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 2024Sep 30, 2024 | KNSL Kinsale Capital Group, Inc. | Buy | +53,571+163.6% |
Q3 2024Sep 30, 2024 | KMX CarMax Inc | Buy | +42,177+2.6% |
Q3 2024Sep 30, 2024 | MEDP Medpace Holdings, Inc. | Buy | +38,978+20.7% |
Q3 2024Sep 30, 2024 | GOOGL Alphabet Inc. | Buy | +36,621+11.8% |
Q3 2024Sep 30, 2024 | YUMC Yum China Holdings, Inc. | Buy - Position Entry | +36,036 |
Q3 2024Sep 30, 2024 | FIVE Five Below, Inc. | Buy | +27,374+3.9% |
Q3 2024Sep 30, 2024 | AME AMETEK, Inc. | Buy | +22,526+2.4% |
Q3 2024Sep 30, 2024 | ICE Intercontinental Exchange Inc. | Buy - Position Entry | +16,799 |
Q3 2024Sep 30, 2024 | FI Fiserv, Inc. | Buy | +16,345+3.4% |
Q3 2024Sep 30, 2024 | IBP Installed Building Products, In | Buy | +15,563+3.3% |
Q3 2024Sep 30, 2024 | MTB M&T Bank Corporation | Buy | +15,329+4.4% |
Q3 2024Sep 30, 2024 | FWONK Liberty Media Corp Formula One Group | Buy - Position Entry | +15,000 |
Q3 2024Sep 30, 2024 | COF Capital One Financial Corporati | Buy - Position Entry | +14,774 |
Q3 2024Sep 30, 2024 | DIS Walt Disney Company (The) | Buy | +12,286+5.3% |
Q3 2024Sep 30, 2024 | META Meta Platforms, Inc. | Buy | +12,229+4.1% |
Q3 2024Sep 30, 2024 | LULU lululemon athletica inc. | Buy | +11,364+8.7% |
Q3 2024Sep 30, 2024 | HEI-A Heico Corporation | Buy | +9,296+1.3% |
Q3 2024Sep 30, 2024 | ANET Arista Networks, Inc. | Buy | +9,051+9.3% |
Q3 2024Sep 30, 2024 | TSM Taiwan Semiconductor Manufactur | Buy | +6,387+78.2% |
Q3 2024Sep 30, 2024 | ADI Analog Devices, Inc. | Buy | +5,688+2.8% |
Q3 2024Sep 30, 2024 | BRK-B Berkshire Hathaway Inc. New | Buy | +4,841+1.0% |
Q3 2024Sep 30, 2024 | V Visa Inc. | Buy | +4,793+1.2% |
Q3 2024Sep 30, 2024 | CACC Credit Acceptance Corporation | Buy | +4,151+16.5% |
Q3 2024Sep 30, 2024 | BAC Bank of America Corporation | Buy | +3,933+0.4% |
Q3 2024Sep 30, 2024 | JPM JP Morgan Chase & Co. | Buy | +3,098+7.7% |
Q3 2024Sep 30, 2024 | ALGN Align Technology, Inc. | Buy | +3,002+10.0% |
Q3 2024Sep 30, 2024 | OZK Bank OZK | Buy | +2,835+0.2% |
Q3 2024Sep 30, 2024 | SBUX Starbucks Corporation | Buy | +2,378+0.3% |
Q3 2024Sep 30, 2024 | MA Mastercard Incorporated | Buy | +2,022+8.6% |
Q3 2024Sep 30, 2024 | PGR Progressive Corporation (The) | Buy | +1,872+0.4% |