Francois Rochon Portfolio Holdings

Giverny Capital Inc.

$2.23 Billion
Q2 2024

Giverny Capital Inc., under direction of Francois Rochon has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $2.23 Billion distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $197M, Ametek Inc with a value of $156M, Meta Platforms, Inc. with a value of $150M, Alphabet Inc. with a value of $119M, and Carmax Inc with a value of $117M.

Examining the 13F form we can see an decrease of $89.2M in the current position value, from $2.32B to 2.23B.

Giverny Capital Inc. is based out at Montreal, A8

Below you can find more details about Francois Rochon portfolio as well as his latest detailed transactions.

Portfolio value $2.23 Billion

Financial Services: $728 Million

Consumer Cyclical: $595 Million

Communication Services: $349 Million

Technology: $230 Million

Industrials: $192 Million

Healthcare: $128 Million

ETFs: $5.77 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DFH Dream Finders Homes, Inc. Consumer Cyclical	$1.02B	$831,000 0.04% of portfolio	32,202	Q2 2024 New

Summary

Portfolio
No. of Stocks 50
Current Value $2.23 Billion
Prior Value $2.32 Billion
Filing
Period Q2 2024
Filing Date August 14, 2024
Form Type 13F-HR
Activity in Q2 2024
New Purchases 2 stocks
Additional Purchases 34 stocks
Sold out of 0 stocks
Reduced holdings in 5 stocks

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