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Giverny Capital (Francois Rochon) - FilingSpy
Giverny Capital
Francois Rochon
$1.09B
13F
2020 Q3
22 of 44 quarters
Overview
Activity
Holdings
54 Positions
Total: $1.09B
Show $
BRK.B
KMX
AME
V
PGR
NVR
META
GOOG
HEI.A
MKL
FBIN
KEYS
FIVE
SCHW
JPM
BAC
EW
ICE
DIS
ATHM
GOOGL
SNBR
LFUS
HCSG
OZK
SSNC
ANET
MA
CACC
LBRDK
BRK.A
TJX
FRC
SPY
AMZN
LULU
J
W
AAPL
TSM
MSFT
ODFL
BAM
SBUX
SLV
ROP
NVO
FAST
KNX
LBRDA
Show all 54 positions (4 more)
3 Exited Positions
Previously $1.20M
CHTR
EXIT
FWONK
EXIT
UNH
EXIT
