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%).
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.