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 2019Jun 30, 2019 | GOOGL Alphabet Inc. | Sell | -103-1.7% |
Q2 2019Jun 30, 2019 | ORLY O'Reilly Automotive, Inc. | Sell | -1,514-5.3% |
Q2 2019Jun 30, 2019 | FWONK Liberty Media Corp Formula One Group | Sell | -15,616-59.5% |
Q2 2019Jun 30, 2019 | MHK Mohawk Industries, Inc. | Sell | -53,500-24.1% |
Q2 2019Jun 30, 2019 | LKQ LKQ Corporation | Sell | -417,056-99.9% |
Q1 2019Mar 31, 2019 | BAC Bank of America Corporation | Buy - Position Entry | +746,916 |
Q1 2019Mar 31, 2019 | HCSG Healthcare Services Group, Inc. | Buy | +278,068+3000.9% |
Q1 2019Mar 31, 2019 | KEYS Keysight Technologies Inc. | Buy - Position Entry | +116,090 |
Q1 2019Mar 31, 2019 | SCHW Charles Schwab Corporation (The | Buy | +72,778+11.0% |
Q1 2019Mar 31, 2019 | META Meta Platforms, Inc. | Buy | +47,703+40.8% |
Q1 2019Mar 31, 2019 | KMX CarMax Inc | Buy | +33,205+2.9% |
Q1 2019Mar 31, 2019 | BRK-B Berkshire Hathaway Inc. New | Buy | +24,107+3.0% |
Q1 2019Mar 31, 2019 | OZK Bank OZK | Buy | +22,680+3.4% |
Q1 2019Mar 31, 2019 | JPM JP Morgan Chase & Co. | Buy | +15,921+5.3% |
Q1 2019Mar 31, 2019 | HEI-A Heico Corporation | Buy | +15,911+3.5% |
Q1 2019Mar 31, 2019 | FBIN Fortune Brands Innovations, Inc | Buy | +12,496+2.1% |
Q1 2019Mar 31, 2019 | KNX Knight-Swift Transportation Hol | Buy - Position Entry | +7,743 |
Q1 2019Mar 31, 2019 | LFUS Littelfuse, Inc. | Buy | +7,508+7.4% |
Q1 2019Mar 31, 2019 | V Visa Inc. | Buy | +4,743+1.6% |
Q1 2019Mar 31, 2019 | MTB M&T Bank Corporation | Buy | +2,679+2.2% |
Q1 2019Mar 31, 2019 | ODFL Old Dominion Freight Line, Inc. | Buy - Position Entry | +2,577 |
Q1 2019Mar 31, 2019 | MKL Markel Group Inc. | Buy | +2,085+6.1% |
Q1 2019Mar 31, 2019 | EW Edwards Lifesciences Corporatio | Buy | +1,745+1.4% |
Q1 2019Mar 31, 2019 | ROP Roper Technologies, Inc. | Buy - Position Entry | +1,245 |
Q1 2019Mar 31, 2019 | GOOGL Alphabet Inc. | Buy | +328+5.8% |
Q1 2019Mar 31, 2019 | NVR NVR, Inc. | Buy | +324+2.4% |
Q1 2019Mar 31, 2019 | GOOG Alphabet Inc. | Buy | +153+0.4% |
Q1 2019Mar 31, 2019 | LULU lululemon athletica inc. | Buy | +45+1.0% |
Q1 2019Mar 31, 2019 | MA Mastercard Incorporated | Sell | -35-1.7% |
Q1 2019Mar 31, 2019 | AAPL Apple Inc. | Sell | -51-2.3% |