François Rochon · quarter digest
What François Rochon did in Q2 2024
Giverny Capital filed 8 moves in Q2 2024: 1 new, 5 add, 0 trim, 2 exit.
13F filed 2024-08-14. Manager quality score: q9. Philosophy: Buffett-Munger quality compounder investing. Patience. Temperament.
New positions · 1
Fresh money
SPGSPDR S&P 500 ETF
NEW·0.1% book·+2
Adds · 5
Adding to conviction
BKNGBOOKING HOLDINGS INC.
ADD +77%·3.3% book·−14
GOOGLALPHABET INC
ADD +6%·2.4% book·−22
SBUXSTARBUCKS CORP
ADD +93%·2.4% book·−14
IVVISHARES TR
ADD +11%·0.1% book·0
ODFLOLD DOMINION FREIGHT LINE IN
ADD +100%·0.0% book·+6
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Exits · 2
Closed positions
COHRCOHERENT CORP
EXIT·0.0% book·+24
CIENACIENA CORP
EXIT·0.0% book·−8
Current top holdings
François Rochon’s book, latest snapshot
Other quarters for François Rochon
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.