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  Autohome Inc (ATHM)
← All ATHM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q1 0 0.00 Sell 100.00% 0.41 $23.81–27.89 · VW $25.96i SEC
2023   Q4 312,582 0.41 Reduce 8.90% 0.05 $25.74–30.57 · VW $27.42i $8,771,051 SEC
2023   Q3 343,137 0.57 Reduce 0.04% <0.01 $28.34–34.10 · VW $30.34i $10,414,208 SEC
2023   Q2 343,286 0.53 Add 0.41% <0.01 $27.06–33.62 · VW $29.88i $10,010,220 SEC
2023   Q1 341,890 0.69 Add 1.73% 0.01 $28.66–38.91 · VW $33.40i $11,443,058 SEC
2022   Q4 336,071 0.64 Reduce 1.70% 0.01 $23.66–33.72 · VW $29.58i $10,283,773 SEC
2022   Q3 341,881 0.67 Add 1.10% <0.01 $28.70–40.89 · VW $34.86i $9,832,000 SEC
2022   Q2 338,167 0.88 Add 2.34% 0.02 $24.27–39.99 · VW $33.36i $13,300,000 SEC
2022   Q1 330,427 0.57 Add 0.83% <0.01 $20.49–38.30 · VW $30.35i $10,048,000 SEC
2021   Q4 327,698 0.52 Reduce 11.12% 0.11 $26.10–52.34 · VW $35.73i $9,661,000 SEC
2021   Q3 368,701 1.03 Add 6.64% 0.06 $35.65–64.70 · VW $45.80i $17,303,000 SEC
2021   Q2 345,744 1.34 Add 6.16% 0.08 $61.39–98.11 · VW $78.95i $22,114,000 SEC
2021   Q1 325,678 2.03 Add 3.30% 0.06 $91.23–147.67 · VW $111.14i $30,376,000 SEC
2020   Q4 315,266 2.41 Add 61.83% 0.92 $90.52–107.92 · VW $97.66i $31,407 SEC
2020   Q3 194,817 1.71 Reduce 1.81% 0.03 $74.90–97.91 · VW $86.43i $18,702,000 SEC
2020   Q2 198,417 1.49 Add 14.59% 0.19 $68.46–90.85 · VW $78.66i $14,980,000 SEC
2020   Q1 173,150 1.57 Buy 1.57 $59.54–91.60 · VW $76.88i $12,297,000 SEC