Francois Rochon - Giverny Capital

History Stock Activity Share change % change to portfolio ▼
Q1  2021
≡ KEYS - Keysight Technologies Inc. Add 0.84% 3,400 0.03
≡ GOOG - Alphabet Inc. CL C Add 0.61% 4,500 0.03
≡ CACC - Credit Acceptance Corp. Add 9.70% 946 0.02
≡ ANET - Arista Networks Inc. Add 4.98% 813 0.02
≡ SSNC - SS&C Technologies Holdings Inc. Add 3.88% 3,253 0.02
≡ GOOGL - Alphabet Inc. Add 1.36% 2,320 0.02
≡ IYF - Ishares Us Financials ETF Buy 3,110 0.02
≡ LBRDK - Liberty Broadband Corp. CL C Add 4.49% 933 0.01
≡ FRCB - First Republic Bank Add 3.95% 738 0.01
≡ MA - Mastercard Inc. Add 3.57% 344 0.01
≡ EW - Edwards Lifesciences Corp. Add 0.60% 2,326 0.01
≡ ROP - Roper Technologies Inc. Add 7.23% 90 0.00
≡ AMZN - Amazon.com Inc. Add 5.15% 480 0.00
≡ HCSG - Healthcare Services Group Add 0.68% 2,463 0.00
≡ J - Jacobs Solutions Inc. Add 0.42% 67 0.00
Q4  2020
≡ ATHM - Autohome Inc. Add 61.83% 120,449 0.92
≡ SNBR - Sleep Number Corp. Add 54.52% 116,348 0.73
≡ PGR - Progressive Corp. Add 6.51% 39,960 0.30
≡ BRK.B - Berkshire Hathaway CL B Add 2.40% 16,160 0.29
≡ KMX - CarMax Inc. Add 3.46% 37,322 0.27
≡ META - Meta Platforms Inc. Add 3.75% 7,929 0.17
≡ MKL - Markel Group Inc. Add 4.54% 2,029 0.16
≡ SCHW - Charles Schwab Corp. Add 3.92% 37,680 0.15
≡ GOOG - Alphabet Inc. CL C Add 2.47% 17,880 0.12
≡ FIVE - Five Below Inc. Add 2.70% 7,844 0.11
≡ NVR - NVR Inc. Add 2.41% 337 0.11
≡ HEI.A - HEICO Corp. CL A Add 2.28% 11,953 0.11
≡ GOOGL - Alphabet Inc. Add 9.71% 15,120 0.10
≡ DIS - Walt Disney Co. Add 4.00% 7,255 0.10
≡ EW - Edwards Lifesciences Corp. Add 3.85% 14,392 0.10
≡ JPM - JPMorgan Chase & Co. Add 2.70% 9,087 0.09
≡ FBIN - Fortune Brands Innovations Inc. Add 2.66% 13,351 0.09
≡ SSNC - SS&C Technologies Holdings Inc. Add 17.30% 12,369 0.07
≡ ICE - Intercontinental Exchange Inc. Add 3.18% 8,482 0.07
≡ V - Visa Inc. Add 1.33% 4,005 0.07
≡ KEYS - Keysight Technologies Inc. Add 1.50% 5,958 0.06
≡ CACC - Credit Acceptance Corp. Add 21.61% 1,734 0.05
≡ ANET - Arista Networks Inc. Add 16.19% 2,274 0.05
≡ MA - Mastercard Inc. Add 16.68% 1,379 0.04
≡ BAC - Bank of America Corp. Add 1.24% 15,636 0.04
≡ LBRDK - Liberty Broadband Corp. CL C Add 16.02% 2,871 0.03
≡ AAPL - Apple Inc. Add 26.21% 2,472 0.02
≡ TJX - TJX Companies Inc. Add 13.10% 4,635 0.02
≡ FRCB - First Republic Bank Add 12.47% 2,070 0.02
≡ HCSG - Healthcare Services Group Add 1.45% 5,156 0.01
≡ OZK - Bank OZK Add 1.15% 4,037 0.01
≡ J - Jacobs Solutions Inc. Add 3.45% 535 0.00
≡ MSFT - Microsoft Corp. Add 1.39% 49 0.00
Q3  2020
