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Giverny Capital (Francois Rochon) - FilingSpy
Giverny Capital
Francois Rochon
$1.90B
13F
2023 Q2
11 of 44 quarters
Overview
Activity
Holdings
Buys
BRK.B
Berkshire Hathaway Inc
$137.39M
+ $22.94M
=
$160.34M
445.0K
+25.2K (+5.67%)
AME
Ametek Inc
$122.31M
+ $22.17M
=
$144.48M
841.6K
+50.9K (+6.05%)
KMX
Carmax Inc
$91.80M
+ $33.77M
=
$125.57M
1.43M
+72.2K (+5.05%)
FIVE
Five Below Inc
$123.99M
+ $558.8K
=
$124.55M
602.0K
+31.7K (+5.27%)
MKL
Markel Group Inc
$101.68M
+ $14.24M
=
$115.92M
79.6K
+4.2K (+5.29%)
GOOG
Alphabet Inc
$89.66M
+ $20.07M
=
$109.72M
862.1K
+45.0K (+5.22%)
HEI.A
Heico Corporation
$89.28M
+ $9.25M
=
$98.54M
657.0K
+43.8K (+6.67%)
V
Visa Inc
$79.60M
+ $8.62M
=
$88.23M
353.1K
+18.4K (+5.22%)
META
Meta Platforms Inc
$55.84M
+ $24.43M
=
$80.27M
263.5K
+16.2K (+6.16%)
NVR
NVR Inc
$67.57M
+ $12.51M
=
$80.08M
12.1K
+484 (+3.99%)
KEYS
Keysight Technologies, Inc.
$71.93M
+ $6.75M
=
$78.68M
445.4K
+24.4K (+5.48%)
FBIN
Fortune Brands Innovations Inc
$52.72M
+ $12.17M
=
$64.89M
897.6K
+4.2K (+0.47%)
PGR
The Progressive Corporation
$68.84M
- $4.33M
=
$64.52M
481.2K
+6.2K (+1.28%)
IBP
Installed Building Products Inc
$48.36M
+ $11.68M
=
$60.04M
424.1K
+4.2K (+1.00%)
LULU
Lululemon Athletica Inc
$41.55M
+ $2.31M
=
$43.86M
114.1K
+1.8K (+1.58%)
MTB
M&T Bank Corporation
$35.61M
+ $6.29M
=
$41.90M
297.8K
+40.8K (+13.69%)
EW
Edwards Lifesciences Corporation
$34.33M
+ $7.16M
=
$41.50M
415.0K
+24.9K (+6.01%)
ADI
Analog Devices Inc
$5.92M
+ $29.83M
=
$35.75M
30.0K
+153.5K (+511.10%)
FISV
Fiserv, Inc.
$29.46M
+ $4.72M
=
$34.19M
260.7K
+10.3K (+3.96%)
CIEN
Ciena Corporation
$35.01M
- $5.12M
=
$29.89M
666.7K
+36.9K (+5.53%)
Show all 38 buys (18 more)
Sells
J
EXIT
Jacobs Solutions Inc
$288.8K
- $288.8K
=
Closed
-2.5K shares (100%)
SCHW
The Charles Schwab Corporation
$63.97M
- $21.34M
=
$42.63M
752.1K left
-469.2K (-38.42%)
AAPL
Apple Inc
$2.41M
+ $367.3K
=
$2.78M
14.3K left
-300 (-2.05%)
SPY
SPDR S&P 500 ETF Trust
$1.95M
+ $157.4K
=
$2.11M
4.8K left
-9 (-0.19%)
TSM
Taiwan Semiconductor Manufacturing Co. Ltd.
$1.32M
- $489.0K
=
$831.6K
8.2K left
-6.0K (-41.96%)
SBUX
Starbucks Corporation
$652.4K
- $36.9K
=
$615.5K
6.2K left
-52 (-0.83%)
ROP
Roper Technologies Inc
$588.3K
+ $10.3K
=
$598.6K
1.2K left
-90 (-6.74%)
SNBR
Sleep Number Corp
$641.0K
- $66.6K
=
$574.4K
21.1K left
-22 (-0.10%)
KNX
Knight-Swift Transportation Holdings Inc
$455.2K
- $22.5K
=
$432.8K
7.8K left
-257 (-3.19%)
IYF
iShares Trust
$204.7K
+ $6.7K
=
$211.4K
2.8K left
-44 (-1.53%)
