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 2020Dec 31, 2020 | LFUS Littelfuse, Inc. | Sell | -54,713-95.2% |
Q3 2020Sep 30, 2020 | SLV iShares Silver Trust | Buy - Position Entry | +23,000 |
Q3 2020Sep 30, 2020 | SSNC SS&C Technologies Holdings, Inc | Buy | +18,341+34.5% |
Q3 2020Sep 30, 2020 | HEI-A Heico Corporation | Buy | +15,408+3.0% |
Q3 2020Sep 30, 2020 | KMX CarMax Inc | Buy | +12,237+1.1% |
Q3 2020Sep 30, 2020 | PGR Progressive Corporation (The) | Buy | +10,328+1.7% |
Q3 2020Sep 30, 2020 | ICE Intercontinental Exchange Inc. | Buy | +9,563+3.7% |
Q3 2020Sep 30, 2020 | LBRDK Liberty Broadband Corporation | Buy | +8,419+88.6% |
Q3 2020Sep 30, 2020 | AME AMETEK, Inc. | Buy | +8,323+1.1% |
Q3 2020Sep 30, 2020 | FRCB First Republic Bank (San Franci | Buy | +7,708+86.7% |
Q3 2020Sep 30, 2020 | TSM Taiwan Semiconductor Manufactur | Buy | +7,061+132.3% |
Q3 2020Sep 30, 2020 | AAPL Apple Inc. | Buy | +6,668+241.2% |
Q3 2020Sep 30, 2020 | SBUX Starbucks Corporation | Buy - Position Entry | +6,327 |
Q3 2020Sep 30, 2020 | NVO Novo Nordisk A/S | Buy - Position Entry | +6,200 |
Q3 2020Sep 30, 2020 | TJX TJX Companies, Inc. (The) | Buy | +5,512+18.4% |
Q3 2020Sep 30, 2020 | JPM JP Morgan Chase & Co. | Buy | +4,405+1.3% |
Q3 2020Sep 30, 2020 | SCHW Charles Schwab Corporation (The | Buy | +3,854+0.4% |
Q3 2020Sep 30, 2020 | ANET Arista Networks, Inc. | Buy | +3,700+35.8% |
Q3 2020Sep 30, 2020 | FIVE Five Below, Inc. | Buy | +1,450+0.5% |
Q3 2020Sep 30, 2020 | CACC Credit Acceptance Corporation | Buy | +1,418+21.5% |
Q3 2020Sep 30, 2020 | LBRDA Liberty Broadband Corporation | Buy - Position Entry | +1,205 |
Q3 2020Sep 30, 2020 | V Visa Inc. | Buy | +1,057+0.4% |
Q3 2020Sep 30, 2020 | META Meta Platforms, Inc. | Buy | +910+0.4% |
Q3 2020Sep 30, 2020 | W Wayfair Inc. | Buy | +813+23.1% |
Q3 2020Sep 30, 2020 | EW Edwards Lifesciences Corporatio | Buy | +795+0.2% |
Q3 2020Sep 30, 2020 | MKL Markel Group Inc. | Buy | +553+1.3% |
Q3 2020Sep 30, 2020 | RMD ResMed Inc. | Buy - Position Entry | +437 |
Q3 2020Sep 30, 2020 | LLY Eli Lilly and Company | Buy - Position Entry | +432 |
Q3 2020Sep 30, 2020 | BAM Brookfield Asset Management Ltd. | Buy | +413+2.5% |
Q3 2020Sep 30, 2020 | ISRG Intuitive Surgical, Inc. | Buy - Position Entry | +135 |