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Giverny Capital (Francois Rochon) - FilingSpy
Giverny Capital
Francois Rochon
$2.95B
13F
2025 Q3
2 of 44 quarters
Overview
Activity
Holdings
52 Positions
Total: $2.95B
Show $
BRK.B
META
HEI.A
AME
GOOG
SCHW
V
MEDP
PGR
IBP
BKNG
NVR
FIVE
GOOGL
FISV
MKL
KNSL
KMX
RMD
OZK
ANET
KEYS
ADI
BRO
DIS
LULU
LFUS
FND
JPM
MA
BLDR
BRK.A
TWFG
FERG
ALGN
AAPL
CACC
TSM
COF
SPY
YUMC
MTB
GLD
ITB
BIRK
CPRT
MSFT
DFH
ODFL
NVO
Show all 52 positions (2 more)
4 Exited Positions
Previously $116.74M
SBUX
EXIT
BAC
EXIT
AMZN
EXIT
ISRG
EXIT
