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Francois Rochon - Giverny Capital
Francois Rochon - Giverny CapitalFecha: 30 Jun 2025Inversiones: 55Valor: $2,915,806,000
Inversiones actuales
Historial
Stock
% de la cartera
Actividad reciente
Comparte
Precio
Valor
Precio Actual
Precio reportado
52 Week Low
52 Week High
BRK.B - Berkshire Hathaway CL B
8.56
Add 1.00%
489,311
$460.26
$225,210,000
$444.29
-3.47%
$357.98
$491.67
META - Meta Platforms Inc.
6.75
Add 4.11%
309,942
$572.44
$177,423,000
$604.33
5.57%
$357.25
$637.89
AME - Ametek Inc.
6.26
Add 2.40%
959,222
$171.71
$164,708,000
$176.15
2.59%
$148.57
$198.04
HEI.A - HEICO Corp. CL A
5.68
Add 1.28%
732,993
$203.76
$149,355,000
$177.88
-12.70%
$132.80
$219.09
PGR - Progressive Corp.
5.18
Add 0.35%
536,693
$253.76
$136,191,000
$234.42
-7.62%
$160.84
$265.51
NVR - NVR Inc.
4.96
Add 0.97%
13,307
$9811.83
$130,566,000
$7928.17
-19.20%
$6800.00
$9964.77
KMX - CarMax Inc.
4.82
Add 2.64%
1,637,125
$77.38
$126,681,000
$78.19
1.05%
$65.83
$91.25
IBP - Installed Building Products
4.56
Add 3.30%
487,115
$246.27
$119,962,000
$172.02
-30.15%
$169.02
$280.10
GOOG - Alphabet Inc. CL C
4.11
Reduce 0.19%
646,180
$167.19
$108,035,000
$190.71
14.07%
$131.08
$202.88
V - Visa Inc.
4.09
Add 1.24%
391,760
$274.95
$107,714,000
$304.84
10.87%
$251.72
$321.62
FI - Fiserv Inc.
3.42
Add 3.37%
501,278
$179.65
$90,055,000
$200.92
11.84%
$135.13
$223.23
BKNG - Booking Holdings Inc.
3.29
Add 2.56%
20,515
$4212.14
$86,412,000
$4734.49
12.40%
$3167.39
$5337.24
KEYS - Keysight Technologies Inc.
2.91
Add 0.32%
481,070
$158.93
$76,456,000
$161.06
1.34%
$119.72
$175.39
MEDP - Medpace Holdings Inc.
2.88
Add 20.72%
227,072
$333.80
$75,797,000
$349.85
4.81%
$277.72
$459.77
SBUX - Starbucks Corp.
2.66
Add 0.33%
718,004
$97.49
$69,998,000
$91.67
-5.97%
$70.40
$103.32
MKL - Markel Group Inc.
2.55
Add 2.92%
42,684
$1568.57
$66,953,000
$1661.96
5.95%
$1342.66
$1809.11
FIVE - Five Below Inc.
2.44
Add 3.92%
725,249
$88.35
$64,076,000
$97.96
10.88%
$64.87
$212.01
MTB - M&T Bank Corp.
2.44
Add 4.44%
360,591
$178.12
$64,228,000
$188.71
5.95%
$124.23
$224.32
SCHW - Charles Schwab Corp.
2.31
Add 7.58%
935,772
$64.81
$60,647,000
$72.01
11.11%
$58.80
$83.35
GOOGL - Alphabet Inc.
2.19
Add 11.81%
346,704
$165.85
$57,501,000
$189.48
14.25%
$130.19
$201.42
OZK - Bank OZK
1.96
Add 0.24%
1,197,374
$42.99
$51,475,000
$41.81
-2.74%
$36.73
$51.50
ADI - Analog Devices
1.80
Add 2.84%
206,111
$230.17
$47,441,000
$210.27
-8.65%
$179.83
$242.16
ANET - Arista Networks Inc.
1.56
Add 9.27%
426,680
$95.96
$40,942,000
$112.11
16.83%
$60.08
$120.28
KNSL - Kinsale Capital Group Inc.
1.53
Add 163.61%
86,315
$465.57
$40,186,000
$412.89
-11.32%
$354.77
$547.93
FBIN - Fortune Brands Innovations Inc.
1.52
Add 0.11%
446,106
$89.53
$39,940,000
$69.87
-21.96%
$62.15
$90.25
BAC - Bank of America Corp.
1.49
Add 0.40%
990,048
$39.68
$39,285,000
$44.87
13.08%
$30.49
$47.81
LULU - Lululemon Athletica Inc.
1.46
Add 8.73%
141,477
$271.35
$38,390,000
$395.93
45.91%
$226.01
$491.30
EW - Edwards Lifesciences Corp.
1.12
Add 0.06%
446,288
$65.99
$29,451,000
$71.43
8.24%
$58.93
$96.12
FND - Floor & Decor Holdings
1.09
Reduce 16.51%
230,681
$124.17
$28,644,000
$94.84
-23.62%
$89.06
$135.67
DIS - Walt Disney Co.
0.90
Add 5.27%
245,548
$96.19
$23,619,000
$107.34
11.59%
$83.54
$122.63
LFUS - Littelfuse Inc.
0.80
Add 0.41%
79,015
$265.25
$20,959,000
$232.09
-12.50%
$221.13
$274.75
CACC - Credit Acceptance Corp.
0.49
Add 16.53%
29,258
$443.43
$12,974,000
$442.01
-0.32%
$409.22
$616.66
MA - Mastercard Inc.
