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 |
|---|---|---|---|
Q2 2024Jun 30, 2024 | FI Fiserv, Inc. | Buy | +4,687+1.0% |
Q2 2024Jun 30, 2024 | IBP Installed Building Products, In | Buy | +4,540+1.0% |
Q2 2024Jun 30, 2024 | BRK-B Berkshire Hathaway Inc. New | Buy | +4,495+0.9% |
Q2 2024Jun 30, 2024 | PGR Progressive Corporation (The) | Buy | +4,452+0.8% |
Q2 2024Jun 30, 2024 | FND Floor & Decor Holdings, Inc. | Buy | +3,941+1.4% |
Q2 2024Jun 30, 2024 | MEDP Medpace Holdings, Inc. | Buy | +2,862+1.5% |
Q2 2024Jun 30, 2024 | ODFL Old Dominion Freight Line, Inc. | Buy | +2,362+100.0% |
Q2 2024Jun 30, 2024 | ANET Arista Networks | Buy | +2,006+2.1% |
Q2 2024Jun 30, 2024 | META Meta Platforms, Inc. | Buy | +1,893+0.6% |
Q2 2024Jun 30, 2024 | GOOG Alphabet Inc. | Buy | +1,636+0.3% |
Q2 2024Jun 30, 2024 | ITB iShares U.S. Home Construction | Buy | +1,212+10.7% |
Q2 2024Jun 30, 2024 | KEYS Keysight Technologies Inc. | Buy | +1,212+0.3% |
Q2 2024Jun 30, 2024 | ALGN Align Technology, Inc. | Buy | +1,120+3.9% |
Q2 2024Jun 30, 2024 | JPM JP Morgan Chase & Co. | Buy | +1,023+2.6% |
Q2 2024Jun 30, 2024 | CACC Credit Acceptance Corporation | Buy | +947+3.9% |
Q2 2024Jun 30, 2024 | LULU lululemon athletica inc. | Buy | +862+0.7% |
Q2 2024Jun 30, 2024 | FERG Ferguson | Buy | +855+3.0% |
Q2 2024Jun 30, 2024 | LFUS Littelfuse, Inc. | Buy | +731+0.9% |
Q2 2024Jun 30, 2024 | MA Mastercard Incorporated | Buy | +703+3.1% |
Q2 2024Jun 30, 2024 | DIS Walt Disney Company (The) | Buy | +496+0.2% |
Q2 2024Jun 30, 2024 | EW Edwards Lifesciences Corporatio | Buy | +298+0.1% |
Q2 2024Jun 30, 2024 | NVR NVR, Inc. | Buy | +41+0.3% |
Q2 2024Jun 30, 2024 | TSM Taiwan Semiconductor Manufactur | Sell | -30-0.4% |
Q2 2024Jun 30, 2024 | CIEN Ciena Corporation | Sell - Position Exit | -661-100.0% |
Q2 2024Jun 30, 2024 | BAC Bank of America Corporation | Sell | -835-0.1% |
Q2 2024Jun 30, 2024 | TJX TJX Companies, Inc. (The) | Sell - Position Exit | -1,085-100.0% |
Q2 2024Jun 30, 2024 | FBIN Fortune Brands Innovations, Inc | Sell | -7,240-1.6% |
Q2 2024Jun 30, 2024 | MTB M&T Bank Corporation | Sell | -7,408-2.1% |
Q2 2024Jun 30, 2024 | MKL Markel Group Inc. | Sell | -39,078-48.5% |
Q2 2024Jun 30, 2024 | COHR Coherent Corp. | Sell - Position Exit | -116,314-100.0% |