Giverny Capital Berkshire Hathaway Inc transactions over time
BRK-A
Berkshire Hathaway Inc historical holders
total: 18
Transactions details
- Total transactions:
- 9
- New positions:
- 1
- Added:
- 6
- Reduced:
- 2
- Held since:
- 2017 Q3
- Held for:
- 36 quarters
- Latest activity:
- 2026 Q2
Francois Rochon has been an institutional investor in Berkshire Hathaway Inc (BRK-A) since 2017 Q3. According to 2026 Q2 report, Francois Rochon holds 9 shares with a market value of roughly $6.74M representing 0.23% of their equity portfolio. The fund/company first acquired BRK-A in 2017 Q3, initially purchasing 3 shares. Since the initial investment, Giverny Capital has made 8 more transactions in this position.
Does Francois Rochon still hold BRK-A?
Yes, Francois Rochon continues to hold Berkshire Hathaway Inc (BRK-A). According to their 2026 Q2 report, they maintain a position of 9 shares valued at approximately $6.74M, representing 0.23% of their equity portfolio.
When did Francois Rochon first invest in BRK-A?
Francois Rochon first invested in Berkshire Hathaway Inc (BRK-A) in 2017 Q3 at the reported quarter-end price of $274,666.67 per share, acquiring 3 shares in their initial purchase.
What is Francois Rochon's average cost basis for BRK-A?
Based on historical transaction data, Francois Rochon's estimated cost basis for Berkshire Hathaway Inc (BRK-A) is approximately $453,827.29 per share. This represents their average reported price* across all buy transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $453,827.29
- Weighted AVG sell price:
- $618,426.20
BRK-A transactions history by Giverny Capital
9 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.23%
|
9
|
$748,850.00
|
$6,739,650
|
-18.18% (-2)
|
-0.05%
|
|
2025 Q1
|
0.32%
|
11
|
$798,442.00
|
$8,782,862
|
+37.50% (+3)
|
+0.09%
|
|
2024 Q4
|
0.20%
|
8
|
$680,920.00
|
$5,447,360
|
+14.29% (+1)
|
+0.02%
|
|
2023 Q4
|
0.18%
|
7
|
$542,625.00
|
$3,798,375
|
+16.67% (+1)
|
+0.03%
|
|
2023 Q3
|
0.17%
|
6
|
$531,477.00
|
$3,188,862
|
-33.33% (-3)
|
-0.08%
|
|
2022 Q4
|
0.26%
|
9
|
$468,711.00
|
$4,218,399
|
+12.50% (+1)
|
+0.03%
|
|
2020 Q3
|
0.23%
|
$320,000.00
|
+33.33% (+2)
|
|||
|
2020 Q2
|
0.16%
|
$267,333.33
|
+100.00% (+3)
|
|||
|
2017 Q3
|
0.12%
|
$274,666.67
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: 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.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.