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Giverny Capital (Francois Rochon) - FilingSpy
Giverny Capital
Francois Rochon
$3.00B
13F
2025 Q4
1 of 44 quarters
Overview
Activity
Holdings
Buys
BFAM
NEW
Bright Horizons Family Solutions Inc.
$41.59M
+410.2K shares
ISRG
NEW
Intuitive Surgical Inc
$229.4K
+405 shares
META
Meta Platforms Inc
$228.99M
- $22.08M
=
$206.90M
311.8K
+1.6K (+0.53%)
GOOG
Alphabet Inc
$155.44M
+ $45.24M
=
$200.68M
638.2K
+1.3K (+0.20%)
HEI.A
Heico Corporation
$190.44M
+ $25.8K
=
$190.47M
749.5K
+5.0K (+0.67%)
SCHW
The Charles Schwab Corporation
$150.44M
+ $7.98M
=
$158.42M
1.58M
+9.9K (+0.63%)
MEDP
Medpace Holdings Inc
$134.61M
+ $13.29M
=
$147.89M
261.8K
+1.5K (+0.58%)
V
Visa Inc
$138.44M
+ $4.42M
=
$142.86M
405.5K
+1.8K (+0.45%)
IBP
Installed Building Products Inc
$126.96M
+ $7.72M
=
$134.68M
514.7K
+4.5K (+0.87%)
PGR
The Progressive Corporation
$131.84M
- $9.60M
=
$122.25M
533.9K
+2.9K (+0.55%)
FIVE
Five Below Inc
$98.56M
+ $21.57M
=
$120.13M
637.1K
+657 (+0.10%)
BKNG
Booking Holdings Inc
$115.24M
- $391.6K
=
$114.85M
21.3K
+102 (+0.48%)
GOOGL
Alphabet Inc
$87.31M
+ $25.81M
=
$113.12M
359.1K
+2.3K (+0.63%)
NVR
NVR Inc
$113.09M
- $10.17M
=
$102.92M
14.1K
+37 (+0.26%)
MKL
Markel Group Inc
$83.77M
+ $10.76M
=
$94.54M
43.8K
+149 (+0.34%)
KNSL
Kinsale Capital Group, Inc.
$81.00M
+ $2.81M
=
$83.80M
190.5K
+23.8K (+12.50%)
KEYS
Keysight Technologies, Inc.
$58.41M
+ $9.46M
=
$67.87M
333.9K
+119 (+0.04%)
DIS
Walt Disney Co. (the)
$29.82M
+ $32.12M
=
$61.94M
260.4K
+284.0K (+109.07%)
BRO
Brown & Brown, Inc.
$30.22M
+ $31.35M
=
$61.57M
322.2K
+450.3K (+139.73%)
OZK
Bank Ozk
$64.33M
- $6.16M
=
$58.17M
1.26M
+2.1K (+0.17%)
Show all 32 buys (12 more)
Sells
ALGN
EXIT
Align Technology Inc
$5.72M
- $5.72M
=
Closed
-45.7K shares (100%)
KMX
EXIT
Carmax Inc
$74.94M
- $74.94M
=
Closed
-1.67M shares (100%)
CACC
EXIT
Credit Acceptance Corp
$2.58M
- $2.58M
=
Closed
-6.9K shares (100%)
FISV
EXIT
Fiserv, Inc.
$83.97M
- $83.97M
=
Closed
-651.3K shares (100%)
BRK.B
Berkshire Hathaway Inc
$256.72M
- $2.39M
=
$254.33M
506.0K left
-4.7K (-0.91%)
AME
Ametek Inc
$187.38M
+ $13.72M
=
$201.09M
979.5K left
-17.2K (-1.73%)
RMD
Resmed Inc.
$64.44M
- $7.74M
=
$56.70M
235.4K left
-30 (-0.01%)
FND
Floor & Decor Holdings Inc
$17.40M
- $3.04M
=
$14.36M
235.9K left
-272 (-0.12%)
AAPL
Apple Inc
$4.30M
+ $193.7K
=
$4.49M
16.5K left
-357 (-2.12%)
COF
Capital One Financial Corporation
$1.76M
+ $246.2K
=
$2.01M
8.3K left
-1 (-0.01%)
