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  Dream Finders Homes (DFH)
← All DFH superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 0.02 $13.39–21.55 · VW $16.98i SEC
2025   Q4 32,202 0.02 $17.10 $550,654 SEC
2025   Q3 32,202 0.03 $25.92 $834,676 SEC
2025   Q2 32,202 0.03 $25.13 $809,236 SEC
2025   Q1 32,202 0.03 $22.56 $726,477 SEC
2024   Q4 32,202 0.03 $23.27 $749,341 SEC
2024   Q3 32,202 0.04 $36.21 $1,166,034 SEC
2024   Q2 32,202 0.04 Buy 0.04 $24.64–44.28 · VW $31.73i $831,456 SEC