FilingSpy

Giverny Capital (Francois Rochon) - FilingSpy

Francois Rochon

Giverny Capital

Francois Rochon

$1.77B

Overview Activity Holdings

Buys

Costco Wholesale Corporation

$202.0K

+350 shares

Alphabet Inc. (formerly Google Inc.)

$116.60M =$116.14M

40.3K+1.3K (+3.19%)

Markel Group Inc

$94.17M + $21.72M =$115.89M

76.3K+2.2K (+2.94%)

Carmax Inc

$144.46M =$111.14M

1.11M+42.7K (+3.85%)

Ametek Inc

$116.67M =$107.33M

793.4K+12.5K (+1.57%)

The Charles Schwab Corporation

$96.08M + $1.12M =$97.20M

1.14M+10.4K (+0.91%)

Heico Corporation

$79.48M + $17.55M =$97.03M

618.4K+13.5K (+2.19%)

Five Below Inc

$71.71M + $6.62M =$78.34M

346.6K+148.0K (+42.70%)

Visa Inc

$73.16M + $2.92M =$76.08M

337.6K+5.5K (+1.62%)

NVR Inc

$92.31M =$70.28M

15.6K+109 (+0.70%)

Keysight Technologies, Inc.

$89.81M =$68.86M

434.9K+1.0K (+0.23%)

Meta Platforms Inc

$83.52M =$57.15M

248.3K+8.7K (+3.51%)

SS&C Technologies Holdings, Inc.

$52.09M =$50.37M

635.4K+35.9K (+5.65%)

M&T Bank Corporation

$43.37M + $5.88M =$49.25M

282.4K+8.2K (+2.90%)

Fortune Brands Innovations Inc

$61.76M =$43.13M

577.7K+2.9K (+0.50%)

Ciena Corporation

$25.63M + $13.54M =$39.16M

333.0K+313.0K (+93.99%)

JPMorgan Chase & Co.

$42.33M =$37.70M

267.3K+9.3K (+3.46%)

Bank of America Corporation

$39.04M =$36.37M

877.6K+4.8K (+0.55%)

Installed Building Products Inc

$22.04M + $11.55M =$33.59M

157.8K+239.9K (+152.05%)

Walt Disney Co. (the)

$32.40M =$28.74M

209.2K+397 (+0.19%)

Sells

AMZNEXIT

Amazon.com Inc

$2.53M - $2.53M =Closed

-758 shares (100%)

WEXIT

Wayfair Inc

$1.06M - $1.06M =Closed

-5.6K shares (100%)

Berkshire Hathaway Inc

$165.82M - $11.28M =$154.54M

437.9K left-116.7K (-21.04%)

The Progressive Corporation

$83.84M - $1.77M =$82.06M

719.9K left-96.8K (-11.85%)

Edwards Lifesciences Corporation

$52.57M - $4.88M =$47.69M

405.1K left-671 (-0.17%)

Intercontinental Exchange Inc

$45.53M - $1.81M =$43.72M

330.9K left-2.0K (-0.60%)

Liberty Broadband Corporation

$5.94M - $1.27M =$4.67M

34.5K left-2.4K (-6.49%)

Apple Inc

$2.89M - $334.0K =$2.56M

14.6K left-1.6K (-10.06%)

SPDR S&P 500 ETF Trust

$2.39M - $235.0K =$2.15M

4.8K left-260 (-5.17%)

UnitedHealth Group Incorporated

$2.04M - $798.0K =$1.24M

2.4K left-1.6K (-40.07%)

Taiwan Semiconductor Manufacturing Co. Ltd.

$1.59M - $727.0K =$859.0K

8.2K left-4.9K (-37.50%)