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Giverny Capital (Francois Rochon) - FilingSpy
Giverny Capital
Francois Rochon
$2.92B
13F
2025 Q2
3 of 44 quarters
Overview
Activity
Holdings
Buys
ANET
NEW
Arista Networks Inc
$49.37M
+482.6K shares
TWFG
NEW
Twfg, Inc.
$6.22M
+177.8K shares
AMZN
NEW
Amazon.com Inc
$257.6K
+1.2K shares
BRK.B
Berkshire Hathaway Inc
$268.06M
- $19.46M
=
$248.61M
503.3K
+8.5K (+1.68%)
META
Meta Platforms Inc
$181.64M
+ $53.74M
=
$235.38M
315.1K
+3.8K (+1.19%)
HEI.A
Heico Corporation
$156.54M
+ $37.39M
=
$193.93M
742.0K
+7.5K (+1.01%)
AME
Ametek Inc
$168.26M
+ $12.04M
=
$180.30M
977.4K
+18.9K (+1.93%)
SCHW
The Charles Schwab Corporation
$74.29M
+ $68.73M
=
$143.02M
949.1K
+618.4K (+65.16%)
V
Visa Inc
$137.92M
+ $4.56M
=
$142.48M
393.5K
+7.7K (+1.97%)
BKNG
Booking Holdings Inc
$97.35M
+ $25.90M
=
$123.25M
21.1K
+158 (+0.75%)
GOOG
Alphabet Inc
$101.78M
+ $14.19M
=
$115.96M
651.4K
+2.3K (+0.35%)
FISV
Fiserv, Inc.
$139.04M
- $27.22M
=
$111.82M
629.6K
+18.9K (+3.01%)
KMX
Carmax Inc
$127.92M
- $16.62M
=
$111.30M
1.64M
+14.3K (+0.87%)
NVR
NVR Inc
$97.73M
+ $5.95M
=
$103.68M
13.5K
+548 (+4.06%)
IBP
Installed Building Products Inc
$87.11M
+ $5.65M
=
$92.77M
508.1K
+6.4K (+1.26%)
MKL
Markel Group Inc
$81.14M
+ $6.13M
=
$87.28M
43.4K
+294 (+0.68%)
KNSL
Kinsale Capital Group, Inc.
$82.72M
+ $3.97M
=
$86.69M
170.0K
+9.2K (+5.40%)
MEDP
Medpace Holdings Inc
$76.76M
+ $5.39M
=
$82.15M
251.9K
+9.8K (+3.90%)
FIVE
Five Below Inc
$46.57M
+ $35.53M
=
$82.10M
621.6K
+4.3K (+0.69%)
SBUX
Starbucks Corporation
$73.24M
- $4.50M
=
$68.75M
746.7K
+3.6K (+0.48%)
Show all 39 buys (19 more)
Sells
ANET
EXIT
Arista Networks Inc
$36.15M
- $36.15M
=
Closed
-466.5K shares (100%)
PMMF
EXIT
Blackrock, Inc.
$1.29M
- $1.29M
=
Closed
-12.9K shares (100%)
PGR
The Progressive Corporation
$149.76M
- $10.89M
=
$138.87M
520.4K left
-8.8K (-1.66%)
COF
Capital One Financial Corporation
$2.20M
- $227.6K
=
$1.97M
9.3K left
-3.0K (-24.44%)
SPY
SPDR S&P 500 ETF Trust
$1.44M
+ $92.6K
=
$1.53M
2.5K left
-93 (-3.62%)
MTB
M&T Bank Corporation
$65.70M
- $64.23M
=
$1.46M
7.5K left
-360.0K (-97.95%)
GLD
SPDR Gold Trust
$1.12M
+ $58.4K
=
$1.18M
3.9K left
-22 (-0.56%)
