Francois Rochon Portfolio Holdings

Giverny Capital Inc.

$2.44 Billion
Q3 2024

Giverny Capital Inc., under direction of Francois Rochon has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.44 Billion distributed in 52 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 $225M, Meta Platforms, Inc. with a value of $177M, Ametek Inc with a value of $165M, Progressive Corp with a value of $136M, and Nvr Inc with a value of $131M.

Examining the 13F form we can see an increase of $216M in the current position value, from $2.23B to 2.44B.

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 $2.44 Billion

Financial Services: $836 Million

Consumer Cyclical: $669 Million

Communication Services: $368 Million

Technology: $253 Million

Industrials: $195 Million

Healthcare: $115 Million

ETFs: $5.71 Million

Consumer Defensive: $212,000

Other: $0

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	$780M	$1.17 Million 0.05% of portfolio	32,202	Q2 2024 New

Summary

Portfolio
No. of Stocks 52
Current Value $2.44 Billion
Prior Value $2.23 Billion
Filing
Period Q3 2024
Filing Date November 13, 2024
Form Type 13F-HR
Activity in Q3 2024
New Purchases 5 stocks
Additional Purchases 35 stocks
Sold out of 0 stocks
Reduced holdings in 4 stocks

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