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 2016Dec 31, 2016 | BRK-B Berkshire Hathaway Inc. New | Buy - Position Entry | +662,629 |
Q4 2016Dec 31, 2016 | LKQ LKQ Corporation | Buy | +22,661+1.8% |
Q4 2016Dec 31, 2016 | KMX CarMax Inc | Buy | +8,686+1.0% |
Q4 2016Dec 31, 2016 | FBIN Fortune Brands Innovations, Inc | Buy | +7,366+2.5% |
Q4 2016Dec 31, 2016 | HEI-A Heico Corporation | Buy | +6,943+6.6% |
Q4 2016Dec 31, 2016 | MHK Mohawk Industries, Inc. | Buy | +5,146+5.2% |
Q4 2016Dec 31, 2016 | V Visa Inc. | Buy | +2,769+0.9% |
Q4 2016Dec 31, 2016 | WFC Wells Fargo & Company | Buy | +2,752+0.5% |
Q4 2016Dec 31, 2016 | BCPC Balchem Corporation | Buy - Position Entry | +2,266 |
Q4 2016Dec 31, 2016 | GOOG Alphabet Inc. | Buy | +1,251+7.7% |
Q4 2016Dec 31, 2016 | MKL Markel Group Inc. | Buy | +1,242+4.6% |
Q4 2016Dec 31, 2016 | GOOGL Alphabet Inc. | Sell | -55-0.9% |
Q4 2016Dec 31, 2016 | ORLY O'Reilly Automotive, Inc. | Sell | -552-0.7% |
Q4 2016Dec 31, 2016 | SRCL Stericycle, Inc. | Sell | -694-0.7% |
Q4 2016Dec 31, 2016 | MTB M&T Bank Corporation | Sell | -2,992-1.6% |
Q4 2016Dec 31, 2016 | UNP Union Pacific Corporation | Sell | -3,124-1.2% |
Q4 2016Dec 31, 2016 | DIS Walt Disney Company (The) | Sell | -7,169-1.7% |
Q4 2016Dec 31, 2016 | STN Stantec Inc | Sell | -15,000-26.6% |
Q3 2016Sep 30, 2016 | HEI-A Heico Corporation | Buy - Position Entry | +105,811 |
Q3 2016Sep 30, 2016 | WFC Wells Fargo & Company | Buy | +18,971+3.9% |
Q3 2016Sep 30, 2016 | GOOG Alphabet Inc. | Buy - Position Entry | +16,207 |
Q3 2016Sep 30, 2016 | LKQ LKQ Corporation | Buy | +14,525+1.2% |
Q3 2016Sep 30, 2016 | DIS Walt Disney Company (The) | Buy | +11,699+2.9% |
Q3 2016Sep 30, 2016 | FBIN Fortune Brands Innovations, Inc | Buy | +11,316+3.9% |
Q3 2016Sep 30, 2016 | GOOGL Alphabet Inc. | Buy - Position Entry | +6,038 |
Q3 2016Sep 30, 2016 | MHK Mohawk Industries, Inc. | Buy | +3,368+3.5% |
Q3 2016Sep 30, 2016 | KMX CarMax Inc | Buy | +3,312+0.4% |
Q3 2016Sep 30, 2016 | MTB M&T Bank Corporation | Buy | +3,089+1.6% |
Q3 2016Sep 30, 2016 | ORLY O'Reilly Automotive, Inc. | Buy | +942+1.2% |
Q3 2016Sep 30, 2016 | V Visa Inc. | Buy | +265+0.1% |