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 2019Dec 31, 2019 | NVR NVR, Inc. | Buy | +636+4.4% |
Q4 2019Dec 31, 2019 | GOOGL Alphabet Inc. | Buy | +594+10.3% |
Q4 2019Dec 31, 2019 | MA Mastercard Incorporated | Sell | -98-4.8% |
Q4 2019Dec 31, 2019 | TJX TJX Companies, Inc. (The) | Sell | -110-1.2% |
Q4 2019Dec 31, 2019 | ORLY O'Reilly Automotive, Inc. | Sell | -273-1.0% |
Q4 2019Dec 31, 2019 | MHK Mohawk Industries, Inc. | Sell | -1,743-35.1% |
Q4 2019Dec 31, 2019 | KMX CarMax Inc | Sell | -53,130-4.3% |
Q4 2019Dec 31, 2019 | OZK Bank OZK | Sell | -346,176-47.2% |
Q3 2019Sep 30, 2019 | PGR Progressive Corporation (The) | Buy - Position Entry | +268,243 |
Q3 2019Sep 30, 2019 | BAC Bank of America Corporation | Buy | +64,729+7.3% |
Q3 2019Sep 30, 2019 | KEYS Keysight Technologies Inc. | Buy | +16,567+5.8% |
Q3 2019Sep 30, 2019 | SCHW Charles Schwab Corporation (The | Buy | +7,964+0.9% |
Q3 2019Sep 30, 2019 | BRK-B Berkshire Hathaway Inc. New | Buy | +6,525+0.8% |
Q3 2019Sep 30, 2019 | AME AMETEK, Inc. | Buy | +4,559+0.6% |
Q3 2019Sep 30, 2019 | JPM JP Morgan Chase & Co. | Buy | +3,771+1.1% |
Q3 2019Sep 30, 2019 | META Meta Platforms, Inc. | Buy | +3,636+2.1% |
Q3 2019Sep 30, 2019 | KMX CarMax Inc | Buy | +3,003+0.2% |
Q3 2019Sep 30, 2019 | MTB M&T Bank Corporation | Buy | +2,481+1.8% |
Q3 2019Sep 30, 2019 | HCSG Healthcare Services Group, Inc. | Buy | +2,230+0.7% |
Q3 2019Sep 30, 2019 | OZK Bank OZK | Buy | +1,777+0.2% |
Q3 2019Sep 30, 2019 | FBIN Fortune Brands Innovations, Inc | Buy | +1,663+0.3% |
Q3 2019Sep 30, 2019 | UNP Union Pacific Corporation | Buy | +772+0.5% |
Q3 2019Sep 30, 2019 | ORLY O'Reilly Automotive, Inc. | Buy | +614+2.2% |
Q3 2019Sep 30, 2019 | LFUS Littelfuse, Inc. | Buy | +551+0.5% |
Q3 2019Sep 30, 2019 | GOOG Alphabet Inc. | Buy | +517+1.5% |
Q3 2019Sep 30, 2019 | MKL Markel Group Inc. | Buy | +418+1.1% |
Q3 2019Sep 30, 2019 | EW Edwards Lifesciences Corporatio | Buy | +243+0.2% |
Q3 2019Sep 30, 2019 | NVR NVR, Inc. | Buy | +148+1.0% |
Q3 2019Sep 30, 2019 | DIS Walt Disney Company (The) | Buy | +52+0.0% |
Q3 2019Sep 30, 2019 | GOOGL Alphabet Inc. | Sell | -87-1.5% |