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Giverny Capital (Francois Rochon) - FilingSpy
Giverny Capital
Francois Rochon
$1.66B
13F
2023 Q1
12 of 44 quarters
Overview
Activity
Holdings
60 Positions
Total: $1.66B
Show $
BRK.B
FIVE
AME
MKL
KMX
GOOG
HEI.A
V
KEYS
PGR
NVR
SCHW
META
FBIN
IBP
LULU
MTB
CIEN
EW
FISV
FND
BAC
DIS
GOOGL
LFUS
ANET
ATHM
SSNC
CACC
MBC
OZK
MA
ADI
JPM
BRK.A
COHR
AAPL
SPY
ODFL
TSM
CPRT
MSFT
NVO
GLD
BN
TJX
SBUX
SNBR
BOOT
LEVI
Show all 60 positions (10 more)
7 Exited Positions
Previously $33.91M
FRC
EXIT
VOO
EXIT
ICE
EXIT
UNH
EXIT
COST
EXIT
RMD
EXIT
RBA
EXIT
