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 2024Dec 31, 2024 | AAPL Apple Inc. | Buy | +7,124+72.3% |
Q4 2024Dec 31, 2024 | MTB M&T Bank Corporation | Buy | +6,990+1.9% |
Q4 2024Dec 31, 2024 | FIVE Five Below, Inc. | Buy | +6,861+0.9% |
Q4 2024Dec 31, 2024 | META Meta Platforms, Inc. | Buy | +5,153+1.7% |
Q4 2024Dec 31, 2024 | KNSL Kinsale Capital Group, Inc. | Buy | +4,444+5.1% |
Q4 2024Dec 31, 2024 | J Jacobs Solutions Inc. | Buy - Position Entry | +4,394 |
Q4 2024Dec 31, 2024 | V Visa Inc. | Buy | +3,957+1.0% |
Q4 2024Dec 31, 2024 | FND Floor & Decor Holdings, Inc. | Buy | +3,240+1.4% |
Q4 2024Dec 31, 2024 | DIS Walt Disney Company (The) | Buy | +2,670+1.1% |
Q4 2024Dec 31, 2024 | UNH UnitedHealth Group Incorporated | Buy - Position Entry | +2,364 |
Q4 2024Dec 31, 2024 | MSFT Microsoft Corporation | Buy - Position Entry | +2,354 |
Q4 2024Dec 31, 2024 | LULU lululemon athletica inc. | Buy | +1,891+1.3% |
Q4 2024Dec 31, 2024 | LFUS Littelfuse, Inc. | Buy | +1,600+2.0% |
Q4 2024Dec 31, 2024 | MA Mastercard Incorporated | Buy | +729+2.9% |
Q4 2024Dec 31, 2024 | BKNG Booking Holdings Inc. Common St | Buy | +662+3.2% |
Q4 2024Dec 31, 2024 | MKL Markel Group Inc. | Buy | +647+1.5% |
Q4 2024Dec 31, 2024 | VOO Vanguard S&P 500 ETF | Buy - Position Entry | +584 |
Q4 2024Dec 31, 2024 | JPM JP Morgan Chase & Co. | Buy | +538+1.2% |
Q4 2024Dec 31, 2024 | ISRG Intuitive Surgical, Inc. | Buy - Position Entry | +405 |
Q4 2024Dec 31, 2024 | CACC Credit Acceptance Corporation | Buy | +300+1.0% |
Q4 2024Dec 31, 2024 | NVR NVR, Inc. | Buy | +251+1.9% |
Q4 2024Dec 31, 2024 | ITB iShares U.S. Home Construction | Buy | +133+1.3% |
Q4 2024Dec 31, 2024 | TSM Taiwan Semiconductor Manufactur | Buy | +88+0.6% |
Q4 2024Dec 31, 2024 | BRK-A Berkshire Hathaway Inc. | Buy | +1+14.3% |
Q4 2024Dec 31, 2024 | FWONK Liberty Media Corp Formula One Group | Sell - Position Exit | -15,000-100.0% |
Q4 2024Dec 31, 2024 | ADI Analog Devices, Inc. | Sell | -34,336-16.7% |
Q4 2024Dec 31, 2024 | GOOGL Alphabet Inc. | Sell | -90,181-26.0% |
Q4 2024Dec 31, 2024 | KEYS Keysight Technologies Inc. | Sell | -149,225-31.0% |
Q4 2024Dec 31, 2024 | EW Edwards Lifesciences Corporatio | Sell | -446,031-99.9% |
Q3 2024Sep 30, 2024 | SCHW Charles Schwab Corporation (The | Buy | +65,959+7.6% |