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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
59 Positions
Total: $1.90B
Show $
BRK.B
AME
KMX
FIVE
MKL
GOOG
HEI.A
V
META
NVR
KEYS
FBIN
PGR
IBP
LULU
SCHW
MTB
EW
ADI
FISV
CIEN
FND
BAC
GOOGL
LFUS
DIS
ANET
MBC
CACC
ATHM
SSNC
OZK
MA
COHR
JPM
BRK.A
AAPL
SPY
ODFL
CPRT
MSFT
ITB
NVO
FAST
TSM
GLD
TJX
BOOT
SITE
SBUX
Show all 59 positions (9 more)
1 Exited Position
Previously $288.8K
J
EXIT
