What Francois Rochon Bought in Q3 2023
Giverny Capital · Quarterly 13F recap as filed with the SEC.
Period: 2023-09-30 · Filed · Historical
$1.84B
Total Value
59
Holdings
0
New Buys
0
Reduced
In Q3 2023, Francois Rochon reported 59 long equity positions worth $1.84B in their Giverny Capital 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BRK.B | Berkshire Hathaway Inc. Class B | 476290 | $166.8M | 9.06% | — |
| 2 | AME | AMETEKINC | 897056 | $132.5M | 7.19% | — |
| 3 | MKL | MARKELCORP | 84525 | $124.5M | 6.76% | — |
| 4 | GOOG | ALPHABETINC | 906324 | $119.5M | 6.49% | — |
| 5 | KMX | CARMAXINC | 1520438 | $107.5M | 5.84% | — |
| 6 | FIVE | FIVEBELOWINC | 644566 | $103.7M | 5.63% | — |
| 7 | HEI-A | HEICOCORPNEW | 712453 | $92.1M | 5.00% | — |
| 8 | V | VISAINC | 371370 | $85.4M | 4.64% | — |
| 9 | META | METAPLATFORMSINC | 282449 | $84.8M | 4.60% | — |
| 10 | NVR | NVRINC | 12674 | $75.6M | 4.10% | — |
| 11 | PGR | PROGRESSIVECORP | 501431 | $69.8M | 3.79% | — |
| 12 | KEYS | KEYSIGHTTECHNOLOGIESINC | 469888 | $62.2M | 3.37% | — |
| 13 | FBIN | FORTUNEBRANDSHOME&SECIN | 900458 | $56.0M | 3.04% | — |
| 14 | IBP | INSTALLEDBLDGPRODSINC | 432898 | $54.1M | 2.93% | — |
| 15 | LULU | LULULEMONATHLETICAINC | 120589 | $46.5M | 2.52% | — |
| 16 | SCHW | SCHWABCHARLESCORP | 804561 | $44.2M | 2.40% | — |
| 17 | MTB | M&TBKCORP | 342119 | $43.3M | 2.35% | — |
| 18 | FISV | FISERVINC | 319094 | $36.0M | 1.96% | — |
| 19 | ADI | ANALOGDEVICESINC | 186113 | $32.6M | 1.77% | — |
| 20 | GOOGL | ALPHABETINC | 234124 | $30.6M | 1.66% | — |
| 21 | EW | EDWARDSLIFESCIENCESCORP | 440602 | $30.5M | 1.66% | — |
| 22 | CIEN | CIENACORP | 635463 | $30.0M | 1.63% | — |
| 23 | BAC | BANKAMERICACORP | 1027404 | $28.1M | 1.53% | — |
| 24 | FND | FLOOR&DECORHLDGSINC | 283455 | $25.7M | 1.39% | — |
| 25 | COHR | COHERENTCORP | 707710 | $23.1M | 1.25% | — |
| 26 | LFUS | LITTELFUSEINC | 76018 | $18.8M | 1.02% | — |
| 27 | DIS | DISNEYWALTCO | 230818 | $18.7M | 1.02% | — |
| 28 | ANET | ARISTANETWORKSINC | 98700 | $18.2M | 0.99% | — |
| 29 | MBC | MASTERBRANDINC | 909378 | $11.0M | 0.60% | — |
| 30 | ATHM | AUTOHOMEINC | 343137 | $10.4M | 0.57% | — |
| 31 | CACC | CREDITACCEPCORPMICH | 22104 | $10.2M | 0.55% | — |
| 32 | OZK | BANKOZKLITTLEROCKARK | 235926 | $8.7M | 0.47% | — |
| 33 | MA | MASTERCARDINCORPORATED | 20760 | $8.2M | 0.45% | — |
| 34 | JPM | JPMORGANCHASE&CO | 36606 | $5.3M | 0.29% | — |
| 35 | FERG | FERGUSONPLCNEWF | 26185 | $4.3M | 0.23% | — |
| 36 | BRK.A | Berkshire Hathaway Inc. Class A | 6 | $3.2M | 0.17% | — |
| 37 | AAPL | APPLEINC | 14349 | $2.5M | 0.13% | — |
| 38 | SPY | SPDR S&P 500 ETF | 4752 | $2.0M | 0.11% | — |
| 39 | ODFL | OLDDOMINIONFREIGHTLINEIN | 4067 | $1.7M | 0.09% | — |
| 40 | CPRT | COPARTINC | 27484 | $1.2M | 0.06% | — |
| 41 | MSFT | MICROSOFTCORP | 3600 | $1.1M | 0.06% | — |
| 42 | NVO | NOVO-NORDISKAS | 12400 | $1.1M | 0.06% | — |
| 43 | ITB | ISHARESTR | 13962 | $1.1M | 0.06% | — |
| 44 | KNSL | KINSALECAPITALGROUPINC | 2555 | $1.1M | 0.06% | — |
| 45 | MEDP | MEDPACEHOLDINGSINC | 3760 | $910K | 0.05% | — |
| 46 | TJX | TJXCOSINCNEW | 8697 | $773K | 0.04% | — |
| 47 | GLD | SPDR Gold Shares | 4206 | $721K | 0.04% | — |
| 48 | TSM | TAIWANSEMICONDUCTORMFGLTD | 8240 | $716K | 0.04% | — |
| 49 | BOOT | BOOTBARNHLDGSINC | 8253 | $670K | 0.04% | — |
| 50 | ROP | ROPERTECHNOLOGIESINC | 1335 | $647K | 0.04% | — |
| 51 | SITE | SITEONELANDSCAPESUPPLYINC | 3753 | $613K | 0.03% | — |
| 52 | SBUX | STARBUCKSCORP | 6213 | $567K | 0.03% | — |
| 53 | FAST | FASTENALCO | 8954 | $489K | 0.03% | — |
| 54 | SLV | SPDR Silver Shares | 23000 | $468K | 0.03% | — |
| 55 | BN | BROOKFIELDCORP | 14671 | $459K | 0.02% | — |
| 56 | BABA | ALIBABAGROUPHLDGLTD | 5004 | $434K | 0.02% | — |
| 57 | KNX | KNIGHT-SWIFTTRANSNHLDGSIN | 7789 | $391K | 0.02% | — |
| 58 | GIB | CGIINC | 1678 | $225K | 0.01% | — |
| 59 | IYF | ISHARESTR | 2803 | $210K | 0.01% | — |