Copy Invest | Sonar Terminal

Francois Rochon - Giverny Capital

147 trades · 96 closed · 51 open · Win rate: 54.4% · Avg return: +72% · Median return: +9.4%

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
ANET - Arista Networks, Inc.	Q2 2020	$13.13	Open	$182.57	+1,290.68%	Open	History

GOOG - Alphabet Inc.	Q3 2016	$38.87	Open	$357.33	+819.39%	Open	History

GOOGL - Alphabet Inc.	Q3 2016	$40.20	Open	$359.51	+794.23%	Open	History

HEI.A - Heico Cl A	Q3 2016	$30.98	Open	$249.70	+705.97%	Open	History

TSM - Taiwan Semiconductor	Q2 2020	$56.78	Open	$420.39	+640.38%	Open	History

MA - Mastercard Inc.	Q1 2015	$86.36	Open	$538.02	+523.00%	Open	History

AAPL - Apple Inc.	Q3 2018	$56.42	Open	$314.86	+458.09%	Open	History

JPM - JPMorgan Chase & Co.	Q2 2016	$62.12	Open	$342.89	+451.98%	Open	History

V - Visa Inc.	Q1 2015	$65.41	Open	$356.02	+444.29%	Open	History

AME - AMETEK, Inc.	Q4 2016	$48.60	Open	$233.96	+381.40%	Open	History

ODFL - Old Dominion Freight Line, Inc.	Q1 2019	$48.12	Open	$228.61	+375.12%	Open	History

FIVE - Five Below, Inc.	Q1 2017	$43.27	Open	$193.11	+346.29%	Open	History

KEYS - Keysight Technologies, Inc.	Q1 2019	$87.20	Open	$325.73	+273.54%	Open	History

META - Meta Platforms, Inc.	Q2 2018	$194.32	Open	$661.04	+240.18%	Open	History

BRK.B - Berkshire Hathaway CL B	Q4 2016	$162.98	Open	$491.09	+201.32%	Open	History

PGR - The Progressive Corp.	Q3 2019	$77.25	Open	$226.58	+193.31%	Open	History

TJX - The TJX Companies, Inc.	Q3 2017	$36.81	Q1 2024	$101.42	+175.52%	Closed	History

BRK.A - Berkshire Hathaway CL A	Q3 2017	$274,666.67	Open	$737,000.00	+168.33%	Open	History

NVR - NVR, Inc.	Q3 2018	$2,470.84	Open	$6,378.80	+158.16%	Open	History

MKL - Markel Group Inc.	Q1 2015	$768.97	Open	$1,943.22	+152.70%	Open	History

ADI - Analog Devices, Inc.	Q4 2021	$175.84	Open	$392.75	+123.36%	Open	History

FAST - Fastenal Co.	Q3 2018	$14.53	Q4 2023	$32.39	+122.85%	Closed	History

OZK - Bank OZK	Q4 2018	$22.83	Open	$50.78	+122.43%	Open	History

MEDP - Medpace Holdings, Inc.	Q3 2023	$242.13	Open	$536.17	+121.44%	Open	History

LLY - Eli Lilly and Co.	Q3 2020	$148.15	Q3 2022	$324.07	+118.74%	Closed	History

GLD - SPDR Gold Shares	Q4 2021	$170.93	Open	$372.15	+117.72%	Open	History

LFUS - Littelfuse, Inc.	Q4 2017	$197.64	Open	$416.31	+110.64%	Open	History

SCHW - The Charles Schwab Corp.	Q3 2018	$49.15	Open	$101.10	+105.70%	Open	History

ORLY - O'Reilly Automotive, Inc.	Q1 2015	$14.42	Q4 2019	$29.22	+102.67%	Closed	History

EW - Edwards Lifesciences Corp.	Q4 2017	$37.57	Q4 2024	$74.03	+97.05%	Closed	History

MBC - MasterBrand, Inc.	Q4 2022	$7.55	Q4 2023	$14.85	+96.69%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q3 2017	$251.31	Q4 2023	$475.31	+89.13%	Closed	History

LULU - lululemon athletica inc.	Q3 2017	$62.17	Open	$117.32	+88.71%	Open	History

MSFT - Microsoft Corp.	Q2 2020	$203.46	Q4 2023	$376.04	+84.82%	Closed	History

KNX - Knight-Swift Transportation Holdings Inc.	Q1 2019	$32.67	Q4 2023	$57.65	+76.46%	Closed	History

