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  Fastenal Co. (FAST)
← All FAST superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q1 0 0.00 Sell 100.00% 0.02 $33.40–39.52 · VW $35.63i SEC
2023   Q4 16,308 0.02 Reduce 8.93% <0.01 $29.02–35.05 · VW $32.73i $528,135 SEC
2023   Q3 17,908 0.03 $27.32 $489,247 SEC
2023   Q2 17,908 0.04 $47.17 $844,631 SEC
2023   Q1 17,908 0.03 Reduce 7.73% <0.01 $25.02–27.67 · VW $26.54i $482,979 SEC
2022   Q4 19,408 0.03 $23.66 $459,193 SEC
2022   Q3 19,408 0.03 $23.03 $447,000 SEC
2022   Q2 19,408 0.03 $24.94 $484,000 SEC
2022   Q1 19,408 0.03 $29.68 $576,000 SEC
2021   Q4 19,408 0.03 $32.05 $622,000 SEC
2021   Q3 19,408 0.03 Add 8.38% <0.01 $25.35–28.62 · VW $27.50i $501,000 SEC
2021   Q2 17,908 0.03 $26.02 $466,000 SEC
2021   Q1 17,908 0.03 $25.13 $450,000 SEC
2020   Q4 17,908 0.03 $24.41 $437,000 SEC
2020   Q3 17,908 0.04 $22.56 $404,000 SEC
2020   Q2 17,908 0.04 $21.45 $384,000 SEC
2020   Q1 17,908 0.04 Add 9.81% <0.01 $13.36–19.66 · VW $17.04i $280,000 SEC
2019   Q4 16,308 0.03 $18.46 $301,000 SEC
2019   Q3 16,308 0.03 $16.31 $266,000 SEC
2019   Q2 16,308 0.03 $16.31 $266,000 SEC
2019   Q1 16,308 0.03 $16.07 $262,000 SEC
2018   Q4 16,308 0.03 $13.06 $213,000 SEC
2018   Q3 16,308 0.03 Buy 0.03 $12.00–15.28 · VW $13.38i $237,000 SEC
2018   Q2 0 0.00 Sell 100.00% 0.03 $11.84–14.62 · VW $13.56i SEC
2018   Q1 16,308 0.03 $13.68 $223,000 SEC
2017   Q4 16,308 0.03 $13.68 $223,000 SEC
2017   Q3 16,308 0.03 $11.41 $186,000 SEC
2017   Q2 16,308 0.03 $10.85 $177,000 SEC
2017   Q1 16,308 0.04 $12.88 $210,000 SEC
2016   Q4 16,308 0.04 $11.77 $192,000 SEC
2016   Q3 16,308 0.05 $10.43 $170,000 SEC
2016   Q2 16,308 0.05 $11.10 $181,000 SEC
2016   Q1 16,308 0.06 Reduce 98.42% 3.00 $9.62–12.50 · VW $11.27i $200,000 SEC
2015   Q4 1,032,536 3.05 Add 0.27% <0.01 $8.77–10.49 · VW $9.80i $10,537,000 SEC
2015   Q3 1,029,804 2.77 Add 2.49% 0.07 $8.61–10.49 · VW $9.63i $9,425,000 SEC
2015   Q2 1,004,808 3.01 Add 3.59% 0.10 $9.93–10.88 · VW $10.42i $10,596,000 SEC
2015   Q1 969,960 2.55 $10.36 $10,048,000 SEC
Price snapshot:
Current price$47.05
52-week low$38.55
52-week high$49.83