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 (2023 Q3) SEC 13F filing(s) with portfolio value of $1,841,076,816.

What stocks does Francois Rochon own?

In Francois Rochon's portfolio as of 30 Sep 2023, the top 5 holdings are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (9.06%), (AME) AMETEK INC (7.20%), (MKL) MARKEL CORP (6.76%), (GOOG) ALPHABET INC-CL C (6.49%) and (KMX) CARMAX INC (5.84%).

To see the historical data of Giverny Capital's portfolio holdings please click on the "2023 Q3" dropdown menu and select the date.

To see Giverny Capital's original 13F reports (2023 Q3), please click on the "important" button.

Portfolio value: $1,841M+
Period: 2023 Q3
Number of stock: 57
Update: 13 Nov 2023
DIS
1.02%
230,818
$81.05
12.02% $90.79
$18,707,799
+0.11% (+262)
+0.00%
V
4.64%
371,370
$230.01
10.70% $254.61
$85,418,814
-0.04% (-141)
-0.00%
TJX
0.04%
6,696
$88.88
0.99% $88.00
$595,201
TSM
0.04%
8,240
$86.90
11.27% $96.69
$716,056
SBUX
0.03%
6,213
$91.27
4.68% $95.54
$567,061
SPY
0.11%
3,730
$427.48
6.81% $456.60
$1,594,637
GLD
0.04%
4,206
$171.45
9.16% $187.15
$721,119
-1.75% (-75)
-0.00%
SITE
0.03%
3,753
$163.45
12.11% $143.65
$613,428
-2.34% (-90)
-0.00%
SCHW
2.40%
643,648
$54.90
13.35% $62.23
$35,336,319
+6.97% (+41,944)
+0.16%
ROP
0.04%
1,335
$484.28
10.58% $535.54
$646,514
+7.23% (+90)
+0.00%
PGR
3.79%
501,431
$139.30
17.39% $163.53
$69,849,338
+2.88% (+14,022)
+0.11%
ODFL
0.09%
3,314
$409.14
3.51% $394.79
$1,356,137
NVR
4.11%
12,674
$5,963.30
6.64% $6,359.08
$75,578,864
+0.51% (+64)
+0.02%
NVO
0.06%
12,400
$90.94
9.56% $99.63
$1,127,656
+100.00% (+6,200)
+0.03%
MSFT
0.06%
2,988
$315.75
17.98% $372.52
$943,461
+0.17% (+4)
+0.00%
META
4.61%
282,449
$300.21
6.02% $318.29
$84,794,014
+0.98% (+2,741)
+0.04%
MA
0.45%
20,760
$395.91
3.23% $408.69
$8,219,092
+7.52% (+1,452)
+0.03%
MBC
0.60%
768,424
$12.15
17.12% $14.23
$9,336,356
-0.17% (-1,314)
-0.00%
MKL
6.76%
84,525
$1,472.49
4.84% $1,401.29
$124,462,217
+0.86% (+719)
+0.06%
MTB
2.35%
342,119
$126.45
4.48% $132.11
$43,260,948
+1.04% (+3,533)
+0.02%
20 of 57

Completely sold out

LEVI
17,457
-0.03%
SNBR
21,057
-0.03%
SSNC
161,122
-0.53%

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.