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 2021Dec 31, 2021 | FRCB First Republic Bank (San Franci | Buy | +297+1.1% |
Q4 2021Dec 31, 2021 | NVR NVR, Inc. | Buy | +246+1.6% |
Q4 2021Dec 31, 2021 | UNH UnitedHealth Group Incorporated | Buy | +243+6.4% |
Q4 2021Dec 31, 2021 | SPY SPDR S&P 500 | Buy | +178+3.7% |
Q4 2021Dec 31, 2021 | W Wayfair Inc. | Buy | +163+3.0% |
Q4 2021Dec 31, 2021 | META Meta Platforms, Inc. | Buy | +153+0.1% |
Q4 2021Dec 31, 2021 | AMZN Amazon.com, Inc. | Buy | +55+7.8% |
Q4 2021Dec 31, 2021 | SBUX Starbucks Corporation | Sell | -5-0.1% |
Q4 2021Dec 31, 2021 | GOOGL Alphabet Inc. | Sell | -50-0.5% |
Q4 2021Dec 31, 2021 | TJX TJX Companies, Inc. (The) | Sell | -342-3.6% |
Q4 2021Dec 31, 2021 | CACC Credit Acceptance Corporation | Sell | -2,066-12.2% |
Q4 2021Dec 31, 2021 | LBRDA Liberty Broadband Corporation | Sell - Position Exit | -35,455-100.0% |
Q4 2021Dec 31, 2021 | ATHM Autohome Inc. | Sell | -41,003-11.1% |
Q4 2021Dec 31, 2021 | KMX CarMax Inc | Sell | -50,340-4.3% |
Q4 2021Dec 31, 2021 | ISRG Intuitive Surgical, Inc. | Sell - Position Exit | -64,549-100.0% |
Q4 2021Dec 31, 2021 | JPM JP Morgan Chase & Co. | Sell | -114,483-30.0% |
Q4 2021Dec 31, 2021 | BRK-B Berkshire Hathaway Inc. New | Sell | -192,956-25.8% |
Q4 2021Dec 31, 2021 | HCSG Healthcare Services Group, Inc. | Sell - Position Exit | -370,166-100.0% |
Q4 2021Dec 31, 2021 | BAC Bank of America Corporation | Sell | -471,523-35.0% |
Q3 2021Sep 30, 2021 | ISRG Intuitive Surgical, Inc. | Buy | +64,414+47714.1% |
Q3 2021Sep 30, 2021 | SCHW Charles Schwab Corporation (The | Buy | +51,121+4.8% |
Q3 2021Sep 30, 2021 | KMX CarMax Inc | Buy | +48,715+4.4% |
Q3 2021Sep 30, 2021 | SSNC SS&C Technologies Holdings, Inc | Buy | +40,847+49.8% |
Q3 2021Sep 30, 2021 | LBRDA Liberty Broadband Corporation | Buy - Position Entry | +35,455 |
Q3 2021Sep 30, 2021 | PGR Progressive Corporation (The) | Buy | +30,277+3.9% |
Q3 2021Sep 30, 2021 | AME AMETEK, Inc. | Buy | +25,406+3.4% |
Q3 2021Sep 30, 2021 | ATHM Autohome Inc. | Buy | +22,957+6.6% |
Q3 2021Sep 30, 2021 | JPM JP Morgan Chase & Co. | Buy | +18,282+5.0% |
Q3 2021Sep 30, 2021 | FIVE Five Below, Inc. | Buy | +18,009+5.7% |
Q3 2021Sep 30, 2021 | HEI-A Heico Corporation | Buy | +17,424+3.0% |