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  Stericycle Inc (SRCL)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2017   Q1 0 0.00 Sell 100.00% 1.49 SEC
2016   Q4 102,707 1.49 Reduce 0.67% 0.02 $77.04 $7,913,000 SEC
2016   Q3 103,401 2.30 Add 0.14% <0.01 $80.14 $8,287,000 SEC
2016   Q2 103,252 3.13 Add 2.66% 0.08 $104.12 $10,751,000 SEC
2016   Q1 100,574 3.78 Add 29.42% 0.86 $126.19 $12,691,000 SEC
2015   Q4 77,713 2.72 Add 1,750.31% 2.57 $120.60 $9,372,000 SEC
2015   Q3 4,200 0.17 Buy 0.17 $139.29 $585,000 SEC