- Portfolio
- Activity
Francois Rochon Holdings Activity
Giverny Capital Portfolio 13F
Giverny Capital has disclosed a total of 55 changes to the portfolio in the latest (2025 Q1) SEC report(s): increased the number of shares of 16, bought 2 totally new, decreased the number of shares of 27 and completely sold out 10 position(s).
What stocks is Francois Rochon buying now?
In the recent quarter Francois Rochon has bought 18 securities out of which top 5 purchases (by % change to portfolio) are (KNSL) KINSALE CAPITAL GROUP INC (added shares +87.27%), (BLDR) BUILDERS FIRSTSOURCE INC (new buy), (MEDP) MEDPACE HOLDINGS INC (added shares +7.53%), (ANET) ARISTA NETWORKS INC (added shares +13.67%) and (BRK.A) BERKSHIRE HATHAWAY INC CL-A (added shares +37.5%).
What does Francois Rochon invest in?
Francois Rochon's top 5 holdings (by % of portfolio) are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (9.88%), (META) META PLATFORMS INC-CLASS A (6.7%), (AME) AMETEK INC (6.2%), (HEI.A) HEICO CORP INC CL A (5.77%) and (PGR) PROGRESSIVE CORP (5.52%).
In the latest report(s) the following changes have been made to the top investments: (BRK.B) BERKSHIRE HATHAWAY INC CL-B (reduced shares -0.44%), (META) META PLATFORMS INC-CLASS A (added shares +0.02%), (AME) AMETEK INC (added shares +0.31%), (HEI.A) HEICO CORP INC CL A (added shares +0.05%) and (PGR) PROGRESSIVE CORP (reduced shares -3.06%).
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.