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Giverny Capital (Francois Rochon) - FilingSpy
Giverny Capital
Francois Rochon
$1.48B
13F
2022 Q3
14 of 44 quarters
Overview
Activity
Holdings
Buys
COHR
NEW
Coherent Corp.
$2.59M
+74.2K shares
BRK.B
Berkshire Hathaway Inc
$124.96M
- $1.38M
=
$123.58M
457.7K
+5.1K (+1.12%)
AME
Ametek Inc
$90.95M
+ $5.09M
=
$96.04M
827.7K
+19.2K (+2.32%)
MKL
Markel Group Inc
$104.14M
- $15.07M
=
$89.07M
80.5K
+1.6K (+2.02%)
SCHW
The Charles Schwab Corporation
$75.42M
+ $12.88M
=
$88.30M
1.19M
+34.8K (+2.92%)
GOOG
Alphabet Inc
$96.27M
- $10.41M
=
$85.87M
44.0K
+849.0K (+1929.08%)
FIVE
Five Below Inc
$69.11M
+ $15.74M
=
$84.86M
609.3K
+7.1K (+1.16%)
KMX
Carmax Inc
$108.30M
- $27.25M
=
$81.04M
1.20M
+30.6K (+2.56%)
HEI.A
Heico Corporation
$69.31M
+ $6.91M
=
$76.23M
657.8K
+7.3K (+1.11%)
KEYS
Keysight Technologies, Inc.
$63.15M
+ $10.06M
=
$73.21M
458.1K
+7.1K (+1.55%)
V
Visa Inc
$69.23M
- $5.24M
=
$63.99M
351.6K
+8.6K (+2.43%)
MTB
M&T Bank Corporation
$47.58M
+ $5.73M
=
$53.31M
298.5K
+3.9K (+1.29%)
META
Meta Platforms Inc
$42.54M
- $6.12M
=
$36.42M
263.8K
+4.6K (+1.76%)
EW
Edwards Lifesciences Corporation
$39.64M
- $4.09M
=
$35.55M
416.9K
+13.3K (+3.19%)
FBIN
Fortune Brands Innovations Inc
$37.02M
- $2.90M
=
$34.11M
618.1K
+17.2K (+2.79%)
SSNC
SS&C Technologies Holdings, Inc.
$40.68M
- $6.64M
=
$34.04M
700.5K
+12.3K (+1.75%)
IBP
Installed Building Products Inc
$33.92M
- $392.0K
=
$33.53M
407.9K
+6.1K (+1.49%)
ICE
Intercontinental Exchange Inc
$32.39M
- $710.0K
=
$31.68M
344.4K
+6.2K (+1.80%)
FRC
First Republic Bank
$4.19M
+ $24.45M
=
$28.64M
29.1K
+190.4K (+655.16%)
BAC
Bank of America Corporation
$28.92M
- $800.0K
=
$28.12M
929.0K
+2.1K (+0.23%)
Show all 34 buys (14 more)
Sells
COHR
EXIT
Coherent Corp.
$3.65M
- $3.65M
=
Closed
-71.7K shares (100%)
PGR
The Progressive Corporation
$67.30M
- $14.90M
=
$52.40M
450.9K left
-127.9K (-22.10%)
NVR
NVR Inc
$66.12M
- $15.50M
=
$50.62M
12.7K left
-3.8K (-23.11%)
JPM
JPMorgan Chase & Co.
$32.00M
- $29.02M
=
$2.98M
28.5K left
-255.6K (-89.96%)
SPY
SPDR S&P 500 ETF Trust
$1.80M
- $98.0K
=
$1.70M
4.8K left
-9 (-0.19%)
BAM
Brookfield Asset Management Inc
$756.0K
- $75.0K
=
$681.0K
16.6K left
-339 (-2.00%)
SBUX
Starbucks Corporation
$483.0K
+ $45.0K
=
$528.0K
6.3K left
-57 (-0.90%)
BABA
Alibaba Group Holding Limited
$574.0K
- $176.0K
=
$398.0K
5.0K left
-75 (-1.48%)
