Francois Rochon - Giverny Capital

History Stock Activity ▼ Share change % change to portfolio
Q1  2019
≡ SCHW - Charles Schwab Corp. Add 10.95% 72,778 0.36
≡ LFUS - Littelfuse Inc. Add 7.41% 7,508 0.16
≡ MKL - Markel Group Inc. Add 6.05% 2,085 0.24
≡ GOOGL - Alphabet Inc. Add 5.82% 6,560 0.04
≡ JPM - JPMorgan Chase & Co. Add 5.27% 15,921 0.18
≡ HEI.A - HEICO Corp. CL A Add 3.48% 15,911 0.15
≡ OZK - Bank OZK Add 3.38% 22,680 0.08
≡ BRK.B - Berkshire Hathaway CL B Add 2.98% 24,107 0.56
≡ KMX - CarMax Inc. Add 2.87% 33,205 0.27
≡ NVR - NVR Inc. Add 2.42% 324 0.10
≡ MTB - M&T Bank Corp. Add 2.16% 2,679 0.05
≡ FBIN - Fortune Brands Innovations Inc. Add 2.14% 12,496 0.07
≡ V - Visa Inc. Add 1.59% 4,743 0.08
≡ EW - Edwards Lifesciences Corp. Add 1.43% 1,745 0.04
≡ LULU - Lululemon Athletica Inc. Add 0.98% 45 0.00
≡ GOOG - Alphabet Inc. CL C Add 0.45% 3,060 0.02
≡ BAC - Bank of America Corp. Buy 746,916 2.36
≡ KEYS - Keysight Technologies Inc. Buy 116,090 1.16
≡ ROP - Roper Technologies Inc. Buy 1,245 0.05
≡ ODFL - Old Dominion Freight Line Buy 7,730 0.04
≡ KNX - Knight-Swift Transportation Buy 7,743 0.03
Q4  2018
≡ NVR - NVR Inc. Add 91.00% 6,382 2.05
≡ MHK - Mohawk Industries Add 89.43% 105,718 1.63
≡ FBIN - Fortune Brands Innovations Inc. Add 53.71% 204,241 1.02
≡ JPM - JPMorgan Chase & Co. Add 46.15% 95,425 1.23
≡ SCHW - Charles Schwab Corp. Add 31.26% 158,217 0.87
≡ META - Meta Platforms Inc. Add 2.87% 3,261 0.06
≡ AAPL - Apple Inc. Add 2.40% 204 0.00
≡ MTB - M&T Bank Corp. Add 1.82% 2,217 0.04
≡ GOOG - Alphabet Inc. CL C Add 0.74% 5,020 0.03
≡ MKL - Markel Group Inc. Add 0.66% 227 0.03
Q3  2018
≡ JPM - JPMorgan Chase & Co. Add 1301.16% 192,012 2.45
≡ LKQ - LKQ Corp. Add 15.18% 58,090 0.21
≡ FBIN - Fortune Brands Innovations Inc. Add 13.97% 46,617 0.28
≡ LFUS - Littelfuse Inc. Add 11.78% 10,761 0.24
≡ GOOG - Alphabet Inc. CL C Add 10.50% 64,480 0.44
≡ META - Meta Platforms Inc. Add 8.54% 8,937 0.17
≡ MTB - M&T Bank Corp. Add 8.32% 9,335 0.17
≡ MHK - Mohawk Industries Add 7.88% 8,630 0.17
≡ AME - Ametek Inc. Add 6.96% 50,170 0.45
≡ BRK.B - Berkshire Hathaway CL B Add 6.71% 51,106 1.24
≡ MKL - Markel Group Inc. Add 5.85% 1,892 0.25
≡ KMX - CarMax Inc. Add 5.56% 61,604 0.52
≡ OZK - Bank OZK Add 5.07% 64,918 0.28
≡ EW - Edwards Lifesciences Corp. Add 4.74% 8,182 0.16
≡ DIS - Walt Disney Co. Add 4.40% 12,781 0.17
