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  AMETEK, Inc. (AME)
← All AME superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 612,058 4.80 Reduce 37.51% 2.52 $205.10–242.05 · VW $220.50i $131,200,753 SEC
2025   Q4 979,458 6.71 Reduce 1.73% 0.11 $179.24–210.14 · VW $198.23i $201,092,522 SEC
2025   Q3 996,676 6.35 Add 0.03% <0.01 $174.43–192.33 · VW $184.92i $187,375,088 SEC
2025   Q2 996,344 6.18 Add 1.93% 0.12 $145.02–182.88 · VW $169.62i $180,298,410 SEC
2025   Q1 977,434 6.20 Add 0.31% 0.02 $166.95–191.83 · VW $176.97i $168,255,489 SEC
2024   Q4 974,459 6.42 Add 1.59% 0.10 $165.39–198.33 · VW $181.33i $175,655,979 SEC
2024   Q3 959,222 6.26 Add 2.40% 0.15 $149.03–177.37 · VW $166.04i $164,708,010 SEC
2024   Q2 936,696 6.60 Add 0.94% 0.06 $161.96–183.00 · VW $170.56i $156,156,590 SEC
2024   Q1 927,977 6.90 Add 1.94% 0.13 $159.28–186.33 · VW $176.17i $169,726,993 SEC
2023   Q4 910,291 7.05 Add 1.48% 0.10 $136.89–165.52 · VW $155.77i $150,097,883 SEC
2023   Q3 897,056 7.19 Add 0.51% 0.04 $147.57–164.75 · VW $153.36i $132,548,995 SEC
2023   Q2 892,500 7.60 Add 6.05% 0.43 $133.12–162.69 · VW $152.56i $144,477,900 SEC
2023   Q1 841,608 7.37 Reduce 1.37% 0.10 $131.52–148.06 · VW $141.64i $122,310,891 SEC
2022   Q4 853,298 7.37 Add 0.76% 0.06 $110.96–145.79 · VW $132.16i $119,222,797 SEC
2022   Q3 846,848 6.50 Add 2.32% 0.15 $106.98–131.93 · VW $117.44i $96,041,000 SEC
2022   Q2 827,669 5.99 Add 2.70% 0.16 $106.17–134.84 · VW $116.97i $90,953,000 SEC
2022   Q1 805,918 6.06 Add 1.57% 0.09 $121.80–147.52 · VW $134.17i $107,332,000 SEC
2021   Q4 793,433 6.22 Add 3.55% 0.21 $122.38–148.07 · VW $139.16i $116,666,000 SEC
2021   Q3 766,249 5.67 Add 3.43% 0.19 $123.98–140.10 · VW $129.36i $95,023,000 SEC
2021   Q2 740,843 6.02 Add 3.19% 0.19 $127.00–139.07 · VW $133.19i $98,903,000 SEC
2021   Q1 717,954 6.13 Add 0.76% 0.05 $106.96–129.13 · VW $121.27i $91,704,000 SEC
2020   Q4 712,537 6.61 Reduce 5.74% 0.40 $96.86–121.69 · VW $113.16i $86,174,000 SEC
2020   Q3 755,926 6.89 Add 1.11% 0.08 $85.74–103.95 · VW $96.36i $75,139,000 SEC
2020   Q2 747,603 6.64 Add 2.74% 0.18 $68.02–98.00 · VW $85.13i $66,813,000 SEC
2020   Q1 727,694 6.67 Reduce 12.63% 0.95 $54.82–102.31 · VW $76.38i $52,409,000 SEC
2019   Q4 832,848 7.52 Add 4.44% 0.32 $85.18–100.88 · VW $95.27i $83,068,000 SEC
2019   Q3 797,424 7.30 Add 0.58% 0.04 $82.66–92.30 · VW $88.93i $73,219,000 SEC
2019   Q2 792,865 7.28 Add 3.96% 0.28 $81.62–90.87 · VW $87.78i $72,024,000 SEC
2019   Q1 762,627 7.26 Reduce 0.39% 0.03 $65.42–83.12 · VW $77.17i $63,275,000 SEC
2018   Q4 765,626 6.83 Reduce 0.72% 0.05 $63.14–80.32 · VW $70.39i $51,833,000 SEC
2018   Q3 771,156 7.33 Add 6.96% 0.48 $70.79–81.92 · VW $77.28i $61,014,000 SEC
2018   Q2 720,986 7.32 Add 3.11% 0.22 $68.57–77.20 · VW $72.64i $52,026,000 SEC
2018   Q1 699,243 7.73 Add 2.38% 0.18 $71.16–79.32 · VW $75.48i $53,121,000 SEC
2017   Q4 682,995 7.39 Reduce 0.77% 0.06 $65.65–73.06 · VW $70.39i $49,497,000 SEC
2017   Q3 688,266 7.26 Add 1.86% 0.13 $60.50–66.70 · VW $64.41i $45,453,000 SEC
2017   Q2 675,716 7.26 Reduce 13.81% 1.08 $53.19–62.89 · VW $58.88i $40,928,000 SEC
2017   Q1 783,955 7.80 Reduce 0.77% 0.06 $48.55–55.48 · VW $52.70i $42,396,000 SEC
2016   Q4 790,040 7.22 Buy 7.22 $43.98–51.26 · VW $47.95i $38,396,000 SEC
Price snapshot:
Current price$232.10
Avg. buy price$84.60
+/- since buy174.36%
52-week low$173.34
52-week high$244.71