Francois Rochon Incresed Positions in Q4 2024

Giverny Capital Inc.

  • $2.54 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
109K
+ 16.89%
$163.08 - $198.16 $17.8M - $21.6M
755K $144M
BKNG
Booking Holdings Inc.

Consumer Cyclical
662
+ 3.23%
$4100.99 - $5300.34 $2.71M - $3.51M
21.2K $105M
V
Visa Inc.

Financial Services
3.96K
+ 1.01%
$273.87 - $320.91 $1.08M - $1.27M
396K $125M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.89K
+ 1.34%
$260.53 - $404.79 $493K - $765K
143K $54.8M
FISV
Fiserv Inc

Technology
129K
+ 25.73%
N/A
630K $78.9M
FIVE
Five Below, Inc

Consumer Cyclical
6.86K
+ 0.95%
$83.0 - $115.97 $569K - $796K
732K $76.8M
AME
Ametek Inc

Industrials
15.2K
+ 1.59%
$165.89 - $197.38 $2.53M - $3.01M
974K $176M
KMX
Carmax Inc

Consumer Cyclical
45.7K
+ 2.79%
$71.11 - $87.2 $3.25M - $3.99M
1.68M $138M
SCHW
Schwab Charles Corp

Financial Services
12.2K
+ 1.3%
$63.31 - $82.85 $770K - $1.01M
948K $70.2M
META
Meta Platforms, Inc.

Communication Services
5.15K
+ 1.66%
$554.08 - $632.68 $2.86M - $3.26M
315K $186M
MTB
M&T Bank Corp

Financial Services
6.99K
+ 1.94%
$172.48 - $221.95 $1.21M - $1.55M
368K $69.1M
BAC
Bank Of America Corp

Financial Services
10.9K
+ 1.1%
$39.22 - $47.77 $429K - $522K
1M $44M
ANET
Arista Networks, Inc.

Technology
304K
+ 284.76%
$104.78 - $431.02 $31.8M - $131M
410K $45.4M
DIS
Walt Disney CO

Communication Services
2.67K
+ 1.09%
$92.39 - $117.6 $247K - $314K
248K $27.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
16.2K
+ 3.32%
$442.29 - $483.08 $7.18M - $7.84M
506K $229M
OZK
Bank Ozk

Financial Services
15.1K
+ 1.26%
$41.39 - $50.55 $623K - $761K
1.21M $54M
MEDP
Medpace Holdings, Inc.

Healthcare
7.22K
+ 3.18%
$308.93 - $363.58 $2.23M - $2.62M
234K $77.8M
KNSL
Kinsale Capital Group, Inc.

Financial Services
4.44K
+ 5.15%
$424.05 - $524.22 $1.88M - $2.33M
90.8K $42.2M
AAPL
Apple Inc.

Technology
7.12K
+ 72.31%
$221.69 - $259.02 $1.58M - $1.85M
17K $4.25M
JPM
Jpmorgan Chase & CO

Financial Services
538
+ 1.24%
$205.18 - $250.29 $110K - $135K
43.9K $10.5M
MA
Mastercard Inc

Financial Services
729
+ 2.85%
$491.3 - $536.15 $358K - $391K
26.3K $13.8M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
17K
+ 3.82%
N/A
463K $30M
CACC
Credit Acceptance Corp

Financial Services
300
+ 1.03%
$417.33 - $497.7 $125K - $149K
29.6K $13.9M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 14.29%
$664750.0 - $724132.5 $665K - $724K
8 $5.45M
ALGN
Align Technology Inc

Healthcare
10K
+ 30.35%
$205.03 - $245.32 $2.05M - $2.46M
43K $8.97M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
88
+ 0.6%
$172.07 - $207.36 $15.1K - $18.2K
14.6K $2.89M
HEIA
Heico Crp Cl A
8.66K
+ 1.18%
N/A
742K $0
ITB
Ishares Tr

ETFs
133
+ 1.29%
$103.31 - $129.34 $13.7K - $17.2K
10.4K $1.08M
SBUX
Starbucks Corp

Consumer Cyclical
31.4K
+ 4.37%
$87.44 - $102.5 $2.74M - $3.22M
749K $68.3M
LFUS
Littelfuse Inc

Technology
1.6K
+ 2.02%
$233.99 - $262.18 $374K - $419K
80.6K $19M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
3.24K
+ 1.4%
$97.45 - $121.28 $316K - $393K
234K $23.3M
PGR
Progressive Corp

Financial Services
9.16K
+ 1.71%
$239.6 - $268.88 $2.2M - $2.46M
546K $131M
NVR
Nvr Inc

Consumer Cyclical
251
+ 1.89%
$8101.21 - $9940.51 $2.03M - $2.5M
13.6K $111M
IBP
Installed Building Products, Inc.

Consumer Cyclical
17.6K
+ 3.62%
$174.32 - $254.42 $3.07M - $4.48M
505K $88.5M
Activity Summary
Buys All Purchases 46 New Holdings 11 Increased Positions 35 Sells All Sells 4 Reductions 4 Sold out 0 Options Calls 0 Puts 0
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