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  Booking Holdings Inc. (BKNG)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 527,925 3.26 Reduce 1.53% 0.06 $168.41 $88,909,327 SEC
2025   Q4 536,125 3.83 Add 0.48% 0.02 $214.21 $114,845,052 SEC
2025   Q3 533,575 3.90 Add 0.25% <0.01 $215.97 $115,236,620 SEC
2025   Q2 532,250 4.23 Add 0.75% 0.03 $231.57 $123,252,920 SEC
2025   Q1 528,300 3.59 Reduce 0.21% <0.01 $184.28 $97,353,222 SEC
2024   Q4 529,425 3.85 Add 3.23% 0.12 $198.74 $105,216,230 SEC
2024   Q3 512,875 3.29 Add 2.56% 0.08 $168.48 $86,411,642 SEC
2024   Q2 500,075 3.35 Add 77.11% 1.46 $158.46 $79,241,885 SEC
2024   Q1 282,350 1.67 Buy 1.67 $145.12 $40,973,277 SEC
2018   Q3 0 0.00 Sell 100.00% 0.01 SEC
2018   Q2 1,250 0.01 Buy 0.01 $80.80 $101,000 SEC