FilingSpy

Giverny Capital (Francois Rochon) - FilingSpy

Francois Rochon

Giverny Capital

Francois Rochon

$871.75M

Overview Activity Holdings

Buys

BACNEW

Bank of America Corporation

$20.61M

+746.9K shares

Keysight Technologies, Inc.

$10.12M

+116.1K shares

ROPNEW

Roper Technologies Inc

$426.0K

+1.2K shares

Old Dominion Freight Line, Inc.

$372.0K

+2.6K shares

KNXNEW

Knight-Swift Transportation Holdings Inc

$253.0K

+7.7K shares

Berkshire Hathaway Inc

$164.98M + $2.19M =$167.17M

808.0K+24.1K (+2.98%)

Carmax Inc

$72.49M + $10.49M =$82.98M

1.16M+33.2K (+2.87%)

Visa Inc

$39.29M + $7.96M =$47.25M

297.8K+4.7K (+1.59%)

Alphabet Inc. (formerly Google Inc.)

$35.41M + $4.89M =$40.30M

34.2K+153 (+0.45%)

Heico Corporation

$28.77M + $10.96M =$39.73M

456.7K+15.9K (+3.48%)

NVR Inc

$32.64M + $5.32M =$37.96M

13.4K+324 (+2.42%)

Markel Group Inc

$35.75M + $638.0K =$36.39M

34.4K+2.1K (+6.05%)

JPMorgan Chase & Co.

$29.50M + $2.70M =$32.20M

302.2K+15.9K (+5.27%)

The Charles Schwab Corporation

$27.59M + $3.93M =$31.52M

664.3K+72.8K (+10.95%)

Fortune Brands Innovations Inc

$22.20M + $6.22M =$28.42M

584.5K+12.5K (+2.14%)

Meta Platforms Inc

$15.32M + $12.11M =$27.43M

116.9K+47.7K (+40.82%)

Edwards Lifesciences Corporation

$18.71M + $5.00M =$23.71M

122.2K+1.7K (+1.43%)

Bank Ozk

$15.34M + $4.79M =$20.13M

672.0K+22.7K (+3.38%)

M&T Bank Corporation

$17.71M + $2.14M =$19.85M

123.8K+2.7K (+2.16%)

Littelfuse Inc

$17.37M + $2.48M =$19.85M

101.3K+7.5K (+7.41%)

Sells

BCPCEXIT

Balchem Corporation

$178.0K - $178.0K =Closed

-2.3K shares (100%)

Ametek Inc

$51.83M =$63.27M

762.6K left-3.0K (-0.39%)

Mohawk Industries, Inc.

$26.19M =$27.99M

221.9K left-2.0K (-0.90%)

Union Pacific Corporation

$26.86M - $646.0K =$26.22M

156.8K left-37.5K (-19.31%)

Walt Disney Co. (the)

$21.02M =$21.08M

189.9K left-1.8K (-0.94%)

Lkq Corporation

$10.28M =$11.84M

417.3K left-15.8K (-3.65%)

O'Reilly Automotive Inc

$17.27M - $6.08M =$11.19M

28.8K left-21.3K (-42.55%)

Liberty Media Corporation

$20.43M - $19.51M =$920.0K

26.2K left-639.3K (-96.06%)

The Tjx Companies Inc

$489.0K =$497.0K

9.3K left-1.6K (-14.57%)

Mastercard Incorporated

$391.0K =$480.0K

2.0K left-35 (-1.69%)

Apple Inc

$344.0K =$404.0K

2.1K left-51 (-2.34%)