Francois Rochon Holdings Activity
Giverny Capital Portfolio 13F
Giverny Capital has disclosed a total of 42 changes to the portfolio in the latest (2022 Q3) SEC report(s): increased the number of shares of 33, bought 1 totally new, decreased the number of shares of 7 and completely sold out 1 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 (FRC) FIRST REPUBLIC BANK/CA (added shares +655.16%), (LULU) LULULEMON ATHLETICA INC (added shares +1199.09%), (FND) FLOOR & DECOR HOLDINGS INC-A (added shares +363.49%), (COHR) COHERENT CORP (new buy) and (SCHW) SCHWAB (CHARLES) CORP (added shares +2.92%).
What does Francois Rochon invest in?
Francois Rochon's top 5 holdings (by % of portfolio) are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (8.37%), (AME) AMETEK INC (6.5%), (MKL) MARKEL CORP (6.03%), (SCHW) SCHWAB (CHARLES) CORP (5.98%) and (GOOG) ALPHABET INC-CL C (5.82%).
In the latest report(s) the following changes have been made to the top investments: (BRK.B) BERKSHIRE HATHAWAY INC CL-B (added shares +1.12%), (AME) AMETEK INC (added shares +2.32%), (MKL) MARKEL CORP (added shares +2.02%), (SCHW) SCHWAB (CHARLES) CORP (added shares +2.92%) and (GOOG) ALPHABET INC-CL C (added shares +1.45%).
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.