Francois Rochon Holdings Activity

Giverny Capital Portfolio 13F

Giverny Capital has disclosed a total of 52 changes to the portfolio in the latest (2023 Q1) SEC report(s): increased the number of shares of 14, bought 1 totally new, decreased the number of shares of 30 and completely sold out 7 position(s).

What stocks is Francois Rochon buying now?

In the recent quarter Francois Rochon has bought 15 securities out of which top 5 purchases (by % change to portfolio) are (FISV) FISERV INC (new buy), (PGR) PROGRESSIVE CORP (added shares +4.31%), (LULU) LULULEMON ATHLETICA INC (added shares +3.85%), (IBP) INSTALLED BUILDING PRODUCTS (added shares +2.61%) and (CACC) CREDIT ACCEPTANCE CORP (added shares +9.07%).

What does Francois Rochon invest in?

Francois Rochon's top 5 holdings (by % of portfolio) are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (8.28%), (FIVE) FIVE BELOW (7.47%), (AME) AMETEK INC (7.37%), (MKL) MARKEL CORP (6.12%) and (KMX) CARMAX INC (5.53%).

In the latest report(s) the following changes have been made to the top investments: (BRK.B) BERKSHIRE HATHAWAY INC CL-B (reduced shares -3.56%), (FIVE) FIVE BELOW (reduced shares -2.65%), (AME) AMETEK INC (reduced shares -1.37%), (MKL) MARKEL CORP (reduced shares -2.17%) and (KMX) CARMAX INC (reduced shares -0.5%).

2023 Q1 (52 results)
FISV
buy
+260,671
+1.77%
$113.03
1.06% $114.23
1.77%
COHR
+12.86%
+11,002
+0.03%
$38.08
2.18% $38.91
0.22%
CACC
+9.07%
+1,676
+0.04%
$436.04
14.21% $498.00
0.53%
MA
+8.29%
+1,442
+0.03%
$363.41
1.60% $369.22
0.41%
ADI
+7.28%
+2,039
+0.02%
$197.22
7.48% $182.46
0.36%
JPM
+5.71%
+1,785
+0.01%
$130.31
8.21% $141.01
0.26%
PGR
+4.31%
+19,906
+0.17%
$143.06
8.50% $130.90
4.15%
LULU
+3.85%
+4,232
+0.09%
$364.19
1.04% $360.40
2.50%
IBP
+2.61%
+10,789
+0.07%
$114.03
2.18% $116.52
2.91%
GOOGL
+2.35%
+4,897
+0.03%
$103.73
17.83% $122.23
1.33%
ATHM
+1.73%
+5,819
+0.01%
$33.47
10.13% $30.08
0.69%
DIS
+1.32%
+2,978
+0.02%
$100.13
8.19% $91.93
1.38%
LFUS
+0.64%
+446
+0.01%
$268.09
0.22% $267.51
1.13%
BABA
+0.56%
+28
+0.00%
$102.18
16.32% $85.50
0.03%
FBHS
+0.07%
+633
+0.00%
$58.73
5.40% $61.90
3.18%
FND
-0.37%
-990
-0.01%
$98.22
2.26% $96.00
1.57%
KMX
-0.50%
-7,248
-0.03%
$64.28
22.60% $78.81
5.53%
ANET
-0.77%
-783
-0.01%
$167.86
3.18% $162.52
1.02%
AME
-1.37%
-11,690
-0.10%
$145.33
3.41% $150.29
7.37%
V
-1.48%
-5,312
-0.07%
$225.46
0.84% $223.56
4.80%
SCHW
-1.73%
-21,524
-0.07%
$52.38
5.00% $55.00
3.85%
CIEN
-2.05%
-13,981
-0.04%
$52.52
21.27% $41.35
2.11%
HEI.A
-2.07%
-13,914
-0.11%
$135.90
3.82% $130.71
5.38%
MKL
-2.17%
-1,764
-0.14%
$1,277.41
5.08% $1,342.27
6.12%
BN
-2.56%
-427
-0.00%
$44.03
28.19% $31.62
0.04%
EW
-2.63%
-11,198
-0.06%
$82.73
1.66% $84.10
2.07%
FIVE
-2.65%
-16,357
-0.20%
$205.97
10.08% $185.20
7.47%
META
-2.70%
-7,315
-0.09%
$211.94
25.01% $264.95
3.36%
MTB
-2.80%
-8,564
-0.06%
$119.57
6.15% $126.92
2.15%
GOOG
-2.81%
-24,902
-0.16%
$104.00
18.14% $122.87
5.40%
NVR
-2.91%
-363
-0.12%
$5,572.19
4.41% $5,817.96
4.07%
BRK.B
-3.56%
-16,434
-0.31%
$308.77
8.59% $335.29
8.28%
BAC
-3.78%
-35,369
-0.06%
$28.60
2.34% $29.27
1.55%
KEYS
-3.79%
-17,551
-0.17%
$161.48
0.06% $161.57
4.33%
MBC
-3.80%
-34,179
-0.02%
$8.04
33.08% $10.70
0.42%
OZK
-4.35%
-9,100
-0.02%
$34.20
16.11% $39.71
0.41%
TJX
-5.44%
-500
-0.00%
$78.36
1.28% $79.36
0.04%
IYF
-5.70%
-174
-0.00%
$71.14
3.47% $73.61
0.01%
TSM
-5.77%
-869
-0.00%
$93.02
10.51% $102.80
0.08%
FAST
-7.73%
-750
-0.00%
$53.94
1.54% $54.77
0.03%
ROP
-8.56%
-125
-0.00%
$440.69
2.52% $451.80
0.04%
J
-40.25%
-1,656
-0.01%
$117.51
1.09% $116.23
0.02%
ITB
-53.48%
-5,643
-0.02%
$70.29
12.05% $78.76
0.02%
SSNC
-61.80%
-251,885
-0.86%
$56.47
0.05% $56.50
0.53%
SNBR
-94.46%
-359,184
-0.66%
$30.41
32.95% $20.39
0.04%
RBA
-100.00%
-1,070
-0.00%
$57.83
4.43% $55.27
0.00%
FRC
-100.00%
-236,893
-1.74%
$121.89
97.12% $3.51
0.00%
UNH
-100.00%
-1,733
-0.06%
$530.18
6.90% $493.62
0.00%
ICE
-100.00%
-13,438
-0.08%
$102.59
7.18% $109.96
0.00%
VOO
-100.00%
-6,900
-0.15%
$351.34
12.44% $395.03
0.00%
RMD
-100.00%
-437
-0.01%
$208.13
2.59% $213.53
0.00%
COST
-100.00%
-350
-0.01%
$456.50
13.31% $517.28
0.00%
52 of 1,053

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.