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  Berkshire Hathaway CL B (BRK.B)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 378,625 6.64 Reduce 25.17% 2.13 $479.20 $181,437,100 SEC
2025   Q4 505,984 8.48 Reduce 0.91% 0.08 $502.65 $254,332,858 SEC
2025   Q3 510,644 8.70 Reduce 0.22% 0.02 $502.74 $256,721,165 SEC
2025   Q2 511,784 8.53 Add 1.68% 0.14 $485.77 $248,609,314 SEC
2025   Q1 503,332 9.88 Reduce 0.44% 0.04 $532.58 $268,064,557 SEC
2024   Q4 505,550 8.38 Add 3.32% 0.27 $453.28 $229,155,704 SEC
2024   Q3 489,311 8.56 Add 1.00% 0.08 $460.26 $225,210,281 SEC
2024   Q2 484,470 8.33 Add 0.94% 0.08 $406.80 $197,082,396 SEC
2024   Q1 479,975 8.21 Reduce 0.80% 0.07 $420.52 $201,839,087 SEC
2023   Q4 483,856 8.11 Add 1.59% 0.13 $356.66 $172,572,081 SEC
2023   Q3 476,290 9.06 Add 1.30% 0.12 $350.30 $166,844,387 SEC
2023   Q2 470,193 8.44 Add 5.67% 0.45 $341.00 $160,335,813 SEC
2023   Q1 444,970 8.28 Reduce 3.56% 0.31 $308.77 $137,393,387 SEC
2022   Q4 461,404 8.81 Reduce 0.30% 0.03 $308.90 $142,527,696 SEC
2022   Q3 462,807 8.37 Add 1.12% 0.09 $267.02 $123,579,000 SEC
2022   Q2 457,702 8.23 Add 4.52% 0.36 $273.02 $124,962,000 SEC
2022   Q1 437,906 8.72 Reduce 21.04% 1.86 $352.91 $154,541,000 SEC
2021   Q4 554,588 8.85 Reduce 25.81% 3.14 $299.00 $165,822,000 SEC
2021   Q3 747,544 12.17 Add 1.60% 0.19 $272.94 $204,035,000 SEC
2021   Q2 735,744 12.44 Add 4.25% 0.51 $277.92 $204,478,000 SEC
2021   Q1 705,719 12.06 Add 2.23% 0.26 $255.47 $180,290,000 SEC
2020   Q4 690,317 12.28 Add 2.40% 0.29 $0.23 $160,064 SEC
2020   Q3 674,157 13.16 Reduce 20.17% 3.02 $212.94 $143,555,000 SEC
2020   Q2 844,446 14.99 Add 1.64% 0.24 $178.51 $150,742,000 SEC
2020   Q1 830,819 19.35 Reduce 6.73% 1.23 $182.83 $151,899,000 SEC
2019   Q4 890,774 18.26 Add 2.27% 0.41 $226.50 $201,760,000 SEC
2019   Q3 870,968 18.06 Add 0.75% 0.14 $208.02 $181,179,000 SEC
2019   Q2 864,443 18.61 Add 3.88% 0.70 $213.17 $184,273,000 SEC
2019   Q1 832,125 19.18 Add 2.98% 0.56 $200.89 $167,166,000 SEC
2018   Q4 808,018 21.75 Reduce 0.56% 0.12 $204.18 $164,981,000 SEC
2018   Q3 812,536 20.91 Add 6.71% 1.32 $214.11 $173,972,000 SEC
2018   Q2 761,430 19.98 Add 2.95% 0.57 $186.65 $142,121,000 SEC
2018   Q1 739,628 21.48 Add 3.27% 0.68 $199.48 $147,541,000 SEC
2017   Q4 716,216 21.19 Add 1.22% 0.25 $198.22 $141,968,000 SEC
2017   Q3 707,604 20.73 Add 2.35% 0.48 $183.32 $129,718,000 SEC
2017   Q2 691,361 20.77 Add 2.26% 0.46 $169.37 $117,096,000 SEC
2017   Q1 676,049 20.72 Add 2.03% 0.41 $166.68 $112,684,000 SEC
2016   Q4 662,629 20.30 Buy 20.30 $162.98 $107,995,000 SEC
2015   Q2 0 0.00 Sell 100.00% 18.06 SEC
2015   Q1 494,074 18.06 $144.32 $71,304,000 SEC