0.48
Add 8.60%
25,546
$493.82
$12,615,000
$503.95
2.05%
$423.08
$536.91
JPM - JPMorgan Chase & Co.
0.35
Add 7.70%
43,324
$210.85
$9,135,000
$242.89
15.20%
$160.63
$253.00
ALGN - Align Technology Inc.
0.32
Add 10.01%
32,993
$254.33
$8,391,000
$209.84
-17.49%
$196.09
$335.40
BRK.A - Berkshire Hathaway CL A
0.18
7
$691142.86
$4,838,000
$663000.01
-4.07%
$543235.73
$741971.39
ICE - Intercontinental Exchange Inc.
0.10
Buy
16,799
$160.66
$2,699,000
$143.25
-10.84%
$123.12
$167.50
SPY - SPDR S&P 500 ETF Trust
0.10
4,752
$573.86
$2,727,000
$577.63
0.66%
$463.92
$607.03
TSM - Taiwan Semiconductor S.A.
0.10
Add 78.24%
14,550
$173.68
$2,527,000
$201.83
16.21%
$98.20
$222.20
AAPL - Apple Inc.
0.09
Reduce 1.75%
9,852
$233.05
$2,296,000
$231.17
-0.81%
$163.48
$260.10
COF - Capital One Financial
0.08
Buy
14,774
$149.72
$2,212,000
$176.71
18.03%
$121.23
$197.66
NVO - Novo Nordisk A S
0.06
12,400
$119.03
$1,476,000
$84.37
-29.12%
$81.50
$147.60
YUMC - Yum China Holdings Inc.
0.06
Buy
36,036
$45.01
$1,622,000
$42.95
-4.58%
$28.27
$51.83
CPRT - Copart Inc.
0.05
27,484
$52.39
$1,440,000
$55.19
5.34%
$47.19
$64.38
ITB - Ishares U.S. Home Constructi
0.05
Reduce 18.01%
10,299
$127.10
$1,309,000
$101.23
-20.35%
$96.78
$129.75
DFH - Dream Finders Homes Inc A
0.04
32,202
$36.21
$1,166,000
$21.63
-40.27%
$21.43
$44.38
FWONK - Liberty Media Corp Formula One Series C
0.04
Buy
15,000
$77.40
$1,161,000
$91.95
18.80%
$61.44
$96.90
GLD - SPDR Gold Trust
0.04
4,206
$242.99
$1,022,000
$246.09
1.28%
$183.78
$257.71
ODFL - Old Dominion Freight Line
0.04
Add 11.24%
5,255
$198.67
$1,044,000
$177.51
-10.65%
$165.07
$232.98
SITE - SiteOne Landscape Supply Inc.
0.02
3,753
$150.81
$566,000
$127.64
-15.36%
$114.60
$188.01
SLV - iShares Silver Trust
0.02
23,000
$28.39
$653,000
$27.02
-4.83%
$20.07
$31.80
COST - Costco Co.
0.01
Buy
240
$887.50
$213,000
$925.10
4.24%
$663.76
$1008.25
BRO - Brown & Brown Inc.
1.10
Buy
294,809
$102.02
$30,076,000
$110.60
8.41%
$79.87
$113.99
FERG - Ferguson Enterprises Inc.
0.21
Buy
33,708
$173.58
$5,851,000
$184.25
6.15%
$167.28
$222.16
BIRK - Birkenstock Holding Plc
0.06
Buy
27,392
$56.66
$1,552,000
$55.25
-2.49%
$41.00
$64.78
LBRDK - Liberty Broadband Corp. CL C
0.04
Buy
15,000
$74.73
$1,121,000
$81.58
9.17%
$46.46
$101.50
MSFT - Microsoft Corp.
0.04
Buy
2,354
$421.41
$992,000
$408.43
-3.08%
$384.12
$466.57
UNH - United Health Group Inc.
0.04
Buy
2,364
$505.92
$1,196,000
$523.51
3.48%
$431.35
$628.32
GBTC - Grayscale Bitcoin Trust Btc
0.02
Buy
7,442
$74.04
$551,000
$77.01
4.01%
$39.56
$86.11
J - Jacobs Solutions Inc.
0.02
Buy
4,394
$133.59
$587,000
$128.88
-3.53%
$110.22
$150.54
CAPE - Doubleline Shiller Cape Us
0.01
Buy
10,645
$29.97
$319,000
$31.51
5.14%
$25.95
$31.99
ISRG - Intuitive Surgical Inc.
0.01
Buy
405
$520.99
$211,000
$595.55
14.31%
$364.17
$616.00
VOO - Vanguard S&P 500 ETF
0.01
Buy
584
$539.38
$315,000
$560.69
3.95%
$447.71
$561.86
CAPE - DoubleLine Shiller CAPE US ETF
0.01
Buy
10,645
$29.97
$319,000
$31.36
4.64%
$25.95
$31.99
BLDR - Builders FirstSource Inc.
0.38
Buy
82,445
$124.94
$10,301,000
$119.51
-4.35%
$103.81
$203.14
PMMF - Ishrs Prime Mmkt ETF
0.05
Buy
12,876
$100.42
$1,293,000
$100.26
-0.16%
$99.13
$101.07
TWFG - Twfg Inc
0.21
Buy
177,848
$35.00
$6,225,000
$28.01
-19.97%
$23.89
$36.85
AMZN - Amazon.com Inc.
0.01
Buy
1,174
$219.76
$258,000
$230.98
5.11%
$161.38
$242.52
FISV - Fiserv Inc.
3.83
Add 3.01%
648,574
$172.41
$111,821,000
$64.26
-62.73%
$60.95
$238.59