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 ago 2024
Última Actualización
Activos Bajo Gestión
$2.37BValores en cartera
53ROI %
22.86%QoQ%
4.36%Periodo Promedio de Tenencia
4y
Asignación por Sector
Financial Services
Other
Consumer Cyclical
Communication Services
Industrials
Technology
Basic Materials
Healthcare
Consumer Defensive
Actividad de Operaciones
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Descubre las operaciones más recientes realizadas por este Multimillonario.
Ticker
Nombre
Actividad
Comparte
Precio
Acciones Totales
Trimestre
Fecha de presentación
Forma
MKL
MKL
Vender
39,078
$1.58K
41.47K
Q2 2024
14 ago 2024
13F-HR
PCLN
PCLN
$3.96K
20K
Q2 2024
14 ago 2024
13F-HR
SBUX
SBUX
$77.85
715.63K
Q2 2024
14 ago 2024
13F-HR
COHR
COHR
Vender
116,314
$60.62
-
Q2 2024
14 ago 2024
13F-HR
KNSL
KNSL
$385.28
32.74K
Q2 2024
14 ago 2024
13F-HR
FIVE
FIVE
$108.97
697.88K
Q2 2024
14 ago 2024
13F-HR
GOOGL
GOOGL
$182.15
310.08K
Q2 2024
14 ago 2024
13F-HR
BRK-B
BRK-B
$406.8
484.47K
Q2 2024
14 ago 2024
13F-HR
ADI
ADI
$228.26
200.42K
Q2 2024
14 ago 2024
13F-HR
AME
AME
$166.71
936.7K
Q2 2024
14 ago 2024
13F-HR
V
V
$262.47
386.97K
Q2 2024
14 ago 2024
13F-HR
OZK
OZK
$41
1.19M
Q2 2024
14 ago 2024
13F-HR
MEDP
MEDP
$411.85
188.09K
Q2 2024
14 ago 2024
13F-HR
MTB
MTB
Vender
7,408
$151.36
345.26K
Q2 2024
14 ago 2024
13F-HR
META
META
$504.22
297.71K
Q2 2024
14 ago 2024
13F-HR
IBP
IBP
$205.68
471.55K
Q2 2024
14 ago 2024
13F-HR
PGR
PGR
$207.71
534.82K
Q2 2024
14 ago 2024
13F-HR
KMX
KMX
$73.34
1.59M
Q2 2024
14 ago 2024
13F-HR
HEI-A
HEI-A
$177.52
723.7K
Q2 2024
14 ago 2024
13F-HR
DFH
DFH
$25.82
32.2K
Q2 2024
14 ago 2024
13F-HR
ANET
ANET
$350.48
97.62K
Q2 2024
14 ago 2024
13F-HR
FISV
FISV
$149.04
484.93K
Q2 2024
14 ago 2024
13F-HR
