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  First Rep Bk SAn Francisco C (FRCB)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2023   Q1 0 0.00 Sell 100.00% 1.78 SEC
2022   Q4 236,893 1.78 Add 7.96% 0.13 $121.89 $28,874,888 SEC
2022   Q3 219,420 1.94 Add 655.16% 1.68 $130.55 $28,645,000 SEC
2022   Q2 29,056 0.28 Add 2.78% <0.01 $144.20 $4,190,000 SEC
2022   Q1 28,270 0.26 Add 3.78% <0.01 $162.12 $4,583,000 SEC
2021   Q4 27,241 0.30 Add 1.10% <0.01 $206.53 $5,626,000 SEC
2021   Q3 26,944 0.31 Add 48.39% 0.10 $192.88 $5,197,000 SEC
2021   Q2 18,158 0.21 Reduce 6.45% 0.01 $187.19 $3,399,000 SEC
2021   Q1 19,409 0.22 Add 3.95% <0.01 $166.73 $3,236,000 SEC
2020   Q4 18,671 0.21 Add 12.47% 0.02 $0.15 $2,743 SEC
2020   Q3 16,601 0.17 Add 86.67% 0.08 $109.09 $1,811,000 SEC
2020   Q2 8,893 0.09 Buy 0.09 $106.04 $943,000 SEC