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 |
|---|---|---|---|
Q4 2022Dec 31, 2022 | J Jacobs Solutions Inc. | Buy - Position Entry | +4,114 |
Q4 2022Dec 31, 2022 | MTB M&T Bank Corporation | Buy | +4,013+1.3% |
Q4 2022Dec 31, 2022 | JPM JP Morgan Chase & Co. | Buy | +2,722+9.5% |
Q4 2022Dec 31, 2022 | META Meta Platforms, Inc. | Buy | +2,356+0.9% |
Q4 2022Dec 31, 2022 | FIVE Five Below, Inc. | Buy | +1,969+0.3% |
Q4 2022Dec 31, 2022 | CACC Credit Acceptance Corporation | Buy | +1,946+11.8% |
Q4 2022Dec 31, 2022 | MA Mastercard Incorporated | Buy | +1,887+12.2% |
Q4 2022Dec 31, 2022 | ADI Analog Devices, Inc. | Buy | +1,855+7.1% |
Q4 2022Dec 31, 2022 | UNH UnitedHealth Group Incorporated | Buy - Position Entry | +1,733 |
Q4 2022Dec 31, 2022 | ITB iShares U.S. Home Construction | Buy | +1,297+14.0% |
Q4 2022Dec 31, 2022 | DIS Walt Disney Company (The) | Buy | +752+0.3% |
Q4 2022Dec 31, 2022 | BRK-A Berkshire Hathaway Inc. | Buy | +1+12.5% |
Q4 2022Dec 31, 2022 | IYF iShares U.S. Financial ETF | Sell | -59-1.9% |
Q4 2022Dec 31, 2022 | NVR NVR, Inc. | Sell | -207-1.6% |
Q4 2022Dec 31, 2022 | LLY Eli Lilly and Company | Sell - Position Exit | -432-100.0% |
Q4 2022Dec 31, 2022 | LFUS Littelfuse, Inc. | Sell | -513-0.7% |
Q4 2022Dec 31, 2022 | IBP Installed Building Products, In | Sell | -654-0.2% |
Q4 2022Dec 31, 2022 | MKL Markel Group Inc. | Sell | -793-1.0% |
Q4 2022Dec 31, 2022 | BRK-B Berkshire Hathaway Inc. New | Sell | -1,403-0.3% |
Q4 2022Dec 31, 2022 | CIEN Ciena Corporation | Sell | -1,629-0.2% |
Q4 2022Dec 31, 2022 | OZK Bank OZK | Sell | -1,667-0.8% |
Q4 2022Dec 31, 2022 | V Visa Inc. | Sell | -1,792-0.5% |
Q4 2022Dec 31, 2022 | KEYS Keysight Technologies Inc. | Sell | -2,251-0.5% |
Q4 2022Dec 31, 2022 | EW Edwards Lifesciences Corporatio | Sell | -4,023-0.9% |
Q4 2022Dec 31, 2022 | ATHM Autohome Inc. | Sell | -5,810-1.7% |
Q4 2022Dec 31, 2022 | SNBR Sleep Number Corporation | Sell | -5,999-1.6% |
Q4 2022Dec 31, 2022 | GOOG Alphabet Inc. | Sell | -6,062-0.7% |
Q4 2022Dec 31, 2022 | BAM Brookfield Asset Management Ltd. | Sell - Position Exit | -16,650-100.0% |
Q4 2022Dec 31, 2022 | SSNC SS&C Technologies Holdings, Inc | Sell | -305,173-42.8% |
Q4 2022Dec 31, 2022 | ICE Intercontinental Exchange Inc. | Sell | -337,175-96.2% |