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 2021Mar 31, 2021 | SSNC SS&C Technologies Holdings, Inc | Buy | +3,253+3.9% |
Q1 2021Mar 31, 2021 | IYF iShares U.S. Financial ETF | Buy - Position Entry | +3,110 |
Q1 2021Mar 31, 2021 | HCSG Healthcare Services Group, Inc. | Buy | +2,463+0.7% |
Q1 2021Mar 31, 2021 | EW Edwards Lifesciences Corporatio | Buy | +2,326+0.6% |
Q1 2021Mar 31, 2021 | CACC Credit Acceptance Corporation | Buy | +946+9.7% |
Q1 2021Mar 31, 2021 | LBRDK Liberty Broadband Corporation | Buy | +933+4.5% |
Q1 2021Mar 31, 2021 | ANET Arista Networks | Buy | +813+5.0% |
Q1 2021Mar 31, 2021 | FRCB First Republic Bank (San Franci | Buy | +738+4.0% |
Q1 2021Mar 31, 2021 | MA Mastercard Incorporated | Buy | +344+3.6% |
Q1 2021Mar 31, 2021 | NVR NVR, Inc. | Buy | +252+1.8% |
Q1 2021Mar 31, 2021 | GOOG Alphabet Inc. | Buy | +225+0.6% |
Q1 2021Mar 31, 2021 | GOOGL Alphabet Inc. | Buy | +116+1.4% |
Q1 2021Mar 31, 2021 | ROP Roper Technologies, Inc. | Buy | +90+7.2% |
Q1 2021Mar 31, 2021 | AMZN Amazon.com, Inc. | Buy | +24+5.2% |
Q1 2021Mar 31, 2021 | SPY SPDR S&P 500 | Sell | -85-1.7% |
Q1 2021Mar 31, 2021 | AAPL Apple Inc. | Sell | -85-0.7% |
Q1 2021Mar 31, 2021 | TSM Taiwan Semiconductor Manufactur | Sell | -100-1.1% |
Q1 2021Mar 31, 2021 | DIS Walt Disney Company (The) | Sell | -445-0.2% |
Q1 2021Mar 31, 2021 | W Wayfair Inc. | Sell - Position Exit | -1,525-100.0% |
Q1 2021Mar 31, 2021 | TJX TJX Companies, Inc. (The) | Sell | -31,623-79.0% |
Q1 2021Mar 31, 2021 | KMX CarMax Inc | Sell | -46,613-4.2% |
Q1 2021Mar 31, 2021 | OZK Bank OZK | Sell | -179,422-50.4% |
Q4 2020Dec 31, 2020 | ATHM Autohome Inc. | Buy | +120,449+61.8% |
Q4 2020Dec 31, 2020 | SNBR Sleep Number Corporation | Buy | +116,348+54.5% |
Q4 2020Dec 31, 2020 | PGR Progressive Corporation (The) | Buy | +39,960+6.5% |
Q4 2020Dec 31, 2020 | SCHW Charles Schwab Corporation (The | Buy | +37,680+3.9% |
Q4 2020Dec 31, 2020 | KMX CarMax Inc | Buy | +37,322+3.5% |
Q4 2020Dec 31, 2020 | BRK-B Berkshire Hathaway Inc. New | Buy | +16,160+2.4% |
Q4 2020Dec 31, 2020 | BAC Bank of America Corporation | Buy | +15,636+1.2% |
Q4 2020Dec 31, 2020 | EW Edwards Lifesciences Corporatio | Buy | +14,392+3.9% |