Francois Rochon's Portfolio

Giverny Capital 13F holdings

What is Francois Rochon's portfolio?

Giverny Capital has disclosed a total of 26 security holdings in their (2016 Q3) SEC 13F filing(s) with portfolio value of $537,486,000.

What stocks does Francois Rochon own?

In Francois Rochon's portfolio as of 30 Sep 2016, the top 5 holdings are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (17.69%), (LKQ) LKQ CORP (8.40%), (KMX) CARMAX INC (8.36%), (1520745D) BANK OF THE OZARKS (8.09%) and (DIS) WALT DISNEY CO/THE (7.22%).

To see the historical data of Giverny Capital's portfolio holdings please click on the "2016 Q3" dropdown menu and select the date.

To see Giverny Capital's original 13F reports (2016 Q3), please click on the "important" button.

Portfolio value: $537M+
Period: 2016 Q3
Number of stock: 26
Update: 08 Nov 2016
GOOGL
0.90%
120,760
$40.20
322.20% $169.74
$4,855,000
buy
+0.90%
GOOG
2.34%
324,140
$38.87
341.03% $171.41
$12,598,000
buy
+2.34%
AME
7.05%
792,893
$47.78
280.96% $182.02
$37,884,000
+1.65% (+12,838)
+0.11%
BCPC
0.03%
2,266
$77.67
125.71% $175.31
$176,000
1520745D
8.09%
1,132,037
$38.40
-
$43,470,000
+0.75% (+8,480)
+0.06%
BRK.B
17.69%
658,180
$144.47
208.06% $445.06
$95,087,000
+1.83% (+11,823)
+0.32%
BAM
0.09%
19,644
$23.47
136.79% $55.57
$461,000
BWLD
2.07%
79,106
$140.74
-
$11,133,000
+0.48% (+381)
+0.01%
KMX
8.36%
842,196
$53.35
38.46% $73.87
$44,931,000
+0.39% (+3,312)
+0.03%
FAST
0.03%
8,154
$20.85
274.56% $78.09
$170,000
FBHS
3.22%
298,104
$58.10
6.54% $61.90
$17,320,000
+3.95% (+11,316)
+0.12%
HEI.A
1.19%
206,662
$30.98
540.09% $198.32
$6,403,000
buy
+1.19%
JPM
0.15%
12,379
$66.56
232.75% $221.49
$824,000
9876444D
1.19%
222,808
$28.69
-
$6,392,000
-47.20% (-199,148)
-1.06%
LKQ
8.40%
1,273,741
$35.46
6.20% $37.66
$45,167,000
+1.15% (+14,525)
+0.10%
MTB
4.12%
190,537
$116.10
66.36% $193.14
$22,121,000
+1.65% (+3,089)
+0.07%
MKL
4.63%
26,785
$928.77
67.84% $1,558.85
$24,877,000
+0.54% (+143)
+0.02%
MA
0.03%
1,504
$101.73
396.97% $505.56
$153,000
MHK
3.68%
98,635
$200.34
29.90% $140.44
$19,761,000
+3.54% (+3,368)
+0.13%
ORLY
4.20%
80,502
$280.10
314.96% $1,162.33
$22,549,000
+1.18% (+942)
+0.05%
20 of 26

Completely sold out

9999000D
15,099
-1.94%
8888000D
6,091
-0.80%

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.