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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
59 Positions
Total: $1.84B
Show $
BRK.B
AME
MKL
GOOG
KMX
FIVE
HEI.A
V
META
NVR
PGR
KEYS
FBIN
IBP
LULU
SCHW
MTB
FISV
ADI
GOOGL
EW
CIEN
BAC
FND
COHR
LFUS
DIS
ANET
MBC
ATHM
CACC
OZK
MA
JPM
FERG
BRK.A
AAPL
SPY
ODFL
CPRT
MSFT
NVO
ITB
KNSL
MEDP
TJX
GLD
TSM
BOOT
ROP
Show all 59 positions (9 more)
3 Exited Positions
Previously $10.81M
SSNC
EXIT
SNBR
EXIT
LEVI
EXIT
