39
2.35% $462.28
0.48%
EW
+2.91%
+11,791
+0.07%
$95.09
10.88% $84.74
2.61%
FRC
+2.78%
+786
+0.01%
$144.20
6.25% $135.19
0.28%
JPM
+2.75%
+7,609
+0.06%
$112.61
3.08% $109.14
2.11%
MTB
+2.73%
+7,933
+0.08%
$159.39
12.25% $178.91
3.14%
AME
+2.70%
+21,751
+0.16%
$109.89
4.13% $114.43
5.99%
META
+2.64%
+6,773
+0.07%
$161.25
12.92% $140.41
2.80%
IBP
+2.58%
+10,269
+0.06%
$83.16
4.77% $79.19
2.23%
MKL
+2.51%
+1,970
+0.17%
$1,293.25
14.82% $1,101.57
6.86%
V
+2.50%
+8,568
+0.11%
$196.89
6.57% $183.96
4.56%
ATHM
+2.34%
+7,740
+0.02%
$39.33
22.30% $30.56
0.88%
OZK
+2.32%
+4,718
+0.01%
$37.53
5.31% $39.52
0.51%
ANET
+2.08%
+1,844
+0.01%
$93.74
17.31% $109.97
0.56%
GOOGL
+1.88%
+3,540
+0.03%
$108.96
9.38% $98.74
1.38%
BABA
+1.51%
+75
+0.00%
$113.64
30.66% $78.80
0.04%
MA
+0.37%
+55
+0.00%
$315.46
6.93% $293.58
0.31%
IIVI
+0.33%
+238
+0.00%
$50.95
17.66% $41.95
0.24%
PGR
-19.60%
-141,096
-1.08%
$116.27
4.52% $121.53
4.43%
LBRDK
-100.00%
-34,474
-0.31%
$135.32
40.56% $80.43
0.00%
UNH
-100.00%
-2,435
-0.08%
$510.06
0.70% $513.61
0.00%
40 of 911

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.