- Portfolio
- Activity
Francois Rochon Holdings Activity
Giverny Capital Portfolio 13F
Giverny Capital has disclosed a total of 42 changes to the portfolio in the latest (2024 Q2) SEC report(s): increased the number of shares of 34, decreased the number of shares of 5 and completely sold out 3 position(s).
What stocks is Francois Rochon buying now?
In the recent quarter Francois Rochon has bought 34 securities out of which top 5 purchases (by % change to portfolio) are (BKNG) BOOKING HOLDINGS INC (added shares +77.11%), (SBUX) STARBUCKS CORP (added shares +92.61%), (KNSL) KINSALE CAPITAL GROUP INC (added shares +85.94%), (FIVE) FIVE BELOW (added shares +4.6%) and (GOOGL) ALPHABET INC-CL A (added shares +5.95%).
What does Francois Rochon invest in?
Francois Rochon's top 5 holdings (by % of portfolio) are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (8.33%), (AME) AMETEK INC (6.6%), (META) META PLATFORMS INC-CLASS A (6.34%), (HEI.A) HEICO CORP INC CL A (5.43%) and (GOOG) ALPHABET INC-CL C (5.02%).
In the latest report(s) the following changes have been made to the top investments: (BRK.B) BERKSHIRE HATHAWAY INC CL-B (added shares +0.94%), (AME) AMETEK INC (added shares +0.94%), (META) META PLATFORMS INC-CLASS A (added shares +0.64%), (HEI.A) HEICO CORP INC CL A (added shares +0.65%) and (GOOG) ALPHABET INC-CL C (added shares +0.25%).
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.