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Giverny Capital (Francois Rochon) - FilingSpy

Francois Rochon

Giverny Capital

Francois Rochon

$618.63M

Overview Activity Holdings

Buys

Liberty Media Corporation

$21.75M

+594.1K shares

Berkshire Hathaway Inc

$112.68M + $4.41M =$117.10M

676.0K+15.3K (+2.26%)

Carmax Inc

$51.38M + $5.39M =$56.77M

867.6K+32.7K (+3.77%)

Bank Ozk

$58.31M =$54.99M

1.12M+52.2K (+4.65%)

Visa Inc

$29.71M + $1.97M =$31.68M

334.3K+3.5K (+1.05%)

Markel Group Inc

$28.86M + $327.0K =$29.18M

29.6K+335 (+1.13%)

Wells Fargo & Company

$28.78M + $237.0K =$29.01M

517.0K+6.6K (+1.28%)

Union Pacific Corporation

$26.09M + $1.15M =$27.24M

246.3K+3.8K (+1.54%)

Alphabet Inc. (formerly Google Inc.)

$18.82M + $2.02M =$20.84M

22.7K+244 (+1.08%)

Fortune Brands Innovations Inc

$18.88M + $1.51M =$20.39M

310.3K+2.2K (+0.71%)

O'Reilly Automotive Inc

$23.09M =$19.66M

85.6K+4.3K (+5.05%)

Heico Corporation

$15.88M + $1.55M =$17.43M

211.7K+69.2K (+32.69%)

Sells

Ametek Inc

$42.40M - $1.47M =$40.93M

675.7K left-108.2K (-13.81%)

Walt Disney Co. (the)

$46.46M - $9.57M =$36.89M

347.2K left-62.6K (-15.27%)

Lkq Corporation

$38.75M - $3.18M =$35.57M

1.08M left-244.3K (-18.45%)

Mohawk Industries, Inc.

$24.54M =$25.36M

104.9K left-2.0K (-1.89%)

M&T Bank Corporation

$28.54M - $3.73M =$24.82M

153.2K left-31.2K (-16.93%)

Alphabet Inc. (formerly Google Inc.)

$5.03M =$5.49M

5.9K left-32 (-0.54%)

Stantec Inc

$1.07M - $536.0K =$535.0K

21.3K left-20.0K (-48.42%)

Brookfield Asset Management Inc

$477.0K =$507.0K

12.9K left-158 (-1.21%)