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Giverny Capital (Francois Rochon) - FilingSpy
Giverny Capital
Francois Rochon
$989.96M
13F
2019 Q2
27 of 44 quarters
Overview
Activity
Holdings
Buys
BRK.B
Berkshire Hathaway Inc
$167.17M
+ $17.11M
=
$184.27M
832.1K
+32.3K (+3.88%)
KMX
Carmax Inc
$82.98M
+ $22.96M
=
$105.94M
1.19M
+31.3K (+2.63%)
AME
Ametek Inc
$63.27M
+ $8.75M
=
$72.02M
762.6K
+30.2K (+3.96%)
V
Visa Inc
$47.25M
+ $6.51M
=
$53.76M
302.5K
+7.3K (+2.40%)
HEI.A
Heico Corporation
$39.73M
+ $10.56M
=
$50.28M
472.6K
+13.9K (+2.93%)
NVR
NVR Inc
$37.96M
+ $10.28M
=
$48.23M
13.7K
+593 (+4.32%)
MKL
Markel Group Inc
$36.39M
+ $4.90M
=
$41.29M
36.5K
+1.4K (+3.75%)
GOOG
Alphabet Inc. (formerly Google Inc.)
$40.30M
- $2.35M
=
$37.95M
34.3K
+764 (+2.22%)
JPM
JPMorgan Chase & Co.
$32.20M
+ $5.14M
=
$37.34M
318.1K
+15.9K (+5.00%)
SCHW
The Charles Schwab Corporation
$31.52M
+ $5.79M
=
$37.30M
737.1K
+191.1K (+25.92%)
FBIN
Fortune Brands Innovations Inc
$28.42M
+ $6.95M
=
$35.37M
597.0K
+22.1K (+3.70%)
META
Meta Platforms Inc
$27.43M
+ $6.02M
=
$33.45M
164.6K
+8.7K (+5.31%)
DIS
Walt Disney Co. (the)
$21.08M
+ $6.38M
=
$27.46M
189.9K
+6.8K (+3.59%)
UNP
Union Pacific Corporation
$26.22M
+ $710.0K
=
$26.93M
156.8K
+2.4K (+1.55%)
BAC
Bank of America Corporation
$20.61M
+ $4.94M
=
$25.55M
746.9K
+134.1K (+17.95%)
KEYS
Keysight Technologies, Inc.
$10.12M
+ $15.34M
=
$25.46M
116.1K
+167.4K (+144.21%)
EW
Edwards Lifesciences Corporation
$23.71M
- $250.0K
=
$23.46M
123.9K
+3.1K (+2.47%)
MTB
M&T Bank Corporation
$19.85M
+ $3.21M
=
$23.06M
126.4K
+9.1K (+7.23%)
OZK
Bank Ozk
$20.13M
+ $1.86M
=
$22.00M
694.7K
+36.3K (+5.23%)
LFUS
Littelfuse Inc
$19.85M
+ $337.0K
=
$20.19M
108.8K
+5.3K (+4.90%)
Show all 25 buys (5 more)
Sells
MHK
Mohawk Industries, Inc.
$27.99M
- $3.16M
=
$24.84M
168.4K left
-53.5K (-24.11%)
ORLY
O'Reilly Automotive Inc
$11.19M
- $1.11M
=
$10.08M
27.3K left
-1.5K (-5.25%)
GOOGL
Alphabet Inc. (formerly Google Inc.)
$7.02M
- $673.0K
=
$6.35M
5.9K left
-103 (-1.73%)
FWONK
Liberty Media Corporation
$920.0K
- $522.0K
=
$398.0K
10.6K left
-15.6K (-59.50%)
LKQ
Lkq Corporation
$11.84M
- $11.84M
=
$6.0K
220 left
-417.1K (-99.95%)