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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
63 Positions
Total: $1.52B
Show $
BRK.B
KMX
MKL
GOOG
AME
SCHW
HEI.A
V
FIVE
PGR
NVR
KEYS
MTB
META
SSNC
EW
FBIN
IBP
ICE
JPM
CIEN
BAC
DIS
GOOGL
LFUS
ATHM
SNBR
ANET
OZK
CACC
MA
FRC
ADI
COHR
BRK.A
FND
AAPL
SPY
LULU
ODFL
MSFT
BAM
CPRT
GLD
NVO
TSM
ROP
BABA
BOOT
LEVI
Show all 63 positions (13 more)
2 Exited Positions
Previously $5.91M
LBRDK
EXIT
UNH
EXIT
