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Giverny Capital (Francois Rochon) - FilingSpy
Giverny Capital
Francois Rochon
$2.37B
13F
2024 Q2
7 of 44 quarters
Overview
Activity
Holdings
Buys
BRK.B
Berkshire Hathaway Inc
$201.84M
- $4.76M
=
$197.08M
480.0K
+4.5K (+0.94%)
AME
Ametek Inc
$169.73M
- $13.57M
=
$156.16M
928.0K
+8.7K (+0.94%)
META
Meta Platforms Inc
$143.64M
+ $6.47M
=
$150.11M
295.8K
+1.9K (+0.64%)
HEI.A
Heico Corporation
$110.68M
+ $17.79M
=
$128.47M
719.0K
+4.7K (+0.65%)
GOOG
Alphabet Inc
$98.33M
+ $20.42M
=
$118.75M
645.8K
+1.6K (+0.25%)
KMX
Carmax Inc
$137.84M
- $20.87M
=
$116.97M
1.58M
+12.6K (+0.79%)
PGR
The Progressive Corporation
$109.69M
+ $1.40M
=
$111.09M
530.4K
+4.5K (+0.84%)
V
Visa Inc
$106.67M
- $5.10M
=
$101.57M
382.2K
+4.8K (+1.25%)
NVR
NVR Inc
$106.42M
- $6.41M
=
$100.01M
13.1K
+41 (+0.31%)
IBP
Installed Building Products Inc
$120.83M
- $23.84M
=
$96.99M
467.0K
+4.5K (+0.97%)
BKNG
Booking Holdings Inc
$40.97M
+ $38.27M
=
$79.24M
11.3K
+8.7K (+77.11%)
MEDP
Medpace Holdings Inc
$74.86M
+ $2.61M
=
$77.47M
185.2K
+2.9K (+1.55%)
FIVE
Five Below Inc
$121.01M
- $44.97M
=
$76.05M
667.2K
+30.7K (+4.60%)
FISV
Fiserv, Inc.
$76.75M
- $4.48M
=
$72.27M
480.2K
+4.7K (+0.98%)
KEYS
Keysight Technologies, Inc.
$74.80M
- $9.22M
=
$65.58M
478.3K
+1.2K (+0.25%)
SCHW
The Charles Schwab Corporation
$62.32M
+ $1.78M
=
$64.10M
861.4K
+8.4K (+0.97%)
GOOGL
Alphabet Inc
$44.17M
+ $12.31M
=
$56.48M
292.7K
+17.4K (+5.95%)
SBUX
Starbucks Corporation
$33.96M
+ $21.76M
=
$55.71M
371.6K
+344.1K (+92.61%)
OZK
Bank Ozk
$52.97M
- $3.99M
=
$48.98M
1.17M
+29.4K (+2.53%)
ADI
Analog Devices Inc
$38.25M
+ $7.50M
=
$45.75M
193.4K
+7.0K (+3.63%)
Show all 34 buys (14 more)
Sells
CIEN
EXIT
Ciena Corporation
$32.7K
- $32.7K
=
Closed
-661 shares (100%)
COHR
EXIT
Coherent Corp.
$7.05M
- $7.05M
=
Closed
-116.3K shares (100%)
TJX
EXIT
The Tjx Companies Inc
$110.0K
- $110.0K
=
Closed
-1.1K shares (100%)
MKL
Markel Group Inc
$122.55M
- $57.21M
=
$65.34M
41.5K left
-39.1K (-48.51%)
MTB
M&T Bank Corporation
$51.29M
+ $966.5K
=
$52.26M
345.3K left
-7.4K (-2.10%)
BAC
Bank of America Corporation
$37.43M
+ $1.79M
=
$39.22M
986.1K left
-835 (-0.08%)
FBIN
Fortune Brands Innovations Inc
$38.34M
- $9.41M
=
$28.94M
445.6K left
-7.2K (-1.60%)
TSM
Taiwan Semiconductor Manufacturing Co. Ltd.
$1.11M
+ $304.2K
=
$1.42M
8.2K left
-30 (-0.37%)
