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 2017Jun 30, 2017 | GOOG Alphabet Inc. | Buy | +244+1.1% |
Q2 2017Jun 30, 2017 | GOOGL Alphabet Inc. | Sell | -32-0.5% |
Q2 2017Jun 30, 2017 | BAM Brookfield Asset Management Ltd. | Sell | -158-1.2% |
Q2 2017Jun 30, 2017 | MHK Mohawk Industries, Inc. | Sell | -2,021-1.9% |
Q2 2017Jun 30, 2017 | STN Stantec Inc | Sell | -20,023-48.4% |
Q2 2017Jun 30, 2017 | MTB M&T Bank Corporation | Sell | -31,237-16.9% |
Q2 2017Jun 30, 2017 | DIS Walt Disney Company (The) | Sell | -62,577-15.3% |
Q2 2017Jun 30, 2017 | AME AMETEK, Inc. | Sell | -108,239-13.8% |
Q2 2017Jun 30, 2017 | LKQ LKQ Corporation | Sell | -244,254-18.5% |
Q1 2017Mar 31, 2017 | HEI-A Heico Corporation | Buy | +98,929+87.7% |
Q1 2017Mar 31, 2017 | LKQ LKQ Corporation | Buy | +27,407+2.1% |
Q1 2017Mar 31, 2017 | V Visa Inc. | Buy | +23,085+7.4% |
Q1 2017Mar 31, 2017 | KMX CarMax Inc | Buy | +16,738+2.0% |
Q1 2017Mar 31, 2017 | BRK-B Berkshire Hathaway Inc. New | Buy | +13,420+2.0% |
Q1 2017Mar 31, 2017 | HBI Hanesbrands Inc. | Buy - Position Entry | +12,264 |
Q1 2017Mar 31, 2017 | FIVE Five Below, Inc. | Buy - Position Entry | +5,939 |
Q1 2017Mar 31, 2017 | ORLY O'Reilly Automotive, Inc. | Buy | +5,602+7.0% |
Q1 2017Mar 31, 2017 | GOOG Alphabet Inc. | Buy | +5,234+30.0% |
Q1 2017Mar 31, 2017 | FBIN Fortune Brands Innovations, Inc | Buy | +4,873+1.6% |
Q1 2017Mar 31, 2017 | LUV Southwest Airlines Company | Buy - Position Entry | +3,961 |
Q1 2017Mar 31, 2017 | MHK Mohawk Industries, Inc. | Buy | +3,150+3.0% |
Q1 2017Mar 31, 2017 | WFC Wells Fargo & Company | Buy | +2,689+0.5% |
Q1 2017Mar 31, 2017 | MKL Markel Group Inc. | Buy | +1,542+5.5% |
Q1 2017Mar 31, 2017 | GOOGL Alphabet Inc. | Sell | -50-0.8% |
Q1 2017Mar 31, 2017 | DIS Walt Disney Company (The) | Sell | -960-0.2% |
Q1 2017Mar 31, 2017 | UNP Union Pacific Corporation | Sell | -2,505-1.0% |
Q1 2017Mar 31, 2017 | MTB M&T Bank Corporation | Sell | -3,084-1.6% |
Q1 2017Mar 31, 2017 | AME AMETEK, Inc. | Sell | -6,085-0.8% |
Q1 2017Mar 31, 2017 | SRCL Stericycle, Inc. | Sell - Position Exit | -102,707-100.0% |
Q4 2016Dec 31, 2016 | AME AMETEK, Inc. | Buy - Position Entry | +790,040 |