Francois Rochon - Giverny CapitalFecha: 30 Jun 2023Inversiones: 59Valor: $1,900,687,000
Inversiones actuales
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
8.44
Add 5.67%
470,193
$341.00
$160,336,000
$346.18
1.52%
$288.06
$373.34
AME - Ametek Inc.
7.60
Add 6.05%
892,500
$161.88
$144,478,000
$146.53
-9.48%
$131.09
$164.48
KMX - CarMax Inc.
6.61
Add 5.05%
1,500,240
$83.70
$125,570,000
$64.34
-23.13%
$52.10
$87.50
FIVE - Five Below Inc.
6.55
Add 5.27%
633,721
$196.54
$124,552,000
$178.25
-9.31%
$142.13
$220.19
MKL - Markel Group Inc.
6.10
Add 5.29%
83,806
$1383.18
$115,919,000
$1337.26
-3.32%
$1186.56
$1560.00
GOOG - Alphabet Inc. CL C
5.77
Add 5.22%
907,036
$120.97
$109,724,000
$132.44
9.48%
$85.57
$142.38
HEI.A - HEICO Corp. CL A
5.18
Add 6.67%
700,824
$140.60
$98,536,000
$130.15
-7.43%
$114.63
$144.25
V - Visa Inc.
4.64
Add 5.22%
371,511
$237.48
$88,226,000
$244.75
3.06%
$191.76
$250.06
META - Meta Platforms Inc.
4.22
Add 6.16%
279,708
$286.98
$80,271,000
$318.86
11.11%
$94.79
$330.54
NVR - NVR Inc.
4.21
Add 3.99%
12,610
$6350.59
$80,081,000
$6003.15
-5.47%
$4050.71
$6525.00
KEYS - Keysight Technologies Inc.
4.14
Add 5.48%
469,858
$167.45
$78,678,000
$125.05
-25.32%
$118.57
$189.45
FBIN - Fortune Brands Innovations Inc.
3.41
Add 0.47%
901,842
$71.95
$64,888,000
$60.86
-15.41%
$48.98
$76.88
PGR - Progressive Corp.
3.39
Add 1.28%
487,409
$132.37
$64,518,000
$158.64
19.85%
$111.33
$161.00
IBP - Installed Building Products
3.16
Add 1.00%
428,356
$140.16
$60,038,000
$123.53
-11.87%
$75.39
$157.78
LULU - Lululemon Athletica Inc.
2.31
Add 1.58%
115,880
$378.50
$43,861,000
$413.79
9.32%
$286.58
$419.86
SCHW - Charles Schwab Corp.
2.24
Reduce 38.42%
752,131
$56.68
$42,631,000
$55.20
-2.61%
$44.59
$85.58
MTB - M&T Bank Corp.
2.20
Add 13.69%
338,586
$123.76
$41,903,000
$121.09
-2.16%
$107.11
$166.41
EW - Edwards Lifesciences Corp.
2.18
Add 6.01%
439,896
$94.33
$41,495,000
$66.52
-29.48%
$60.57
$94.87
ADI - Analog Devices
1.88
Add 511.10%
183,506
$194.81
$35,749,000
$168.21
-13.65%
$143.50
$198.21
FI - Fiserv Inc.
1.80
Add 3.96%
271,006
$126.15
$34,187,000
$119.23
-5.49%
$95.95
$130.74
CIEN - Ciena Corp.
1.57
Add 5.53%
703,532
$42.49
$29,893,000
$43.05
1.32%
$39.94
$54.25
FND - Floor & Decor Holdings
1.52
Add 4.75%
277,959
$103.96
$28,897,000
$79.45
-23.58%
$68.29
$116.03
BAC - Bank of America Corp.
1.49
Add 9.51%
985,876
$28.69
$28,285,000
$28.17
-1.81%
$24.96
$37.51
GOOGL - Alphabet Inc.
1.40
Add 4.56%
222,888
$119.70
$26,680,000
$131.04
9.47%
$84.86
$141.22
LFUS - Littelfuse Inc.
1.16
Add 8.47%
75,781
$291.31
$22,076,000
$229.79
-21.12%
$208.68
$308.40
DIS - Walt Disney Co.
1.08
Add 0.68%
230,556
$89.28
$20,584,000
$84.60
-5.24%
$78.73
$118.18
ANET - Arista Networks Inc.
0.89
Add 3.49%
103,957
$162.06
$16,847,000
$212.47
31.11%
$107.57
$216.29
MBC - Masterbrand Inc
0.56
Add 5.19%
910,934
$11.63
$10,594,000
$11.59
-0.34%
$7.08
$15.00
CACC - Credit Acceptance Corp.
