- Portfolio
- Activity
Francois Rochon Holdings Activity
Giverny Capital Portfolio 13F
Giverny Capital has disclosed a total of 53 changes to the portfolio in the latest (2024 Q1) SEC report(s): increased the number of shares of 30, bought 3 totally new, decreased the number of shares of 10 and completely sold out 10 position(s).
What stocks is Francois Rochon buying now?
In the recent quarter Francois Rochon has bought 33 securities out of which top 5 purchases (by % change to portfolio) are (OZK) BANK OZK (added shares +387.96%), (BKNG) BOOKING HOLDINGS INC (new buy), (SBUX) STARBUCKS CORP (added shares +5880.22%), (MEDP) MEDPACE HOLDINGS INC (added shares +17.49%) and (PGR) PROGRESSIVE CORP (added shares +4.91%).
What does Francois Rochon invest in?
Francois Rochon's top 5 holdings (by % of portfolio) are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (8.21%), (AME) AMETEK INC (6.9%), (META) META PLATFORMS INC-CLASS A (5.84%), (KMX) CARMAX INC (5.61%) and (MKL) MARKEL CORP (4.98%).
In the latest report(s) the following changes have been made to the top investments: (BRK.B) BERKSHIRE HATHAWAY INC CL-B (reduced shares -0.8%), (AME) AMETEK INC (added shares +1.94%), (META) META PLATFORMS INC-CLASS A (added shares +2.74%), (KMX) CARMAX INC (added shares +3.18%) and (MKL) MARKEL CORP (added shares +1.73%).
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.