Francois Rochon / Francois Campeau
@Giverny Capital Inc.
Latest period2024 - Q3ReportedManaged Assets$2.63BTotal holdings52
Assets growth rate11.15%Assets growth rate (2-Q avg)3.7%Continuous growth in asset value1 quarters
Portfolio positions
This chart displays the top 10 holdings in Giverny Capital Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 52 positions.
Assets under management
The assets under management (AUM) of Giverny Capital Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.63B in assets, with a quarterly growth rate of 11.15% and a 2-quarter average growth rate of 3.7%. The portfolio is managed by Francois Rochon, Francois Campeau, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
FERGFerguson Plc New F
| 0% | $5.764M 29,765 shares@ $193.65 avg price | Exited |
ABNBAirbnb Inc Cl-a
| 0% | $1.07M 7,055 shares@ $151.64 avg price | Exited |
GBTCGrayscale Bitcoin Tr Btc
| 0% | $396,212 7,442 shares@ $53.24 avg price | Exited |