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  Ferguson Enterprises Inc. (FERG)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 36,728 0.31 Add 0.97% <0.01 $233.26 $8,567,173 SEC
2025   Q4 36,374 0.27 Add 2.45% <0.01 $222.63 $8,097,944 SEC
2025   Q3 35,503 0.27 Reduce 0.49% <0.01 $224.58 $7,973,264 SEC
2025   Q2 35,679 0.27 Add 3.76% <0.01 $217.75 $7,769,102 SEC
2025   Q1 34,386 0.20 Add 2.01% <0.01 $160.23 $5,509,669 SEC
2024   Q4 33,708 0.21 Buy 0.21 $173.57 $5,850,698 SEC
2024   Q3 0 0.00 Sell 100.00% 0.24 SEC
2024   Q2 29,765 0.24 Add 2.96% <0.01 $193.65 $5,763,992 SEC
2024   Q1 28,910 0.26 Add 7.20% 0.02 $218.43 $6,314,811 SEC
2023   Q4 26,968 0.24 Add 2.99% <0.01 $193.07 $5,206,712 SEC
2023   Q3 26,185 0.23 Buy 0.23 $164.47 $4,306,647 SEC