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Giverny Capital (Francois Rochon) - FilingSpy

Francois Rochon

Giverny Capital

Francois Rochon

$456.72M

Overview Activity Holdings

AUM

$456.72M

Positions

24

Top Position

BRK.B 15.6%

Top 10

70%

Activity Summary

24 New positions

Notable Trades

Largest New

BRK.B

Berkshire Hathaway Inc

$71.30M

Portfolio Composition

BRK.B15.6%

KMX7.7%

DIS7.5%

WFC7.3%

OZK6.9%

VRX6.7%

5.9%

MTB4.6%

V4.1%

MKL4.0%

Other (14)29.8%