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  Ciena Corp. (CIEN)
← All CIEN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q2 0 0.00 Sell 100.00% <0.01 $43.30–53.58 · VW $47.84i SEC
2024   Q1 661 <0.01 Reduce 99.89% 1.32 $44.22–63.24 · VW $53.54i $32,686 SEC
2023   Q4 625,936 1.32 Reduce 1.50% 0.02 $39.94–48.36 · VW $44.55i $28,173,379 SEC
2023   Q3 635,463 1.63 Reduce 9.68% 0.15 $40.10–50.72 · VW $45.47i $30,031,981 SEC
2023   Q2 703,532 1.57 Add 5.53% 0.08 $40.84–52.67 · VW $45.48i $29,893,075 SEC
2023   Q1 666,676 2.11 Reduce 2.05% 0.04 $45.83–54.25 · VW $50.69i $35,013,824 SEC
2022   Q4 680,657 2.15 Reduce 0.24% <0.01 $38.33–52.51 · VW $46.50i $34,699,894 SEC
2022   Q3 682,286 1.87 Add 1.15% 0.02 $39.44–56.38 · VW $46.75i $27,585,000 SEC
2022   Q2 674,517 2.03 Add 4.42% 0.09 $41.63–61.78 · VW $50.64i $30,825,000 SEC
2022   Q1 645,971 2.21 Add 93.99% 1.07 $53.29–77.38 · VW $65.53i $39,165,000 SEC
2021   Q4 332,984 1.37 Buy 1.37 $51.01–78.28 · VW $64.50i $25,630,000 SEC
Price snapshot:
Current price$445.44
52-week low$76.89
52-week high$637.51