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 |
|---|---|---|---|
Q3 2022Sep 30, 2022 | GOOG Alphabet Inc. | Buy | +849,028+1929.1% |
Q3 2022Sep 30, 2022 | FRCB First Republic Bank (San Franci | Buy | +190,364+655.2% |
Q3 2022Sep 30, 2022 | GOOGL Alphabet Inc. | Buy | +190,341+1982.1% |
Q3 2022Sep 30, 2022 | FND Floor & Decor Holdings, Inc. | Buy | +184,778+363.5% |
Q3 2022Sep 30, 2022 | COHR Coherent Corp. | Buy - Position Entry | +74,202 |
Q3 2022Sep 30, 2022 | LULU lululemon athletica inc. | Buy | +55,338+1199.1% |
Q3 2022Sep 30, 2022 | SCHW Charles Schwab Corporation (The | Buy | +34,808+2.9% |
Q3 2022Sep 30, 2022 | KMX CarMax Inc | Buy | +30,633+2.6% |
Q3 2022Sep 30, 2022 | AME AMETEK, Inc. | Buy | +19,179+2.3% |
Q3 2022Sep 30, 2022 | FBIN Fortune Brands Innovations, Inc | Buy | +17,248+2.8% |
Q3 2022Sep 30, 2022 | EW Edwards Lifesciences Corporatio | Buy | +13,314+3.2% |
Q3 2022Sep 30, 2022 | SSNC SS&C Technologies Holdings, Inc | Buy | +12,266+1.8% |
Q3 2022Sep 30, 2022 | V Visa Inc. | Buy | +8,559+2.4% |
Q3 2022Sep 30, 2022 | CIEN Ciena Corporation | Buy | +7,769+1.2% |
Q3 2022Sep 30, 2022 | HEI-A Heico Corporation | Buy | +7,297+1.1% |
Q3 2022Sep 30, 2022 | KEYS Keysight Technologies Inc. | Buy | +7,118+1.6% |
Q3 2022Sep 30, 2022 | FIVE Five Below, Inc. | Buy | +7,091+1.2% |
Q3 2022Sep 30, 2022 | ICE Intercontinental Exchange Inc. | Buy | +6,210+1.8% |
Q3 2022Sep 30, 2022 | IBP Installed Building Products, In | Buy | +6,081+1.5% |
Q3 2022Sep 30, 2022 | BRK-B Berkshire Hathaway Inc. New | Buy | +5,105+1.1% |
Q3 2022Sep 30, 2022 | META Meta Platforms, Inc. | Buy | +4,640+1.8% |
Q3 2022Sep 30, 2022 | SNBR Sleep Number Corporation | Buy | +3,859+1.0% |
Q3 2022Sep 30, 2022 | MTB M&T Bank Corporation | Buy | +3,850+1.3% |
Q3 2022Sep 30, 2022 | ATHM Autohome Inc. | Buy | +3,714+1.1% |
Q3 2022Sep 30, 2022 | ANET Arista Networks | Buy | +3,404+3.8% |
Q3 2022Sep 30, 2022 | OZK Bank OZK | Buy | +2,968+1.4% |
Q3 2022Sep 30, 2022 | DIS Walt Disney Company (The) | Buy | +2,282+1.0% |
Q3 2022Sep 30, 2022 | BAC Bank of America Corporation | Buy | +2,111+0.2% |
Q3 2022Sep 30, 2022 | MKL Markel Group Inc. | Buy | +1,624+2.0% |
Q3 2022Sep 30, 2022 | CACC Credit Acceptance Corporation | Buy | +1,012+6.5% |