Francois Rochon Holdings Activity

Giverny Capital Portfolio 13F

Giverny Capital has disclosed a total of 47 changes to the portfolio in the latest (2024 Q3) SEC report(s): increased the number of shares of 35, bought 5 totally new, decreased the number of shares of 4 and completely sold out 3 position(s).

What stocks is Francois Rochon buying now?

In the recent quarter Francois Rochon has bought 40 securities out of which top 5 purchases (by % change to portfolio) are (KNSL) KINSALE CAPITAL GROUP INC (added shares +163.61%), (MEDP) MEDPACE HOLDINGS INC (added shares +20.72%), (META) META PLATFORMS INC-CLASS A (added shares +4.11%), (GOOGL) ALPHABET INC-CL A (added shares +11.81%) and (SCHW) SCHWAB (CHARLES) CORP (added shares +7.58%).

What does Francois Rochon invest in?

Francois Rochon's top 5 holdings (by % of portfolio) are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (8.56%), (META) META PLATFORMS INC-CLASS A (6.75%), (AME) AMETEK INC (6.26%), (HEI.A) HEICO CORP INC CL A (5.68%) and (PGR) PROGRESSIVE CORP (5.18%).

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%), (META) META PLATFORMS INC-CLASS A (added shares +4.11%), (AME) AMETEK INC (added shares +2.4%), (HEI.A) HEICO CORP INC CL A (added shares +1.28%) and (PGR) PROGRESSIVE CORP (added shares +0.35%).

2023 Q4 (51 results)
ALGN
buy
+27,162
+0.23%
$274.00
14.59% $234.01
0.23%
DFH
buy
+32,202
+34.97%
$35,530.00
99.91% $33.37
34.97%
MEDP
+4,093.19%
+153,904
+1.44%
$306.53
10.68% $339.27
1.48%
KNSL
+589.24%
+15,055
+0.15%
$334.91
49.28% $499.95
0.18%
FISV
+42.55%
+135,780
+0.55%
$132.84
14.01% $114.23
1.85%
GOOGL
+19.33%
+45,262
+0.19%
$139.69
22.66% $171.34
1.19%
BRK.A
+16.67%
+1
+0.02%
$542,625.00
30.05% $705,659.00
0.12%
IBP
+5.20%
+22,528
+0.13%
$182.82
22.14% $223.29
2.54%
ITB
+5.12%
+715
+0.00%
$101.73
21.03% $123.12
0.05%
SCHW
+3.65%
+29,343
+0.06%
$68.80
17.91% $81.12
1.75%
MA
+3.03%
+630
+0.01%
$426.51
23.37% $526.18
0.28%
FERG
+2.99%
+783
+0.00%
$193.07
14.47% $221.00
0.16%
CACC
+2.32%
+512
+0.01%
$532.73
9.54% $481.91
0.37%
META
+1.94%
+5,483
+0.06%
$353.96
73.37% $613.65
3.12%
BRK.B
+1.59%
+7,566
+0.08%
$356.66
31.83% $470.19
5.27%
V
+1.54%
+5,722
+0.05%
$260.35
20.23% $313.01
3.00%
FIVE
+1.48%
+9,532
+0.06%
$213.16
51.59% $103.20
4.26%
AME
+1.48%
+13,235
+0.07%
$164.89
17.85% $194.33
4.59%
FND
+1.29%
+3,656
+0.01%
$111.56
0.22% $111.32
0.98%
OZK
+1.21%
+2,845
+0.00%
$49.83
3.03% $48.32
0.36%
LULU
+0.99%
+1,188
+0.02%
$511.29
33.37% $340.66
1.90%
KMX
+0.86%
+13,136
+0.03%
$76.74
9.75% $84.22
3.60%
ADI
+0.84%
+1,558
+0.01%
$198.56
11.57% $221.54
1.14%
PGR
+0.82%
+4,120
+0.02%
$159.28
64.87% $262.61
2.46%
ANET
+0.75%
+744
+0.01%
$235.51
75.98% $414.46
0.72%
LFUS
+0.58%
+440
+0.00%
$267.56
8.04% $246.06
0.63%
JPM
+0.46%
+167
+0.00%
$170.10
43.93% $244.82
0.19%
MBC
+0.40%
+3,610
+0.00%
$14.85
16.09% $17.24
0.00%
MTB
+0.27%
+937
+0.00%
$137.08
56.35% $214.33
1.44%
KEYS
+0.21%
+965
+0.00%
$159.09
7.49% $171.00
2.29%
BAC
+0.19%
+1,930
+0.00%
$33.67
39.06% $46.82
1.06%
FBHS
+0.16%
+1,435
+0.00%
$76.14
18.70% $61.90
2.10%
EW
+0.07%
+304
+0.00%
$76.25
7.93% $70.20
1.03%
NVR
-0.02%
-2
-0.00%
$7,000.45
31.20% $9,184.92
2.71%
DIS
-0.03%
-61
-0.00%
$90.29
28.97% $116.45
0.64%
ROP
-0.37%
-5
-0.00%
$545.17
3.98% $566.86
0.00%
TJX
-0.46%
-40
-0.00%
$93.81
32.98% $124.75
0.02%
BABA
-0.56%
-28
-0.00%
$77.51
10.54% $85.68
0.00%
CIEN
-1.50%
-9,527
-0.01%
$45.01
57.85% $71.05
0.86%
HEI.A
-2.22%
-15,850
-0.07%
$142.44
46.19% $208.24
3.03%
GIB
-5.54%
-93
-0.00%
$110.34
1.57% $112.07
0.00%
MKL
-6.32%
-5,345
-0.23%
$1,419.90
22.89% $1,744.94
3.44%
ATHM
-8.90%
-30,555
-0.03%
$28.06
1.64% $28.52
0.00%
FAST
-8.93%
-800
-0.00%
$64.77
27.85% $82.81
0.00%
AAPL
-29.05%
-4,168
-0.02%
$192.53
26.03% $242.65
0.06%
GOOG
-29.61%
-268,374
-1.16%
$140.93
22.77% $173.02
2.75%
ODFL
-41.92%
-3,410
-0.02%
$202.66
7.86% $218.59
0.03%
COHR
-84.72%
-599,573
-0.80%
$43.53
144.75% $106.54
0.14%
MSFT
-92.00%
-3,312
-0.04%
$376.04
14.67% $431.20
0.00%
BN
-100.00%
-14,671
-0.01%
$31.27
95.14% $61.02
0.00%
IYF
-100.00%
-2,803
-0.01%
$74.76
56.42% $116.94
0.00%
51 of 1,346

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.