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Giverny Capital (Francois Rochon) - FilingSpy
Giverny Capital
Francois Rochon
$2.46B
13F
2024 Q1
8 of 44 quarters
Overview
Activity
Holdings
53 Positions
Total: $2.46B
Show $
BRK.B
AME
META
KMX
MKL
FIVE
IBP
HEI.A
PGR
V
NVR
GOOG
FISV
MEDP
KEYS
SCHW
OZK
MTB
LULU
GOOGL
EW
BKNG
FBIN
ADI
BAC
FND
SBUX
DIS
ANET
LFUS
CACC
MA
ALGN
KNSL
JPM
COHR
FERG
BRK.A
SPY
AAPL
NVO
CPRT
DFH
ITB
ABNB
TSM
GLD
SITE
SLV
ODFL
Show all 53 positions (3 more)
9 Exited Positions
Previously $25.33M
MBC
EXIT
ATHM
EXIT
ROP
EXIT
BOOT
EXIT
FAST
EXIT
KNX
EXIT
BABA
EXIT
GIB
EXIT
MSFT
EXIT
