Francois Rochon – Giverny Capital Portfolio | DataHeimdall

Francois Rochon

Giverny Capital·CIK 1641864

31

Positions

$1.7B

Portfolio Value

25

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q1 2022

BRKB

GOOG

MKL

KMX

AME

SCHW

HEIA

PGR

FIVE

V

Others

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	Weight	Shares	Value	Change
1	AAPL	APPLE INC	0.10%	11,438	$1,618,000	SOLD