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  Old Dominion Freight Line (ODFL)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 5,006 0.04 Reduce 4.74% <0.01 $195.40 $978,172 SEC
2025   Q4 5,255 0.03 $156.80 $823,984 SEC
2025   Q3 5,255 0.03 $140.78 $739,799 SEC
2025   Q2 5,255 0.03 $162.30 $852,887 SEC
2025   Q1 5,255 0.03 $165.45 $869,440 SEC
2024   Q4 5,255 0.03 $176.40 $926,982 SEC
2024   Q3 5,255 0.04 Add 11.24% <0.01 $198.64 $1,043,853 SEC
2024   Q2 4,724 0.04 Add 100.00% 0.02 $176.60 $834,258 SEC
2024   Q1 2,362 0.02 $219.31 $518,010 SEC
2023   Q4 2,362 0.04 Reduce 41.92% 0.04 $405.33 $957,389 SEC
2023   Q3 4,067 0.09 $409.14 $1,663,972 SEC
2023   Q2 4,067 0.08 $369.75 $1,503,773 SEC
2023   Q1 4,067 0.08 $340.84 $1,386,196 SEC
2022   Q4 4,067 0.07 $283.78 $1,154,133 SEC
2022   Q3 4,067 0.07 $248.83 $1,012,000 SEC
2022   Q2 4,067 0.07 $256.21 $1,042,000 SEC
2022   Q1 4,067 0.07 $298.75 $1,215,000 SEC
2021   Q4 4,067 0.08 $358.50 $1,458,000 SEC
2021   Q3 4,067 0.07 $285.96 $1,163,000 SEC
2021   Q2 4,067 0.06 $253.75 $1,032,000 SEC
2021   Q1 4,067 0.07 $240.47 $978,000 SEC
2020   Q4 4,067 0.06 $0.20 $794 SEC
2020   Q3 4,067 0.07 $180.97 $736,000 SEC
2020   Q2 4,067 0.07 $169.66 $690,000 SEC
2020   Q1 4,067 0.07 Add 49.96% 0.02 $131.30 $534,000 SEC
2019   Q4 2,712 0.05 $189.90 $515,000 SEC
2019   Q3 2,712 0.05 $169.99 $461,000 SEC
2019   Q2 2,712 0.04 Add 5.24% <0.01 $149.34 $405,000 SEC
2019   Q1 2,577 0.04 Buy 0.04 $144.35 $372,000 SEC