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  Brookfield Corp. (BN)
← All BN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q4 0 0.00 Sell 100.00% 0.02 $23.31–27.75 · VW $26.19i SEC
2023   Q3 22,007 0.02 Reduce 9.57% <0.01 $19.23–24.15 · VW $22.30i $458,762 SEC
2023   Q2 24,335 0.03 $22.43 $545,904 SEC
2023   Q1 24,335 0.04 Reduce 2.56% <0.01 $18.83–22.87 · VW $20.58i $714,299 SEC
2022   Q4 24,975 0.03 Buy 0.03 $20.36–25.65 · VW $22.73i $523,809 SEC
Price snapshot:
Current price$43.36
52-week low$37.87
52-week high$49.40