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 |
|---|---|---|---|
Q3 2018Sep 30, 2018 | EW Edwards Lifesciences Corporatio | Sell | -17,447-8.8% |
Q3 2018Sep 30, 2018 | STN Stantec Inc | Sell - Position Exit | -21,329-100.0% |
Q3 2018Sep 30, 2018 | DIS Walt Disney Company (The) | Sell | -33,660-10.0% |
Q3 2018Sep 30, 2018 | UNP Union Pacific Corporation | Sell | -39,643-12.5% |
Q3 2018Sep 30, 2018 | ORLY O'Reilly Automotive, Inc. | Sell | -59,643-53.8% |
Q3 2018Sep 30, 2018 | AME AMETEK, Inc. | Sell | -63,311-7.6% |
Q3 2018Sep 30, 2018 | BRK-B Berkshire Hathaway Inc. New | Sell | -65,222-7.4% |
Q3 2018Sep 30, 2018 | HEI-A Heico Corporation | Sell | -67,793-12.8% |
Q3 2018Sep 30, 2018 | FWONK Liberty Media Corp Formula One Group | Sell | -90,541-11.8% |
Q3 2018Sep 30, 2018 | V Visa Inc. | Sell | -93,994-23.7% |
Q3 2018Sep 30, 2018 | KMX CarMax Inc | Sell | -100,369-7.9% |
Q3 2018Sep 30, 2018 | WFC Wells Fargo & Company | Sell - Position Exit | -398,950-100.0% |
Q2 2018Jun 30, 2018 | KMX CarMax Inc | Buy | +178,286+16.3% |
Q2 2018Jun 30, 2018 | HEI-A Heico Corporation | Buy | +163,193+44.4% |
Q2 2018Jun 30, 2018 | BRK-B Berkshire Hathaway Inc. New | Buy | +138,130+18.7% |
Q2 2018Jun 30, 2018 | AME AMETEK, Inc. | Buy | +135,224+19.3% |
Q2 2018Jun 30, 2018 | META Meta Platforms, Inc. | Buy - Position Entry | +120,428 |
Q2 2018Jun 30, 2018 | FWONK Liberty Media Corp Formula One Group | Buy | +113,767+17.4% |
Q2 2018Jun 30, 2018 | LFUS Littelfuse, Inc. | Buy | +103,450+6792.5% |
Q2 2018Jun 30, 2018 | FBIN Fortune Brands Innovations, Inc | Buy | +78,857+25.6% |
Q2 2018Jun 30, 2018 | WFC Wells Fargo & Company | Buy | +60,718+18.0% |
Q2 2018Jun 30, 2018 | V Visa Inc. | Buy | +58,516+17.3% |
Q2 2018Jun 30, 2018 | DIS Walt Disney Company (The) | Buy | +51,401+18.0% |
Q2 2018Jun 30, 2018 | UNP Union Pacific Corporation | Buy | +49,407+18.4% |
Q2 2018Jun 30, 2018 | EW Edwards Lifesciences Corporatio | Buy | +26,971+15.8% |
Q2 2018Jun 30, 2018 | MHK Mohawk Industries, Inc. | Buy | +20,711+19.4% |
Q2 2018Jun 30, 2018 | MTB M&T Bank Corporation | Buy | +19,142+17.2% |
Q2 2018Jun 30, 2018 | ORLY O'Reilly Automotive, Inc. | Buy | +16,948+18.1% |
Q2 2018Jun 30, 2018 | GOOG Alphabet Inc. | Buy | +6,625+22.6% |
Q2 2018Jun 30, 2018 | MKL Markel Group Inc. | Buy | +5,987+18.9% |