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Giverny Capital (Francois Rochon) - FilingSpy
Giverny Capital
Francois Rochon
$1.52B
13F
2022 Q2
15 of 44 quarters
Overview
Activity
Holdings
Buys
FND
NEW
Floor & Decor Holdings Inc
$3.20M
+50.8K shares
CPRT
NEW
Copart Inc
$747.0K
+6.9K shares
BRK.B
Berkshire Hathaway Inc
$154.54M
- $29.58M
=
$124.96M
437.9K
+19.8K (+4.52%)
KMX
Carmax Inc
$111.14M
- $2.85M
=
$108.30M
1.15M
+44.9K (+3.90%)
MKL
Markel Group Inc
$115.89M
- $11.75M
=
$104.14M
78.6K
+2.0K (+2.51%)
GOOG
Alphabet Inc
$116.14M
- $19.86M
=
$96.27M
41.6K
+2.4K (+5.85%)
AME
Ametek Inc
$107.33M
- $16.38M
=
$90.95M
805.9K
+21.8K (+2.70%)
SCHW
The Charles Schwab Corporation
$97.20M
- $21.78M
=
$75.42M
1.15M
+40.9K (+3.54%)
HEI.A
Heico Corporation
$97.03M
- $27.71M
=
$69.31M
631.9K
+25.8K (+4.09%)
V
Visa Inc
$76.08M
- $6.85M
=
$69.23M
343.1K
+8.6K (+2.50%)
FIVE
Five Below Inc
$78.34M
- $9.22M
=
$69.11M
494.6K
+114.7K (+23.18%)
NVR
NVR Inc
$70.28M
- $4.16M
=
$66.12M
15.7K
+781 (+4.96%)
KEYS
Keysight Technologies, Inc.
$68.86M
- $5.71M
=
$63.15M
435.9K
+22.2K (+5.10%)
MTB
M&T Bank Corporation
$49.25M
- $1.67M
=
$47.58M
290.6K
+7.9K (+2.73%)
META
Meta Platforms Inc
$57.15M
- $14.61M
=
$42.54M
257.0K
+6.8K (+2.64%)
SSNC
SS&C Technologies Holdings, Inc.
$50.37M
- $9.69M
=
$40.68M
671.3K
+29.2K (+4.35%)
EW
Edwards Lifesciences Corporation
$47.69M
- $8.05M
=
$39.64M
405.1K
+11.8K (+2.91%)
FBIN
Fortune Brands Innovations Inc
$43.13M
- $6.11M
=
$37.02M
580.6K
+37.5K (+6.46%)
IBP
Installed Building Products Inc
$33.59M
+ $325.0K
=
$33.92M
397.6K
+10.3K (+2.58%)
ICE
Intercontinental Exchange Inc
$43.72M
- $11.33M
=
$32.39M
330.9K
+13.5K (+4.08%)
Show all 37 buys (17 more)
Sells
LBRDK
EXIT
Liberty Broadband Corporation
$4.67M
- $4.67M
=
Closed
-34.5K shares (100%)
UNH
EXIT
UnitedHealth Group Incorporated
$1.24M
- $1.24M
=
Closed
-2.4K shares (100%)
PGR
The Progressive Corporation
$82.06M
- $14.76M
=
$67.30M
578.8K left
-141.1K (-19.60%)
