François Rochon · quarter digest
What François Rochon did in Q4 2024
Giverny Capital filed 15 moves in Q4 2024: 5 new, 5 add, 4 trim, 1 exit.
13F filed 2025-02-14. Manager quality score: q9. Philosophy: Buffett-Munger quality compounder investing. Patience. Temperament.
New positions · 5
Fresh money
Adds · 5
Adding to conviction
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Remove with Pro →Trims · 4
Taking chips off
KEYKEYSIGHT TECHNOLOGIES INC
TRIM -31%·1.9% book·−10
GOOGLALPHABET INC
TRIM -26%·1.8% book·−26
ADIANALOG DEVICES INC
TRIM -17%·1.3% book·−11
EWEDWARDS LIFESCIENCES CORP
TRIM -100%·0.0% book·−15
Exits · 1
Closed positions
LSXMALIBERTY MEDIA CORP SERIES C LIBERTY MEDIA
EXIT·0.0% book·−16
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.