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Giverny Capital (Francois Rochon) - FilingSpy
Giverny Capital
Francois Rochon
$2.71B
13F
2025 Q1
4 of 44 quarters
Overview
Activity
Holdings
54 Positions
Total: $2.71B
Show $
BRK.B
META
AME
HEI.A
PGR
FISV
V
KMX
GOOG
NVR
BKNG
IBP
KNSL
MKL
MEDP
SCHW
SBUX
MTB
GOOGL
OZK
KEYS
FIVE
BAC
LULU
BRO
ANET
ADI
DIS
FND
LFUS
CACC
MA
JPM
BLDR
BRK.A
ALGN
FERG
COF
AAPL
TSM
YUMC
CPRT
SPY
PMMF
BIRK
GLD
ITB
ODFL
NVO
MSFT
Show all 54 positions (4 more)
10 Exited Positions
Previously $38.86M
FBIN
EXIT
ICE
EXIT
UNH
EXIT
LBRDK
EXIT
SLV
EXIT
J
EXIT
GBTC
EXIT
CAPE
EXIT
VOO
EXIT
EW
EXIT
