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 2017Sep 30, 2017 | BRK-B Berkshire Hathaway Inc. New | Buy | +16,243+2.3% |
Q3 2017Sep 30, 2017 | AME AMETEK, Inc. | Buy | +12,550+1.9% |
Q3 2017Sep 30, 2017 | WFC Wells Fargo & Company | Buy | +8,001+1.5% |
Q3 2017Sep 30, 2017 | SPY SPDR S&P 500 | Buy - Position Entry | +5,344 |
Q3 2017Sep 30, 2017 | FIVE Five Below, Inc. | Buy | +5,070+85.4% |
Q3 2017Sep 30, 2017 | LULU lululemon athletica inc. | Buy - Position Entry | +4,600 |
Q3 2017Sep 30, 2017 | FBIN Fortune Brands Innovations, Inc | Buy | +4,551+1.5% |
Q3 2017Sep 30, 2017 | DIS Walt Disney Company (The) | Buy | +4,457+1.3% |
Q3 2017Sep 30, 2017 | TJX TJX Companies, Inc. (The) | Buy - Position Entry | +4,197 |
Q3 2017Sep 30, 2017 | ORLY O'Reilly Automotive, Inc. | Buy | +3,404+3.8% |
Q3 2017Sep 30, 2017 | MTB M&T Bank Corporation | Buy | +2,362+1.5% |
Q3 2017Sep 30, 2017 | JPM JP Morgan Chase & Co. | Buy | +2,357+19.0% |
Q3 2017Sep 30, 2017 | MHK Mohawk Industries, Inc. | Buy | +1,717+1.6% |
Q3 2017Sep 30, 2017 | MA Mastercard Incorporated | Buy | +1,700+113.0% |
Q3 2017Sep 30, 2017 | GOOG Alphabet Inc. | Buy | +1,431+6.2% |
Q3 2017Sep 30, 2017 | V Visa Inc. | Buy | +1,191+0.4% |
Q3 2017Sep 30, 2017 | MKL Markel Group Inc. | Buy | +553+1.8% |
Q3 2017Sep 30, 2017 | STN Stantec Inc | Buy | +125+0.6% |
Q3 2017Sep 30, 2017 | GOOGL Alphabet Inc. | Buy | +121+2.1% |
Q3 2017Sep 30, 2017 | BRK-A Berkshire Hathaway Inc. | Buy - Position Entry | +3 |
Q2 2017Jun 30, 2017 | FWONK Liberty Media Corp Formula One Group | Buy - Position Entry | +594,065 |
Q2 2017Jun 30, 2017 | HEI-A Heico Corporation | Buy | +69,192+32.7% |
Q2 2017Jun 30, 2017 | KMX CarMax Inc | Buy | +32,689+3.8% |
Q2 2017Jun 30, 2017 | BRK-B Berkshire Hathaway Inc. New | Buy | +15,312+2.3% |
Q2 2017Jun 30, 2017 | WFC Wells Fargo & Company | Buy | +6,612+1.3% |
Q2 2017Jun 30, 2017 | ORLY O'Reilly Automotive, Inc. | Buy | +4,320+5.0% |
Q2 2017Jun 30, 2017 | UNP Union Pacific Corporation | Buy | +3,803+1.5% |
Q2 2017Jun 30, 2017 | V Visa Inc. | Buy | +3,500+1.0% |
Q2 2017Jun 30, 2017 | FBIN Fortune Brands Innovations, Inc | Buy | +2,207+0.7% |
Q2 2017Jun 30, 2017 | MKL Markel Group Inc. | Buy | +335+1.1% |