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 2023Mar 31, 2023 | JPM JP Morgan Chase & Co. | Buy | +1,785+5.7% |
Q1 2023Mar 31, 2023 | CACC Credit Acceptance Corporation | Buy | +1,676+9.1% |
Q1 2023Mar 31, 2023 | MA Mastercard Incorporated | Buy | +1,442+8.3% |
Q1 2023Mar 31, 2023 | FBIN Fortune Brands Innovations, Inc | Buy | +633+0.1% |
Q1 2023Mar 31, 2023 | LFUS Littelfuse, Inc. | Buy | +446+0.6% |
Q1 2023Mar 31, 2023 | BABA Alibaba Group Holding Limited | Buy | +28+0.6% |
Q1 2023Mar 31, 2023 | ROP Roper Technologies, Inc. | Sell | -125-8.6% |
Q1 2023Mar 31, 2023 | IYF iShares U.S. Financial ETF | Sell | -174-5.7% |
Q1 2023Mar 31, 2023 | COST Costco Wholesale Corporation | Sell - Position Exit | -350-100.0% |
Q1 2023Mar 31, 2023 | NVR NVR, Inc. | Sell | -363-2.9% |
Q1 2023Mar 31, 2023 | BN Brookfield Corporation | Sell | -427-2.6% |
Q1 2023Mar 31, 2023 | RMD ResMed Inc. | Sell - Position Exit | -437-100.0% |
Q1 2023Mar 31, 2023 | TJX TJX Companies, Inc. (The) | Sell | -500-5.4% |
Q1 2023Mar 31, 2023 | FAST Fastenal Company | Sell | -750-7.7% |
Q1 2023Mar 31, 2023 | ANET Arista Networks, Inc. | Sell | -783-0.8% |
Q1 2023Mar 31, 2023 | TSM Taiwan Semiconductor Manufactur | Sell | -869-5.8% |
Q1 2023Mar 31, 2023 | FND Floor & Decor Holdings, Inc. | Sell | -990-0.4% |
Q1 2023Mar 31, 2023 | J Jacobs Solutions Inc. | Sell | -1,656-40.3% |
Q1 2023Mar 31, 2023 | UNH UnitedHealth Group Incorporated | Sell - Position Exit | -1,733-100.0% |
Q1 2023Mar 31, 2023 | MKL Markel Group Inc. | Sell | -1,764-2.2% |
Q1 2023Mar 31, 2023 | V Visa Inc. | Sell | -5,312-1.5% |
Q1 2023Mar 31, 2023 | ITB iShares U.S. Home Construction | Sell | -5,643-53.5% |
Q1 2023Mar 31, 2023 | VOO Vanguard S&P 500 ETF | Sell - Position Exit | -6,900-100.0% |
Q1 2023Mar 31, 2023 | KMX CarMax Inc | Sell | -7,248-0.5% |
Q1 2023Mar 31, 2023 | META Meta Platforms, Inc. | Sell | -7,315-2.7% |
Q1 2023Mar 31, 2023 | MTB M&T Bank Corporation | Sell | -8,564-2.8% |
Q1 2023Mar 31, 2023 | OZK Bank OZK | Sell | -9,100-4.3% |
Q1 2023Mar 31, 2023 | EW Edwards Lifesciences Corporatio | Sell | -11,198-2.6% |
Q1 2023Mar 31, 2023 | AME AMETEK, Inc. | Sell | -11,690-1.4% |
Q1 2023Mar 31, 2023 | ICE Intercontinental Exchange Inc. | Sell - Position Exit | -13,438-100.0% |