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Giverny Capital (Francois Rochon) - FilingSpy
Giverny Capital
Francois Rochon
$1.30B
13F
2020 Q4
21 of 44 quarters
Overview
Activity
Holdings
Buys
BRK.B
Berkshire Hathaway Inc
$143.56M
+ $16.51M
=
$160.06M
674.2K
+16.2K (+2.40%)
KMX
Carmax Inc
$99.14M
+ $6.28M
=
$105.41M
1.08M
+37.3K (+3.46%)
V
Visa Inc
$60.23M
+ $6.53M
=
$66.76M
301.2K
+4.0K (+1.33%)
GOOG
Alphabet Inc. (formerly Google Inc.)
$53.14M
+ $11.77M
=
$64.91M
36.2K
+894 (+2.47%)
PGR
The Progressive Corporation
$58.15M
+ $6.54M
=
$64.69M
614.3K
+40.0K (+6.51%)
HEI.A
Heico Corporation
$46.47M
+ $16.29M
=
$62.76M
524.1K
+12.0K (+2.28%)
META
Meta Platforms Inc
$55.43M
+ $4.55M
=
$59.98M
211.7K
+7.9K (+3.75%)
NVR
NVR Inc
$57.00M
+ $1.33M
=
$58.33M
14.0K
+337 (+2.41%)
KEYS
Keysight Technologies, Inc.
$39.34M
+ $14.05M
=
$53.39M
398.2K
+6.0K (+1.50%)
SCHW
The Charles Schwab Corporation
$34.79M
+ $18.14M
=
$52.92M
960.1K
+37.7K (+3.92%)
FIVE
Five Below Inc
$36.84M
+ $15.29M
=
$52.13M
290.1K
+7.8K (+2.70%)
MKL
Markel Group Inc
$43.55M
+ $4.76M
=
$48.31M
44.7K
+2.0K (+4.54%)
FBIN
Fortune Brands Innovations Inc
$43.49M
+ $742.0K
=
$44.23M
502.6K
+13.4K (+2.66%)
JPM
JPMorgan Chase & Co.
$32.40M
+ $11.52M
=
$43.92M
336.5K
+9.1K (+2.70%)
BAC
Bank of America Corporation
$30.40M
+ $8.32M
=
$38.73M
1.26M
+15.6K (+1.24%)
EW
Edwards Lifesciences Corporation
$29.81M
+ $5.57M
=
$35.38M
373.4K
+14.4K (+3.85%)
DIS
Walt Disney Co. (the)
$22.48M
+ $11.66M
=
$34.14M
181.2K
+7.3K (+4.00%)
ICE
Intercontinental Exchange Inc
$26.66M
+ $5.04M
=
$31.70M
266.5K
+8.5K (+3.18%)
ATHM
Autohome Inc
$18.70M
+ $12.71M
=
$31.41M
194.8K
+120.4K (+61.83%)
SNBR
Sleep Number Corp
$10.44M
+ $16.56M
=
$26.99M
213.4K
+116.3K (+54.52%)
Show all 33 buys (13 more)
Sells
LBRDA
EXIT
Liberty Broadband Corporation
$171.0K
- $171.0K
=
Closed
-1.2K shares (100%)
AME
Ametek Inc
$75.14M
+ $11.04M
=
$86.17M
712.5K left
-43.4K (-5.74%)
SPY
SPDR S&P 500 ETF Trust
$1.77M
+ $73.0K
=
$1.85M
4.9K left
-358 (-6.76%)
AMZN
Amazon.com Inc
$1.63M
- $110.0K
=
$1.52M
466 left
-51 (-9.86%)
TSM
Taiwan Semiconductor Manufacturing Co. Ltd.
$1.00M
+ $17.0K
=
$1.02M
9.4K left
-3.0K (-24.36%)
LFUS
Littelfuse Inc
$10.20M
- $9.49M
=
$710.0K
2.8K left
-54.7K (-95.15%)
W
Wayfair Inc
$1.26M
- $916.0K
=
$344.0K
1.5K left
-2.8K (-64.79%)