FilingSpy

Giverny Capital (Francois Rochon) - FilingSpy

Francois Rochon

Giverny Capital

Francois Rochon

$1.62B

Overview Activity Holdings

Buys

MBCNEW

Masterbrand Inc

$6.80M

+900.1K shares

VOONEW

Vanguard Index Funds

$2.42M

+6.9K shares

UNHNEW

UnitedHealth Group Incorporated

$918.8K

+1.7K shares

BNNEW

Brookfield Corp

$523.8K

+16.6K shares

JNEW

Jacobs Solutions Inc

$494.0K

+4.1K shares

Ametek Inc

$96.04M + $23.18M =$119.22M

846.8K+6.5K (+0.76%)

Five Below Inc

$84.86M + $24.51M =$109.37M

616.4K+2.0K (+0.32%)

The Charles Schwab Corporation

$88.30M + $15.18M =$103.48M

1.23M+14.3K (+1.16%)

Carmax Inc

$81.04M + $6.35M =$87.40M

1.23M+207.8K (+16.93%)

Heico Corporation

$76.23M + $4.18M =$80.41M

665.0K+5.9K (+0.88%)

The Progressive Corporation

$52.40M + $7.44M =$59.84M

450.9K+10.4K (+2.31%)

Fortune Brands Innovations Inc

$34.11M + $17.11M =$51.23M

635.4K+261.6K (+41.17%)

M&T Bank Corporation

$53.31M =$44.44M

302.4K+4.0K (+1.33%)

Lululemon Athletica Inc

$16.76M + $18.43M =$35.19M

60.0K+49.9K (+83.22%)

Meta Platforms Inc

$36.42M =$32.59M

268.4K+2.4K (+0.88%)

Bank of America Corporation

$28.12M + $2.87M =$30.99M

931.1K+4.5K (+0.49%)

First Republic Bank

$28.64M + $229.9K =$28.87M

219.4K+17.5K (+7.96%)

Walt Disney Co. (the)

$21.25M =$19.64M

225.3K+752 (+0.33%)

Floor & Decor Holdings Inc

$16.55M + $1.99M =$18.54M

235.6K+30.7K (+13.04%)

Alphabet Inc

$19.13M =$18.38M

199.9K+8.3K (+4.17%)

Sells

BAMEXIT

Brookfield Asset Management Inc

$681.0K - $681.0K =Closed

-16.6K shares (100%)

LLYEXIT

Eli Lilly and Co.

$140.0K - $140.0K =Closed

-432 shares (100%)

Berkshire Hathaway Inc

$123.58M =$142.53M

461.4K left-1.4K (-0.30%)

Markel Group Inc

$89.07M =$107.19M

81.4K left-793 (-0.97%)

Keysight Technologies, Inc.

$73.21M =$79.20M

463.0K left-2.3K (-0.48%)

Alphabet Inc

$85.87M - $7.16M =$78.70M

887.0K left-6.1K (-0.68%)

Visa Inc

$63.99M =$74.46M

358.4K left-1.8K (-0.50%)

NVR Inc

$50.62M =$57.61M

12.5K left-207 (-1.63%)

Installed Building Products Inc

$33.53M =$35.38M

413.3K left-654 (-0.16%)

Ciena Corporation

$27.59M =$34.70M

680.7K left-1.6K (-0.24%)

Edwards Lifesciences Corporation

$35.55M - $3.75M =$31.80M

426.2K left-4.0K (-0.94%)

SS&C Technologies Holdings, Inc.

$34.04M - $12.82M =$21.22M

407.6K left-305.2K (-42.81%)

Littelfuse Inc

$13.89M =$15.29M

69.4K left-513 (-0.73%)

Autohome Inc

$9.83M =$10.28M

336.1K left-5.8K (-1.70%)

Sleep Number Corp

$13.06M - $3.18M =$9.88M

380.3K left-6.0K (-1.55%)

Bank Ozk

$8.35M =$8.39M

209.4K left-1.7K (-0.79%)

Intercontinental Exchange Inc

$31.68M - $30.30M =$1.38M

13.4K left-337.2K (-96.17%)

iShares Trust

$210.0K =$230.3K

3.1K left-59 (-1.90%)