0.55
Add 2.94%
20,748
$507.95
$10,539,000
$426.99
-15.94%
$358.00
$576.05
ATHM - Autohome Inc.
0.53
Add 0.41%
343,286
$29.16
$10,010,000
$26.21
-10.12%
$25.60
$38.15
SSNC - SS&C Technologies Holdings Inc.
0.51
Add 3.46%
161,122
$60.60
$9,764,000
$53.04
-12.48%
$46.61
$63.31
OZK - Bank OZK
0.44
Add 5.13%
210,522
$40.16
$8,455,000
$38.64
-3.78%
$29.60
$46.71
MA - Mastercard Inc.
0.40
Add 2.51%
19,308
$393.31
$7,594,000
$388.96
-1.11%
$313.24
$417.99
COHR - Coherent Corp.
0.27
Add 3.80%
100,193
$50.98
$5,108,000
$32.81
-35.64%
$26.29
$60.46
JPM - JPMorgan Chase & Co.
0.26
Add 3.24%
34,095
$145.45
$4,959,000
$144.00
-1.00%
$120.43
$158.21
BRK.A - Berkshire Hathaway CL A
0.25
9
$517777.78
$4,660,000
$525249.97
1.44%
$434925.00
$566569.97
AAPL - Apple Inc.
0.15
Reduce 2.05%
14,338
$193.96
$2,781,000
$181.88
-6.23%
$123.48
$197.70
SPY - SPDR S&P 500 ETF Trust
0.11
Reduce 0.19%
4,752
$443.18
$2,106,000
$436.88
-1.42%
$365.17
$456.22
ODFL - Old Dominion Freight Line
0.08
4,067
$369.81
$1,504,000
$396.21
7.14%
$276.30
$437.25
CPRT - Copart Inc.
0.07
27,484
$45.59
$1,253,000
$46.53
2.06%
$27.79
$47.39
ITB - Ishares U.S. Home Constructi
0.06
Add 169.05%
13,205
$85.42
$1,128,000
$81.38
-4.73%
$52.98
$89.35
MSFT - Microsoft Corp.
0.06
Add 0.45%
3,594
$340.57
$1,224,000
$360.52
5.86%
$217.86
$366.01
NVO - Novo Nordisk A S
0.05
12,400
$80.89
$1,003,000
$101.70
25.73%
$54.15
$104.00
BOOT - Boot Barn Holdings
0.04
8,253
$84.70
$699,000
$74.87
-11.61%
$51.99
$104.91
FAST - Fastenal
0.04
8,954
$94.37
$845,000
$59.02
-37.46%
$43.72
$60.46
GLD - SPDR Gold Trust
0.04
Add 0.38%
4,281
$178.23
$763,000
$182.58
2.44%
$155.98
$191.36
TJX - TJX Companies Inc.
0.04
8,697
$84.74
$737,000
$90.76
7.10%
$69.11
$93.78
TSM - Taiwan Semiconductor S.A.
0.04
Reduce 41.96%
8,240
$100.97
$832,000
$92.40
-8.49%
$62.94
$109.66
BN - Brookfield Corp.
0.03
16,223
$33.66
$546,000
$32.01
-4.90%
$28.13
$47.53
ROP - Roper Technologies Inc.
0.03
Reduce 6.74%
1,245
$481.12
$599,000
$507.22
5.42%
$410.19
$507.48
SBUX - Starbucks Corp.
0.03
Reduce 0.83%
6,213
$98.99
$615,000
$103.68
4.74%
$88.05
$113.69
SITE - SiteOne Landscape Supply Inc.
0.03
Add 2.40%
3,843
$167.32
$643,000
$126.90
-24.16%
$111.00
$176.16
SLV - iShares Silver Trust
0.03
23,000
$20.87
$480,000
$20.73
-0.67%
$18.38
$23.94
SNBR - Sleep Number Corp.
0.03
Reduce 0.10%
21,057
$27.26
$574,000
$16.03
-41.20%
$15.05
$41.61
BABA - Alibaba Group Holdings
0.02
5,004
$83.33
$417,000
$85.41
2.50%
$64.80
$121.30
KNX - Knight-Swift Transportation
0.02
Reduce 3.19%
7,789
$55.59
$433,000
$50.56
-9.05%
$45.73
$63.87
LEVI - Levi Strauss & Co.
0.02
32,939
$14.42
$475,000
$14.51
0.62%
$12.31
$18.75
GIB - CGI Inc.
0.01
1,665
$139.94
$233,000
$101.78
-27.27%
$78.68
$107.66
IYF - Ishares Us Financials ETF
0.01
Reduce 1.53%
2,833
$74.48
$211,000
$75.52
1.40%
$65.70
$80.42
Suscríbete a nuestro NEWSLETTER
© 2023 TRADINGPRO Todos los derechos reservados.