Francois Rochon Portfolio Holdings

Giverny Capital Inc.

  • $2.54 Billion
  • Q4 2024

Giverny Capital Inc., under direction of Francois Rochon has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.54 Billion distributed in 62 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 $229M, Meta Platforms, Inc. with a value of $186M, Ametek Inc with a value of $176M, Alphabet Inc. with a value of $144M, and Carmax Inc with a value of $138M.

Examining the 13F form we can see an increase of $96.6M in the current position value, from $2.44B to 2.54B.

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 $2.54 Billion
Financial Services: $918 Million
Consumer Cyclical: $669 Million
Communication Services: $407 Million
Technology: $241 Million
Industrials: $207 Million
Healthcare: $89.3 Million
ETFs: $6.67 Million
Consumer Defensive: $219,000
Other: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $2.54 Billion
  • Prior Value $2.44 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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