FilingSpy

Giverny Capital (Francois Rochon) - FilingSpy

Francois Rochon

Giverny Capital

Francois Rochon

$591.18M

Overview Activity Holdings

Buys

Berkshire Hathaway Inc

$108.00M

+662.6K shares

OZKNEW

Bank Ozk

$59.29M

+1.13M shares

AMENEW

Ametek Inc

$38.40M

+790.0K shares

Carmax Inc

$44.93M + $9.86M =$54.79M

842.2K+8.7K (+1.03%)

Lkq Corporation

$45.17M =$39.73M

1.27M+22.7K (+1.78%)

Wells Fargo & Company

$22.65M + $5.69M =$28.34M

511.6K+2.8K (+0.54%)

Markel Group Inc

$24.88M + $473.0K =$25.35M

26.8K+1.2K (+4.64%)

Visa Inc

$25.51M =$24.28M

308.4K+2.8K (+0.90%)

Mohawk Industries, Inc.

$19.76M + $962.0K =$20.72M

98.6K+5.1K (+5.22%)

Fortune Brands Innovations Inc

$17.32M =$16.33M

298.1K+7.4K (+2.47%)

Alphabet Inc. (formerly Google Inc.)

$12.60M + $876.0K =$13.47M

16.2K+1.3K (+7.72%)

Heico Corporation

$6.40M + $1.25M =$7.66M

105.8K+6.9K (+6.56%)

Sells

AMEEXIT

Ametek Inc

$37.88M - $37.88M =Closed

-792.9K shares (100%)

OZKEXIT

Bank Ozk (formerly Bank of the Ozarks Inc)

$43.47M - $43.47M =Closed

-1.13M shares (100%)

Berkshire Hathaway Inc

$95.09M - $95.09M =Closed

-658.2K shares (100%)

Walt Disney Co. (the)

$38.80M =$42.80M

410.7K left-7.2K (-1.72%)

M&T Bank Corporation

$22.12M =$29.34M

187.5K left-3.0K (-1.57%)

Union Pacific Corporation

$24.57M =$25.80M

248.9K left-3.1K (-1.24%)

O'Reilly Automotive Inc

$22.55M - $290.0K =$22.26M

80.0K left-552 (-0.69%)

Buffalo Wild Wings Inc

$11.13M =$11.76M

76.2K left-2.9K (-3.70%)

Stericycle, Inc.

$8.29M - $374.0K =$7.91M

102.7K left-694 (-0.67%)

Knight Transportation Inc

$6.39M =$7.11M

215.2K left-7.6K (-3.42%)

Alphabet Inc. (formerly Google Inc.)

$4.86M - $114.0K =$4.74M

6.0K left-55 (-0.91%)

Stantec Inc

$1.32M - $281.0K =$1.04M

41.4K left-15.0K (-26.62%)