Francois Rochon - Giverny Capital Inc.
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    51
Portfolio value:    $2,731,351,278
Holdings Activity Buys Sells    History
Holding/activity history for  Brookfield Asset Mgmt Inc (BAM.A)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2022   Q4 0 0.00 Sell 100.00% 0.05 SEC
2022   Q3 16,650 0.05 Reduce 2.00% <0.01 $40.90 $681,000 SEC
2022   Q2 16,989 0.05 $44.50 $756,000 SEC
2022   Q1 16,989 0.05 $56.57 $961,000 SEC
2021   Q4 16,989 0.07 $76.40 $1,298,000 SEC
2021   Q3 16,989 0.05 $53.51 $909,000 SEC
2021   Q2 16,989 0.07 $63.22 $1,074,000 SEC
2021   Q1 16,989 0.05 $44.50 $756,000 SEC
2020   Q4 16,989 0.05 $0.04 $701 SEC
2020   Q3 16,989 0.05 Add 2.49% <0.01 $33.08 $562,000 SEC
2020   Q2 16,576 0.05 Add 42.48% 0.01 $32.88 $545,000 SEC
2020   Q1 11,634 0.04 Reduce 10.08% <0.01 $29.48 $343,000 SEC
2019   Q4 12,938 0.07 $57.81 $748,000 SEC
2019   Q3 12,938 0.07 $53.10 $687,000 SEC
2019   Q2 12,938 0.06 $47.77 $618,000 SEC
2019   Q1 12,938 0.07 $46.68 $604,000 SEC
2018   Q4 12,938 0.07 $38.34 $496,000 SEC
2018   Q3 12,938 0.07 $44.52 $576,000 SEC
2018   Q2 12,938 0.10 $53.33 $690,000 SEC
2018   Q1 12,938 0.07 $39.03 $505,000 SEC
2017   Q4 12,938 0.08 $43.52 $563,000 SEC
2017   Q3 12,938 0.09 $41.27 $534,000 SEC
2017   Q2 12,938 0.09 Reduce 1.21% <0.01 $39.19 $507,000 SEC
2017   Q1 13,096 0.09 $36.42 $477,000 SEC
2016   Q4 13,096 0.08 $32.99 $432,000 SEC
2016   Q3 13,096 0.13 $35.20 $461,000 SEC
2016   Q2 13,096 0.13 Reduce 5.88% <0.01 $33.06 $433,000 SEC
2016   Q1 13,914 0.14 $34.79 $484,000 SEC
2015   Q4 13,914 0.13 $31.55 $439,000 SEC
2015   Q3 13,914 0.13 Add 0.24% <0.01 $31.41 $437,000 SEC
2015   Q2 13,881 0.14 Add 49.98% 0.05 $34.94 $485,000 SEC
2015   Q1 9,255 0.13 $53.59 $496,000 SEC