Francois Rochon Holdings Activity
Giverny Capital Portfolio 13F
Giverny Capital has disclosed a total of 50 changes to the portfolio in the latest (2023 Q3) SEC report(s): increased the number of shares of 34, bought 1 totally new, decreased the number of shares of 12 and completely sold out 3 position(s).
What stocks is Francois Rochon buying now?
In the recent quarter Francois Rochon has bought 35 securities out of which top 5 purchases (by % change to portfolio) are (COHR) COHERENT CORP (added shares +606.35%), (FISV) FISERV INC (added shares +17.74%), (FERG) FERGUSON PLC (new buy), (SCHW) SCHWAB (CHARLES) CORP (added shares +6.97%) and (HEI.A) HEICO CORP INC CL A (added shares +2.52%).
What does Francois Rochon invest in?
Francois Rochon's top 5 holdings (by % of portfolio) are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (9.06%), (AME) AMETEK INC (7.2%), (MKL) MARKEL CORP (6.76%), (GOOG) ALPHABET INC-CL C (6.49%) and (KMX) CARMAX INC (5.84%).
In the latest report(s) the following changes have been made to the top investments: (BRK.B) BERKSHIRE HATHAWAY INC CL-B (added shares +1.3%), (AME) AMETEK INC (added shares +0.51%), (MKL) MARKEL CORP (added shares +0.86%), (GOOG) ALPHABET INC-CL C (reduced shares -0.08%) and (KMX) CARMAX INC (added shares +1.35%).
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.