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  Edwards Lifesciences Corp. (EW)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q1 0 0.00 Sell 100.00% <0.01 SEC
2024   Q4 257 <0.01 Reduce 99.94% 1.12 $74.03 $19,026 SEC
2024   Q3 446,288 1.12 Add 0.06% <0.01 $65.99 $29,450,545 SEC
2024   Q2 446,016 1.74 Add 0.07% <0.01 $92.37 $41,198,498 SEC
2024   Q1 445,718 1.73 Add 1.09% 0.02 $95.56 $42,592,812 SEC
2023   Q4 440,906 1.58 Add 0.07% <0.01 $76.25 $33,619,083 SEC
2023   Q3 440,602 1.66 Add 0.16% <0.01 $69.28 $30,524,907 SEC
2023   Q2 439,896 2.18 Add 6.01% 0.12 $94.33 $41,495,390 SEC
2023   Q1 414,975 2.07 Reduce 2.63% 0.05 $82.73 $34,330,882 SEC
2022   Q4 426,173 1.97 Reduce 0.94% 0.02 $74.61 $31,796,768 SEC
2022   Q3 430,196 2.41 Add 3.19% 0.07 $82.63 $35,547,000 SEC
2022   Q2 416,882 2.61 Add 2.91% 0.07 $95.09 $39,641,000 SEC
2022   Q1 405,091 2.69 Reduce 0.17% <0.01 $117.72 $47,687,000 SEC
2021   Q4 405,762 2.80 Add 0.90% 0.02 $129.55 $52,566,000 SEC
2021   Q3 402,150 2.71 Reduce 0.83% 0.02 $113.21 $45,527,000 SEC
2021   Q2 405,529 2.55 Add 3.94% 0.10 $103.57 $42,001,000 SEC
2021   Q1 390,140 2.18 Add 0.60% 0.01 $83.64 $32,631,000 SEC
2020   Q4 387,814 2.71 Add 3.85% 0.10 $0.09 $35,380 SEC
2020   Q3 373,422 2.73 Add 0.21% <0.01 $79.82 $29,807,000 SEC
2020   Q2 372,627 2.56 Add 214.65% 1.75 $69.11 $25,752,000 SEC
2020   Q1 118,426 2.84 Reduce 7.85% 0.21 $188.62 $22,338,000 SEC
2019   Q4 128,515 2.71 Add 1.01% 0.03 $233.29 $29,981,000 SEC
2019   Q3 127,233 2.79 Add 0.19% <0.01 $219.91 $27,980,000 SEC
2019   Q2 126,990 2.37 Add 2.47% 0.06 $184.74 $23,460,000 SEC
2019   Q1 123,923 2.72 Add 1.43% 0.04 $191.33 $23,710,000 SEC
2018   Q4 122,178 2.47 Reduce 32.38% 1.22 $153.17 $18,714,000 SEC
2018   Q3 180,690 3.78 Add 4.74% 0.17 $174.10 $31,458,000 SEC
2018   Q2 172,508 3.53 Add 0.78% 0.03 $145.57 $25,112,000 SEC
2018   Q1 171,166 3.48 Add 5.94% 0.20 $139.52 $23,881,000 SEC
2017   Q4 161,571 2.72 Buy 2.72 $112.71 $18,211,000 SEC