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 |
|---|---|---|---|
Q1 2024Mar 31, 2024 | MA Mastercard Incorporated | Buy | +1,431+6.7% |
Q1 2024Mar 31, 2024 | MKL Markel Group Inc. | Buy | +1,369+1.7% |
Q1 2024Mar 31, 2024 | NVR NVR, Inc. | Buy | +466+3.7% |
Q1 2024Mar 31, 2024 | TSM Taiwan Semiconductor Manufactur | Sell | -47-0.6% |
Q1 2024Mar 31, 2024 | AAPL Apple Inc. | Sell | -154-1.5% |
Q1 2024Mar 31, 2024 | MSFT Microsoft Corporation | Sell - Position Exit | -288-100.0% |
Q1 2024Mar 31, 2024 | ROP Roper Technologies, Inc. | Sell - Position Exit | -1,330-100.0% |
Q1 2024Mar 31, 2024 | GIB CGI Inc. | Sell - Position Exit | -1,585-100.0% |
Q1 2024Mar 31, 2024 | ITB iShares U.S. Home Construction | Sell | -3,327-22.7% |
Q1 2024Mar 31, 2024 | ANET Arista Networks | Sell | -3,831-3.9% |
Q1 2024Mar 31, 2024 | BRK-B Berkshire Hathaway Inc. New | Sell | -3,881-0.8% |
Q1 2024Mar 31, 2024 | SPY SPDR S&P 500 | Sell - Position Exit | -4,752-100.0% |
Q1 2024Mar 31, 2024 | BABA Alibaba Group Holding Limited | Sell - Position Exit | -4,976-100.0% |
Q1 2024Mar 31, 2024 | TJX TJX Companies, Inc. (The) | Sell | -7,572-87.5% |
Q1 2024Mar 31, 2024 | KNX Knight-Swift Transportation Hol | Sell - Position Exit | -7,789-100.0% |
Q1 2024Mar 31, 2024 | FAST Fastenal Company | Sell - Position Exit | -8,154-100.0% |
Q1 2024Mar 31, 2024 | BOOT Boot Barn Holdings, Inc. | Sell - Position Exit | -8,253-100.0% |
Q1 2024Mar 31, 2024 | FND Floor & Decor Holdings, Inc. | Sell | -14,754-5.1% |
Q1 2024Mar 31, 2024 | BAC Bank of America Corporation | Sell | -42,384-4.1% |
Q1 2024Mar 31, 2024 | ATHM Autohome Inc. | Sell - Position Exit | -312,582-100.0% |
Q1 2024Mar 31, 2024 | FBIN Fortune Brands Innovations, Inc | Sell | -449,022-49.8% |
Q1 2024Mar 31, 2024 | CIEN Ciena Corporation | Sell | -625,275-99.9% |
Q1 2024Mar 31, 2024 | MBC MasterBrand, Inc. | Sell - Position Exit | -912,988-100.0% |
Q4 2023Dec 31, 2023 | MEDP Medpace Holdings, Inc. | Buy - Position Entry | +157,664 |
Q4 2023Dec 31, 2023 | FI Fiserv, Inc. | Buy | +135,780+42.6% |
Q4 2023Dec 31, 2023 | GOOGL Alphabet Inc. | Buy | +45,262+19.3% |
Q4 2023Dec 31, 2023 | SCHW Charles Schwab Corporation (The | Buy | +29,343+3.6% |
Q4 2023Dec 31, 2023 | ALGN Align Technology, Inc. | Buy - Position Entry | +27,162 |
Q4 2023Dec 31, 2023 | IBP Installed Building Products, In | Buy | +22,528+5.2% |
Q4 2023Dec 31, 2023 | KNSL Kinsale Capital Group, Inc. | Buy - Position Entry | +17,610 |