≡ FWONK - Liberty Media Corp Formula One Series C Add 2.96% 19,427 0.08
≡ UNP - Union Pacific Add 1.87% 5,115 0.09
≡ HEI.A - HEICO Corp. CL A Add 0.97% 4,436 0.04
≡ SPY - SPDR S&P 500 ETF Trust Add 0.72% 38 0.00
≡ SCHW - Charles Schwab Corp. Buy 506,129 2.82
≡ NVR - NVR Inc. Buy 7,013 1.96
≡ AAPL - Apple Inc. Buy 8,508 0.05
≡ HCSG - Healthcare Services Group Buy 9,266 0.04
≡ FAST - Fastenal Buy 8,154 0.03
Q2  2018
≡ LFUS - Littelfuse Inc. Add 5897.24% 89,815 2.66
≡ HEI.A - HEICO Corp. CL A Add 24.72% 90,964 0.72
≡ FBIN - Fortune Brands Innovations Inc. Add 8.22% 25,340 0.18
≡ GOOG - Alphabet Inc. CL C Add 4.77% 27,960 0.20
≡ OZK - Bank OZK Add 3.26% 40,438 0.24
≡ AME - Ametek Inc. Add 3.11% 21,743 0.20
≡ BRK.B - Berkshire Hathaway CL B Add 2.95% 21,802 0.53
≡ MHK - Mohawk Industries Add 2.50% 2,676 0.07
≡ MKL - Markel Group Inc. Add 2.06% 653 0.09
≡ ORLY - O'Reilly Automotive Add 1.77% 1,656 0.06
≡ DIS - Walt Disney Co. Add 1.74% 4,960 0.07
≡ UNP - Union Pacific Add 1.73% 4,649 0.09
≡ V - Visa Inc. Add 1.70% 5,733 0.10
≡ KMX - CarMax Inc. Add 1.49% 16,313 0.15
≡ WFC - Wells Fargo Add 0.99% 3,345 0.02
≡ EW - Edwards Lifesciences Corp. Add 0.78% 1,342 0.03
≡ MTB - M&T Bank Corp. Add 0.63% 708 0.02
≡ FWONK - Liberty Media Corp Formula One Series C Add 0.58% 3,799 0.02
≡ META - Meta Platforms Inc. Buy 104,672 2.65
≡ BKNG - Booking Holdings Inc. Buy 50 0.01
Q1  2018
≡ TJX - TJX Companies Inc. Add 155.35% 6,652 0.04
≡ HEI.A - HEICO Corp. CL A Add 25.01% 73,614 0.70
≡ CACC - Credit Acceptance Corp. Add 7.66% 4,555 0.20
≡ DIS - Walt Disney Co. Add 6.81% 18,184 0.24
≡ EW - Edwards Lifesciences Corp. Add 5.94% 9,595 0.18
≡ KMX - CarMax Inc. Add 5.69% 58,738 0.49
≡ GOOG - Alphabet Inc. CL C Add 5.34% 29,700 0.21
≡ BRK.B - Berkshire Hathaway CL B Add 3.27% 23,412 0.63
≡ LKQ - LKQ Corp. Add 3.17% 29,019 0.15
≡ MKL - Markel Group Inc. Add 3.06% 939 0.15
≡ MHK - Mohawk Industries Add 2.91% 3,026 0.09
≡ AME - Ametek Inc. Add 2.38% 16,248 0.17
≡ FWONK - Liberty Media Corp Formula One Series C Add 2.36% 15,071 0.06
≡ OZK - Bank OZK Add 2.06% 25,008 0.16
≡ WFC - Wells Fargo Add 1.28% 4,268 0.03
≡ ORLY - O'Reilly Automotive Add 1.10% 1,024 0.03
≡ V - Visa Inc. Add 1.00% 3,362 0.05
≡ MTB - M&T Bank Corp. Add 0.57% 628 0.02
≡ UNP - Union Pacific Add 0.28% 742 0.01
≡ FBIN - Fortune Brands Innovations Inc. Add 0.27% 827 0.01