Francois Rochon - Giverny Capital

History Stock Activity ▼ Share change % change to portfolio
Q2  2020
≡ V - Visa Inc. Add 2.16% 6,356 0.12
≡ KEYS - Keysight Technologies Inc. Add 1.76% 6,955 0.07
≡ NVR - NVR Inc. Add 1.71% 238 0.08
≡ BRK.B - Berkshire Hathaway CL B Add 1.64% 13,627 0.24
≡ DIS - Walt Disney Co. Add 1.40% 2,573 0.03
≡ FBIN - Fortune Brands Innovations Inc. Add 0.38% 1,938 0.01
≡ OZK - Bank OZK Add 0.25% 893 0.00
≡ SNBR - Sleep Number Corp. Add 0.21% 461 0.00
≡ ICE - Intercontinental Exchange Inc. Buy 256,926 2.34
≡ CACC - Credit Acceptance Corp. Buy 6,605 0.28
≡ ANET - Arista Networks Inc. Buy 10,345 0.22
≡ AMZN - Amazon.com Inc. Buy 9,180 0.13
≡ J - Jacobs Solutions Inc. Buy 14,159 0.12
≡ LBRDK - Liberty Broadband Corp. CL C Buy 9,507 0.12
≡ FRCB - First Republic Bank Buy 8,893 0.09
≡ MSFT - Microsoft Corp. Buy 3,529 0.07
≡ W - Wayfair Inc. Buy 3,518 0.07
≡ CHTR - Charter Communications Buy 1,000 0.05
≡ TSM - Taiwan Semiconductor S.A. Buy 5,336 0.03
≡ UNH - United Health Group Inc. Buy 1,014 0.03
Q1  2020
≡ FIVE - Five Below Inc. Add 7182.20% 258,272 2.32
≡ BAC - Bank of America Corp. Add 34.85% 336,010 0.91
≡ PGR - Progressive Corp. Add 25.62% 115,149 1.08
≡ AAPL - Apple Inc. Add 10.86% 924 0.01
≡ FAST - Fastenal Add 9.81% 800 0.00
≡ MKL - Markel Group Inc. Add 5.61% 2,187 0.26
≡ GOOGL - Alphabet Inc. Add 4.03% 5,140 0.04
≡ ATHM - Autohome Inc. Buy 173,150 1.57
≡ SNBR - Sleep Number Corp. Buy 216,108 0.53
≡ SSNC - SS&C Technologies Holdings Inc. Buy 7,895 0.04
≡ DAL - Delta Air Lines Inc. Buy 9,296 0.03
Q4  2019
≡ LUV - Southwest Airlines Add 92.62% 4,014 0.02
≡ PGR - Progressive Corp. Add 67.53% 181,146 1.19
≡ KEYS - Keysight Technologies Inc. Add 32.63% 97,902 0.91
≡ GOOGL - Alphabet Inc. Add 10.28% 11,880 0.07
≡ AME - Ametek Inc. Add 4.44% 35,424 0.32
≡ NVR - NVR Inc. Add 4.40% 636 0.22
≡ META - Meta Platforms Inc. Add 3.55% 6,284 0.12
≡ HEI.A - HEICO Corp. CL A Add 3.41% 16,535 0.13
≡ GOOG - Alphabet Inc. CL C Add 2.46% 17,520 0.11
≡ BRK.B - Berkshire Hathaway CL B Add 2.27% 19,806 0.41
≡ BAC - Bank of America Corp. Add 1.95% 18,412 0.06
≡ MKL - Markel Group Inc. Add 1.83% 700 0.07
≡ SCHW - Charles Schwab Corp. Add 1.68% 15,716 0.07
≡ DIS - Walt Disney Co. Add 1.63% 3,216 0.04
≡ V - Visa Inc. Add 1.62% 5,025 0.09
≡ LFUS - Littelfuse Inc. Add 1.48% 1,699 0.03
≡ FBIN - Fortune Brands Innovations Inc. Add 1.38% 8,568 0.05
≡ UNP - Union Pacific Add 1.21% 1,933 0.03
≡ HCSG - Healthcare Services Group Add 1.20% 3,802 0.01
