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Giverny Capital (Francois Rochon) - FilingSpy
Giverny Capital
Francois Rochon
$1.01B
13F
2020 Q2
23 of 44 quarters
Overview
Activity
Holdings
Buys
ICE
NEW
Intercontinental Exchange Inc
$23.53M
+256.9K shares
CACC
NEW
Credit Acceptance Corp
$2.77M
+6.6K shares
ANET
NEW
Arista Networks Inc
$2.17M
+10.3K shares
AMZN
NEW
Amazon.com Inc
$1.27M
+459 shares
J
NEW
Jacobs Solutions Inc.
$1.20M
+14.2K shares
LBRDK
NEW
Liberty Broadband Corporation
$1.18M
+9.5K shares
FRC
NEW
First Republic Bank
$943.0K
+8.9K shares
MSFT
NEW
Microsoft Corporation
$718.0K
+3.5K shares
W
NEW
Wayfair Inc
$695.0K
+3.5K shares
CHTR
NEW
Charter Communications, Inc.
$510.0K
+1.0K shares
TSM
NEW
Taiwan Semiconductor Manufacturing Co. Ltd.
$303.0K
+5.3K shares
UNH
NEW
UnitedHealth Group Incorporated
$299.0K
+1.0K shares
BRK.B
Berkshire Hathaway Inc
$151.90M
- $1.16M
=
$150.74M
830.8K
+13.6K (+1.64%)
AME
Ametek Inc
$52.41M
+ $14.40M
=
$66.81M
727.7K
+19.9K (+2.74%)
V
Visa Inc
$47.34M
+ $10.64M
=
$57.98M
293.8K
+6.4K (+2.16%)
GOOG
Alphabet Inc. (formerly Google Inc.)
$39.70M
+ $11.65M
=
$51.35M
34.1K
+2.2K (+6.39%)
PGR
The Progressive Corporation
$41.69M
+ $6.70M
=
$48.38M
564.5K
+39.4K (+6.98%)
META
Meta Platforms Inc
$28.26M
+ $19.60M
=
$47.85M
169.4K
+41.3K (+24.40%)
NVR
NVR Inc
$35.65M
+ $10.35M
=
$46.00M
13.9K
+238 (+1.71%)
HEI.A
Heico Corporation
$30.70M
+ $10.63M
=
$41.33M
480.5K
+28.2K (+5.88%)
Show all 40 buys (20 more)
Sells
DAL
EXIT
Delta Air Lines Inc
$265.0K
- $265.0K
=
Closed
-9.3K shares (100%)
MHK
EXIT
Mohawk Industries, Inc.
$245.0K
- $245.0K
=
Closed
-3.2K shares (100%)
LUV
EXIT
Southwest Airlines Co
$297.0K
- $297.0K
=
Closed
-8.3K shares (100%)
UNP
EXIT
Union Pacific Corporation
$7.33M
- $7.33M
=
Closed
-52.0K shares (100%)
KMX
Carmax Inc
$59.35M
+ $36.14M
=
$95.49M
1.07M left
-36.2K (-3.28%)
BAC
Bank of America Corporation
$27.60M
+ $2.38M
=
$29.98M
1.26M left
-37.8K (-2.91%)
LFUS
Littelfuse Inc
$7.81M
+ $2.12M
=
$9.94M
58.2K left
-328 (-0.56%)
