Francois Rochon's Portfolio

Giverny Capital 13F holdings

What is Francois Rochon's portfolio?

Giverny Capital has disclosed a total of 52 security holdings in their (2024 Q3) SEC 13F filing(s) with portfolio value of $2,630,384,762.

What stocks does Francois Rochon own?

In Francois Rochon's portfolio as of 30 Sep 2024, the top 5 holdings 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%).

To see the historical data of Giverny Capital's portfolio holdings please click on the "2024 Q3" dropdown menu and select the date.

To see Giverny Capital's original 13F reports (2024 Q3), please click on the "important" button.

Portfolio value: $2,630M+

Period: 2024 Q3

Number of stock: 52

Update: 13 Nov 2024

Important

History

% difference
Current Price

Value

% (shares)
Activity

% change to
Portfolio

FIVE

FIVE BELOW

2.44%

725,249

$88.35

5.50% $83.49

$64,075,749

+3.92% (+27,374)

+0.09%

FND

FLOOR & DECOR HOLDINGS INC-A

1.09%

149,942

$124.17

13.81% $107.02

$18,618,379

-16.51% (-29,651)

-0.22%

FBHS

FORTUNE BRANDS HOME & SECURI

1.52%

446,106

$89.53

30.86% $61.90

$39,939,870

+0.11% (+475)

+0.00%

HEI.A

HEICO CORP INC CL A

5.68%

732,993

$203.76

5.72% $215.42

$149,354,654

+1.28% (+9,296)

+0.07%

IBP

INSTALLED BUILDING PRODUCTS

4.56%

309,318

$246.27

14.22% $211.24

$76,175,749

+3.30% (+9,882)

+0.15%

ICE

INTERCONTINENTAL EXCHANGE IN

0.10%

16,799

$160.64

1.43% $158.35

$2,698,591

buy

+0.10%

SLV

ISHARES SILVER TRUST

0.02%

23,000

$28.41

1.30% $28.04

$653,430

ITB

ISHARES US HOME CONSTRUCTI

0.05%

6,385

$127.10

6.81% $118.45

$811,581

-18.01% (-1,403)

-0.01%

JPM

JPMORGAN CHASE & CO

0.35%

43,324

$210.86

16.08% $244.76

$9,135,299

+7.70% (+3,098)

+0.02%

KEYS

KEYSIGHT TECHNOLOGIES IN

2.91%

481,070

$158.93

7.24% $170.43

$76,456,455

+0.32% (+1,512)

+0.01%

KNSL

KINSALE CAPITAL GROUP INC

1.53%

52,220

$465.57

5.23% $489.92

$24,312,333

+163.61% (+32,410)

+0.95%

FWONK

LIBERTY MEDIA CORP-LIBERTY-C

0.04%

15,000

$77.43

9.94% $85.13

$1,161,450

buy

+0.04%

LFUS

LITTELFUSE INC

0.80%

79,015

$265.25

10.02% $238.66

$20,958,729

+0.41% (+323)

+0.00%

LULU

LULULEMON ATHLETICA INC

1.46%

83,471

$271.35

16.14% $315.14

$22,649,972

+8.73% (+6,704)

+0.12%

MTB

M & T BANK CORP

2.44%

360,591

$178.12

21.61% $216.62

$64,228,469

+4.44% (+15,329)

+0.10%

MKL

MARKEL CORP

2.55%

42,684

$1,568.58

9.55% $1,718.45

$66,953,269

+2.92% (+1,213)

+0.07%

MASTERCARD INC - A

0.48%

14,688

$493.80

4.31% $515.10

$7,253,403

+8.60% (+1,162)

+0.04%

MEDP

MEDPACE HOLDINGS INC

2.88%

227,072

$333.80

2.40% $341.82

$75,796,634

+20.72% (+38,978)

+0.49%

Completely sold out

History

Ticker

Stock

Sold
Shares*

% change to
Portfolio

ABNB

AIRBNB INC-CLASS A

7,055

-0.04%

FERG

FERGUSON PLC

28,425

-0.22%

GBTC

GRAYSCALE BITCOIN TRUST BTC

7,442

-0.02%

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.