Francois Rochon - Giverny Capital Inc.

Francois Rochon - Giverny Capital

Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    51
Portfolio value:    $2,731,351,278

Holdings Activity Buys Sells History

Holding/activity history for AAON, Inc. (AAON)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2026 Q1	201,832	0.61	Buy	0.61	$73.79–112.94 · VW $92.04i	$16,701,598	SEC

Price snapshot:

Current price$112.19

Avg. buy price$82.75

+/- since buy35.58%

52-week low$61.74

52-week high$150.36