FilingSpy

Giverny Capital (Francois Rochon) - FilingSpy

Francois Rochon

Giverny Capital

Francois Rochon

$1.09B

Overview Activity Holdings

Buys

Starbucks Corporation

$544.0K

+6.3K shares

SLVNEW

iShares Silver Trust

$498.0K

+23.0K shares

NVONEW

Novo Nordisk A/s

$430.0K

+6.2K shares

Liberty Broadband Corporation

$171.0K

+1.2K shares

Intuitive Surgical Inc

$96.0K

+135 shares

RMDNEW

Resmed Inc.

$75.0K

+437 shares

LLYNEW

Eli Lilly and Co.

$64.0K

+432 shares

RBANEW

Rb Global Inc.

$63.0K

+1.1K shares

Carmax Inc

$95.49M + $3.64M =$99.14M

1.07M+12.2K (+1.15%)

Ametek Inc

$66.81M + $8.33M =$75.14M

747.6K+8.3K (+1.11%)

Visa Inc

$57.98M + $2.25M =$60.23M

300.1K+1.1K (+0.35%)

The Progressive Corporation

$48.38M + $9.77M =$58.15M

603.9K+10.3K (+1.71%)

Meta Platforms Inc

$47.85M + $7.58M =$55.43M

210.8K+910 (+0.43%)

Heico Corporation

$41.33M + $5.14M =$46.47M

508.7K+15.4K (+3.03%)

Markel Group Inc

$40.78M + $2.77M =$43.55M

44.2K+553 (+1.25%)

Five Below Inc

$30.85M + $5.98M =$36.84M

288.6K+1.4K (+0.50%)

The Charles Schwab Corporation

$32.27M + $2.52M =$34.79M

956.3K+3.9K (+0.40%)

JPMorgan Chase & Co.

$31.24M + $1.16M =$32.40M

332.1K+4.4K (+1.33%)

Edwards Lifesciences Corporation

$25.75M + $4.05M =$29.81M

372.6K+795 (+0.21%)

Intercontinental Exchange Inc

$23.53M + $3.13M =$26.66M

256.9K+9.6K (+3.72%)

Sells

CHTREXIT

Charter Communications, Inc.

$510.0K - $510.0K =Closed

-1.0K shares (100%)

Liberty Media Corporation

$389.0K - $389.0K =Closed

-12.3K shares (100%)

UNHEXIT

UnitedHealth Group Incorporated

$299.0K - $299.0K =Closed

-1.0K shares (100%)

Berkshire Hathaway Inc

$150.74M - $7.19M =$143.56M

674.2K left-170.3K (-20.17%)

NVR Inc

$46.00M =$57.00M

14.0K left-156 (-1.11%)

Alphabet Inc. (formerly Google Inc.)

$51.35M =$53.14M

36.2K left-164 (-0.45%)

Fortune Brands Innovations Inc

$32.37M =$43.49M

502.6K left-3.7K (-0.74%)

Keysight Technologies, Inc.

$40.54M - $1.21M =$39.34M

398.2K left-4.1K (-1.01%)

Bank of America Corporation

$29.98M =$30.40M

1.26M left-312 (-0.02%)

Walt Disney Co. (the)

$20.76M =$22.48M

181.2K left-5.0K (-2.68%)

Autohome Inc

$14.98M =$18.70M

194.8K left-3.6K (-1.81%)

Alphabet Inc. (formerly Google Inc.)

$13.05M - $1.64M =$11.41M

7.8K left-1.4K (-15.40%)

Sleep Number Corp

$9.02M =$10.44M

213.4K left-3.2K (-1.46%)

Littelfuse Inc

$9.94M =$10.20M

57.5K left-741 (-1.27%)

Healthcare Services Group, Inc.

$8.77M - $1.09M =$7.68M

356.7K left-2.0K (-0.55%)

Bank Ozk

$8.36M - $858.0K =$7.51M

352.1K left-4.3K (-1.21%)

Lululemon Athletica Inc

$1.45M =$1.52M

4.6K left-30 (-0.65%)