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 2024Mar 31, 2024 | OZK Bank OZK | Buy | +926,339+388.0% |
Q1 2024Mar 31, 2024 | SBUX Starbucks Corporation | Buy | +365,338+5880.2% |
Q1 2024Mar 31, 2024 | KMX CarMax Inc | Buy | +48,824+3.2% |
Q1 2024Mar 31, 2024 | MEDP Medpace Holdings, Inc. | Buy | +27,568+17.5% |
Q1 2024Mar 31, 2024 | SCHW Charles Schwab Corporation (The | Buy | +27,527+3.3% |
Q1 2024Mar 31, 2024 | FI Fiserv, Inc. | Buy | +25,372+5.6% |
Q1 2024Mar 31, 2024 | PGR Progressive Corporation (The) | Buy | +24,818+4.9% |
Q1 2024Mar 31, 2024 | HEI-A Heico Corporation | Buy | +22,392+3.2% |
Q1 2024Mar 31, 2024 | AME AMETEK, Inc. | Buy | +17,686+1.9% |
Q1 2024Mar 31, 2024 | GOOGL Alphabet Inc. | Buy | +13,278+4.8% |
Q1 2024Mar 31, 2024 | FIVE Five Below, Inc. | Buy | +13,092+2.0% |
Q1 2024Mar 31, 2024 | IBP Installed Building Products, In | Buy | +11,586+2.5% |
Q1 2024Mar 31, 2024 | BKNG Booking Holdings Inc. Common St | Buy - Position Entry | +11,294 |
Q1 2024Mar 31, 2024 | MTB M&T Bank Corporation | Buy | +9,614+2.8% |
Q1 2024Mar 31, 2024 | COHR Coherent Corp. | Buy | +8,177+7.6% |
Q1 2024Mar 31, 2024 | META Meta Platforms, Inc. | Buy | +7,888+2.7% |
Q1 2024Mar 31, 2024 | GOOG Alphabet Inc. | Buy | +7,850+1.2% |
Q1 2024Mar 31, 2024 | KEYS Keysight Technologies Inc. | Buy | +7,493+1.6% |
Q1 2024Mar 31, 2024 | LULU lululemon athletica inc. | Buy | +7,474+6.1% |
Q1 2024Mar 31, 2024 | GBTC Grayscale Bitcoin Trust (BTC) | Buy - Position Entry | +7,442 |
Q1 2024Mar 31, 2024 | ABNB Airbnb, Inc. | Buy - Position Entry | +7,055 |
Q1 2024Mar 31, 2024 | ADI Analog Devices, Inc. | Buy | +5,730+3.1% |
Q1 2024Mar 31, 2024 | V Visa Inc. | Buy | +5,116+1.4% |
Q1 2024Mar 31, 2024 | EW Edwards Lifesciences Corporatio | Buy | +4,812+1.1% |
Q1 2024Mar 31, 2024 | JPM JP Morgan Chase & Co. | Buy | +2,430+6.6% |
Q1 2024Mar 31, 2024 | DIS Walt Disney Company (The) | Buy | +2,009+0.9% |
Q1 2024Mar 31, 2024 | FERG Ferguson Enterprises Inc. | Buy | +1,942+7.2% |
Q1 2024Mar 31, 2024 | ALGN Align Technology, Inc. | Buy | +1,709+6.3% |
Q1 2024Mar 31, 2024 | CACC Credit Acceptance Corporation | Buy | +1,544+6.8% |
Q1 2024Mar 31, 2024 | LFUS Littelfuse, Inc. | Buy | +1,503+2.0% |