Francois Rochon Holdings Activity

Giverny Capital Portfolio 13F

Giverny Capital has disclosed a total of 46 changes to the portfolio in the latest (2025 Q2) SEC report(s): increased the number of shares of 36, bought 3 totally new, decreased the number of shares of 5 and completely sold out 2 position(s).

What stocks is Francois Rochon buying now?

In the recent quarter Francois Rochon has bought 39 securities out of which top 5 purchases (by % change to portfolio) are (SCHW) SCHWAB (CHARLES) CORP (added shares +65.16%), (ANET) ARISTA NETWORKS INC (new buy), (TWFG) TWFG INC (new buy), (KNSL) KINSALE CAPITAL GROUP INC (added shares +5.4%) and (BRK.B) BERKSHIRE HATHAWAY INC CL-B (added shares +1.68%).

What does Francois Rochon invest in?

Francois Rochon's top 5 holdings (by % of portfolio) are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (8.53%), (META) META PLATFORMS INC-CLASS A (8.07%), (HEI.A) HEICO CORP INC CL A (6.65%), (AME) AMETEK INC (6.18%) and (SCHW) SCHWAB (CHARLES) CORP (4.9%).

In the latest report(s) the following changes have been made to the top investments: (BRK.B) BERKSHIRE HATHAWAY INC CL-B (added shares +1.68%), (META) META PLATFORMS INC-CLASS A (added shares +1.19%), (HEI.A) HEICO CORP INC CL A (added shares +1.01%), (AME) AMETEK INC (added shares +1.93%) and (SCHW) SCHWAB (CHARLES) CORP (added shares +65.16%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2015 Q2 (26 results)
AME
AMETEK INC
buy
+191,313
+2.09%
$54.78
238.89% $185.64
2.09%
9876444D
KNIGHT TRANSPORTATION INC
buy
+359,631
+1.92%
$26.74
-
1.92%
STN
STANTEC INC
+39.51%
+15,958
+0.09%
$29.21
272.55% $108.82
0.33%
PCP
PRECISION CASTPARTS CORP
+13.89%
+11,262
+0.45%
$199.87
99.89% $0.21
0.00%
PRAA
PRA GROUP INC
+9.49%
+15,808
+0.20%
$62.31
72.27% $17.28
2.27%
UNP
UNION PACIFIC CORP
+8.86%
+13,259
+0.25%
$95.37
135.24% $224.34
3.11%
9999000D
GOOGLE INC-CL C
+7.54%
+897
+0.09%
$520.49
-
1.33%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
+5.69%
+28,099
+0.76%
$136.11
254.43% $482.41
14.21%
KMX
CARMAX INC
+5.22%
+26,433
+0.35%
$66.21
9.68% $59.80
7.06%
LKQ
LKQ CORP
+5.04%
+52,936
+0.32%
$30.25
4.31% $31.55
6.67%
DIS
WALT DISNEY CO/THE
+4.39%
+14,307
+0.33%
$114.14
4.06% $118.77
7.77%
CAB
CABELAS INC CL-A
+3.82%
+8,590
+0.09%
$49.98
26.25% $63.10
2.33%
FAST
FASTENAL CO
+3.59%
+34,848
+0.07%
$10.55
377.75% $50.38
2.12%
OZRK
BANK OF THE OZARKS INC
+3.36%
+28,490
+0.26%
$45.75
-
8.02%
WFC
WELLS FARGO & CO
+2.96%
+18,225
+0.20%
$56.24
42.14% $79.94
7.13%
MHK
MOHAWK INDUSTRIES INC
+2.60%
+2,050
+0.08%
$190.90
31.10% $131.52
3.08%
MTB
M & T BANK CORP
+2.33%
+3,873
+0.10%
$124.93
59.20% $198.89
4.25%
IBM
INTL BUSINESS MACHINES CORP
+2.07%
+1,919
+0.06%
$162.66
47.75% $240.32
3.07%
MKL
MARKEL CORP
+2.04%
+483
+0.08%
$800.70
147.16% $1,979.02
3.86%
V
VISA INC-CLASS A SHARES
+1.15%
+3,305
+0.04%
$67.15
418.72% $348.33
3.89%
BWLD
BUFFALO WILD WINGS INC
+0.11%
+77
+0.00%
$156.69
0.16% $156.95
2.10%
BAM
BROOKFIELD ASSET MANAGE-CL A
-0.01%
-2
-0.00%
$23.29
161.67% $60.95
0.10%
ORLY
O'REILLY AUTOMOTIVE INC
-2.41%
-29,265
-0.09%
$15.07
576.90% $101.98
3.56%
8888000D
GOOGLE LLC
-2.44%
-156
-0.02%
$539.96
-
0.67%
VRX
VALEANT PHARMACEUTICALS INTL
-21.87%
-33,698
-1.50%
$222.15
-
5.35%
MA
MASTERCARD INC - A
-64.02%
-2,676
-0.05%
$93.75
534.37% $594.72
0.03%
26 of 1,498

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.