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 2022Jun 30, 2022 | V Visa Inc. | Buy | +8,568+2.5% |
Q2 2022Jun 30, 2022 | MTB M&T Bank Corporation | Buy | +7,933+2.7% |
Q2 2022Jun 30, 2022 | ATHM Autohome Inc. | Buy | +7,740+2.3% |
Q2 2022Jun 30, 2022 | JPM JP Morgan Chase & Co. | Buy | +7,609+2.8% |
Q2 2022Jun 30, 2022 | CPRT Copart, Inc. | Buy - Position Entry | +6,871 |
Q2 2022Jun 30, 2022 | META Meta Platforms, Inc. | Buy | +6,773+2.6% |
Q2 2022Jun 30, 2022 | OZK Bank OZK | Buy | +4,718+2.3% |
Q2 2022Jun 30, 2022 | GOOG Alphabet Inc. | Buy | +2,431+5.8% |
Q2 2022Jun 30, 2022 | MKL Markel Group Inc. | Buy | +1,970+2.5% |
Q2 2022Jun 30, 2022 | ITB iShares U.S. Home Construction | Buy | +1,897+28.4% |
Q2 2022Jun 30, 2022 | ANET Arista Networks, Inc. | Buy | +1,844+2.1% |
Q2 2022Jun 30, 2022 | FRCB First Republic Bank (San Franci | Buy | +786+2.8% |
Q2 2022Jun 30, 2022 | NVR NVR, Inc. | Buy | +781+5.0% |
Q2 2022Jun 30, 2022 | CACC Credit Acceptance Corporation | Buy | +447+3.0% |
Q2 2022Jun 30, 2022 | GOOGL Alphabet Inc. | Buy | +177+1.9% |
Q2 2022Jun 30, 2022 | BABA Alibaba Group Holding Limited | Buy | +75+1.5% |
Q2 2022Jun 30, 2022 | MA Mastercard Incorporated | Buy | +55+0.4% |
Q2 2022Jun 30, 2022 | UNH UnitedHealth Group Incorporated | Sell - Position Exit | -2,435-100.0% |
Q2 2022Jun 30, 2022 | LBRDK Liberty Broadband Corporation | Sell - Position Exit | -34,474-100.0% |
Q2 2022Jun 30, 2022 | PGR Progressive Corporation (The) | Sell | -141,096-19.6% |
Q1 2022Mar 31, 2022 | CIEN Ciena Corporation | Buy | +312,987+94.0% |
Q1 2022Mar 31, 2022 | IBP Installed Building Products, In | Buy | +239,866+152.0% |
Q1 2022Mar 31, 2022 | FIVE Five Below, Inc. | Buy | +148,009+42.7% |
Q1 2022Mar 31, 2022 | KMX CarMax Inc | Buy | +42,742+3.9% |
Q1 2022Mar 31, 2022 | SSNC SS&C Technologies Holdings, Inc | Buy | +35,915+5.7% |
Q1 2022Mar 31, 2022 | OZK Bank OZK | Buy | +23,217+12.9% |
Q1 2022Mar 31, 2022 | HEI-A Heico Corporation | Buy | +13,531+2.2% |
Q1 2022Mar 31, 2022 | AME AMETEK, Inc. | Buy | +12,485+1.6% |
Q1 2022Mar 31, 2022 | SCHW Charles Schwab Corporation (The | Buy | +10,422+0.9% |
Q1 2022Mar 31, 2022 | JPM JP Morgan Chase & Co. | Buy | +9,261+3.5% |