Profit Pro が最大 52%オフ - 最初の500ユーザー限定
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Profit Pro が52%オフ - 最初の500ユーザー限定

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.

13 11月 2024

最終更新

AUM
$2.63B
保有銘柄
55
ROI %
26.54%
QoQ%
5.65%
平均保有期間
4y

セクター別内訳

トップ投資

パフォーマンス

保有銘柄

S&P 500

株式

55

オプション

0
銘柄
名前
株式
株式価値
% ポートフォリオ
変化
変動 %
履歴
平均買付価格
現在の価格
報告日

BRK-B

Berkshire Hathaway Inc
489.31K
$225.21M
8.56%
4.84K
1.00%
$236.98(94.22%)
$460.26
30 Sep 2024

META

Meta Platforms Inc.
309.94K
$177.42M
6.75%
12.23K
4.11%
$288.66(98.31%)
$572.44
30 Sep 2024

AME

Ametek Inc
959.22K
$164.71M
6.26%
22.53K
2.40%
$104.58(64.19%)
$171.71
30 Sep 2024

HEI-A

HEICO Corporation
732.99K
$149.35M
5.68%
9.3K
1.28%
$94.42(115.80%)
$203.76
30 Sep 2024

PGR

Progressive Corp
536.69K
$136.19M
5.18%
1.87K
0.35%
$98.19(158.44%)
$253.76
30 Sep 2024

NVR

NVR Inc
13.31K
$130.57M
4.96%
128
0.97%
$4.12K(138.07%)
$9.81K
30 Sep 2024

KMX

CarMax Inc
1.64M
$126.68M
4.82%
42.18K
2.64%
$91.43(-15.37%)
$77.38
30 Sep 2024

IBP

Installed Building Products Inc
487.12K
$119.96M
4.56%
15.56K
3.30%
$118.79(107.32%)
$246.27
30 Sep 2024

GOOG

Alphabet Inc Class C
646.18K
$108.03M
4.11%
-1.26K
-0.19%
$96.98(72.40%)
$167.19
30 Sep 2024

V

Visa Inc. Class A
391.76K
$107.71M
4.10%
4.79K
1.24%
$168.83(62.86%)
$274.95
30 Sep 2024

FISV

Fiserv Inc.
501.28K
$90.05M
3.42%
16.34K
3.37%
$123.53(45.43%)
$179.65
30 Sep 2024

PCLN

Booking Holdings Inc
20.52K
$86.41M
3.29%
512
2.56%
$3.78K(11.43%)
$4.21K
30 Sep 2024

KEYS

Keysight Technologies Inc
481.07K
$76.46M
2.91%
1.51K
0.32%
$133.82(18.76%)
$158.93
30 Sep 2024

MEDP

Medpace Holdings Inc
227.07K
$75.8M
2.88%
38.98K
20.72%
$323.32(3.24%)
$333.8
30 Sep 2024

SBUX

Starbucks Corporation
718K
$70M
2.66%
2.38K
0.33%
$84.98(14.72%)
$97.49
30 Sep 2024

MKL

Markel Corporation
42.68K
$66.95M
2.55%
1.21K
2.92%
$1.14K(37.51%)
$1.57K
30 Sep 2024

MTB

M&T Bank Corporation
360.59K
$64.23M
2.44%
15.33K
4.44%
$151.11(17.87%)
$178.12
30 Sep 2024

FIVE

Five Below Inc
725.25K
$64.08M
2.44%
27.37K
3.92%
$137.33(-35.67%)
$88.35
30 Sep 2024

SCHW

Charles Schwab Corp
935.77K
$60.65M
2.31%
65.96K
7.58%
$61.79(4.89%)
$64.81
30 Sep 2024

GOOGL

Alphabet Inc Class A
346.7K
$57.5M
2.19%
36.62K
11.81%
$116.78(42.02%)
$165.85
30 Sep 2024

OZK

Bank Ozk
1.2M
$51.48M
1.96%
2.83K
0.24%
$43.3(-0.72%)
$42.99
30 Sep 2024

ADI

Analog Devices Inc
206.11K
$47.44M
1.80%
5.69K
2.84%
$190.98(20.52%)
$230.17
30 Sep 2024