Francois Rochon – Giverny Capital Portfolio | DataHeimdall

Francois Rochon

Giverny Capital·CIK 1641864

1

Positions

$85K

Portfolio Value

25

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q1 2021

RMD

Portfolio Value Over Time

Holdings Qtr Buys Qtr Sells

Quarter:

Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023 Q3 2023 Q2 2023 Q1 2023 Q4 2022 Q3 2022 Q2 2022 Q1 2022

#	Ticker	Company	% Portfolio	Shares	Rep. Price	Cur. Price	Value	Activity	Port. Δ
1	RMD	RESMED INC	0.01%	437	–	–	$85,000	–	–

Completely Sold Out

Ticker	Company	Last Value	Last Weight
SOLDSLV	ISHARES SILVER TR	$498,000	0.05%
SOLDROP	ROPER TECHNOLOGIES INC	$492,000	0.05%
SOLDNVO	NOVO-NORDISK A/S-ADR	$430,000	0.04%
SOLDFAST	FASTENAL CO	$404,000	0.04%
SOLDKNX	KNIGHT-SWIFT TRANSPORT-A	$327,000	0.03%
SOLDLBRDA	LIBERTY BROADBAND CO CLASS A	$171,000	0.02%
SOLDISRG	INTUITIVE SURGICAL	$96,000	0.01%
SOLDLLY	ELI LILLY & CO	$64,000	0.01%
SOLDRBAXXXX	RITCHIE BROTHERS AUCTIONR	$63,000	0.01%