COHR - Coherent Corp.	Q3 2022	$34.85	Q1 2024	$60.62	+73.95%	Closed	History

BAC - Bank of America Corp.	Q1 2019	$27.59	Q2 2025	$47.32	+71.51%	Closed	History

MTB - M&T Bank Corp.	Q2 2021	$145.21	Open	$241.85	+66.55%	Open	History

COF - Capital One Financial Corp.	Q3 2024	$149.73	Q4 2025	$242.36	+61.86%	Closed	History

IBP - Installed Building Products, Inc.	Q4 2021	$139.72	Open	$224.40	+60.61%	Open	History

ROP - Roper Technologies, Inc.	Q1 2019	$342.17	Q4 2023	$545.17	+59.33%	Closed	History

JEG - Jacobs Engr Group Inc	Q2 2020	$84.82	Q2 2021	$133.40	+57.27%	Closed	History

FBIN - Fortune Brands Innovations, Inc.	Q1 2016	$47.90	Q4 2024	$68.33	+42.66%	Closed	History

SNBR - Sleep Number Corp	Q1 2020	$19.16	Q2 2023	$27.28	+42.38%	Closed	History

NVO - Novo Nordisk A/S	Q3 2020	$34.68	Open	$49.07	+41.51%	Open	History

STN - Stantec Inc.	Q1 2015	$23.89	Q2 2018	$33.80	+41.48%	Closed	History

LBRDK - Liberty Broadband Corp.	Q2 2020	$116.02	Q2 2021	$162.60	+40.15%	Closed	History

ITB - iShares U.S. Home Construction ETF	Q2 2021	$69.32	Open	$97.13	+40.12%	Open	History

SSNC - SS&C Technologies Holdings, Inc.	Q1 2020	$43.83	Q2 2023	$60.60	+38.26%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q2 2024	$544.22	Open	$751.83	+38.15%	Open	History

AAON - AAON, Inc.	Q1 2026	$82.75	Open	$112.93	+36.47%	Open	History

FERG - Ferguson Enterprises Inc.	Q4 2024	$173.57	Open	$234.68	+35.21%	Open	History

MTB - M&T Bank Corp.	Q1 2015	$127.00	Q4 2019	$169.75	+33.66%	Closed	History

FAST - Fastenal Co.	Q1 2015	$10.36	Q1 2018	$13.68	+32.00%	Closed	History

UNH - UnitedHealth Group Inc.	Q3 2021	$390.84	Q1 2022	$510.06	+30.50%	Closed	History

UNP - Union Pacific Corp.	Q1 2015	$108.31	Q1 2020	$141.04	+30.22%	Closed	History

GGQ1 - Google Inc	Q1 2015	$554.62	Q2 2016	$703.50	+26.84%	Closed	History

GGQ7 - Google Inc	Q1 2015	$547.99	Q2 2016	$692.10	+26.30%	Closed	History

QQQM - Invesco NASDAQ 100 ETF	Q1 2026	$237.62	Open	$296.31	+24.70%	Open	History

KT2 - Knight Transportation Inc	Q2 2015	$26.74	Q4 2016	$33.05	+23.60%	Closed	History

GIB - CGI Inc.	Q2 2021	$90.57	Q4 2023	$110.34	+21.83%	Closed	History

SLV - iShares Silver Trust	Q3 2020	$21.65	Q4 2024	$26.33	+21.62%	Closed	History

ADP - Automatic Data Processing, Inc.	Q1 2026	$203.18	Open	$246.44	+21.29%	Open	History

RMD - ResMed Inc.	Q3 2020	$171.62	Q4 2022	$208.13	+21.27%	Closed	History

AMZN - Amazon.com, Inc.	Q2 2020	$137.91	Q4 2021	$166.69	+20.87%	Closed	History

BKNG - Booking Holdings Inc.	Q1 2024	$145.12	Open	$174.85	+20.49%	Open	History

FERG - Ferguson Enterprises Inc.	Q3 2023	$164.47	Q2 2024	$193.65	+17.74%	Closed	History

FRCB - First Rep Bk SAn Francisco C	Q2 2020	$106.04	Q4 2022	$121.89	+14.95%	Closed	History

