Francois Rochon Incresed Positions in Q2 2025

Giverny Capital Inc.

  • $2.63 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHW
Schwab Charles Corp

Financial Services
618K
+ 65.16%
$69.06 - $91.24 $42.7M - $56.4M
1.57M $143M
META
Meta Platforms, Inc.

Communication Services
3.76K
+ 1.19%
$484.66 - $738.09 $1.82M - $2.77M
319K $235M
FIVE
Five Below, Inc

Consumer Cyclical
4.28K
+ 0.69%
$55.75 - $131.18 $239K - $562K
626K $82.1M
BKNG
Booking Holdings Inc.

Consumer Cyclical
158
+ 0.75%
$4164.15 - $5789.24 $658K - $915K
21.3K $123M
GOOG
Alphabet Inc.

Communication Services
2.27K
+ 0.35%
$146.58 - $180.01 $333K - $409K
654K $116M
AME
Ametek Inc

Industrials
18.9K
+ 1.93%
$151.41 - $182.75 $2.86M - $3.46M
996K $180M
GOOGL
Alphabet Inc.

Communication Services
20K
+ 5.57%
$144.7 - $178.6 $2.9M - $3.57M
380K $66.9M
DIS
Walt Disney CO

Communication Services
13K
+ 5.24%
$81.72 - $124.01 $1.06M - $1.61M
260K $32.3M
ADI
Analog Devices Inc

Technology
4.77K
+ 2.78%
$164.6 - $238.02 $785K - $1.14M
176K $41.9M
OZK
Bank Ozk

Financial Services
49.5K
+ 4.09%
$37.58 - $47.34 $1.86M - $2.34M
1.26M $59.2M
NVR
Nvr Inc

Consumer Cyclical
548
+ 4.06%
$6700.0 - $7410.93 $3.67M - $4.06M
14K $104M
BAC
Bank Of America Corp

Financial Services
6.12K
+ 0.61%
$34.39 - $47.46 $210K - $290K
1M $47.5M
IBP
Installed Building Products, Inc.

Consumer Cyclical
6.39K
+ 1.26%
$153.99 - $182.0 $983K - $1.16M
514K $92.8M
MEDP
Medpace Holdings, Inc.

Healthcare
9.82K
+ 3.9%
$277.23 - $315.28 $2.72M - $3.1M
262K $82.2M
KEYS
Keysight Technologies, Inc.

Technology
2.57K
+ 0.78%
$127.02 - $165.4 $327K - $426K
334K $54.7M
V
Visa Inc.

Financial Services
7.75K
+ 1.97%
$308.27 - $373.31 $2.39M - $2.89M
401K $142M
KNSL
Kinsale Capital Group, Inc.

Financial Services
9.19K
+ 5.4%
$419.99 - $501.97 $3.86M - $4.61M
179K $86.7M
JPM
Jpmorgan Chase & CO

Financial Services
6.47K
+ 14.54%
$210.28 - $289.91 $1.36M - $1.87M
51K $14.8M
LFUS
Littelfuse Inc

Technology
608
+ 0.76%
$149.72 - $227.31 $91K - $138K
81.1K $18.4M
FISV
Fiserv Inc

Technology
18.9K
+ 3.01%
N/A
649K $81.2M
ALGN
Align Technology Inc

Healthcare
1.22K
+ 2.71%
$144.32 - $190.42 $177K - $233K
46.4K $8.78M
AAPL
Apple Inc.

Technology
7.61K
+ 81.23%
$172.42 - $223.89 $1.31M - $1.7M
17K $3.48M
MA
Mastercard Inc

Financial Services
798
+ 2.95%
$479.92 - $590.74 $383K - $471K
27.8K $15.6M
MSFT
Microsoft Corp

Technology
316
+ 15.9%
$354.56 - $497.45 $112K - $157K
2.3K $1.15M
CACC
Credit Acceptance Corp

Financial Services
650
+ 2.18%
$443.32 - $529.8 $288K - $344K
30.5K $15.5M
ITB
Ishares Tr

ETFs
557
+ 5.08%
$85.52 - $96.61 $47.6K - $53.8K
11.5K $1.07M
Ferguson Enterprises Inc
1.29K
+ 3.76%
N/A
35.7K $0
HEIA
Heico Crp Cl A
7.48K
+ 1.01%
N/A
749K $0
BLDR
Builders First Source, Inc.

Industrials
4.87K
+ 5.91%
$105.63 - $131.12 $515K - $639K
87.3K $10.2M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
1.95K
+ 0.84%
$67.02 - $83.8 $131K - $164K
236K $17.9M
BRO
Brown & Brown, Inc.

Financial Services
27K
+ 9.18%
$104.48 - $124.43 $2.82M - $3.36M
322K $35.7M
SBUX
Starbucks Corp

Consumer Cyclical
3.56K
+ 0.48%
$79.69 - $99.41 $284K - $354K
750K $68.7M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
808
+ 0.56%
$225.56 - $335.19 $182K - $271K
144K $34.2M
KMX
Carmax Inc

Consumer Cyclical
14.3K
+ 0.87%
$62.27 - $82.77 $891K - $1.18M
1.66M $111M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8.45K
+ 1.68%
$483.48 - $539.8 $4.09M - $4.56M
512K $249M
Activity Summary
Buys All Purchases 39 New Holdings 3 Increased Positions 36 Sells All Sells 5 Reductions 5 Sold out 0 Options Calls 0 Puts 0
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