FilingSpy

Giverny Capital (Francois Rochon) - FilingSpy

Francois Rochon

Giverny Capital

Francois Rochon

$1.66B

Overview Activity Holdings

Buys

Fiserv, Inc.

$29.46M

+260.7K shares

The Progressive Corporation

$59.84M + $9.01M =$68.84M

461.3K+19.9K (+4.32%)

Fortune Brands Innovations Inc

$51.23M + $1.49M =$52.72M

897.0K+633 (+0.07%)

Installed Building Products Inc

$35.38M + $12.98M =$48.36M

413.3K+10.8K (+2.61%)

Lululemon Athletica Inc

$35.19M + $6.35M =$41.55M

109.8K+4.2K (+3.85%)

Walt Disney Co. (the)

$19.64M + $3.29M =$22.93M

226.0K+3.0K (+1.32%)

Alphabet Inc

$18.38M + $3.74M =$22.11M

208.3K+4.9K (+2.35%)

Littelfuse Inc

$15.29M + $3.44M =$18.73M

69.4K+446 (+0.64%)

Autohome Inc

$10.28M + $1.16M =$11.44M

336.1K+5.8K (+1.73%)

Credit Acceptance Corp

$8.77M + $21.9K =$8.79M

18.5K+1.7K (+9.07%)

Mastercard Incorporated

$6.05M + $796.8K =$6.85M

17.4K+1.4K (+8.29%)

Analog Devices Inc

$4.59M + $1.33M =$5.92M

28.0K+2.0K (+7.28%)

JPMorgan Chase & Co.

$4.19M + $114.2K =$4.30M

31.2K+1.8K (+5.71%)

Coherent Corp.

$3.00M + $673.8K =$3.68M

85.5K+11.0K (+12.86%)

Alibaba Group Holding Limited

$438.3K + $73.0K =$511.3K

5.0K+28 (+0.56%)

Sells

COSTEXIT

Costco Wholesale Corporation

$159.8K - $159.8K =Closed

-350 shares (100%)

FRCEXIT

First Republic Bank

$28.87M - $28.87M =Closed

-236.9K shares (100%)

ICEEXIT

Intercontinental Exchange Inc

$1.38M - $1.38M =Closed

-13.4K shares (100%)

RMDEXIT

Resmed Inc.

$91.0K - $91.0K =Closed

-437 shares (100%)

RBAEXIT

Rb Global Inc.

$61.9K - $61.9K =Closed

-1.1K shares (100%)

UNHEXIT

UnitedHealth Group Incorporated

$918.8K - $918.8K =Closed

-1.7K shares (100%)

VOOEXIT

Vanguard Index Funds

$2.42M - $2.42M =Closed

-6.9K shares (100%)

Berkshire Hathaway Inc

$142.53M - $5.13M =$137.39M

445.0K left-16.4K (-3.56%)

Five Below Inc

$109.37M =$123.99M

602.0K left-16.4K (-2.65%)

Ametek Inc

$119.22M =$122.31M

841.6K left-11.7K (-1.37%)

Markel Group Inc

$107.19M - $5.51M =$101.68M

79.6K left-1.8K (-2.17%)

Carmax Inc

$87.40M =$91.80M

1.43M left-7.2K (-0.51%)

Alphabet Inc

$78.70M =$89.66M

862.1K left-24.9K (-2.81%)

Heico Corporation

$80.41M =$89.28M

657.0K left-13.9K (-2.07%)

Visa Inc

$74.46M =$79.60M

353.1K left-5.3K (-1.48%)

Keysight Technologies, Inc.

$79.20M - $7.27M =$71.93M

445.4K left-17.6K (-3.79%)

NVR Inc

$57.61M =$67.57M

12.1K left-363 (-2.91%)

The Charles Schwab Corporation

$103.48M - $39.51M =$63.97M

1.22M left-21.5K (-1.73%)

Meta Platforms Inc

$32.59M =$55.84M

263.5K left-7.3K (-2.70%)

M&T Bank Corporation

$44.44M - $8.83M =$35.61M

297.8K left-8.6K (-2.80%)