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  Ciena Corp. (CIEN)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2024   Q2 0 0.00 Sell 100.00% <0.01 SEC
2024   Q1 661 <0.01 Reduce 99.89% 1.32 $49.45 $32,686 SEC
2023   Q4 625,936 1.32 Reduce 1.50% 0.02 $45.01 $28,173,379 SEC
2023   Q3 635,463 1.63 Reduce 9.68% 0.15 $47.26 $30,031,981 SEC
2023   Q2 703,532 1.57 Add 5.53% 0.08 $42.49 $29,893,075 SEC
2023   Q1 666,676 2.11 Reduce 2.05% 0.04 $52.52 $35,013,824 SEC
2022   Q4 680,657 2.15 Reduce 0.24% <0.01 $50.98 $34,699,894 SEC
2022   Q3 682,286 1.87 Add 1.15% 0.02 $40.43 $27,585,000 SEC
2022   Q2 674,517 2.03 Add 4.42% 0.09 $45.70 $30,825,000 SEC
2022   Q1 645,971 2.21 Add 93.99% 1.07 $60.63 $39,165,000 SEC
2021   Q4 332,984 1.37 Buy 1.37 $76.97 $25,630,000 SEC