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  Fortune Brands Innovations, Inc. (FBIN)
← All FBIN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q1 0 0.00 Sell 100.00% 1.16 $59.58–75.82 · VW $66.40i SEC
2024   Q4 463,140 1.16 Add 3.82% 0.04 $67.54–90.54 · VW $79.29i $31,646,356 SEC
2024   Q3 446,106 1.52 Add 0.11% <0.01 $62.54–89.69 · VW $78.50i $39,939,870 SEC
2024   Q2 445,631 1.22 Reduce 1.60% 0.02 $62.84–84.92 · VW $70.77i $28,939,277 SEC
2024   Q1 452,871 1.56 Reduce 49.79% 1.61 $73.08–84.83 · VW $79.55i $38,344,588 SEC
2023   Q4 901,893 3.23 Add 0.16% <0.01 $54.10–80.33 · VW $65.36i $68,670,133 SEC
2023   Q3 900,458 3.04 Reduce 0.15% <0.01 $61.54–77.14 · VW $68.70i $55,972,469 SEC
2023   Q2 901,842 3.41 Add 0.47% 0.02 $54.21–72.40 · VW $64.00i $64,887,532 SEC
2023   Q1 897,630 3.18 Add 0.07% <0.01 $55.60–67.71 · VW $61.17i $52,717,810 SEC
2022   Q4 896,997 3.17 Add 20.66% 0.54 $45.26–59.10 · VW $53.43i $51,227,499 SEC
2022   Q3 743,412 2.31 Add 2.79% 0.06 $45.66–60.31 · VW $53.50i $34,114,000 SEC
2022   Q2 723,232 2.44 Add 6.46% 0.15 $48.60–67.44 · VW $59.29i $37,015,000 SEC
2022   Q1 679,325 2.43 Add 0.50% 0.01 $63.47–92.66 · VW $73.38i $43,128,000 SEC
2021   Q4 675,930 3.29 Add 3.38% 0.11 $76.16–93.36 · VW $86.75i $61,758,000 SEC
2021   Q3 653,810 2.98 Add 2.24% 0.07 $76.40–88.87 · VW $82.03i $49,969,000 SEC
2021   Q2 639,465 3.31 Add 4.19% 0.13 $80.80–97.44 · VW $87.73i $54,442,000 SEC
2021   Q1 613,727 3.36 Add 1.66% 0.05 $68.72–83.02 · VW $75.69i $50,263,000 SEC
2020   Q4 603,718 3.39 Add 2.66% 0.09 $67.36–79.14 · VW $72.49i $44,231,000 SEC
2020   Q3 588,097 3.99 Reduce 0.74% 0.02 $52.94–74.68 · VW $68.00i $43,489,000 SEC
2020   Q2 592,456 3.22 Add 0.38% 0.01 $30.09–58.09 · VW $46.25i $32,372,000 SEC
2020   Q1 590,189 2.78 Reduce 19.84% 0.74 $28.97–62.63 · VW $50.16i $21,817,000 SEC
2019   Q4 736,297 3.72 Add 1.38% 0.05 $45.50–56.54 · VW $52.21i $41,119,000 SEC
2019   Q3 726,273 3.38 Add 0.27% <0.01 $41.39–49.70 · VW $45.61i $33,955,000 SEC
2019   Q2 724,327 3.57 Add 3.70% 0.13 $40.31–48.85 · VW $44.17i $35,368,000 SEC
2019   Q1 698,482 3.26 Add 2.14% 0.07 $31.80–42.38 · VW $38.85i $28,423,000 SEC
2018   Q4 683,861 2.93 Add 53.71% 1.02 $30.15–45.82 · VW $37.29i $22,205,000 SEC
2018   Q3 444,900 2.39 Add 13.97% 0.29 $44.72–49.75 · VW $46.91i $19,910,000 SEC
2018   Q2 390,358 2.52 Add 8.22% 0.19 $44.98–51.57 · VW $47.76i $17,913,000 SEC
2018   Q1 360,710 2.64 Add 0.27% <0.01 $49.36–62.92 · VW $54.93i $18,156,000 SEC
2017   Q4 359,742 3.14 Reduce 3.04% 0.10 $54.20–59.62 · VW $57.41i $21,043,000 SEC
2017   Q3 371,008 3.41 Add 1.46% 0.05 $52.43–57.92 · VW $55.43i $21,319,000 SEC
2017   Q2 365,684 3.62 Add 0.71% 0.03 $51.47–56.71 · VW $54.34i $20,391,000 SEC
2017   Q1 363,101 3.47 Add 1.60% 0.05 $45.43–52.71 · VW $49.14i $18,884,000 SEC
2016   Q4 357,400 3.07 Add 2.47% 0.07 $44.49–49.91 · VW $46.97i $16,330,000 SEC
2016   Q3 348,782 4.80 Add 3.95% 0.18 $47.94–55.10 · VW $52.41i $17,320,000 SEC
2016   Q2 335,542 4.84 Add 55.55% 1.73 $46.59–51.26 · VW $48.83i $16,625,000 SEC
2016   Q1 215,716 3.07 Buy 3.07 $37.77–48.17 · VW $43.00i $10,332,000 SEC
Price snapshot:
Current price$50.28
52-week low$32.11
52-week high$64.07