FilingSpy

Giverny Capital (Francois Rochon) - FilingSpy

Francois Rochon

Giverny Capital

Francois Rochon

$2.13B

Overview Activity Holdings

Buys

Align Technology Inc

$7.44M

+27.2K shares

DFHNEW

Dream Finders Homes, Inc.

$1.14M

+32.2K shares

Berkshire Hathaway Inc

$166.84M + $5.73M =$172.57M

476.3K+7.6K (+1.59%)

Ametek Inc

$132.55M + $17.55M =$150.10M

897.1K+13.2K (+1.48%)

Five Below Inc

$103.71M + $35.72M =$139.43M

644.6K+9.5K (+1.48%)

Carmax Inc

$107.54M + $10.15M =$117.69M

1.52M+13.1K (+0.86%)

Meta Platforms Inc

$84.79M + $17.12M =$101.92M

282.4K+5.5K (+1.94%)

Visa Inc

$85.42M + $12.76M =$98.18M

371.4K+5.7K (+1.54%)

Installed Building Products Inc

$54.06M + $29.20M =$83.26M

432.9K+22.5K (+5.20%)

The Progressive Corporation

$69.85M + $10.67M =$80.52M

501.4K+4.1K (+0.82%)

Keysight Technologies, Inc.

$62.17M + $12.74M =$74.91M

469.9K+965 (+0.21%)

Fortune Brands Innovations Inc

$55.97M + $12.70M =$68.67M

900.5K+1.4K (+0.16%)

Lululemon Athletica Inc

$46.50M + $15.76M =$62.26M

120.6K+1.2K (+0.99%)

Fiserv, Inc.

$36.04M + $24.38M =$60.43M

319.1K+135.8K (+42.55%)

The Charles Schwab Corporation

$44.17M + $13.20M =$57.37M

804.6K+29.3K (+3.65%)

Medpace Holdings Inc

$910.4K + $47.42M =$48.33M

3.8K+153.9K (+4093.19%)

M&T Bank Corporation

$43.26M + $3.77M =$47.03M

342.1K+937 (+0.27%)

Alphabet Inc

$30.64M + $8.39M =$39.03M

234.1K+45.3K (+19.33%)

Analog Devices Inc

$32.59M + $4.68M =$37.26M

186.1K+1.6K (+0.84%)

Bank of America Corporation

$28.13M + $6.53M =$34.66M

1.03M+1.9K (+0.19%)

Sells

BNEXIT

Brookfield Corp

$458.8K - $458.8K =Closed

-14.7K shares (100%)

IYFEXIT

iShares Trust

$209.6K - $209.6K =Closed

-2.8K shares (100%)

Markel Group Inc

$124.46M - $12.03M =$112.43M

79.2K left-5.3K (-6.32%)

Heico Corporation

$92.06M =$99.22M

696.6K left-15.8K (-2.22%)

Alphabet Inc

$119.50M - $29.59M =$89.91M

638.0K left-268.4K (-29.61%)

NVR Inc

$75.58M =$88.71M

12.7K left-2 (-0.02%)

Ciena Corporation

$30.03M - $1.86M =$28.17M

625.9K left-9.5K (-1.50%)

Walt Disney Co. (the)

$18.71M =$20.84M

230.8K left-61 (-0.03%)

Autohome Inc

$10.41M - $1.64M =$8.77M

312.6K left-30.6K (-8.90%)

Coherent Corp.

$23.10M - $18.39M =$4.71M

108.1K left-599.6K (-84.72%)

Apple Inc

$2.46M - $496.5K =$1.96M

10.2K left-4.2K (-29.05%)

Old Dominion Freight Line, Inc.

$1.66M - $706.6K =$957.4K

2.4K left-1.7K (-41.92%)

The Tjx Companies Inc

$773.0K =$812.1K

8.7K left-40 (-0.46%)

Roper Technologies Inc

$646.5K =$725.1K

1.3K left-5 (-0.37%)

Fastenal Co

$489.2K =$528.1K

8.2K left-800 (-8.93%)

Alibaba Group Holding Limited

$434.0K - $48.4K =$385.7K

5.0K left-28 (-0.56%)

Cgi Inc.

$224.7K - $49.8K =$174.9K

1.6K left-93 (-5.54%)

Microsoft Corporation

$1.14M - $1.03M =$108.3K

288 left-3.3K (-92.00%)