FilingSpy

Giverny Capital (Francois Rochon) - FilingSpy

Francois Rochon

Giverny Capital

Francois Rochon

$2.71B

Overview Activity Holdings

Buys

Builders Firstsource Inc

$10.30M

+82.4K shares

Blackrock, Inc.

$1.29M

+12.9K shares

Meta Platforms Inc

$184.49M =$181.64M

315.1K+49 (+0.02%)

Ametek Inc

$175.66M =$168.26M

974.5K+3.0K (+0.31%)

Heico Corporation

$138.01M + $18.53M =$156.54M

741.7K+356 (+0.05%)

Installed Building Products Inc

$88.45M =$87.11M

504.7K+3.3K (+0.66%)

Kinsale Capital Group, Inc.

$42.21M + $40.51M =$82.72M

90.8K+79.2K (+87.27%)

Markel Group Inc

$74.80M + $6.35M =$81.14M

43.3K+71 (+0.16%)

Medpace Holdings Inc

$77.84M =$76.76M

234.3K+17.6K (+7.53%)

The Charles Schwab Corporation

$70.16M + $4.14M =$74.29M

947.9K+1.1K (+0.12%)

Alphabet Inc

$67.55M =$55.61M

356.8K+2.8K (+0.78%)

Arista Networks Inc

$45.36M =$36.15M

410.4K+56.1K (+13.67%)

Credit Acceptance Corp

$13.88M + $1.54M =$15.41M

29.6K+293 (+0.99%)

Mastercard Incorporated

$13.84M + $987.2K =$14.82M

26.3K+768 (+2.92%)

JPMorgan Chase & Co.

$10.51M + $397.5K =$10.91M

43.9K+621 (+1.42%)

Berkshire Hathaway Inc

$5.45M + $3.34M =$8.78M

8+3 (+37.50%)

Align Technology Inc

$8.97M =$7.17M

43.0K+2.1K (+4.95%)

Ferguson Enterprises, Inc.

$5.85M =$5.51M

33.7K+678 (+2.01%)

iShares Trust

$1.08M =$1.04M

10.4K+529 (+5.07%)

Sells

CAPEEXIT

Doubleline Capital LP

$319.0K - $319.0K =Closed

-10.6K shares (100%)

EWEXIT

Edwards Lifesciences Corporation

$19.0K - $19.0K =Closed

-257 shares (100%)

FBINEXIT

Fortune Brands Innovations Inc

$31.65M - $31.65M =Closed

-463.1K shares (100%)

GBTCEXIT

Grayscale Bitcoin Trust

$550.9K - $550.9K =Closed

-7.4K shares (100%)

ICEEXIT

Intercontinental Exchange Inc

$2.50M - $2.50M =Closed

-16.8K shares (100%)

SLVEXIT

iShares Silver Trust

$605.6K - $605.6K =Closed

-23.0K shares (100%)

JEXIT

Jacobs Solutions Inc

$587.1K - $587.1K =Closed

-4.4K shares (100%)

Liberty Broadband Corporation

$1.12M - $1.12M =Closed

-15.0K shares (100%)

UNHEXIT

UnitedHealth Group Incorporated

$1.20M - $1.20M =Closed

-2.4K shares (100%)

VOOEXIT

Vanguard Index Funds

$314.7K - $314.7K =Closed

-584 shares (100%)

Berkshire Hathaway Inc

$229.16M =$268.06M

503.3K left-2.2K (-0.44%)

The Progressive Corporation

$130.79M =$149.76M

529.2K left-16.7K (-3.06%)

Fiserv, Inc.

$129.47M =$139.04M

629.6K left-621 (-0.10%)

Visa Inc

$125.06M =$137.92M

393.5K left-2.2K (-0.55%)

Carmax Inc

$137.59M - $9.68M =$127.92M

1.64M left-41.2K (-2.45%)

Alphabet Inc

$124.75M - $22.97M =$101.78M

651.4K left-3.6K (-0.55%)

NVR Inc

$110.89M - $13.16M =$97.73M

13.5K left-68 (-0.50%)

Booking Holdings Inc

$105.22M - $7.86M =$97.35M

21.1K left-45 (-0.21%)

Starbucks Corporation

$68.38M =$73.24M

746.7K left-2.7K (-0.36%)

M&T Bank Corporation

$69.11M - $3.41M =$65.70M

367.5K left-49 (-0.01%)