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 Automatic Data Processing, Inc. (ADP)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2026 Q1	419,090	3.12	Buy	3.12	$188.16–227.43 · VW $212.48i	$85,150,706	SEC

Price snapshot:

Current price$251.05

Avg. buy price$203.18

+/- since buy23.56%

52-week low$186.74

52-week high$307.44