Francois Rochon - Giverny Capital

History Stock Activity ▼ Share change % change to portfolio
Q4  2021
≡ W - Wayfair Inc. Add 3.00% 163 0.00
≡ MKL - Markel Group Inc. Add 2.83% 2,102 0.14
≡ SCHW - Charles Schwab Corp. Add 2.09% 23,350 0.10
≡ PGR - Progressive Corp. Add 1.98% 15,856 0.09
≡ V - Visa Inc. Add 1.97% 6,517 0.08
≡ NVR - NVR Inc. Add 1.60% 246 0.08
≡ GOOG - Alphabet Inc. CL C Add 1.40% 11,120 0.09
≡ FRCB - First Republic Bank Add 1.10% 297 0.00
≡ KEYS - Keysight Technologies Inc. Add 1.05% 4,506 0.05
≡ EW - Edwards Lifesciences Corp. Add 0.90% 3,612 0.02
≡ OZK - Bank OZK Add 0.87% 1,548 0.00
≡ META - Meta Platforms Inc. Add 0.06% 153 0.00
≡ CIEN - Ciena Corp. Buy 332,984 1.37
≡ IBP - Installed Building Products Buy 157,758 1.18
≡ LBRDK - Liberty Broadband Corp. CL C Buy 36,865 0.32
≡ BOOT - Boot Barn Holdings Buy 8,253 0.05
≡ SITE - SiteOne Landscape Supply Inc. Buy 3,753 0.05
≡ ADI - Analog Devices Buy 4,578 0.04
≡ GLD - SPDR Gold Trust Buy 4,265 0.04
≡ LEVI - Levi Strauss & Co. Buy 32,939 0.04
Q3  2021
≡ CACC - Credit Acceptance Corp. Add 74.63% 7,259 0.25
≡ TSM - Taiwan Semiconductor S.A. Add 51.07% 4,208 0.03
≡ AMZN - Amazon.com Inc. Add 50.86% 4,740 0.05
≡ ANET - Arista Networks Inc. Add 50.59% 8,112 0.16
≡ SSNC - SS&C Technologies Holdings Inc. Add 49.80% 40,847 0.17
≡ FRCB - First Republic Bank Add 48.39% 8,786 0.10
≡ MA - Mastercard Inc. Add 44.25% 4,049 0.08
≡ ITB - Ishares U.S. Home Constructi Add 24.40% 718 0.00
≡ TJX - TJX Companies Inc. Add 15.43% 1,275 0.01
≡ ROP - Roper Technologies Inc. Add 9.36% 125 0.00
≡ FAST - Fastenal Add 8.38% 750 0.00
≡ ATHM - Autohome Inc. Add 6.64% 22,957 0.06
≡ META - Meta Platforms Inc. Add 5.92% 13,863 0.28
≡ ICE - Intercontinental Exchange Inc. Add 5.78% 17,243 0.12
≡ FIVE - Five Below Inc. Add 5.71% 18,009 0.19
≡ JPM - JPMorgan Chase & Co. Add 5.03% 18,282 0.18
≡ SCHW - Charles Schwab Corp. Add 4.79% 51,121 0.22
≡ KMX - CarMax Inc. Add 4.39% 48,715 0.37
≡ MKL - Markel Group Inc. Add 4.07% 2,900 0.21
≡ PGR - Progressive Corp. Add 3.93% 30,277 0.16
≡ AME - Ametek Inc. Add 3.43% 25,406 0.19
≡ GOOGL - Alphabet Inc. Add 3.33% 6,080 0.05
≡ GOOG - Alphabet Inc. CL C Add 3.05% 23,560 0.19
≡ HEI.A - HEICO Corp. CL A Add 3.01% 17,424 0.12
≡ FBIN - Fortune Brands Innovations Inc. Add 2.24% 12,261 0.07
≡ NVR - NVR Inc. Add 1.87% 282 0.08
≡ BRK.B - Berkshire Hathaway CL B Add 1.60% 11,800 0.19
≡ KEYS - Keysight Technologies Inc. Add 1.38% 5,854 0.06
≡ BAC - Bank of America Corp. Add 0.25% 3,356 0.01