W - Wayfair Inc.	Q2 2020	$197.56	Q4 2020	$225.57	+14.18%	Closed	History

FISV - Fiserv, Inc.	Q1 2023	$113.03	Q3 2025	$128.93	+14.07%	Closed	History

ICE - Intercontinental Exchange, Inc.	Q2 2020	$91.60	Q4 2022	$102.59	+12.00%	Closed	History

SUNB - Sunbelt Rentals Holdings, Inc.	Q1 2026	$65.09	Open	$72.42	+11.26%	Open	History

RSP - Invesco S&P 500 Equal Weight ETF	Q1 2026	$191.92	Open	$213.45	+11.22%	Open	History

CACC - Credit Acceptance Corp.	Q4 2017	$323.48	Q2 2018	$353.83	+9.38%	Closed	History

LKQ - LKQ Corp.	Q1 2015	$25.56	Q2 2019	$27.27	+6.69%	Closed	History

SBUX - Starbucks Corp.	Q3 2020	$85.98	Q2 2025	$91.63	+6.57%	Closed	History

HBI - Hanesbrands Inc	Q1 2017	$20.79	Q2 2018	$22.02	+5.92%	Closed	History

ISRG - Intuitive Surgical, Inc.	Q4 2024	$521.96	Q2 2025	$543.41	+4.11%	Closed	History

WFC - Wells Fargo & Co.	Q1 2015	$54.40	Q2 2018	$55.44	+1.91%	Closed	History

CPRT - Copart, Inc.	Q2 2022	$27.18	Open	$27.52	+1.25%	Open	History

AMZN - Amazon.com, Inc.	Q2 2025	$219.39	Q2 2025	$219.39	+0.00%	Closed	History

BKNG - Booking Holdings Inc.	Q2 2018	$80.80	Q2 2018	$80.80	+0.00%	Closed	History

BRK.B - Berkshire Hathaway CL B	Q1 2015	$144.32	Q1 2015	$144.32	+0.00%	Closed	History

CAPE - Doubleline Shiller Enhanced Cape I	Q4 2024	$29.97	Q4 2024	$29.97	+0.00%	Closed	History

CHTR - Charter Communications, Inc.	Q2 2020	$510.00	Q2 2020	$510.00	+0.00%	Closed	History

DAL - Delta Air Lines, Inc.	Q1 2020	$28.51	Q1 2020	$28.51	+0.00%	Closed	History

GBTC - Grayscale Bitcoin Tr Btc	Q4 2024	$74.02	Q4 2024	$74.02	+0.00%	Closed	History

ISRG - Intuitive Surgical, Inc.	Q4 2025	$566.36	Q4 2025	$566.36	+0.00%	Closed	History

J - Jacobs Solutions Inc.	Q4 2024	$132.30	Q4 2024	$132.30	+0.00%	Closed	History

LBRDA - Liberty Broadband Corp.	Q3 2020	$133.00	Q3 2020	$133.00	+0.00%	Closed	History

LBRDA - Liberty Broadband Corp.	Q3 2021	$157.78	Q3 2021	$157.78	+0.00%	Closed	History

LBRDK - Liberty Broadband Corp.	Q4 2024	$70.00	Q4 2024	$70.00	+0.00%	Closed	History

LM09 - Liberty Media Corp Series C Liberty Media	Q3 2024	$77.43	Q3 2024	$77.43	+0.00%	Closed	History

NGD - New Gold Inc Cda	Q2 2021	$1.80	Q2 2021	$1.80	+0.00%	Closed	History

PMMF - Blackrock Ishs Prm Mm Etf	Q1 2025	$100.42	Q1 2025	$100.42	+0.00%	Closed	History

UNH - UnitedHealth Group Inc.	Q2 2020	$294.87	Q2 2020	$294.87	+0.00%	Closed	History

UNH - UnitedHealth Group Inc.	Q4 2022	$530.18	Q4 2022	$530.18	+0.00%	Closed	History

UNH - UnitedHealth Group Inc.	Q4 2024	$505.86	Q4 2024	$505.86	+0.00%	Closed	History

VOO - Vanguard S&P 500 ETF	Q4 2022	$351.34	Q4 2022	$351.34	+0.00%	Closed	History

VOO - Vanguard S&P 500 ETF	Q4 2024	$538.81	Q4 2024	$538.81	+0.00%	Closed	History

Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.