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  Twfg Inc (TWFG)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 552,107 0.37 Add 66.54% 0.15 $18.39 $10,153,248 SEC
2025   Q4 331,511 0.32 Add 10.39% 0.03 $28.77 $9,537,571 SEC
2025   Q3 300,317 0.28 Add 68.86% 0.11 $27.44 $8,240,698 SEC
2025   Q2 177,848 0.21 Buy 0.21 $35.00 $6,224,680 SEC