FilingSpy

Giverny Capital (Francois Rochon) - FilingSpy

Francois Rochon

Giverny Capital

Francois Rochon

$1.50B

Overview Activity Holdings

Buys

IYFNEW

iShares Trust

$233.0K

+3.1K shares

Berkshire Hathaway Inc

$160.06M + $20.23M =$180.29M

690.3K+15.4K (+2.23%)

Ametek Inc

$86.17M + $5.53M =$91.70M

712.5K+5.4K (+0.76%)

Markel Group Inc

$48.31M + $29.28M =$77.59M

46.8K+21.3K (+45.62%)

Alphabet Inc. (formerly Google Inc.)

$64.91M + $12.20M =$77.12M

37.1K+225 (+0.61%)

NVR Inc

$58.33M + $10.21M =$68.54M

14.3K+252 (+1.76%)

Meta Platforms Inc

$59.98M + $8.23M =$68.22M

219.6K+12.0K (+5.48%)

Visa Inc

$66.76M + $195.0K =$66.95M

305.2K+11.0K (+3.61%)

The Charles Schwab Corporation

$52.92M + $13.69M =$66.61M

997.8K+24.2K (+2.42%)

The Progressive Corporation

$64.69M =$64.58M

654.2K+21.3K (+3.25%)

Heico Corporation

$62.76M =$62.52M

536.1K+14.2K (+2.65%)

Keysight Technologies, Inc.

$53.39M + $5.06M =$58.45M

404.2K+3.4K (+0.84%)

Five Below Inc

$52.13M + $5.82M =$57.94M

297.9K+5.8K (+1.95%)

JPMorgan Chase & Co.

$43.92M + $10.04M =$53.95M

345.6K+8.8K (+2.55%)

Fortune Brands Innovations Inc

$44.23M + $6.03M =$50.26M

516.0K+8.6K (+1.66%)

Bank of America Corporation

$38.73M + $11.16M =$49.88M

1.28M+11.7K (+0.92%)

Sleep Number Corp

$26.99M + $21.77M =$48.77M

329.8K+10.1K (+3.06%)

Edwards Lifesciences Corporation

$35.38M =$32.63M

387.8K+2.3K (+0.60%)

Intercontinental Exchange Inc

$31.70M =$31.68M

275.0K+8.7K (+3.17%)

Autohome Inc

$31.41M =$30.38M

315.3K+10.4K (+3.30%)

Sells

WEXIT

Wayfair Inc

$344.0K - $344.0K =Closed

-1.5K shares (100%)

Carmax Inc

$105.41M =$141.86M

1.07M left-46.6K (-4.18%)

Walt Disney Co. (the)

$34.14M =$34.69M

188.0K left-445 (-0.24%)

Bank Ozk

$11.13M - $3.92M =$7.22M

176.7K left-179.4K (-50.39%)

SPDR S&P 500 ETF Trust

$1.85M =$1.92M

4.9K left-85 (-1.72%)

Apple Inc

$1.58M - $136.0K =$1.44M

11.8K left-85 (-0.71%)

Taiwan Semiconductor Manufacturing Co. Ltd.

$1.02M =$1.10M

9.3K left-100 (-1.07%)

The Tjx Companies Inc

$2.73M - $2.18M =$556.0K

8.4K left-31.6K (-79.00%)