Francois Rochon Incresed Positions in Q2 2024

Giverny Capital Inc.

  • $2.23 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
BKNG
Booking Holdings Inc.

Consumer Cyclical
8.71K
+ 77.11%
$3414.82 - $4014.38 $29.7M - $35M
20K $79.2M
SBUX
Starbucks Corp

Consumer Cyclical
344K
+ 92.61%
$72.5 - $91.53 $24.9M - $31.5M
716K $55.7M
GOOG
Alphabet Inc.

Communication Services
1.64K
+ 0.25%
$151.94 - $186.86 $249K - $306K
647K $119M
GOOGL
Alphabet Inc.

Communication Services
17.4K
+ 5.95%
$150.53 - $185.41 $2.62M - $3.23M
310K $56.5M
ADI
Analog Devices Inc

Technology
7.02K
+ 3.63%
$183.36 - $240.16 $1.29M - $1.69M
200K $45.7M
ANET
Arista Networks, Inc.

Technology
2.01K
+ 2.1%
$245.47 - $350.48 $492K - $703K
97.6K $34.2M
META
Meta Platforms, Inc.

Communication Services
1.89K
+ 0.64%
$430.17 - $527.34 $814K - $998K
298K $150M
KNSL
Kinsale Capital Group, Inc.

Financial Services
15.1K
+ 85.94%
$358.0 - $512.65 $5.42M - $7.76M
32.7K $12.6M
MEDP
Medpace Holdings, Inc.

Healthcare
2.86K
+ 1.55%
$372.0 - $424.34 $1.06M - $1.21M
188K $77.5M
SCHW
Schwab Charles Corp

Financial Services
8.38K
+ 0.97%
$70.03 - $78.9 $587K - $661K
870K $64.1M
LFUS
Littelfuse Inc

Technology
731
+ 0.94%
$225.95 - $265.9 $165K - $194K
78.7K $20.1M
FISV
Fiserv Inc

Technology
4.69K
+ 0.98%
N/A
485K $60.7M
ODFL
Old Dominion Freight Line, Inc.

Industrials
2.36K
+ 100.0%
$168.53 - $224.69 $398K - $531K
4.72K $834K
JPM
Jpmorgan Chase & CO

Financial Services
1.02K
+ 2.61%
$180.08 - $204.79 $184K - $210K
40.2K $8.14M
HEIA
Heico Crp Cl A
4.7K
+ 0.65%
N/A
724K $0
ITB
Ishares Tr

ETFs
1.21K
+ 10.68%
$100.52 - $113.96 $122K - $138K
12.6K $1.27M
CACC
Credit Acceptance Corp

Financial Services
947
+ 3.92%
$470.51 - $572.49 $446K - $542K
25.1K $12.9M
FERG
Ferguson PLC

Industrials
855
+ 2.96%
$190.98 - $223.85 $163K - $191K
29.8K $5.76M
MA
Mastercard Inc

Financial Services
703
+ 3.08%
$441.1 - $479.43 $310K - $337K
23.5K $10.4M
EW
Edwards Lifesciences Corp

Healthcare
298
+ 0.07%
$84.3 - $94.31 $25.1K - $28.1K
446K $41.2M
ALGN
Align Technology Inc

Healthcare
1.12K
+ 3.88%
$235.23 - $330.25 $263K - $370K
30K $7.24M
OZK
Bank Ozk

Financial Services
29.4K
+ 2.53%
$37.85 - $49.21 $1.11M - $1.45M
1.19M $49M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.5K
+ 0.94%
$396.73 - $420.24 $1.78M - $1.89M
484K $197M
V
Visa Inc.

Financial Services
4.76K
+ 1.25%
$262.47 - $281.5 $1.25M - $1.34M
387K $102M
DIS
Walt Disney CO

Communication Services
496
+ 0.21%
$99.29 - $122.82 $49.2K - $60.9K
233K $23.2M
NVR
Nvr Inc

Consumer Cyclical
41
+ 0.31%
$7335.26 - $8026.27 $301K - $329K
13.2K $100M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
3.94K
+ 1.45%
$99.41 - $126.69 $392K - $499K
276K $27.5M
KEYS
Keysight Technologies, Inc.

Technology
1.21K
+ 0.25%
$135.22 - $160.14 $164K - $194K
480K $65.6M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
862
+ 0.67%
$295.25 - $385.2 $255K - $332K
130K $38.9M
AME
Ametek Inc

Industrials
8.72K
+ 0.94%
$163.34 - $182.22 $1.42M - $1.59M
937K $156M
KMX
Carmax Inc

Consumer Cyclical
12.6K
+ 0.79%
$67.21 - $85.94 $843K - $1.08M
1.59M $117M
IBP
Installed Building Products, Inc.

Consumer Cyclical
4.54K
+ 0.97%
$196.45 - $259.46 $892K - $1.18M
472K $97M
FIVE
Five Below, Inc

Consumer Cyclical
30.7K
+ 4.6%
$108.97 - $178.88 $3.34M - $5.49M
698K $76M
Activity Summary
Buys All Purchases 36 New Holdings 2 Increased Positions 34 Sells All Sells 5 Reductions 5 Sold out 0 Options Calls 0 Puts 0
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