What Francois Rochon bought and sold in Q1 2025
In Q1 2025, Francois Rochon (Giverny Capital) opened 2 new positions — including BLDR (0.4%), PMMF (<0.1%), added to 2, trimmed 3, exited 10 (FBIN, ICE, UNH). The book stood at $2.71B across 54 positions, filed Aug 12, 2025.
2New2Added3Trimmed10Exited
New positions (2)
Added to (2)
Trimmed (3)
Exited (10)
- FBINFortune Brands Innovations Iwas 1.2% of book
- ICEIntercontinental Exchange INwas 0.1% of book
- UNHUnitedhealth Group Incwas <0.1% of book
- LBRDKLiberty Broadband-cwas <0.1% of book
- SLVIshares Silver Trustwas <0.1% of book
- JJacobs Solutions Incwas <0.1% of book
- GBTCGrayscale Bitcoin Trust Etfwas <0.1% of book
- VOOVanguard S&p 500 Etfwas <0.1% of book
- CAPEDoubleline Shiller Cape USwas <0.1% of book
- EWEdwards Lifesciences Corpwas <0.1% of book
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.