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  Bright Horizons Family Solutions Inc. (BFAM)
← All BFAM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 742,329 2.23 Add 80.97% 1.00 $63.68–104.46 · VW $81.70i $60,967,481 SEC
2025   Q4 410,196 1.39 Buy 1.39 $91.49–109.86 · VW $102.50i $41,593,874 SEC
Price snapshot:
Current price$74.76
Avg. buy price$92.78
+/- since buy-19.42%
52-week low$57.63
52-week high$130.76