Francois Rochon Holdings Activity

Giverny Capital Portfolio 13F

Giverny Capital has disclosed a total of 51 changes to the portfolio in the latest (2024 Q4) SEC report(s): increased the number of shares of 35, bought 11 totally new, decreased the number of shares of 4 and completely sold out 1 position(s).

What stocks is Francois Rochon buying now?

In the recent quarter Francois Rochon has bought 46 securities out of which top 5 purchases (by % change to portfolio) are (ANET) ARISTA NETWORKS INC (added shares +284.76%), (BRO) BROWN & BROWN INC (new buy), (FISV) FISERV INC (added shares +25.73%), (GOOG) ALPHABET INC-CL C (added shares +16.89%) and (BRK.B) BERKSHIRE HATHAWAY INC CL-B (added shares +3.32%).

What does Francois Rochon invest in?

Francois Rochon's top 5 holdings (by % of portfolio) are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (8.38%), (META) META PLATFORMS INC-CLASS A (6.74%), (AME) AMETEK INC (6.42%), (GOOG) ALPHABET INC-CL C (5.26%) and (HEI.A) HEICO CORP INC CL A (5.04%).

In the latest report(s) the following changes have been made to the top investments: (BRK.B) BERKSHIRE HATHAWAY INC CL-B (added shares +3.32%), (META) META PLATFORMS INC-CLASS A (added shares +1.66%), (AME) AMETEK INC (added shares +1.59%), (GOOG) ALPHABET INC-CL C (added shares +16.89%) and (HEI.A) HEICO CORP INC CL A (added shares +1.18%).

2024 Q4 (51 results)
CAPE
buy
+10,645
+0.01%
$29.97
3.04% $29.06
0.01%
BIRK
buy
+27,392
+0.06%
$56.66
16.08% $47.55
0.06%
UNH
buy
+2,364
+0.04%
$505.86
10.23% $454.11
0.04%
MSFT
buy
+2,354
+0.04%
$421.50
12.74% $367.78
0.04%
GBTC
buy
+7,442
+0.02%
$74.02
9.36% $67.09
0.02%
J
buy
+4,394
+0.02%
$133.62
12.27% $117.22
0.02%
VOO
buy
+584
+0.01%
$538.81
10.19% $483.90
0.01%
FERG
buy
+33,708
+0.21%
$173.57
5.37% $164.25
0.21%
BRO
buy
+294,809
+1.10%
$102.02
14.90% $117.22
1.10%
ISRG
buy
+405
+0.01%
$521.96
7.51% $482.74
0.01%
LBRDK
buy
+15,000
+0.04%
$74.76
4.63% $78.22
0.04%
ANET
+284.76%
+303,758
+1.23%
$110.53
35.58% $71.20
1.66%
AAPL
+72.31%
+7,124
+0.07%
$250.42
21.34% $196.98
0.16%
ALGN
+30.35%
+10,013
+0.08%
$208.51
17.79% $171.41
0.33%
FISV
+25.73%
+128,976
+0.97%
$205.42
44.39% $114.23
4.73%
GOOG
+16.89%
+109,162
+0.76%
$190.44
19.47% $153.36
5.26%
BRK.A
+14.29%
+1
+0.02%
$680,920.00
14.38% $778,833.00
0.20%
KNSL
+5.15%
+4,444
+0.08%
$465.13
4.42% $485.70
1.54%
SBUX
+4.37%
+31,368
+0.10%
$91.25
10.68% $81.50
2.50%
FBHS
+3.82%
+17,034
+0.04%
$68.33
9.41% $61.90
1.16%
IBP
+3.62%
+17,620
+0.11%
$175.25
9.71% $158.24
3.23%
BRK.B
+3.32%
+16,239
+0.27%
$453.28
14.32% $518.21
8.38%
BKNG
+3.23%
+662
+0.12%
$4,968.42
7.95% $4,573.31
3.85%
MEDP
+3.18%
+7,215
+0.09%
$332.23
10.82% $296.28
2.84%
MA
+2.85%
+729
+0.01%
$526.57
1.75% $517.33
0.51%
KMX
+2.79%
+45,744
+0.14%
$81.76
21.00% $64.59
5.03%
LFUS
+2.02%
+1,600
+0.01%
$235.65
34.70% $153.89
0.69%
MTB
+1.94%
+6,990
+0.05%
$188.01
14.78% $160.23
2.53%
NVR
+1.89%
+251
+0.08%
$8,178.90
12.09% $7,190.07
4.05%
PGR
+1.71%
+9,163
+0.08%
$239.61
10.78% $265.45
4.78%
META
+1.66%
+5,153
+0.11%
$585.51
14.35% $501.48
6.74%
AME
+1.59%
+15,237
+0.10%
$180.26
12.45% $157.81
6.42%
MKL
+1.52%
+647
+0.04%
$1,726.23
2.45% $1,768.53
2.73%
FND
+1.40%
+3,240
+0.01%
$99.70
29.48% $70.31
0.85%
LULU
+1.34%
+1,891
+0.03%
$382.41
34.34% $251.08
2.00%
SCHW
+1.30%
+12,155
+0.03%
$74.01
2.89% $76.15
2.56%
ITB
+1.29%
+133
+0.00%
$103.39
13.85% $89.07
0.04%
OZK
+1.26%
+15,064
+0.02%
$44.53
6.51% $41.63
1.97%
JPM
+1.24%
+538
+0.00%
$239.71
3.23% $231.96
0.38%
HEI.A
+1.18%
+8,662
+0.06%
$186.08
5.54% $196.38
5.04%
BAC
+1.10%
+10,930
+0.02%
$43.95
14.88% $37.41
1.61%
DIS
+1.09%
+2,670
+0.01%
$111.35
23.83% $84.81
1.01%
CACC
+1.03%
+300
+0.01%
$469.46
0.58% $472.19
0.51%
V
+1.01%
+3,957
+0.05%
$316.04
4.29% $329.61
4.57%
FIVE
+0.95%
+6,861
+0.03%
$104.96
35.68% $67.51
2.81%
TSM
+0.60%
+88
+0.00%
$197.49
23.17% $151.74
0.11%
ADI
-16.66%
-34,336
-0.27%
$212.46
17.03% $176.27
1.33%
GOOGL
-26.01%
-90,181
-0.62%
$189.30
20.15% $151.16
1.77%
KEYS
-31.02%
-149,225
-0.88%
$160.63
15.67% $135.46
1.95%
EW
-99.94%
-446,031
-1.21%
$74.03
3.38% $71.53
0.00%
FWONK
-100.00%
-15,000
-0.04%
$77.43
6.92% $82.79
0.00%
51 of 1,397

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.