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 |
|---|---|---|---|
Q1 2015Mar 31, 2015 | MHK Mohawk Industries, Inc. | Buy - Position Entry | +78,763 |
Q1 2015Mar 31, 2015 | STN Stantec Inc | Buy - Position Entry | +40,394 |
Q1 2015Mar 31, 2015 | MKL Markel Group Inc. | Buy - Position Entry | +23,646 |
Q1 2015Mar 31, 2015 | BAM Brookfield Asset Management Ltd. | Buy - Position Entry | +9,255 |
Q1 2015Mar 31, 2015 | MA Mastercard Incorporated | Buy - Position Entry | +4,180 |