Francois Rochon's Portfolio

Giverny Capital 13F holdings

What is Francois Rochon's portfolio?

Giverny Capital has disclosed a total of 57 security holdings in their (2021 Q2) SEC 13F filing(s) with portfolio value of $1,644,170,000.

What stocks does Francois Rochon own?

In Francois Rochon's portfolio as of 30 Jun 2021, the top 5 holdings are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (12.44%), (KMX) CARMAX INC (8.73%), (AME) AMETEK INC (6.02%), (GOOG) ALPHABET INC-CL C (5.88%) and (MKL) MARKEL CORP (5.15%).

To see the historical data of Giverny Capital's portfolio holdings please click on the "2021 Q2" dropdown menu and select the date.

To see Giverny Capital's original 13F reports (2021 Q2), please click on the "important" button.

Portfolio value: $1,644M+
Period: 2021 Q2
Number of stock: 57
Update: 13 Aug 2021
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
NGD
NEW GOLD INC
0.00%
30,000
$1.80
57.22% $2.83
$54,000
buy
+0.00%
NVO
NOVO-NORDISK A/S-SPONS ADR
0.03%
3,255
$83.71
25.51% $105.06
$272,475
NVR
NVR INC
4.57%
15,094
$4,973.30
81.11% $9,007.24
$75,067,000
+3.75% (+545)
+0.16%
ODFL
OLD DOMINION FREIGHT LINE
0.06%
4,636
$126.87
73.60% $220.25
$588,240
PGR
PROGRESSIVE CORP
4.60%
770,619
$98.21
170.91% $266.06
$75,682,000
+14.08% (+95,117)
+0.57%
RMD
RESMED INC
0.01%
437
$247.14
1.36% $243.78
$108,000
RBA
RITCHIE BROS AUCTIONEERS
0.00%
1,048
$73.83
32.48% $97.81
$77,420
ROP
ROPER TECHNOLOGIES INC
0.04%
720
$470.41
19.07% $560.14
$339,120
SCHW
SCHWAB (CHARLES) CORP
4.73%
768,952
$72.81
11.61% $81.26
$55,987,200
+4.50% (+33,111)
+0.20%
SNBR
SLEEP NUMBER CORP
2.32%
347,140
$109.95
88.64% $12.49
$38,168,000
+2.15% (+7,294)
+0.05%
SPY
SPDR S&P 500 ETF TRUST
0.13%
2,911
$428.07
39.11% $595.51
$1,246,200
SSNC
SS&C TECHNOLOGIES HOLDINGS
0.36%
82,023
$72.07
5.63% $76.12
$5,911,000
-5.85% (-5,101)
-0.02%
SBUX
STARBUCKS CORP
0.04%
6,327
$111.74
8.27% $102.50
$707,000
TSM
TAIWAN SEMICONDUCTOR-SP ADR
0.06%
8,240
$120.15
58.21% $190.08
$990,000
-11.18% (-1,037)
-0.01%
TJX
TJX COMPANIES INC
0.03%
8,264
$67.40
80.22% $121.47
$557,000
-1.67% (-140)
-0.00%
V
VISA INC-CLASS A SHARES
4.74%
333,009
$233.82
32.55% $309.92
$77,864,000
+5.31% (+16,791)
+0.24%
DIS
WALT DISNEY CO/THE
2.16%
201,715
$175.77
34.20% $115.65
$35,455,000
+7.30% (+13,717)
+0.15%
17 of 57

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.