FilingSpy

Giverny Capital (Francois Rochon) - FilingSpy

Francois Rochon

Giverny Capital

Francois Rochon

$2.95B

Overview Activity Holdings

Buys

RMDNEW

Resmed Inc.

$64.44M

+235.4K shares

Heico Corporation

$193.93M =$190.44M

749.5K+9 (+0.00%)

Ametek Inc

$180.30M + $7.08M =$187.38M

996.3K+332 (+0.03%)

The Charles Schwab Corporation

$143.02M + $7.42M =$150.44M

1.57M+8.3K (+0.53%)

Visa Inc

$142.48M =$138.44M

401.3K+4.2K (+1.05%)

Medpace Holdings Inc

$82.15M + $52.45M =$134.61M

261.8K+47 (+0.02%)

The Progressive Corporation

$138.87M =$131.84M

520.4K+13.5K (+2.60%)

Installed Building Products Inc

$92.77M + $34.20M =$126.96M

514.5K+277 (+0.05%)

Booking Holdings Inc

$123.25M =$115.24M

21.3K+53 (+0.25%)

NVR Inc

$103.68M + $9.41M =$113.09M

14.0K+37 (+0.26%)

Five Below Inc

$82.10M + $16.46M =$98.56M

625.9K+11.2K (+1.79%)

Fiserv, Inc.

$111.82M =$83.97M

648.6K+2.7K (+0.41%)

Markel Group Inc

$87.28M =$83.77M

43.7K+133 (+0.30%)

Kinsale Capital Group, Inc.

$86.69M =$81.00M

179.2K+11.3K (+6.31%)

Carmax Inc

$111.30M =$74.94M

1.66M+14.2K (+0.86%)

Bank Ozk

$59.25M + $5.09M =$64.33M

1.26M+3.0K (+0.24%)

Keysight Technologies, Inc.

$54.66M + $3.75M =$58.41M

333.6K+342 (+0.10%)

Analog Devices Inc

$41.92M + $1.44M =$43.36M

176.1K+357 (+0.20%)

Brown & Brown, Inc.

$35.66M =$30.22M

321.6K+609 (+0.19%)

Lululemon Athletica Inc

$34.21M =$25.62M

144.0K+24 (+0.02%)

Sells

AMZNEXIT

Amazon.com Inc

$257.6K - $257.6K =Closed

-1.2K shares (100%)

BACEXIT

Bank of America Corporation

$47.51M - $47.51M =Closed

-1.00M shares (100%)

ISRGEXIT

Intuitive Surgical Inc

$220.1K - $220.1K =Closed

-405 shares (100%)

SBUXEXIT

Starbucks Corporation

$68.75M - $68.75M =Closed

-750.2K shares (100%)

Berkshire Hathaway Inc

$248.61M =$256.72M

510.6K left-1.1K (-0.22%)

Meta Platforms Inc

$235.38M - $6.39M =$228.99M

311.8K left-7.1K (-2.22%)

Alphabet Inc

$115.96M =$155.44M

638.2K left-15.5K (-2.37%)

Alphabet Inc

$66.90M =$87.31M

359.1K left-20.5K (-5.39%)

Arista Networks Inc

$49.37M =$60.09M

412.4K left-70.2K (-14.54%)

Walt Disney Co. (the)

$32.30M - $2.49M =$29.82M

260.4K left-75 (-0.03%)

JPMorgan Chase & Co.

$14.77M =$15.99M

50.7K left-245 (-0.48%)

Mastercard Incorporated

$15.64M =$15.77M

27.7K left-117 (-0.42%)

Builders Firstsource Inc

$10.19M =$10.56M

87.1K left-221 (-0.25%)

Ferguson Enterprises, Inc.

$7.77M =$7.97M

35.5K left-176 (-0.49%)

Align Technology Inc

$8.78M - $3.06M =$5.72M

45.7K left-667 (-1.44%)

Apple Inc

$3.48M =$4.30M

16.9K left-101 (-0.59%)

Credit Acceptance Corp

$15.54M - $12.95M =$2.58M

6.9K left-23.6K (-77.46%)

Taiwan Semiconductor Manufacturing Co. Ltd.

$2.62M - $336.1K =$2.28M

8.2K left-3.4K (-29.32%)

Capital One Financial Corporation

$1.97M - $214.0K =$1.76M

8.3K left-999 (-10.77%)

Microsoft Corporation

$1.15M - $263.5K =$882.1K

1.7K left-600 (-26.05%)