Francois Rochon
Giverny Capital Inc.
·
CIK
1641864
Value investor and portfolio manager known for his long-term investment horizon and his focus on high-quality companies with sustainable growth potential.
14 Aug 2024
Last Update
AUM
$2.37BHoldings
53ROI %
22.86%QoQ%
4.36%Avg. Holding Period
4y
Sector Allocation
Financial Services
Other
Consumer Cyclical
Communication Services
Industrials
Technology
Basic Materials
Healthcare
Consumer Defensive
Trade Activity
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Discover the most recent trades made by this Billionaire.
Ticker
Name
Activity
Shares
Price
Total Shares
Quarter
Filing Date
Form
MKL
MKL
Sell
39,078
$1.58K
41.47K
Q2 2024
14 Aug 2024
13F-HR
PCLN
PCLN
$3.96K
20K
Q2 2024
14 Aug 2024
13F-HR
SBUX
SBUX
$77.85
715.63K
Q2 2024
14 Aug 2024
13F-HR
COHR
COHR
Sell
116,314
$60.62
-
Q2 2024
14 Aug 2024
13F-HR
KNSL
KNSL
$385.28
32.74K
Q2 2024
14 Aug 2024
13F-HR
FIVE
FIVE
$108.97
697.88K
Q2 2024
14 Aug 2024
13F-HR
GOOGL
GOOGL
$182.15
310.08K
Q2 2024
14 Aug 2024
13F-HR
BRK-B
BRK-B
$406.8
484.47K
Q2 2024
14 Aug 2024
13F-HR
ADI
ADI
$228.26
200.42K
Q2 2024
14 Aug 2024
13F-HR
AME
AME
$166.71
936.7K
Q2 2024
14 Aug 2024
13F-HR
V
V
$262.47
386.97K
Q2 2024
14 Aug 2024
13F-HR
OZK
OZK
$41
1.19M
Q2 2024
14 Aug 2024
13F-HR
MEDP
MEDP
$411.85
188.09K
Q2 2024
14 Aug 2024
13F-HR
MTB
MTB
Sell
7,408
$151.36
345.26K
Q2 2024
14 Aug 2024
13F-HR
META
META
$504.22
297.71K
Q2 2024
14 Aug 2024
13F-HR
IBP
IBP
$205.68
471.55K
Q2 2024
14 Aug 2024
13F-HR
PGR
PGR
$207.71
534.82K
Q2 2024
14 Aug 2024
13F-HR
KMX
KMX
$73.34
1.59M
Q2 2024
14 Aug 2024
13F-HR
HEI-A
HEI-A
$177.52
723.7K
Q2 2024
14 Aug 2024
13F-HR
DFH
DFH
$25.82
32.2K
Q2 2024
14 Aug 2024
13F-HR
ANET
ANET
$350.48
97.62K
Q2 2024
14 Aug 2024
13F-HR
FISV
FISV
$149.04
484.93K
Q2 2024
14 Aug 2024
13F-HR