≡ EW - Edwards Lifesciences Corp. Add 1.01% 1,282 0.03
≡ MTB - M&T Bank Corp. Add 0.94% 1,301 0.02
≡ JPM - JPMorgan Chase & Co. Add 0.66% 2,243 0.03
Q3  2019
≡ BAC - Bank of America Corp. Add 7.35% 64,729 0.19
≡ KEYS - Keysight Technologies Inc. Add 5.84% 16,567 0.16
≡ ORLY - O'Reilly Automotive Add 2.25% 614 0.02
≡ META - Meta Platforms Inc. Add 2.10% 3,636 0.06
≡ MTB - M&T Bank Corp. Add 1.83% 2,481 0.04
≡ GOOG - Alphabet Inc. CL C Add 1.47% 10,340 0.06
≡ JPM - JPMorgan Chase & Co. Add 1.13% 3,771 0.04
≡ MKL - Markel Group Inc. Add 1.10% 418 0.05
≡ NVR - NVR Inc. Add 1.03% 148 0.05
≡ SCHW - Charles Schwab Corp. Add 0.86% 7,964 0.03
≡ BRK.B - Berkshire Hathaway CL B Add 0.75% 6,525 0.14
≡ HCSG - Healthcare Services Group Add 0.71% 2,230 0.01
≡ AME - Ametek Inc. Add 0.58% 4,559 0.04
≡ LFUS - Littelfuse Inc. Add 0.48% 551 0.01
≡ UNP - Union Pacific Add 0.48% 772 0.01
≡ FBIN - Fortune Brands Innovations Inc. Add 0.27% 1,663 0.01
≡ KMX - CarMax Inc. Add 0.25% 3,003 0.03
≡ OZK - Bank OZK Add 0.24% 1,777 0.00
≡ EW - Edwards Lifesciences Corp. Add 0.19% 243 0.01
≡ DIS - Walt Disney Co. Add 0.03% 52 0.00
≡ PGR - Progressive Corp. Buy 268,243 2.07
Q2  2019
≡ KEYS - Keysight Technologies Inc. Add 144.21% 167,411 1.52
≡ SCHW - Charles Schwab Corp. Add 25.92% 191,073 0.78
≡ BAC - Bank of America Corp. Add 17.95% 134,090 0.39
≡ LUV - Southwest Airlines Add 9.42% 373 0.00
≡ HCSG - Healthcare Services Group Add 9.17% 26,344 0.08
≡ MTB - M&T Bank Corp. Add 7.23% 9,143 0.16
≡ META - Meta Platforms Inc. Add 5.31% 8,743 0.17
≡ ODFL - Old Dominion Freight Line Add 5.25% 406 0.00
≡ OZK - Bank OZK Add 5.23% 36,307 0.11
≡ JPM - JPMorgan Chase & Co. Add 5.00% 15,896 0.18
≡ LFUS - Littelfuse Inc. Add 4.90% 5,330 0.10
≡ NVR - NVR Inc. Add 4.32% 593 0.20
≡ AME - Ametek Inc. Add 3.96% 30,238 0.28
≡ KNX - Knight-Swift Transportation Add 3.91% 303 0.00
≡ BRK.B - Berkshire Hathaway CL B Add 3.88% 32,318 0.70
≡ MKL - Markel Group Inc. Add 3.75% 1,371 0.15
≡ FBIN - Fortune Brands Innovations Inc. Add 3.70% 22,090 0.13
≡ DIS - Walt Disney Co. Add 3.59% 6,816 0.10
≡ HEI.A - HEICO Corp. CL A Add 2.93% 13,855 0.14
≡ KMX - CarMax Inc. Add 2.63% 31,307 0.27
≡ EW - Edwards Lifesciences Corp. Add 2.47% 3,067 0.06
≡ V - Visa Inc. Add 2.40% 7,262 0.13
≡ GOOG - Alphabet Inc. CL C Add 2.22% 15,280 0.08
≡ UNP - Union Pacific Add 1.55% 2,429 0.04
Q1  2019
≡ HCSG - Healthcare Services Group Add 3000.95% 278,068 1.05
≡ META - Meta Platforms Inc. Add 40.82% 47,703 0.91