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Francois Rochon

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

Laatste Update

AUM
$2.37B
Bezit
53
ROI %
22.86%
QoQ%
4.36%
Gem. Houdperiode
4y

Sectorallocatie

Financial Services

Other

Consumer Cyclical

Communication Services

Industrials

Technology

Basic Materials

Healthcare

Consumer Defensive

Handelsactiviteit

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Ticker
Naam
Activiteit
Aandelen
Prijs
Totale Aandelen
Kwartaal
Datum van indienen
Formulier

MKL

MKL

Verkopen

39,078
$1.58K
41.47K
Q2 2024
14 aug. 2024
13F-HR

PCLN

PCLN

Kopen

8,709
$3.96K
20K
Q2 2024
14 aug. 2024
13F-HR

SBUX

SBUX

Kopen

344,075
$77.85
715.63K
Q2 2024
14 aug. 2024
13F-HR

COHR

COHR

Verkopen

116,314
$60.62
-
Q2 2024
14 aug. 2024
13F-HR

KNSL

KNSL

Kopen

15,134
$385.28
32.74K
Q2 2024
14 aug. 2024
13F-HR

FIVE

FIVE

Kopen

30,685
$108.97
697.88K
Q2 2024
14 aug. 2024
13F-HR

GOOGL

GOOGL

Kopen

17,419
$182.15
310.08K
Q2 2024
14 aug. 2024
13F-HR

BRK-B

BRK-B

Kopen

4,495
$406.8
484.47K
Q2 2024
14 aug. 2024
13F-HR

ADI

ADI

Kopen

7,022
$228.26
200.42K
Q2 2024
14 aug. 2024
13F-HR

AME

AME

Kopen

8,719
$166.71
936.7K
Q2 2024
14 aug. 2024
13F-HR

V

V

Kopen

4,759
$262.47
386.97K
Q2 2024
14 aug. 2024
13F-HR

OZK

OZK

Kopen

29,429
$41
1.19M
Q2 2024
14 aug. 2024
13F-HR

MEDP

MEDP

Kopen

2,862
$411.85
188.09K
Q2 2024
14 aug. 2024
13F-HR

MTB

MTB

Verkopen

7,408
$151.36
345.26K
Q2 2024
14 aug. 2024
13F-HR

META

META

Kopen

1,893
$504.22
297.71K
Q2 2024
14 aug. 2024
13F-HR

IBP

IBP

Kopen

4,540
$205.68
471.55K
Q2 2024
14 aug. 2024
13F-HR

PGR

PGR

Kopen

4,452
$207.71
534.82K
Q2 2024
14 aug. 2024
13F-HR

KMX

KMX

Kopen

12,550
$73.34
1.59M
Q2 2024
14 aug. 2024
13F-HR

HEI-A

HEI-A

Kopen

4,702
$177.52
723.7K
Q2 2024
14 aug. 2024
13F-HR

DFH

DFH

Kopen

32,202
$25.82
32.2K
Q2 2024
14 aug. 2024
13F-HR

ANET

ANET

Kopen

2,006
$350.48
97.62K
Q2 2024
14 aug. 2024
13F-HR

FISV

FISV

Kopen

4,687
$149.04
484.93K
Q2 2024
14 aug. 2024
13F-HR