Francois Rochon's Portfolio

Giverny Capital 13F holdings

What is Francois Rochon's portfolio?

Giverny Capital has disclosed a total of 24 security holdings in their (2015 Q1) SEC 13F filing(s) with portfolio value of $456,720,000.

What stocks does Francois Rochon own?

In Francois Rochon's portfolio as of 31 Mar 2015, the top 5 holdings are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (15.61%), (KMX) CARMAX INC (7.66%), (DIS) WALT DISNEY CO/THE (7.49%), (WFC) WELLS FARGO & CO (7.34%) and (1520745D) BANK OF THE OZARKS (6.86%).

To see the historical data of Giverny Capital's portfolio holdings please click on the "2015 Q1" dropdown menu and select the date.

To see Giverny Capital's original 13F reports (2015 Q1), please click on the "important" button.

Portfolio value: $456M+
Period: 2015 Q1
Number of stock: 24
Update: 12 May 2015
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
VRX
VALEANT PHARMACEUTICALS INTL
6.70%
104,004
$198.62
-
$20,657,700
buy or own*
+6.70%
V
VISA INC-CLASS A SHARES
4.10%
286,353
$65.41
381.71% $315.08
$18,730,000
buy or own*
+4.10%
DIS
WALT DISNEY CO/THE
7.49%
244,559
$104.89
11.99% $117.47
$25,651,500
buy or own*
+7.49%
WFC
WELLS FARGO & CO
7.34%
616,282
$54.40
40.02% $76.17
$33,526,000
buy or own*
+7.34%
4 of 24

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.

Buy or own - this means there is no earlier reporting (for us or in general).
So we can't know if the actual purchase of the security happened at the reported period or earlier.