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 2025Mar 31, 2025 | BRK-A Berkshire Hathaway Inc. | Buy | +3+37.5% |
Q1 2025Mar 31, 2025 | FND Floor & Decor Holdings, Inc. | Sell | -43-0.0% |
Q1 2025Mar 31, 2025 | BKNG Booking Holdings Inc. Common St | Sell | -45-0.2% |
Q1 2025Mar 31, 2025 | MTB M&T Bank Corporation | Sell | -49-0.0% |
Q1 2025Mar 31, 2025 | NVR NVR, Inc. | Sell | -68-0.5% |
Q1 2025Mar 31, 2025 | LFUS Littelfuse, Inc. | Sell | -111-0.1% |
Q1 2025Mar 31, 2025 | LULU lululemon athletica inc. | Sell | -199-0.1% |
Q1 2025Mar 31, 2025 | BRO Brown & Brown, Inc. | Sell | -206-0.1% |
Q1 2025Mar 31, 2025 | GOOG Alphabet Inc. | Sell | -233-0.0% |
Q1 2025Mar 31, 2025 | EW Edwards Lifesciences Corporatio | Sell - Position Exit | -257-100.0% |
Q1 2025Mar 31, 2025 | GLD SPDR Gold Trust | Sell | -308-7.3% |
Q1 2025Mar 31, 2025 | MSFT Microsoft Corporation | Sell | -367-15.6% |
Q1 2025Mar 31, 2025 | ADI Analog Devices, Inc. | Sell | -435-0.3% |
Q1 2025Mar 31, 2025 | GOOGL Alphabet Inc. | Sell | -583-0.2% |
Q1 2025Mar 31, 2025 | VOO Vanguard S&P 500 ETF | Sell - Position Exit | -584-100.0% |
Q1 2025Mar 31, 2025 | FI Fiserv, Inc. | Sell | -621-0.1% |
Q1 2025Mar 31, 2025 | DIS Walt Disney Company (The) | Sell | -715-0.3% |
Q1 2025Mar 31, 2025 | KEYS Keysight Technologies Inc. | Sell | -834-0.3% |
Q1 2025Mar 31, 2025 | V Visa Inc. | Sell | -2,168-0.5% |
Q1 2025Mar 31, 2025 | SPY SPDR S&P 500 | Sell | -2,185-46.0% |
Q1 2025Mar 31, 2025 | BRK-B Berkshire Hathaway Inc. New | Sell | -2,218-0.4% |
Q1 2025Mar 31, 2025 | UNH UnitedHealth Group Incorporated | Sell - Position Exit | -2,364-100.0% |
Q1 2025Mar 31, 2025 | COF Capital One Financial Corporati | Sell | -2,500-16.9% |
Q1 2025Mar 31, 2025 | SBUX Starbucks Corporation | Sell | -2,686-0.4% |
Q1 2025Mar 31, 2025 | OZK Bank OZK | Sell | -2,925-0.2% |
Q1 2025Mar 31, 2025 | BAC Bank of America Corporation | Sell | -2,977-0.3% |
Q1 2025Mar 31, 2025 | TSM Taiwan Semiconductor Manufactur | Sell | -3,088-21.1% |
Q1 2025Mar 31, 2025 | J Jacobs Solutions Inc. | Sell - Position Exit | -4,394-100.0% |
Q1 2025Mar 31, 2025 | GBTC Grayscale Bitcoin Trust (BTC) | Sell - Position Exit | -7,442-100.0% |
Q1 2025Mar 31, 2025 | AAPL Apple Inc. | Sell | -7,609-44.8% |