Francois Rochon
Giverny CapitalMost-recent 13F holdings reported by Giverny Capital (managed by Francois Rochon), with quarter-over-quarter change tracking — new positions, exits, share count changes, and value swings. Holdings are sourced directly from SEC EDGAR and refreshed within hours of each new 13F-HR filing (13F filings land roughly 45 days after each quarter-end).
| Holding | Type | Shares | Value | % Port | Change | Δ Shares | Δ % |
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