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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
50 Positions
Total: $3.00B
Show $
BRK.B
META
AME
GOOG
HEI.A
SCHW
MEDP
V
IBP
PGR
FIVE
BKNG
GOOGL
NVR
MKL
KNSL
KEYS
DIS
BRO
OZK
RMD
ANET
ADI
BFAM
LULU
LFUS
JPM
MA
FND
TWFG
BLDR
BRK.A
FERG
TSM
AAPL
COF
YUMC
SPY
GLD
MTB
ITB
BIRK
CPRT
MSFT
ODFL
NVO
DFH
SITE
ISRG
COST
4 Exited Positions
Previously $167.21M
FISV
EXIT
KMX
EXIT
ALGN
EXIT
CACC
EXIT
