Francois Rochon – Giverny Capital Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Giverny Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 13, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
Increases – Charles Schwab Corporation (The (SCHW), Alphabet Inc. (GOOGL), Bank OZK (OZK), Brown & Brown, Inc. (BRO), Fiserv, Inc. (FI), and 31 more
Reductions – SPDR Gold Trust (GLD), SPDR S&P 500 (SPY), Capital One Financial Corporati (COF), Progressive Corporation (The) (PGR), Alphabet Inc. (GOOG), and 1 more
Complete Exits – None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Giverny Capital Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2025Jun 30, 2025 | SCHW Charles Schwab Corporation (The | Buy | +618,429+65.2% |
Q2 2025Jun 30, 2025 | 87318A101 TWFG | Buy - Position Entry | +177,848 |
Q2 2025Jun 30, 2025 | GOOGL Alphabet Inc. | Buy | +123,677+48.3% |
Q2 2025Jun 30, 2025 | OZK Bank OZK | Buy | +49,483+4.1% |
Q2 2025Jun 30, 2025 | BRO Brown & Brown, Inc. | Buy | +27,034+9.2% |
Q2 2025Jun 30, 2025 | FI Fiserv, Inc. | Buy | +18,941+3.0% |
Q2 2025Jun 30, 2025 | AME AMETEK, Inc. | Buy | +18,910+1.9% |
Q2 2025Jun 30, 2025 | ANET Arista Networks | Buy | +16,033+3.4% |
Q2 2025Jun 30, 2025 | KMX CarMax Inc | Buy | +14,308+0.9% |
Q2 2025Jun 30, 2025 | DIS Walt Disney Company (The) | Buy | +12,972+5.2% |
Q2 2025Jun 30, 2025 | MEDP Medpace Holdings, Inc. | Buy | +9,818+3.9% |
Q2 2025Jun 30, 2025 | KNSL Kinsale Capital Group, Inc. | Buy | +9,186+5.4% |
Q2 2025Jun 30, 2025 | BRK-B Berkshire Hathaway Inc. New | Buy | +8,452+1.7% |
Q2 2025Jun 30, 2025 | V Visa Inc. | Buy | +7,748+2.0% |
Q2 2025Jun 30, 2025 | AAPL Apple Inc. | Buy | +7,609+81.2% |
Q2 2025Jun 30, 2025 | HEI-A Heico Corporation | Buy | +7,481+1.0% |
Q2 2025Jun 30, 2025 | JPM JP Morgan Chase & Co. | Buy | +6,467+14.5% |
Q2 2025Jun 30, 2025 | IBP Installed Building Products, In | Buy | +6,386+1.3% |
Q2 2025Jun 30, 2025 | BAC Bank of America Corporation | Buy | +6,118+0.6% |
Q2 2025Jun 30, 2025 | BLDR Builders FirstSource, Inc. | Buy | +4,872+5.9% |
Q2 2025Jun 30, 2025 | ADI Analog Devices, Inc. | Buy | +4,771+2.8% |
Q2 2025Jun 30, 2025 | FIVE Five Below, Inc. | Buy | +4,281+0.7% |
Q2 2025Jun 30, 2025 | META Meta Platforms, Inc. | Buy | +3,758+1.2% |
Q2 2025Jun 30, 2025 | SBUX Starbucks Corporation | Buy | +3,562+0.5% |
Q2 2025Jun 30, 2025 | KEYS Keysight Technologies Inc. | Buy | +2,574+0.8% |
Q2 2025Jun 30, 2025 | FND Floor & Decor Holdings, Inc. | Buy | +1,953+0.8% |
Q2 2025Jun 30, 2025 | FERG Ferguson | Buy | +1,293+3.8% |
Q2 2025Jun 30, 2025 | ALGN Align Technology, Inc. | Buy | +1,223+2.7% |
Q2 2025Jun 30, 2025 | AMZN Amazon.com, Inc. | Buy - Position Entry | +1,174 |
Q2 2025Jun 30, 2025 | LULU lululemon athletica inc. | Buy | +808+0.6% |