Francois Rochon's Portfolio

Giverny Capital 13F holdings

What is Francois Rochon's portfolio?

Giverny Capital has disclosed a total of 58 security holdings in their (2023 Q4) SEC 13F filing(s) with portfolio value of $2,127,597,034.

What stocks does Francois Rochon own?

In Francois Rochon's portfolio as of 31 Dec 2023, the top 5 holdings are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (8.11%), (AME) AMETEK INC (7.05%), (FIVE) FIVE BELOW (6.55%), (KMX) CARMAX INC (5.53%) and (MKL) MARKEL CORP (5.28%).

To see the historical data of Giverny Capital's portfolio holdings please click on the "2023 Q4" dropdown menu and select the date.

To see Giverny Capital's original 13F reports (2023 Q4), please click on the "important" button.

Portfolio value: $2,127M+
Period: 2023 Q4
Number of stock: 58
Update: 09 Feb 2024
BABA
0.02%
4,976
$77.51
0.22% $77.68
$385,690
-0.56% (-28)
-0.00%
ALGN
0.35%
27,162
$274.00
14.26% $313.06
$7,442,388
buy
+0.35%
GOOGL
1.83%
279,386
$139.69
0.58% $138.88
$39,027,430
+19.33% (+45,262)
+0.30%
GOOG
4.23%
637,950
$140.93
0.59% $140.10
$89,906,294
-29.61% (-268,374)
-1.78%
AME
7.05%
910,291
$164.89
7.81% $177.77
$150,097,883
+1.48% (+13,235)
+0.10%
ADI
1.75%
187,671
$198.56
4.78% $189.07
$37,263,954
+0.84% (+1,558)
+0.01%
AAPL
0.09%
10,181
$192.53
5.14% $182.63
$1,960,148
-29.05% (-4,168)
-0.04%
ANET
1.10%
99,444
$235.51
15.46% $271.91
$23,420,056
+0.75% (+744)
+0.01%
ATHM
0.41%
312,582
$28.06
5.24% $26.59
$8,771,051
-8.90% (-30,555)
-0.04%
BAC
1.63%
1,029,334
$33.67
1.81% $34.28
$34,657,676
+0.19% (+1,930)
+0.00%
OZK
0.56%
238,771
$49.83
12.50% $43.60
$11,897,959
+1.21% (+2,845)
+0.01%
BRK.A
0.18%
7
$542,625.00
13.76% $617,299.90
$3,798,375
+16.67% (+1)
+0.03%
BRK.B
8.11%
483,856
$356.66
14.65% $408.91
$172,572,081
+1.59% (+7,566)
+0.13%
BOOT
0.03%
8,253
$76.76
17.91% $90.51
$633,500
KMX
5.53%
1,533,574
$76.74
0.10% $76.66
$117,686,469
+0.86% (+13,136)
+0.05%
GIB
0.01%
1,585
$110.34
4.94% $115.79
$174,889
-5.54% (-93)
-0.00%
CIEN
1.32%
625,936
$45.01
24.73% $56.14
$28,173,379
-1.50% (-9,527)
-0.02%
COHR
0.22%
108,137
$43.53
33.29% $58.02
$4,707,204
-84.72% (-599,573)
-1.23%
CPRT
0.06%
27,484
$49.00
8.00% $52.92
$1,346,716
CACC
0.57%
22,616
$532.73
3.67% $552.30
$12,048,222
+2.32% (+512)
+0.01%
20 of 58

Completely sold out

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.