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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
55 Positions
Total: $2.92B
Show $
BRK.B
META
HEI.A
AME
SCHW
V
PGR
BKNG
GOOG
FISV
KMX
NVR
IBP
MKL
KNSL
MEDP
FIVE
SBUX
GOOGL
OZK
KEYS
ANET
BAC
ADI
BRO
LULU
DIS
LFUS
FND
MA
CACC
JPM
BLDR
ALGN
BRK.A
FERG
TWFG
AAPL
TSM
COF
YUMC
SPY
MTB
CPRT
BIRK
GLD
MSFT
ITB
NVO
ODFL
Show all 55 positions (5 more)
1 Exited Position
Previously $1.29M
PMMF
EXIT