≡ LBRDA - Liberty Broadband Corp. CL A Buy 35,455 0.36
≡ COHR - Coherent Corp. Buy 64,414 0.23
≡ UNH - United Health Group Inc. Buy 3,820 0.09
≡ W - Wayfair Inc. Buy 5,439 0.08
≡ BABA - Alibaba Group Holdings Buy 4,976 0.04
Q2  2021
≡ PGR - Progressive Corp. Add 14.08% 95,117 0.57
≡ DIS - Walt Disney Co. Add 7.30% 13,717 0.15
≡ ATHM - Autohome Inc. Add 6.16% 20,066 0.08
≡ GOOGL - Alphabet Inc. Add 5.39% 9,340 0.07
≡ V - Visa Inc. Add 5.31% 16,791 0.24
≡ ICE - Intercontinental Exchange Inc. Add 5.24% 14,864 0.11
≡ HEI.A - HEICO Corp. CL A Add 5.13% 28,231 0.21
≡ MKL - Markel Group Inc. Add 4.74% 3,230 0.23
≡ SCHW - Charles Schwab Corp. Add 4.50% 45,988 0.20
≡ BAC - Bank of America Corp. Add 4.37% 56,398 0.14
≡ BRK.B - Berkshire Hathaway CL B Add 4.25% 30,025 0.51
≡ FBIN - Fortune Brands Innovations Inc. Add 4.19% 21,998 0.13
≡ KEYS - Keysight Technologies Inc. Add 4.16% 16,936 0.16
≡ EW - Edwards Lifesciences Corp. Add 3.94% 15,389 0.10
≡ KMX - CarMax Inc. Add 3.88% 41,540 0.33
≡ FIVE - Five Below Inc. Add 3.87% 11,744 0.14
≡ NVR - NVR Inc. Add 3.75% 545 0.17
≡ GOOG - Alphabet Inc. CL C Add 3.44% 25,680 0.20
≡ AME - Ametek Inc. Add 3.19% 22,889 0.19
≡ JPM - JPMorgan Chase & Co. Add 2.56% 9,056 0.09
≡ SNBR - Sleep Number Corp. Add 2.15% 7,294 0.05
≡ SLV - iShares Silver Trust Add 1.74% 400 0.00
≡ HCSG - Healthcare Services Group Add 1.66% 6,033 0.01
≡ OZK - Bank OZK Add 1.36% 2,405 0.01
≡ META - Meta Platforms Inc. Add 1.16% 2,680 0.06
≡ AAPL - Apple Inc. Add 0.03% 3 0.00
≡ MTB - M&T Bank Corp. Buy 4,683 0.04
≡ GIB - CGI Inc. Buy 2,120 0.01
≡ ITB - Ishares U.S. Home Constructi Buy 2,943 0.01
≡ NGD - New Gold Inc. Buy 30,000 0.00
Q1  2021
≡ MKL - Markel Group Inc. Add 45.62% 21,330 1.63
≡ CACC - Credit Acceptance Corp. Add 9.70% 946 0.02
≡ ROP - Roper Technologies Inc. Add 7.23% 90 0.00
≡ META - Meta Platforms Inc. Add 5.48% 12,025 0.24
≡ AMZN - Amazon.com Inc. Add 5.15% 480 0.00
≡ ANET - Arista Networks Inc. Add 4.98% 813 0.02
≡ LBRDK - Liberty Broadband Corp. CL C Add 4.49% 933 0.01
≡ FRCB - First Republic Bank Add 3.95% 738 0.01
≡ SSNC - SS&C Technologies Holdings Inc. Add 3.88% 3,253 0.02
≡ V - Visa Inc. Add 3.61% 11,012 0.16
≡ MA - Mastercard Inc. Add 3.57% 344 0.01
≡ ATHM - Autohome Inc. Add 3.30% 10,412 0.06
≡ PGR - Progressive Corp. Add 3.25% 21,278 0.14
≡ ICE - Intercontinental Exchange Inc. Add 3.17% 8,730 0.07
≡ SNBR - Sleep Number Corp. Add 3.06% 10,088 0.10
≡ HEI.A - HEICO Corp. CL A Add 2.65% 14,222 0.11