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  Floor & Decor Holdings (FND)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 231,829 0.43 Reduce 1.72% <0.01 $50.80 $11,776,913 SEC
2025   Q4 235,876 0.48 Reduce 0.12% <0.01 $60.89 $14,362,490 SEC
2025   Q3 236,148 0.59 Add 0.13% <0.01 $73.70 $17,404,108 SEC
2025   Q2 235,831 0.61 Add 0.84% <0.01 $75.96 $17,913,723 SEC
2025   Q1 233,878 0.69 Reduce 0.02% <0.01 $80.47 $18,820,163 SEC
2024   Q4 233,921 0.85 Add 1.40% 0.01 $99.70 $23,321,924 SEC
2024   Q3 230,681 1.09 Reduce 16.51% 0.19 $124.17 $28,643,660 SEC
2024   Q2 276,298 1.16 Add 1.45% 0.02 $99.41 $27,466,784 SEC
2024   Q1 272,357 1.44 Reduce 5.14% 0.08 $129.62 $35,302,914 SEC
2023   Q4 287,111 1.51 Add 1.29% 0.02 $111.56 $32,030,103 SEC
2023   Q3 283,455 1.39 Add 1.98% 0.03 $90.50 $25,652,678 SEC
2023   Q2 277,959 1.52 Add 4.75% 0.07 $103.96 $28,896,618 SEC
2023   Q1 265,344 1.57 Reduce 0.37% <0.01 $98.22 $26,062,088 SEC
2022   Q4 266,334 1.15 Add 13.04% 0.13 $69.63 $18,544,836 SEC
2022   Q3 235,613 1.12 Add 363.49% 0.88 $70.26 $16,554,000 SEC
2022   Q2 50,835 0.21 Buy 0.21 $62.97 $3,201,000 SEC