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  Berkshire Hathaway CL B (BRK.B)
← All BRK.B superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 378,625 6.64 Reduce 25.17% 2.13 $467.21–512.13 · VW $488.21i $181,437,100 SEC
2025   Q4 505,984 8.48 Reduce 0.91% 0.08 $473.15–516.85 · VW $496.50i $254,332,858 SEC
2025   Q3 510,644 8.70 Reduce 0.22% 0.02 $455.19–507.66 · VW $487.69i $256,721,165 SEC
2025   Q2 511,784 8.53 Add 1.68% 0.14 $462.10–542.07 · VW $506.71i $248,609,314 SEC
2025   Q1 503,332 9.88 Reduce 0.44% 0.04 $440.10–537.63 · VW $494.44i $268,064,557 SEC
2024   Q4 505,550 8.38 Add 3.32% 0.27 $437.90–491.67 · VW $463.13i $229,155,704 SEC
2024   Q3 489,311 8.56 Add 1.00% 0.08 $403.82–484.82 · VW $449.48i $225,210,281 SEC
2024   Q2 484,470 8.33 Add 0.94% 0.08 $395.66–424.52 · VW $408.11i $197,082,396 SEC
2024   Q1 479,975 8.21 Reduce 0.80% 0.07 $355.94–430.00 · VW $398.72i $201,839,087 SEC
2023   Q4 483,856 8.11 Add 1.59% 0.13 $330.58–364.05 · VW $351.02i $172,572,081 SEC
2023   Q3 476,290 9.06 Add 1.30% 0.12 $338.41–373.34 · VW $354.76i $166,844,387 SEC
2023   Q2 470,193 8.44 Add 5.67% 0.45 $307.07–342.50 · VW $327.36i $160,335,813 SEC
2023   Q1 444,970 8.28 Reduce 3.56% 0.31 $292.42–321.32 · VW $307.92i $137,393,387 SEC
2022   Q4 461,404 8.81 Reduce 0.30% 0.03 $259.85–319.56 · VW $299.79i $142,527,696 SEC
2022   Q3 462,807 8.37 Add 1.12% 0.09 $261.55–308.15 · VW $283.92i $123,579,000 SEC
2022   Q2 457,702 8.23 Add 4.52% 0.36 $263.68–354.58 · VW $308.76i $124,962,000 SEC
2022   Q1 437,906 8.72 Reduce 21.04% 1.86 $294.81–362.10 · VW $324.35i $154,541,000 SEC
2021   Q4 554,588 8.85 Reduce 25.81% 3.14 $272.22–301.65 · VW $286.55i $165,822,000 SEC
2021   Q3 747,544 12.17 Add 1.60% 0.19 $270.73–291.82 · VW $279.39i $204,035,000 SEC
2021   Q2 735,744 12.44 Add 4.25% 0.51 $254.80–295.08 · VW $279.71i $204,478,000 SEC
2021   Q1 705,719 12.06 Add 2.23% 0.26 $226.10–267.50 · VW $243.28i $180,290,000 SEC
2020   Q4 690,317 12.28 Add 2.40% 0.29 $197.81–234.99 · VW $219.96i $160,064,000 SEC
2020   Q3 674,157 13.16 Reduce 20.17% 3.02 $177.34–223.24 · VW $204.41i $143,555,000 SEC
2020   Q2 844,446 14.99 Add 1.64% 0.24 $167.04–203.33 · VW $184.04i $150,742,000 SEC
2020   Q1 830,819 19.35 Reduce 6.73% 1.23 $159.50–231.61 · VW $199.14i $151,899,000 SEC
2019   Q4 890,774 18.26 Add 2.27% 0.41 $201.33–228.23 · VW $217.32i $201,760,000 SEC
2019   Q3 870,968 18.06 Add 0.75% 0.14 $195.40–216.58 · VW $205.69i $181,179,000 SEC
2019   Q2 864,443 18.61 Add 3.88% 0.70 $196.89–219.16 · VW $207.72i $184,273,000 SEC
2019   Q1 832,125 19.18 Add 2.98% 0.56 $191.04–209.40 · VW $202.08i $167,166,000 SEC
2018   Q4 808,018 21.75 Reduce 0.56% 0.12 $186.10–224.07 · VW $209.01i $164,981,000 SEC
2018   Q3 812,536 20.91 Add 6.71% 1.32 $185.72–223.00 · VW $205.31i $173,972,000 SEC
2018   Q2 761,430 19.98 Add 2.95% 0.57 $184.75–202.77 · VW $193.03i $142,121,000 SEC
2018   Q1 739,628 21.48 Add 3.27% 0.68 $189.30–217.62 · VW $204.97i $147,541,000 SEC
2017   Q4 716,216 21.19 Add 1.22% 0.25 $180.44–200.50 · VW $191.16i $141,968,000 SEC
2017   Q3 707,604 20.73 Add 2.35% 0.48 $168.00–184.00 · VW $177.67i $129,718,000 SEC
2017   Q2 691,361 20.77 Add 2.26% 0.46 $160.93–171.95 · VW $166.30i $117,096,000 SEC
2017   Q1 676,049 20.72 Add 2.03% 0.41 $158.61–177.86 · VW $167.41i $112,684,000 SEC
2016   Q4 662,629 20.30 Buy 20.30 $141.92–167.25 · VW $154.13i $107,995,000 SEC
2015   Q2 0 0.00 Sell 100.00% 18.06 $136.08–148.57 · VW $141.55i SEC
2015   Q1 494,074 18.06 $144.32 $71,304,000 SEC
Price snapshot:
Current price$496.85
Avg. buy price$216.38
+/- since buy129.62%
52-week low$455.19
52-week high$516.85