What Francois Rochon bought and sold in Q4 2024
In Q4 2024, Francois Rochon (Giverny Capital) opened 10 new positions — including BRO (1.1%), FERG (0.2%), UNH (<0.1%), added to 4, trimmed 3, exited 1 (FWONKUSD). The book stood at $2.74B across 62 positions, filed Aug 12, 2025.
10New4Added3Trimmed1Exited
New positions (10)
- BROBrown & Brown Inc1.1% · $30M
- FERGFerguson Enterprises Inc0.2% · $6M
- UNHUnitedhealth Group Inc<0.1% · $1M
- LBRDKLiberty Broadband-c<0.1% · $1M
- MSFTMicrosoft Corp<0.1% · $992K
- JJacobs Solutions Inc<0.1% · $587K
- GBTCGrayscale Bitcoin Trust Etf<0.1% · $551K
- CAPEDoubleline Shiller Cape US<0.1% · $319K
- VOOVanguard S&p 500 Etf<0.1% · $315K
- ISRGIntuitive Surgical Inc<0.1% · $211K
Added to (4)
Trimmed (3)
Exited (1)
Francois Rochon's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.