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  Fiserv, Inc. (FISV)
← All FISV superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q4 0 0.00 Sell 100.00% 2.85 $57.79–70.41 · VW $63.50i SEC
2025   Q3 651,257 2.85 Add 0.41% 0.01 $59.56–138.62 · VW $86.55i $83,966,565 SEC
2025   Q2 648,574 3.83 Add 3.01% 0.11 $128.22–177.36 · VW $147.92i $111,820,643 SEC
2025   Q1 629,633 5.13 Reduce 0.10% <0.01 $156.30–238.59 · VW $185.89i $139,041,855 SEC
2024   Q4 630,254 4.73 Add 25.73% 0.97 $199.52–238.00 · VW $224.40i $129,466,777 SEC
2024   Q3 501,278 3.42 Add 3.37% 0.11 $167.66–223.23 · VW $203.95i $90,054,593 SEC
2024   Q2 484,933 3.05 Add 0.98% 0.03 $146.25–174.81 · VW $165.22i $72,274,414 SEC
2024   Q1 480,246 3.12 Add 5.58% 0.16 $145.98–159.99 · VW $151.91i $76,752,916 SEC
2023   Q4 454,874 2.84 Add 42.55% 0.85 $129.60–151.97 · VW $143.61i $60,425,462 SEC
2023   Q3 319,094 1.96 Add 17.74% 0.30 $109.12–130.70 · VW $123.48i $36,044,858 SEC
2023   Q2 271,006 1.80 Add 3.96% 0.07 $111.60–130.74 · VW $121.24i $34,187,407 SEC
2023   Q1 260,671 1.77 Buy 1.77 $103.99–122.39 · VW $112.86i $29,463,643 SEC
Price snapshot:
Current price$51.18
52-week low$47.04
52-week high$168.93