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 Breakdown
Top Investments
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Performance
Holdings
S&P 500
Stocks
53
Options
0
Ticker
Name
Shares
Shares value
% Portfolio
Change
Change %
History
Avg. Buy Price
Current price
Report Date
BRK-B
Berkshire Hathaway Inc
484.47K
$197.08M
8.33%
4.5K
0.94%
$234.75(73.29%)
$406.8
30 Jun 2024
AME
Ametek Inc
936.7K
$156.16M
6.60%
8.72K
0.94%
$102.97(61.90%)
$166.71
30 Jun 2024
META
Meta Platforms Inc.
297.71K
$150.11M
6.34%
1.89K
0.64%
$277(82.03%)
$504.22
30 Jun 2024
HEI-A
HEICO Corporation
723.7K
$128.47M
5.43%
4.7K
0.65%
$93.02(90.84%)
$177.52
30 Jun 2024
GOOG
Alphabet Inc Class C
647.44K
$118.75M
5.02%
1.64K
0.25%
$96.98(89.13%)
$183.42
30 Jun 2024
KMX
CarMax Inc
1.59M
$116.97M
4.94%
12.55K
0.79%
$91.8(-20.11%)
$73.34
30 Jun 2024
PGR
Progressive Corp
534.82K
$111.09M
4.69%
4.45K
0.84%
$97.65(112.71%)
$207.71
30 Jun 2024
V
Visa Inc. Class A
386.97K
$101.57M
4.29%
4.76K
1.25%
$167.52(56.68%)
$262.47
30 Jun 2024
NVR
NVR Inc
13.18K
$100.01M
4.23%
41
0.31%
$4.07K(86.63%)
$7.59K
30 Jun 2024
IBP
Installed Building Products Inc
471.55K
$96.99M
4.10%
4.54K
0.97%
$114.58(79.51%)
$205.68
30 Jun 2024
PCLN
Booking Holdings Inc
20K
$79.24M
3.35%
8.71K
77.11%
$3.77K(5.10%)
$3.96K
30 Jun 2024
MEDP
Medpace Holdings Inc
188.09K
$77.47M
3.27%
2.86K
1.55%
$321.15(28.24%)
$411.85
30 Jun 2024
FIVE
Five Below Inc
697.88K
$76.05M
3.21%
30.68K
4.60%
$139.25(-21.75%)
$108.97
30 Jun 2024
FISV
Fiserv Inc.
484.93K
$72.27M
3.05%
4.69K
0.98%
$121.64(22.53%)
$149.04
30 Jun 2024
KEYS
Keysight Technologies Inc
479.56K
$65.58M
2.77%
1.21K
0.25%
$133.74(2.25%)
$136.75
30 Jun 2024
MKL
Markel Corporation
41.47K
$65.34M
2.76%
-39.08K
-48.51%
$1.13K(39.66%)
$1.58K
30 Jun 2024
SCHW
Charles Schwab Corp
869.81K
$64.1M
2.71%
8.38K
0.97%
$61.56(19.70%)
$73.69
30 Jun 2024
GOOGL
Alphabet Inc Class A
310.08K
$56.48M
2.39%
17.42K
5.95%
$110.99(64.11%)
$182.15
30 Jun 2024
SBUX
Starbucks Corporation
715.63K
$55.71M
2.35%
344.07K
92.61%
$84.94(-8.35%)
$77.85
30 Jun 2024
MTB
M&T Bank Corporation
345.26K
$52.26M
2.21%
-7.41K
-2.10%
$149.91(0.97%)
$151.36
30 Jun 2024
OZK
Bank Ozk
1.19M
$48.98M
2.07%
29.43K
2.53%
$43.3(-5.31%)
$41
30 Jun 2024
ADI
Analog Devices Inc
200.42K
$45.75M
1.93%
7.02K
3.63%
$189.87(20.22%)
$228.26
30 Jun 2024
