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  Birkenstock Holdings plc (BIRK)
← All BIRK superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 27,392 0.04 $35.83 $981,455 SEC
2025   Q4 27,392 0.04 $40.90 $1,120,333 SEC
2025   Q3 27,392 0.04 $45.25 $1,239,488 SEC
2025   Q2 27,392 0.05 $49.18 $1,347,139 SEC
2025   Q1 27,392 0.05 $45.85 $1,255,923 SEC
2024   Q4 27,392 0.06 Buy 0.06 $44.11–62.45 · VW $52.55i $1,552,031 SEC
Price snapshot:
Current price$44.63
Avg. buy price$56.66
+/- since buy-21.23%
52-week low$31.12
52-week high$53.53