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 2021Jun 30, 2021 | GOOG Alphabet Inc. | Buy | +1,284+3.4% |
Q2 2021Jun 30, 2021 | NVR NVR, Inc. | Buy | +545+3.7% |
Q2 2021Jun 30, 2021 | GOOGL Alphabet Inc. | Buy | +467+5.4% |
Q2 2021Jun 30, 2021 | SLV iShares Silver Trust | Buy | +400+1.7% |
Q2 2021Jun 30, 2021 | AAPL Apple Inc. | Buy | +3+0.0% |
Q2 2021Jun 30, 2021 | AMZN Amazon.com, Inc. | Sell | -24-4.9% |
Q2 2021Jun 30, 2021 | TJX TJX Companies, Inc. (The) | Sell | -140-1.7% |
Q2 2021Jun 30, 2021 | MA Mastercard Incorporated | Sell | -839-8.4% |
Q2 2021Jun 30, 2021 | CACC Credit Acceptance Corporation | Sell | -976-9.1% |
Q2 2021Jun 30, 2021 | TSM Taiwan Semiconductor Manufactur | Sell | -1,037-11.2% |
Q2 2021Jun 30, 2021 | ANET Arista Networks, Inc. | Sell | -1,096-6.4% |
Q2 2021Jun 30, 2021 | LBRDK Liberty Broadband Corporation | Sell | -1,248-5.7% |
Q2 2021Jun 30, 2021 | FRCB First Republic Bank (San Franci | Sell | -1,251-6.4% |
Q2 2021Jun 30, 2021 | SSNC SS&C Technologies Holdings, Inc | Sell | -5,101-5.9% |
Q1 2021Mar 31, 2021 | SCHW Charles Schwab Corporation (The | Buy | +24,177+2.4% |
Q1 2021Mar 31, 2021 | MKL Markel Group Inc. | Buy | +21,330+45.6% |
Q1 2021Mar 31, 2021 | PGR Progressive Corporation (The) | Buy | +21,278+3.3% |
Q1 2021Mar 31, 2021 | BRK-B Berkshire Hathaway Inc. New | Buy | +15,402+2.2% |
Q1 2021Mar 31, 2021 | HEI-A Heico Corporation | Buy | +14,222+2.7% |
Q1 2021Mar 31, 2021 | META Meta Platforms, Inc. | Buy | +12,025+5.5% |
Q1 2021Mar 31, 2021 | BAC Bank of America Corporation | Buy | +11,690+0.9% |
Q1 2021Mar 31, 2021 | V Visa Inc. | Buy | +11,012+3.6% |
Q1 2021Mar 31, 2021 | ATHM Autohome Inc. | Buy | +10,412+3.3% |
Q1 2021Mar 31, 2021 | SNBR Sleep Number Corporation | Buy | +10,088+3.1% |
Q1 2021Mar 31, 2021 | JPM JP Morgan Chase & Co. | Buy | +8,817+2.6% |
Q1 2021Mar 31, 2021 | ICE Intercontinental Exchange Inc. | Buy | +8,730+3.2% |
Q1 2021Mar 31, 2021 | FBIN Fortune Brands Innovations, Inc | Buy | +8,555+1.7% |
Q1 2021Mar 31, 2021 | FIVE Five Below, Inc. | Buy | +5,809+2.0% |
Q1 2021Mar 31, 2021 | AME AMETEK, Inc. | Buy | +5,417+0.8% |
Q1 2021Mar 31, 2021 | KEYS Keysight Technologies Inc. | Buy | +3,400+0.8% |