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Giverny Capital (Francois Rochon) - FilingSpy
Giverny Capital
Francois Rochon
$1.77B
13F
2022 Q1
16 of 44 quarters
Overview
Activity
Holdings
63 Positions
Total: $1.77B
Show $
BRK.B
GOOG
MKL
KMX
AME
SCHW
HEI.A
PGR
FIVE
V
NVR
KEYS
META
SSNC
MTB
EW
ICE
FBIN
CIEN
JPM
BAC
IBP
DIS
GOOGL
SNBR
ANET
ATHM
OZK
CACC
MA
COHR
LBRDK
FRC
BRK.A
AAPL
SPY
LULU
UNH
ODFL
MSFT
BAM
TSM
BOOT
GLD
ADI
LFUS
NVO
ROP
LEVI
SITE
Show all 63 positions (13 more)
2 Exited Positions
Previously $3.59M
AMZN
EXIT
W
EXIT
