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Giverny Capital (Francois Rochon) - FilingSpy
Giverny Capital
Francois Rochon
$1.84B
13F
2023 Q3
10 of 44 quarters
Overview
Activity
Holdings
Buys
FERG
NEW
Ferguson Enterprises Inc
$4.31M
+26.2K shares
KNSL
NEW
Kinsale Capital Group, Inc.
$1.06M
+2.6K shares
MEDP
NEW
Medpace Holdings Inc
$910.4K
+3.8K shares
BRK.B
Berkshire Hathaway Inc
$160.34M
+ $6.51M
=
$166.84M
470.2K
+6.1K (+1.30%)
AME
Ametek Inc
$144.48M
- $11.93M
=
$132.55M
892.5K
+4.6K (+0.51%)
MKL
Markel Group Inc
$115.92M
+ $8.54M
=
$124.46M
83.8K
+719 (+0.86%)
KMX
Carmax Inc
$125.57M
- $18.03M
=
$107.54M
1.50M
+20.2K (+1.35%)
FIVE
Five Below Inc
$124.55M
- $20.84M
=
$103.71M
633.7K
+10.8K (+1.71%)
HEI.A
Heico Corporation
$98.54M
- $6.47M
=
$92.06M
700.8K
+11.6K (+1.66%)
META
Meta Platforms Inc
$80.27M
+ $4.52M
=
$84.79M
279.7K
+2.7K (+0.98%)
NVR
NVR Inc
$80.08M
- $4.50M
=
$75.58M
12.6K
+64 (+0.51%)
PGR
The Progressive Corporation
$64.52M
+ $5.33M
=
$69.85M
487.4K
+14.0K (+2.88%)
KEYS
Keysight Technologies, Inc.
$78.68M
- $16.51M
=
$62.17M
469.9K
+30 (+0.01%)
IBP
Installed Building Products Inc
$60.04M
- $5.97M
=
$54.06M
428.4K
+4.5K (+1.06%)
LULU
Lululemon Athletica Inc
$43.86M
+ $2.64M
=
$46.50M
115.9K
+4.7K (+4.06%)
SCHW
The Charles Schwab Corporation
$42.63M
+ $1.54M
=
$44.17M
752.1K
+52.4K (+6.97%)
MTB
M&T Bank Corporation
$41.90M
+ $1.36M
=
$43.26M
338.6K
+3.5K (+1.04%)
FISV
Fiserv, Inc.
$34.19M
+ $1.86M
=
$36.04M
271.0K
+48.1K (+17.74%)
ADI
Analog Devices Inc
$35.75M
- $3.16M
=
$32.59M
183.5K
+2.6K (+1.42%)
GOOGL
Alphabet Inc
$26.68M
+ $3.96M
=
$30.64M
222.9K
+11.2K (+5.04%)
Show all 37 buys (17 more)
Sells
LEVI
EXIT
Levi Strauss & Co
$475.3K
- $475.3K
=
Closed
-32.9K shares (100%)
SSNC
EXIT
SS&C Technologies Holdings, Inc.
$9.76M
- $9.76M
=
Closed
-161.1K shares (100%)
SNBR
EXIT
Sleep Number Corp
$574.4K
- $574.4K
=
Closed
-21.1K shares (100%)
GOOG
Alphabet Inc
$109.72M
+ $9.77M
=
$119.50M
906.3K left
-712 (-0.08%)
V
Visa Inc
$88.23M
- $2.81M
=
$85.42M
371.4K left
-141 (-0.04%)
FBIN
Fortune Brands Innovations Inc
$64.89M
- $8.92M
=
$55.97M
900.5K left
-1.4K (-0.15%)
CIEN
Ciena Corporation
$29.89M
+ $138.9K
=
$30.03M
635.5K left
-68.1K (-9.68%)
ANET
Arista Networks Inc
$16.85M
+ $1.31M
=
$18.15M
98.7K left
-5.3K (-5.06%)
MBC
Masterbrand Inc
$10.59M
+ $454.8K
=
$11.05M
909.4K left
-1.6K (-0.17%)
ATHM
Autohome Inc
$10.01M
+ $404.0K
=
$10.41M
343.1K left
-149 (-0.04%)
BRK.A
Berkshire Hathaway Inc
$4.66M
- $1.47M
=
$3.19M
6 left
-3 (-33.33%)
GLD
SPDR Gold Trust
$763.2K
- $42.1K
=
$721.1K
4.2K left
-75 (-1.75%)
SITE
Siteone Landscape Supply Inc
$643.2K
- $29.7K
=
$613.4K
3.8K left
-90 (-2.34%)
BN
Brookfield Corp
$545.9K
- $87.1K
=
$458.8K
14.7K left
-1.6K (-9.57%)
IYF
iShares Trust
$211.4K
- $1.8K
=
$209.6K
2.8K left
-30 (-1.06%)
