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 2022Mar 31, 2022 | META Meta Platforms, Inc. | Buy | +8,706+3.5% |
Q1 2022Mar 31, 2022 | MTB M&T Bank Corporation | Buy | +8,203+2.9% |
Q1 2022Mar 31, 2022 | V Visa Inc. | Buy | +5,472+1.6% |
Q1 2022Mar 31, 2022 | BAC Bank of America Corporation | Buy | +4,804+0.5% |
Q1 2022Mar 31, 2022 | FBIN Fortune Brands Innovations, Inc | Buy | +2,902+0.5% |
Q1 2022Mar 31, 2022 | ATHM Autohome Inc. | Buy | +2,729+0.8% |
Q1 2022Mar 31, 2022 | ITB iShares U.S. Home Construction | Buy | +2,500+59.8% |
Q1 2022Mar 31, 2022 | MKL Markel Group Inc. | Buy | +2,245+2.9% |
Q1 2022Mar 31, 2022 | SNBR Sleep Number Corporation | Buy | +2,050+0.6% |
Q1 2022Mar 31, 2022 | ANET Arista Networks | Buy | +1,599+1.8% |
Q1 2022Mar 31, 2022 | GOOG Alphabet Inc. | Buy | +1,284+3.2% |
Q1 2022Mar 31, 2022 | FRCB First Republic Bank (San Franci | Buy | +1,029+3.8% |
Q1 2022Mar 31, 2022 | KEYS Keysight Technologies Inc. | Buy | +1,011+0.2% |
Q1 2022Mar 31, 2022 | MA Mastercard Incorporated | Buy | +408+2.8% |
Q1 2022Mar 31, 2022 | DIS Walt Disney Company (The) | Buy | +397+0.2% |
Q1 2022Mar 31, 2022 | COST Costco Wholesale Corporation | Buy - Position Entry | +350 |
Q1 2022Mar 31, 2022 | CACC Credit Acceptance Corporation | Buy | +155+1.0% |
Q1 2022Mar 31, 2022 | NVR NVR, Inc. | Buy | +109+0.7% |
Q1 2022Mar 31, 2022 | GOOGL Alphabet Inc. | Buy | +47+0.5% |
Q1 2022Mar 31, 2022 | SPY SPDR S&P 500 | Sell | -260-5.2% |
Q1 2022Mar 31, 2022 | EW Edwards Lifesciences Corporatio | Sell | -671-0.2% |
Q1 2022Mar 31, 2022 | AMZN Amazon.com, Inc. | Sell - Position Exit | -758-100.0% |
Q1 2022Mar 31, 2022 | UNH UnitedHealth Group Incorporated | Sell | -1,628-40.1% |
Q1 2022Mar 31, 2022 | AAPL Apple Inc. | Sell | -1,638-10.1% |
Q1 2022Mar 31, 2022 | ICE Intercontinental Exchange Inc. | Sell | -1,985-0.6% |
Q1 2022Mar 31, 2022 | LBRDK Liberty Broadband Corporation | Sell | -2,391-6.5% |
Q1 2022Mar 31, 2022 | TSM Taiwan Semiconductor Manufactur | Sell | -4,943-37.5% |
Q1 2022Mar 31, 2022 | W Wayfair Inc. | Sell - Position Exit | -5,602-100.0% |
Q1 2022Mar 31, 2022 | PGR Progressive Corporation (The) | Sell | -96,817-11.9% |
Q1 2022Mar 31, 2022 | BRK-B Berkshire Hathaway Inc. New | Sell | -116,682-21.0% |