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Giverny Capital (Francois Rochon) - FilingSpy
Giverny Capital
Francois Rochon
$883.14M
13F
2018 Q3
30 of 44 quarters
Overview
Activity
Holdings
Buys
SCHW
NEW
The Charles Schwab Corporation
$24.88M
+506.1K shares
NVR
NEW
NVR Inc
$17.33M
+7.0K shares
AAPL
NEW
Apple Inc
$480.0K
+2.1K shares
HCSG
NEW
Healthcare Services Group, Inc.
$376.0K
+9.3K shares
FAST
NEW
Fastenal Co
$237.0K
+4.1K shares
BRK.B
Berkshire Hathaway Inc
$142.12M
+ $31.85M
=
$173.97M
761.4K
+51.1K (+6.71%)
KMX
Carmax Inc
$80.73M
+ $6.59M
=
$87.33M
1.11M
+61.6K (+5.56%)
AME
Ametek Inc
$52.03M
+ $8.99M
=
$61.01M
721.0K
+50.2K (+6.96%)
OZK
Bank Ozk
$57.71M
- $6.61M
=
$51.10M
1.28M
+64.9K (+5.07%)
UNP
Union Pacific Corporation
$38.67M
+ $6.61M
=
$45.27M
272.9K
+5.1K (+1.87%)
MKL
Markel Group Inc
$35.05M
+ $5.61M
=
$40.66M
32.3K
+1.9K (+5.85%)
GOOG
Alphabet Inc. (formerly Google Inc.)
$34.27M
+ $6.24M
=
$40.51M
30.7K
+3.2K (+10.50%)
DIS
Walt Disney Co. (the)
$30.42M
+ $5.02M
=
$35.44M
290.3K
+12.8K (+4.40%)
HEI.A
Heico Corporation
$27.97M
+ $7.01M
=
$34.98M
458.9K
+4.4K (+0.97%)
EW
Edwards Lifesciences Corporation
$25.11M
+ $6.35M
=
$31.46M
172.5K
+8.2K (+4.74%)
FWONK
Liberty Media Corporation
$24.39M
+ $762.0K
=
$25.15M
656.8K
+19.4K (+2.96%)
JPM
JPMorgan Chase & Co.
$1.54M
+ $21.79M
=
$23.33M
14.8K
+192.0K (+1301.16%)
MHK
Mohawk Industries, Inc.
$23.48M
- $2.75M
=
$20.73M
109.6K
+8.6K (+7.88%)
LFUS
Littelfuse Inc
$20.84M
- $638.0K
=
$20.20M
91.3K
+10.8K (+11.78%)
MTB
M&T Bank Corporation
$19.09M
+ $906.0K
=
$20.00M
112.2K
+9.3K (+8.32%)
Show all 24 buys (4 more)
Sells
BKNG
EXIT
Booking Holdings Inc
$101.0K
- $101.0K
=
Closed
-50 shares (100%)
CACC
EXIT
Credit Acceptance Corp
$351.0K
- $351.0K
=
Closed
-992 shares (100%)
HBI
EXIT
Hanesbrands Inc
$270.0K
- $270.0K
=
Closed
-12.3K shares (100%)
STN
EXIT
Stantec Inc
$721.0K
- $721.0K
=
Closed
-21.3K shares (100%)
WFC
EXIT
Wells Fargo & Company
$18.94M
- $18.94M
=
Closed
-341.6K shares (100%)
V
Visa Inc
$45.54M
- $121.0K
=
$45.42M
302.6K left
-41.2K (-11.99%)
ORLY
O'Reilly Automotive Inc
$26.12M
- $8.36M
=
$17.76M
51.1K left
-44.4K (-46.45%)
GOOGL
Alphabet Inc. (formerly Google Inc.)
$6.48M
+ $381.0K
=
$6.86M
5.7K left
-55 (-0.96%)
FIVE
Five Below Inc
$1.08M
- $608.0K
=
$468.0K
3.6K left
-7.4K (-67.34%)
MA
Mastercard Incorporated
$619.0K
- $157.0K
=
$462.0K
2.1K left
-1.1K (-34.14%)
