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Giverny Capital (Francois Rochon) - FilingSpy
Giverny Capital
Francois Rochon
$2.74B
13F
2024 Q4
5 of 44 quarters
Overview
Activity
Holdings
Buys
BRO
NEW
Brown & Brown, Inc.
$30.08M
+294.8K shares
FERG
NEW
Ferguson Enterprises, Inc.
$5.85M
+33.7K shares
BIRK
NEW
Birkenstock Holding Plc
$1.55M
+27.4K shares
UNH
NEW
UnitedHealth Group Incorporated
$1.20M
+2.4K shares
LBRDK
NEW
Liberty Broadband Corporation
$1.12M
+15.0K shares
MSFT
NEW
Microsoft Corporation
$992.2K
+2.4K shares
J
NEW
Jacobs Solutions Inc
$587.1K
+4.4K shares
GBTC
NEW
Grayscale Bitcoin Trust
$550.9K
+7.4K shares
CAPE
NEW
Doubleline Capital LP
$319.0K
+10.6K shares
VOO
NEW
Vanguard Index Funds
$314.7K
+584 shares
ISRG
NEW
Intuitive Surgical Inc
$211.4K
+405 shares
BRK.B
Berkshire Hathaway Inc
$225.21M
+ $3.95M
=
$229.16M
489.3K
+16.2K (+3.32%)
META
Meta Platforms Inc
$177.42M
+ $7.07M
=
$184.49M
309.9K
+5.2K (+1.66%)
AME
Ametek Inc
$164.71M
+ $10.95M
=
$175.66M
959.2K
+15.2K (+1.59%)
HEI.A
Heico Corporation
$149.35M
- $11.35M
=
$138.01M
733.0K
+8.7K (+1.18%)
KMX
Carmax Inc
$126.68M
+ $10.91M
=
$137.59M
1.64M
+45.7K (+2.79%)
PGR
The Progressive Corporation
$136.19M
- $5.40M
=
$130.79M
536.7K
+9.2K (+1.71%)
FISV
Fiserv, Inc.
$90.05M
+ $39.41M
=
$129.47M
501.3K
+129.0K (+25.73%)
V
Visa Inc
$107.71M
+ $17.35M
=
$125.06M
391.8K
+4.0K (+1.01%)
GOOG
Alphabet Inc
$108.03M
+ $16.71M
=
$124.75M
646.2K
+8.9K (+1.37%)
Show all 47 buys (27 more)
Sells
FWONK
EXIT
Liberty Media Corporation
$1.16M
- $1.16M
=
Closed
-15.0K shares (100%)
KEYS
Keysight Technologies, Inc.
$76.46M
- $23.15M
=
$53.30M
331.8K left
-149.2K (-31.02%)
ADI
Analog Devices Inc
$47.44M
- $10.95M
=
$36.50M
171.8K left
-34.3K (-16.66%)
EW
Edwards Lifesciences Corporation
$29.45M
- $29.43M
=
$19.0K
257 left
-446.0K (-99.94%)
