Francois Rochon
Giverny Capital
Giverny Capital Portfolio 13F
Francois Rochon Holdings Activity
- Portfolio value:
- $1.09B≈ (+$85M≈)
- Previous value:
- $1.01B≈
- # of changes:
- 51
- New positions:
- 8
- Reported for:
- 30 Sep 2020 (Q3)
- Latest filing date:
- 13 Nov 2020
Giverny Capital has disclosed a total of 51 changes to the portfolio in the (2020 Q3) SEC report(s): increased the number of shares of 25, bought 8 totally new, decreased the number of shares of 15 and completely sold out 3 position(s).
What stocks did Francois Rochon buy in 2020 Q3?
During 2020 Q3 Francois Rochon has bought 33 securities out of which top 5 purchases (by % change to portfolio) were (KMX) CarMax Inc (added shares +1.15%), (AME) Ametek Inc (added shares +1.11%), (V) Visa Inc, CL-A (added shares +0.35%), (PGR) Progressive Corp (added shares +1.71%) and (META) Meta Platforms Inc (added shares +0.43%).
In the 2020 Q3 report(s) the following changes have been made to the top investments: (BRK-B) Berkshire Hathaway Inc (reduced shares -20.17%), (KMX) CarMax Inc (added shares +1.15%), (AME) Ametek Inc (added shares +1.11%), (V) Visa Inc, CL-A (added shares +0.35%) and (PGR) Progressive Corp (added shares +1.71%).
51 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Starbucks Corp
|
new
|
$85.98
|
+21.11%($104.13)
|
0.05%
|
2020 Q3
|
≈ 0.25 years
|
||||
|
|
iShares Silver Trust
|
new
|
$21.65
|
+144.73%($52.99)
|
0.05%
|
2020 Q3
|
≈ 0.25 years
|
||||
|
|
Novo Nordisk A/S
|
new
|
$69.35
|
-29.43%($48.94)
|
0.04%
|
2020 Q3
|
≈ 0.25 years
|
||||
|
|
Liberty Broadband Srs A
|
new
|
$141.91
|
-79.63%($28.91)
|
0.02%
|
2020 Q3
|
≈ 0.25 years
|
||||
|
|
Intuitive Surgical Inc
|
new
|
$2,133.33
|
-84.15%($338.08)
|
0.01%
|
2020 Q3
|
≈ 0.25 years
|
||||
|
|
ResMed Inc
|
new
|
$171.62
|
+14.05%($195.74)
|
0.01%
|
2020 Q3
|
≈ 0.25 years
|
||||
|
|
Eli Lilly and Company
|
new
|
$148.15
|
+707.37%($1,196.11)
|
0.01%
|
2020 Q3
|
≈ 0.25 years
|
||||
|
|
RB Global Inc
|
new
|
$58.88
|
+88.86%($111.20)
|
0.01%
|
2020 Q3
|
≈ 0.25 years
|
||||
|
|
Taiwan Semiconductor Manufacturing
|
+132.33%
|
$81.07
|
+401.47%($406.53)
|
0.09%
|
2020 Q2
|
≈ 0.50 years
|
||||
|
|
Liberty Broadband Srs C
|
+88.56%
|
$142.87
|
-79.65%($29.08)
|
0.23%
|
2020 Q2
|
≈ 0.50 years
|
||||
* Shares, change to shares, sold shares, shares held after: 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.