Francois Rochon
Giverny Capital
Giverny Capital Portfolio 13F
Francois Rochon Holdings Activity
- Portfolio value:
- $1.90B≈ (+$241M≈)
- Previous value:
- $1.66B≈
- # of changes:
- 48
- New positions:
- 0
- Reported for:
- 30 Jun 2023 (Q2)
- Latest filing date:
- 07 Aug 2023
Giverny Capital has disclosed a total of 48 changes to the portfolio in the (2023 Q2) SEC report(s): increased the number of shares of 38, decreased the number of shares of 9 and completely sold out 1 position(s).
What stocks did Francois Rochon buy in 2023 Q2?
During 2023 Q2 Francois Rochon has bought 38 securities out of which top 5 purchases (by % change to portfolio) were (BRK-B) Berkshire Hathaway Inc (added shares +5.67%), (AME) Ametek Inc (added shares +6.05%), (KMX) CarMax Inc (added shares +5.05%), (FIVE) Five Below Inc (added shares +5.27%) and (MKL) Markel Corp (added shares +5.29%).
In the 2023 Q2 report(s) the following changes have been made to the top investments: (BRK-B) Berkshire Hathaway Inc (added shares +5.67%), (AME) Ametek Inc (added shares +6.05%), (KMX) CarMax Inc (added shares +5.05%), (FIVE) Five Below Inc (added shares +5.27%) and (MKL) Markel Corp (added shares +5.29%).
48 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Analog Devices Inc
|
+511.10%
|
+153,477
|
183,506
|
+1.57%
|
$194.81
|
+90.61%($371.34)
|
1.88%
|
2021 Q4
|
≈ 1.75 years
|
|
|
|
iShares U.S. Home Construction ETF
|
+169.05%
|
+8,297
|
13,205
|
+0.04%
|
$85.44
|
+13.27%($96.78)
|
0.06%
|
2021 Q2
|
≈ 2.25 years
|
|
|
|
M&T Bank Corp
|
+13.69%
|
+40,767
|
338,586
|
+0.27%
|
$123.76
|
+101.17%($248.97)
|
2.20%
|
2021 Q2
|
≈ 2.25 years
|
|
|
|
Bank of America Corp
|
+9.51%
|
+85,635
|
985,876
|
+0.13%
|
$28.69
|
+116.09%($62.00)
|
1.49%
|
2019 Q1
|
≈ 4.50 years
|
|
|
|
Littelfuse Inc
|
+8.47%
|
+5,920
|
75,781
|
+0.09%
|
$291.31
|
+40.66%($409.75)
|
1.16%
|
2017 Q4
|
≈ 5.75 years
|
|
|
|
HEICO Corp
|
+6.67%
|
+43,838
|
700,824
|
+0.32%
|
$140.60
|
+79.93%($252.98)
|
5.18%
|
2016 Q3
|
≈ 7.00 years
|
|
|
|
Meta Platforms Inc
|
+6.16%
|
+16,237
|
279,708
|
+0.25%
|
$286.98
|
+109.74%($601.91)
|
4.22%
|
2018 Q2
|
≈ 5.25 years
|
|
|
|
Ametek Inc
|
+6.05%
|
+50,892
|
892,500
|
+0.43%
|
$161.88
|
+49.14%($241.42)
|
7.60%
|
2015 Q2
|
≈ 8.25 years
|
|
|
|
Edwards Lifesciences Corp
|
+6.01%
|
+24,921
|
439,896
|
+0.12%
|
$94.33
|
-10.79%($84.15)
|
2.18%
|
2017 Q4
|
≈ 5.75 years
|
|
|
|
Berkshire Hathaway Inc
|
+5.67%
|
+25,223
|
470,193
|
+0.45%
|
$341.00
|
+44.68%($493.36)
|
8.44%
|
2015 Q1
|
≈ 8.50 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.