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 | KEYS Keysight Technologies Inc. | Buy | +1,512+0.3% |
Q3 2024Sep 30, 2024 | MKL Markel Group Inc. | Buy | +1,213+2.9% |
Q3 2024Sep 30, 2024 | ODFL Old Dominion Freight Line, Inc. | Buy | +531+11.2% |
Q3 2024Sep 30, 2024 | BKNG Booking Holdings Inc. Common St | Buy | +512+2.6% |
Q3 2024Sep 30, 2024 | FBIN Fortune Brands Innovations, Inc | Buy | +475+0.1% |
Q3 2024Sep 30, 2024 | LFUS Littelfuse, Inc. | Buy | +323+0.4% |
Q3 2024Sep 30, 2024 | EW Edwards Lifesciences Corporatio | Buy | +272+0.1% |
Q3 2024Sep 30, 2024 | COST Costco Wholesale Corporation | Buy - Position Entry | +240 |
Q3 2024Sep 30, 2024 | NVR NVR, Inc. | Buy | +128+1.0% |
Q3 2024Sep 30, 2024 | AAPL Apple Inc. | Sell | -175-1.7% |
Q3 2024Sep 30, 2024 | GOOG Alphabet Inc. | Sell | -1,256-0.2% |
Q3 2024Sep 30, 2024 | ITB iShares U.S. Home Construction | Sell | -2,263-18.0% |
Q3 2024Sep 30, 2024 | ABNB Airbnb, Inc. | Sell - Position Exit | -7,055-100.0% |
Q3 2024Sep 30, 2024 | GBTC Grayscale Bitcoin Trust (BTC) | Sell - Position Exit | -7,442-100.0% |
Q3 2024Sep 30, 2024 | FERG Ferguson Enterprises Inc. | Sell - Position Exit | -29,765-100.0% |
Q3 2024Sep 30, 2024 | FND Floor & Decor Holdings, Inc. | Sell | -45,617-16.5% |
Q2 2024Jun 30, 2024 | SBUX Starbucks Corporation | Buy | +344,075+92.6% |
Q2 2024Jun 30, 2024 | DFH Dream Finders Homes, Inc. | Buy - Position Entry | +32,202 |
Q2 2024Jun 30, 2024 | FIVE Five Below, Inc. | Buy | +30,685+4.6% |
Q2 2024Jun 30, 2024 | OZK Bank OZK | Buy | +29,429+2.5% |
Q2 2024Jun 30, 2024 | GOOGL Alphabet Inc. | Buy | +17,419+6.0% |
Q2 2024Jun 30, 2024 | KNSL Kinsale Capital Group, Inc. | Buy | +15,134+85.9% |
Q2 2024Jun 30, 2024 | KMX CarMax Inc | Buy | +12,550+0.8% |
Q2 2024Jun 30, 2024 | AME AMETEK, Inc. | Buy | +8,719+0.9% |
Q2 2024Jun 30, 2024 | BKNG Booking Holdings Inc. Common St | Buy | +8,709+77.1% |
Q2 2024Jun 30, 2024 | SCHW Charles Schwab Corporation (The | Buy | +8,382+1.0% |
Q2 2024Jun 30, 2024 | ADI Analog Devices, Inc. | Buy | +7,022+3.6% |
Q2 2024Jun 30, 2024 | V Visa Inc. | Buy | +4,759+1.2% |
Q2 2024Jun 30, 2024 | SPY SPDR S&P 500 | Buy - Position Entry | +4,752 |
Q2 2024Jun 30, 2024 | HEI-A Heico Corporation | Buy | +4,702+0.7% |