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 | MA Mastercard Incorporated | Buy | +798+3.0% |
Q2 2025Jun 30, 2025 | CACC Credit Acceptance Corporation | Buy | +650+2.2% |
Q2 2025Jun 30, 2025 | LFUS Littelfuse, Inc. | Buy | +608+0.8% |
Q2 2025Jun 30, 2025 | ITB iShares U.S. Home Construction | Buy | +557+5.1% |
Q2 2025Jun 30, 2025 | NVR NVR, Inc. | Buy | +548+4.1% |
Q2 2025Jun 30, 2025 | MSFT Microsoft Corporation | Buy | +316+15.9% |
Q2 2025Jun 30, 2025 | MKL Markel Group Inc. | Buy | +294+0.7% |
Q2 2025Jun 30, 2025 | BKNG Booking Holdings Inc. Common St | Buy | +158+0.7% |
Q2 2025Jun 30, 2025 | GLD SPDR Gold Trust | Sell | -22-0.6% |
Q2 2025Jun 30, 2025 | SPY SPDR S&P 500 | Sell | -93-3.6% |
Q2 2025Jun 30, 2025 | COF Capital One Financial Corporati | Sell | -3,000-24.4% |
Q2 2025Jun 30, 2025 | PGR Progressive Corporation (The) | Sell | -8,787-1.7% |
Q2 2025Jun 30, 2025 | GOOG Alphabet Inc. | Sell | -101,392-13.4% |
Q2 2025Jun 30, 2025 | MTB M&T Bank Corporation | Sell | -359,992-97.9% |
Q1 2025Mar 31, 2025 | BLDR Builders FirstSource, Inc. | Buy - Position Entry | +82,445 |
Q1 2025Mar 31, 2025 | KNSL Kinsale Capital Group, Inc. | Buy | +79,208+87.3% |
Q1 2025Mar 31, 2025 | ANET Arista Networks, Inc. | Buy | +56,100+13.7% |
Q1 2025Mar 31, 2025 | MEDP Medpace Holdings, Inc. | Buy | +17,650+7.5% |
Q1 2025Mar 31, 2025 | IBP Installed Building Products, In | Buy | +3,338+0.7% |
Q1 2025Mar 31, 2025 | AME AMETEK, Inc. | Buy | +2,975+0.3% |
Q1 2025Mar 31, 2025 | ALGN Align Technology, Inc. | Buy | +2,129+5.0% |
Q1 2025Mar 31, 2025 | SCHW Charles Schwab Corporation (The | Buy | +1,139+0.1% |
Q1 2025Mar 31, 2025 | MA Mastercard Incorporated | Buy | +768+2.9% |
Q1 2025Mar 31, 2025 | FERG Ferguson Enterprises Inc. | Buy | +678+2.0% |
Q1 2025Mar 31, 2025 | JPM JP Morgan Chase & Co. | Buy | +621+1.4% |
Q1 2025Mar 31, 2025 | ITB iShares U.S. Home Construction | Buy | +529+5.1% |
Q1 2025Mar 31, 2025 | HEI-A Heico Corporation | Buy | +356+0.0% |
Q1 2025Mar 31, 2025 | CACC Credit Acceptance Corporation | Buy | +293+1.0% |
Q1 2025Mar 31, 2025 | MKL Markel Group Inc. | Buy | +71+0.2% |
Q1 2025Mar 31, 2025 | META Meta Platforms, Inc. | Buy | +49+0.0% |