FilingSpy

Giverny Capital (Francois Rochon) - FilingSpy

Francois Rochon

Giverny Capital

Francois Rochon

$2.46B

Overview Activity Holdings

Buys

Booking Holdings Inc

$40.97M

+11.3K shares

Airbnb Inc

$1.16M

+7.1K shares

Grayscale Bitcoin Trust

$470.1K

+7.4K shares

Ametek Inc

$150.10M + $19.63M =$169.73M

910.3K+17.7K (+1.94%)

Meta Platforms Inc

$101.92M + $41.73M =$143.64M

287.9K+7.9K (+2.74%)

Carmax Inc

$117.69M + $20.16M =$137.84M

1.53M+48.8K (+3.18%)

Markel Group Inc

$112.43M + $10.13M =$122.55M

79.2K+1.4K (+1.73%)

Five Below Inc

$139.43M =$121.01M

654.1K+13.1K (+2.00%)

Installed Building Products Inc

$83.26M + $37.57M =$120.83M

455.4K+11.6K (+2.54%)

Heico Corporation

$99.22M + $11.46M =$110.68M

696.6K+22.4K (+3.21%)

The Progressive Corporation

$80.52M + $29.17M =$109.69M

505.6K+24.8K (+4.91%)

Visa Inc

$98.18M + $8.49M =$106.67M

377.1K+5.1K (+1.36%)

NVR Inc

$88.71M + $17.71M =$106.42M

12.7K+466 (+3.68%)

Alphabet Inc

$89.91M + $8.42M =$98.33M

638.0K+7.8K (+1.23%)

Fiserv, Inc.

$60.43M + $16.33M =$76.75M

454.9K+25.4K (+5.58%)

Medpace Holdings Inc

$48.33M + $26.53M =$74.86M

157.7K+27.6K (+17.49%)

Keysight Technologies, Inc.

$74.91M =$74.80M

470.9K+7.5K (+1.59%)

The Charles Schwab Corporation

$57.37M + $4.94M =$62.32M

833.9K+27.5K (+3.30%)

Bank Ozk

$11.90M + $41.07M =$52.97M

238.8K+926.3K (+387.96%)

M&T Bank Corporation

$47.03M + $4.27M =$51.29M

343.1K+9.6K (+2.80%)

Sells

BABAEXIT

Alibaba Group Holding Limited

$385.7K - $385.7K =Closed

-5.0K shares (100%)

ATHMEXIT

Autohome Inc

$8.77M - $8.77M =Closed

-312.6K shares (100%)

BOOTEXIT

Boot Barn Holdings Inc

$633.5K - $633.5K =Closed

-8.3K shares (100%)

GIBEXIT

Cgi Inc.

$174.9K - $174.9K =Closed

-1.6K shares (100%)

FASTEXIT

Fastenal Co

$528.1K - $528.1K =Closed

-8.2K shares (100%)

KNXEXIT

Knight-Swift Transportation Holdings Inc

$449.0K - $449.0K =Closed

-7.8K shares (100%)

MBCEXIT

Masterbrand Inc

$13.56M - $13.56M =Closed

-913.0K shares (100%)

MSFTEXIT

Microsoft Corporation

$108.3K - $108.3K =Closed

-288 shares (100%)

ROPEXIT

Roper Technologies Inc

$725.1K - $725.1K =Closed

-1.3K shares (100%)

Berkshire Hathaway Inc

$172.57M =$201.84M

480.0K left-3.9K (-0.80%)

Fortune Brands Innovations Inc

$68.67M - $30.33M =$38.34M

452.9K left-449.0K (-49.79%)

Bank of America Corporation

$34.66M =$37.43M

987.0K left-42.4K (-4.12%)

Floor & Decor Holdings Inc

$32.03M =$35.30M

272.4K left-14.8K (-5.14%)

Arista Networks Inc

$23.42M =$27.72M

95.6K left-3.8K (-3.85%)

Apple Inc

$1.96M - $240.7K =$1.72M

10.0K left-154 (-1.51%)

iShares Trust

$1.49M - $179.1K =$1.31M

11.3K left-3.3K (-22.67%)

Taiwan Semiconductor Manufacturing Co. Ltd.

$857.0K =$1.11M

8.2K left-47 (-0.57%)

The Tjx Companies Inc

$812.1K - $702.1K =$110.0K

1.1K left-7.6K (-87.47%)

Ciena Corporation

$28.17M - $28.14M =$32.7K

661 left-625.3K (-99.89%)