≡ HEI.A - HEICO Corp. CL A Add 3.03% 15,408 0.13
≡ LBRDK - Liberty Broadband Corp. CL C Add 88.56% 8,419 0.11
≡ SSNC - SS&C Technologies Holdings Inc. Add 34.50% 18,341 0.10
≡ KMX - CarMax Inc. Add 1.15% 12,237 0.10
≡ ICE - Intercontinental Exchange Inc. Add 3.72% 9,563 0.09
≡ PGR - Progressive Corp. Add 1.71% 10,328 0.09
≡ FRCB - First Republic Bank Add 86.67% 7,708 0.08
≡ AME - Ametek Inc. Add 1.11% 8,323 0.08
≡ ANET - Arista Networks Inc. Add 35.77% 3,700 0.07
≡ BRK.A - Berkshire Hathaway CL A Add 33.33% 2 0.06
≡ TSM - Taiwan Semiconductor S.A. Add 132.33% 7,061 0.05
≡ MKL - Markel Group Inc. Add 1.25% 553 0.05
≡ SBUX - Starbucks Corp. Buy 6,327 0.05
≡ SLV - iShares Silver Trust Buy 23,000 0.05
≡ CACC - Credit Acceptance Corp. Add 21.47% 1,418 0.04
≡ JPM - JPMorgan Chase & Co. Add 1.33% 4,405 0.04
≡ NVO - Novo Nordisk A S Buy 12,400 0.04
≡ TJX - TJX Companies Inc. Add 18.45% 5,512 0.03
≡ W - Wayfair Inc. Add 23.11% 813 0.02
≡ AMZN - Amazon.com Inc. Add 12.64% 1,160 0.02
≡ FIVE - Five Below Inc. Add 0.50% 1,450 0.02
≡ META - Meta Platforms Inc. Add 0.43% 910 0.02
≡ V - Visa Inc. Add 0.35% 1,057 0.02
≡ LBRDA - Liberty Broadband Corp. CL A Buy 1,205 0.02
≡ J - Jacobs Solutions Inc. Add 9.38% 1,328 0.01
≡ SCHW - Charles Schwab Corp. Add 0.40% 3,854 0.01
≡ EW - Edwards Lifesciences Corp. Add 0.21% 795 0.01
≡ ISRG - Intuitive Surgical Inc. Buy 405 0.01
≡ LLY - Eli Lilly & Co. Buy 432 0.01
≡ RBA - Ritchie Bros. Auctioneers Inc. Buy 1,070 0.01
≡ RMD - ResMed Inc. Buy 437 0.01
≡ BN - Brookfield Corp. Add 2.49% 413 0.00
≡ MA - Mastercard Inc. Add 1.41% 115 0.00
Q2  2020
≡ ICE - Intercontinental Exchange Inc. Buy 256,926 2.34
≡ EW - Edwards Lifesciences Corp. Add 214.65% 254,201 1.75
≡ META - Meta Platforms Inc. Add 24.40% 41,336 0.93
≡ GOOGL - Alphabet Inc. Add 38.87% 51,520 0.36
≡ PGR - Progressive Corp. Add 6.98% 39,398 0.31
≡ GOOG - Alphabet Inc. CL C Add 6.39% 43,640 0.31
≡ FIVE - Five Below Inc. Add 10.21% 26,734 0.28
≡ CACC - Credit Acceptance Corp. Buy 6,605 0.28
≡ MKL - Markel Group Inc. Add 7.21% 2,971 0.27
≡ SSNC - SS&C Technologies Holdings Inc. Add 573.35% 45,266 0.26
≡ BRK.B - Berkshire Hathaway CL B Add 1.64% 13,627 0.24
≡ SCHW - Charles Schwab Corp. Add 7.75% 68,794 0.23
≡ HEI.A - HEICO Corp. CL A Add 5.88% 28,248 0.23
≡ ANET - Arista Networks Inc. Buy 10,345 0.22
≡ ATHM - Autohome Inc. Add 14.59% 25,267 0.19
≡ MA - Mastercard Inc. Add 319.94% 6,210 0.18
≡ AME - Ametek Inc. Add 2.74% 19,909 0.18
≡ HCSG - Healthcare Services Group Add 21.73% 64,022 0.16
≡ AMZN - Amazon.com Inc. Buy 9,180 0.13