Francois Rochon's Portfolio

Giverny Capital 13F holdings

What is Francois Rochon's portfolio?

Giverny Capital has disclosed a total of 50 security holdings in their (2024 Q2) SEC 13F filing(s) with portfolio value of $2,366,692,959.

What stocks does Francois Rochon own?

In Francois Rochon's portfolio as of 30 Jun 2024, the top 5 holdings are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (8.33%), (AME) AMETEK INC (6.60%), (META) META PLATFORMS INC-CLASS A (6.34%), (HEI.A) HEICO CORP INC CL A (5.43%) and (GOOG) ALPHABET INC-CL C (5.02%).

To see the historical data of Giverny Capital's portfolio holdings please click on the "2024 Q2" dropdown menu and select the date.

To see Giverny Capital's original 13F reports (2024 Q2), please click on the "important" button.

Portfolio value: $2,366M+
Period: 2024 Q2
Number of stock: 50
Update: 14 Aug 2024
SBUX
2.35%
715,626
$77.85
23.38% $96.05
$55,711,484
+92.61% (+344,075)
+1.13%
SCHW
2.71%
869,813
$73.69
11.26% $65.39
$64,096,520
+0.97% (+8,382)
+0.03%
KMX
4.94%
964,943
$73.34
3.76% $76.10
$70,768,959
+0.79% (+7,592)
+0.04%
FBHS
1.22%
445,631
$64.94
4.68% $61.90
$28,939,277
-1.60% (-7,240)
-0.02%
CPRT
0.06%
27,484
$54.16
5.02% $51.44
$1,488,533
GBTC
0.02%
7,442
$53.24
6.03% $50.03
$396,212
OZK
2.07%
633,105
$41.00
4.29% $42.76
$25,957,332
+2.53% (+15,597)
+0.05%
BAC
1.66%
507,849
$39.77
1.26% $40.27
$20,197,163
-0.08% (-430)
-0.00%
SLV
0.03%
20,585
$26.57
6.93% $28.41
$546,943
DFH
0.04%
32,202
$25.82
41.94% $36.65
$831,456
10 of 50

Completely sold out

COHR
98,866
-0.30%
TJX
1,085
-0.00%
CIEN
661
-0.00%

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.