Francois Rochon's Portfolio

Giverny Capital 13F holdings

What is Francois Rochon's portfolio?

Giverny Capital has disclosed a total of 51 security holdings in their (2024 Q1) SEC 13F filing(s) with portfolio value of $2,459,186,949.

What stocks does Francois Rochon own?

In Francois Rochon's portfolio as of 31 Mar 2024, the top 5 holdings are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (8.21%), (AME) AMETEK INC (6.90%), (META) META PLATFORMS INC-CLASS A (5.84%), (KMX) CARMAX INC (5.61%) and (MKL) MARKEL CORP (4.98%).

To see the historical data of Giverny Capital's portfolio holdings please click on the "2024 Q1" dropdown menu and select the date.

To see Giverny Capital's original 13F reports (2024 Q1), please click on the "important" button.

Portfolio value: $2,459M+
Period: 2024 Q1
Number of stock: 51
Update: 13 May 2024
BRK.B
8.21%
479,975
$420.52
2.99% $407.96
$201,839,087
-0.80% (-3,881)
-0.07%
AME
6.90%
844,459
$182.90
8.07% $168.14
$154,451,563
+1.94% (+16,094)
+0.13%
META
5.84%
215,948
$485.58
4.30% $464.71
$104,860,321
+2.74% (+5,758)
+0.16%
KMX
5.61%
1,582,398
$87.11
20.09% $69.61
$137,842,690
+3.18% (+48,824)
+0.17%
MKL
4.98%
60,009
$1,521.48
6.75% $1,624.24
$91,302,501
+1.73% (+1,019)
+0.08%
FIVE
4.92%
667,190
$181.38
26.28% $133.72
$121,014,922
+2.00% (+13,092)
+0.10%
IBP
4.91%
368,939
$258.73
19.33% $208.71
$95,455,711
+2.54% (+9,152)
+0.12%
HEI.A
4.50%
718,995
$153.94
11.67% $171.90
$110,682,090
+3.21% (+22,392)
+0.14%
PGR
4.46%
530,369
$206.82
0.22% $206.37
$109,690,917
+4.91% (+24,818)
+0.21%
V
4.34%
382,208
$279.08
2.98% $270.77
$106,666,609
+1.36% (+5,116)
+0.06%
NVR
4.33%
13,138
$8,099.96
8.15% $7,439.80
$106,417,274
+3.68% (+466)
+0.15%
GOOG
4.00%
645,800
$152.26
13.88% $173.39
$98,329,508
+1.23% (+7,850)
+0.05%
FISV
3.12%
393,801
$159.82
28.53% $114.23
$62,937,391
+5.58% (+20,805)
+0.16%
MEDP
3.04%
185,232
$404.15
4.87% $384.46
$74,861,513
+17.49% (+27,568)
+0.45%
KEYS
3.04%
478,346
$156.38
11.49% $138.41
$74,803,747
+1.59% (+7,493)
+0.05%
SCHW
2.53%
861,431
$72.34
1.20% $71.47
$62,315,919
+3.30% (+27,527)
+0.08%
OZK
2.15%
1,165,110
$45.46
9.61% $41.09
$52,965,901
+387.96% (+926,339)
+1.71%
MTB
2.09%
352,670
$145.44
1.46% $147.57
$51,292,325
+2.80% (+9,614)
+0.06%
LULU
2.05%
129,251
$390.65
22.19% $303.96
$50,491,903
+6.14% (+7,474)
+0.12%
GOOGL
1.80%
270,714
$150.93
13.95% $171.98
$40,858,894
+4.75% (+12,282)
+0.08%
20 of 51

Completely sold out

BABA
4,976
-0.02%
ATHM
312,582
-0.36%
BOOT
8,253
-0.03%
GIB
1,466
-0.01%
FAST
8,154
-0.02%
KNX
7,789
-0.02%
MBC
912,988
-0.55%
MSFT
288
-0.00%
ROP
1,330
-0.03%
SPY
4,752
-0.09%

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.