Giverny Capital Inc. (Francois Rochon)

13F Portfolio Filings

Latest portfolio report
Q1 2024 - May 13, 2024
Value $
$2.46B
Notable people
Francois Rochon
Signature - Title
Francois Campeau - Chief Compliance Officer
Location
759 Square Victoria 105, Montreal, Quebec, Canada
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 51 $2.46B +$182M -$104M +$78.3M BRKB, AME, META, KMX, MKL, FIVE 13F-HR 5/13/2024, 10:48 AM
Q4 2023 58 $2.13B +$106M -$78.5M +$27.3M BRKB, AME, FIVE, KMX, MKL, META 13F-HR 2/9/2024, 11:39 AM
Q3 2023 58 $1.84B +$56.4M -$16.9M +$39.5M BRKB, AME, MKL, GOOG, KMX, FIVE RESTATEMENT 1/25/2024, 03:59 PM
Q2 2023 57 $1.9B +$116M -$27.6M +$87.9M BRKB, AME, KMX, FIVE, MKL, GOOG 13F-HR 8/7/2023, 05:07 PM
Q1 2023 60 $1.66B +$38.6M -$56.6M -$18M BRKB, FIVE, AME, MKL, KMX, GOOG 13F-HR 5/12/2023, 10:11 AM
Q4 2022 66 $1.62B +$70.3M -$55.2M +$15.1M BRKB, AME, FIVE, MKL, SCHW, KMX RESTATEMENT 5/17/2023, 09:40 AM
Q3 2022 63 $1.48B +$177M -$56.8M +$120M BRKB, AME, MKL, SCHW, GOOG, FIVE 13F-HR 11/14/2022, 10:03 AM
Q2 2022 63 $1.52B +$86.4M -$16.4M +$70M BRKB, KMX, MKL, GOOG, AME, SCHW 13F-HR 8/12/2022, 08:21 AM
Q1 2022 63 $1.77B +$90.3M -$54.6M +$35.7M BRKB, GOOG, MKL, KMX, AME, SCHW 13F-HR 5/12/2022, 11:57 AM
Q4 2021 64 $1.87B +$182M -$106M +$76.2M BRKB, KMX, AME, GOOG, SCHW, MKL 13F-HR 2/11/2022, 12:54 PM
Q3 2021 59 $1.68B BRKB, KMX, GOOG, AME, MKL, META NEW HOLDINGS 11/15/2021, 03:20 PM
Q3 2021 59 $1.68B +$73.9M -$1.19M +$72.7M BRKB, KMX, GOOG, AME, MKL, META 13F-HR 11/12/2021, 03:39 PM
Q2 2021 57 $1.64B +$68.8M -$2.8M +$66M BRKB, KMX, AME, GOOG, MKL, META 13F-HR 8/13/2021, 11:48 AM
Q1 2021 53 $1.5B +$51.3M -$15.7M +$35.6M BRKB, KMX, AME, MKL, GOOG, NVR 13F-HR 5/17/2021, 12:25 PM
Q4 2020 53 $1.3B +$58.5M -$20.4M +$38M BRKB, KMX, AME, V, GOOG, PGR 13F-HR 2/16/2021, 12:16 PM
Q3 2020 54 $1.09B +$16.3M -$41.3M -$25.1M BRKB, KMX, AME, V, PGR, NVR 13F-HR 11/13/2020, 02:47 PM
Q2 2020 49 $1.01B +$101M -$4.2M +$96.8M BRKB, KMX, AME, V, GOOG, PGR 13F-HR 8/7/2020, 06:04 PM
Q1 2020 41 $785M +$53.5M -$72.3M -$18.8M BRKB, KMX, AME, V, PGR, GOOG 13F-HR 5/15/2020, 11:12 AM
Q4 2019 39 $1.11B +$44.3M -$15.6M +$28.7M BRKB, KMX, AME, V, NVR, GOOG 13F-HR 2/7/2020, 04:08 PM
Q3 2019 39 $1B +$30.5M -$20.6M +$9.9M BRKB, KMX, AME, NVR, V, HEIA 13F-HR 11/14/2019, 10:55 AM
Q2 2019 39 $990M +$57.2M -$20.5M +$36.7M BRKB, KMX, AME, V, HEIA, NVR 13F-HR 8/13/2019, 04:37 PM
Q1 2019 39 $872M +$69.8M -$38.2M +$31.6M BRKB, KMX, AME, V, GOOG, HEIA 13F-HR 5/14/2019, 05:20 PM
Q4 2018 35 $759M +$68.4M -$37M +$31.4M BRKB, KMX, AME, V, MKL, GOOG 13F-HR 2/13/2019, 01:52 PM
Q3 2018 36 $883M +$109M -$22.9M +$85.9M BRKB, KMX, AME, OZRK, V, UNP 13F-HR 11/13/2018, 11:04 AM
Q2 2018 36 $769M +$62.4M -$40.3M +$22.1M BRKB, KMX, OZRK, AME, V, UNP RESTATEMENT 8/13/2018, 06:15 PM
Q1 2018 35 $747M +$27M -$90.9K +$26.9M BRKB, KMX, OZRK, AME, V, MKL 13F-HR 5/11/2018, 08:53 AM
Q4 2017 35 $729M +$49.9M -$40.2M +$9.79M BRKB, KMX, OZRK, AME, V, LKQ 13F-HR 2/13/2018, 06:43 AM
Q3 2017 31 $684M +$23.5M +$23.5M BRKB, KMX, OZRK, AME, LKQ, V 13F-HR 11/13/2017, 06:57 AM
Q2 2017 27 $619M +$35.9M -$27.3M +$8.56M BRKB, KMX, OZRK, AME, DIS, LKQ 13F-HR 8/4/2017, 09:33 AM
Q1 2017 26 $602M +$22.8M -$1.55M +$21.2M BRKB, OZRK, KMX, DIS, AME, LKQ 13F-HR 5/11/2017, 08:28 AM
Q4 2016 26 $591M +$6.33M -$3.25M +$3.08M BRKB, OZRK, KMX, DIS, LKQ, AME 13F-HR 2/10/2017, 09:35 AM
Q3 2016 26 $537M +$31.3M -$5.73M +$25.6M BRKB, LKQ, KMX, OZRK, DIS, AME 13F-HR 11/8/2016, 07:38 AM
Q2 2016 25 $515M +$21M -$5.86M +$15.2M BRKB, OZRK, KMX, LKQ, DIS, AME 13F-HR 8/11/2016, 09:58 AM
Q1 2016 24 $509M +$60.2M -$17M +$43.2M BRKB, OZRK, KMX, LKQ, AME, DIS 13F-HR 5/11/2016, 01:55 PM
Q4 2015 25 $502M +$18.4M -$330K +$18.1M BRKB, OZRK, DIS, KMX, LKQ, WFC 13F-HR 2/11/2016, 01:03 PM
Q3 2015 26 $497M +$45.2M -$3.58M +$41.6M BRKB, OZRK, KMX, DIS, LKQ, WFC 13F-HR 11/12/2015, 09:48 AM
Q2 2015 26 $500M +$39.4M -$8.26M +$31.2M BRKB, OZRK, DIS, WFC, KMX, LKQ 13F-HR 8/12/2015, 09:51 AM
Q1 2015 24 $457M BRKB, KMX, DIS, WFC, OZRK, VRX 13F-HR 5/12/2015, 03:57 PM