RMD
ResMed Inc
ResMed Inc historical holders
total: 4
Giverny Capital ResMed Inc transactions over time
- Total transactions:
- 5
- New positions:
- 2
- Sold out:
- 1
- Reduced:
- 2
- Held since:
- 2025 Q3
- Held for:
- 3 quarters
- Latest activity:
- 2026 Q1
Francois Rochon has been an institutional investor in ResMed Inc (RMD) since 2020 Q3. According to 2026 Q1 report, Francois Rochon holds 230,005 shares with a market value of roughly $51.63M representing 1.89% of their equity portfolio. The fund/company first acquired RMD in 2020 Q3, initially purchasing 437 shares. Francois Rochon later completely sold out the position and reinvested in RMD again in 2025 Q3. Since the initial investment, Giverny Capital has made 4 more transactions in this position.
Does Francois Rochon still hold RMD?
Yes, Francois Rochon continues to hold ResMed Inc (RMD). According to their 2026 Q1 report, they maintain a position of 230,005 shares valued at approximately $51.63M, representing 1.89% of their equity portfolio.
When did Francois Rochon first invest in RMD?
Francois Rochon first invested in ResMed Inc (RMD) in 2020 Q3 at the reported quarter-end price of $171.62 per share, acquiring 437 shares in their initial purchase.
What is Francois Rochon's average cost basis for RMD?
Based on historical transaction data, Francois Rochon's estimated cost basis for ResMed Inc (RMD) is approximately $273.73 per share. This represents their average reported price* across all buy transactions.
Has Francois Rochon reinvested in RMD after selling?
Yes, Francois Rochon has shown renewed interest in ResMed Inc (RMD). After completely selling their position, they reinitiated an investment in 2025 Q3, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $273.73
- Weighted AVG sell price:
- $224.57
RMD transactions history by Giverny Capital
5 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
1.89%
|
230,005
|
$224.48
|
$51,631,522
|
-2.29% (-5,383)
|
-0.04%
|
|
2025 Q4
|
1.89%
|
235,388
|
$240.87
|
$56,697,908
|
-0.01% (-30)
|
-0%
|
|
2025 Q3
|
2.18%
|
235,418
|
$273.73
|
$64,440,969
|
new
|
+2.18%
|
|
2023 Q1
|
0.00%
|
0
|
$208.13
|
|
-100% (-437)
|
-0.01%
|
|
2020 Q3
|
0.01%
|
$171.62
|
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.