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  Five Below, Inc. (FIVE)
← All FIVE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 617,191 5.16 Reduce 3.22% 0.13 $183.64–237.50 · VW $211.13i $141,015,800 SEC
2025   Q4 637,747 4.01 Add 0.10% <0.01 $137.77–192.45 · VW $165.62i $120,126,025 SEC
2025   Q3 637,090 3.34 Add 1.79% 0.06 $126.10–156.51 · VW $142.96i $98,557,823 SEC
2025   Q2 625,871 2.82 Add 0.69% 0.02 $52.38–137.30 · VW $92.79i $82,101,758 SEC
2025   Q1 621,590 1.72 Reduce 15.10% 0.42 $70.41–107.00 · VW $87.10i $46,572,631 SEC
2024   Q4 732,110 2.81 Add 0.95% 0.03 $79.14–122.00 · VW $97.50i $76,842,266 SEC
2024   Q3 725,249 2.44 Add 3.92% 0.09 $64.87–109.61 · VW $82.46i $64,075,749 SEC
2024   Q2 697,875 3.21 Add 4.60% 0.14 $106.21–182.99 · VW $135.01i $76,047,439 SEC
2024   Q1 667,190 4.92 Add 2.00% 0.10 $169.94–216.18 · VW $190.29i $121,014,922 SEC
2023   Q4 654,098 6.55 Add 1.48% 0.10 $153.22–215.82 · VW $184.52i $139,427,530 SEC
2023   Q3 644,566 5.63 Add 1.71% 0.09 $144.57–209.12 · VW $176.19i $103,710,669 SEC
2023   Q2 633,721 6.55 Add 5.27% 0.33 $165.58–220.19 · VW $191.34i $124,551,525 SEC
2023   Q1 601,994 7.47 Reduce 2.65% 0.18 $169.35–212.56 · VW $196.96i $123,992,704 SEC
2022   Q4 618,351 6.76 Add 0.32% 0.02 $130.15–188.67 · VW $160.07i $109,367,741 SEC
2022   Q3 616,382 5.75 Add 1.16% 0.07 $109.49–149.89 · VW $131.53i $84,857,000 SEC
2022   Q2 609,291 4.55 Add 23.18% 0.86 $110.09–186.10 · VW $137.74i $69,112,000 SEC
2022   Q1 494,638 4.42 Add 42.70% 1.32 $143.44–214.50 · VW $166.15i $78,336,000 SEC
2021   Q4 346,629 3.83 Add 3.95% 0.15 $165.25–221.00 · VW $196.21i $71,714,000 SEC
2021   Q3 333,458 3.52 Add 5.71% 0.19 $176.61–237.86 · VW $197.26i $58,959,000 SEC
2021   Q2 315,449 3.71 Add 3.87% 0.14 $174.95–204.91 · VW $192.24i $60,967,000 SEC
2021   Q1 303,705 3.88 Add 1.95% 0.07 $164.33–205.28 · VW $185.28i $57,944,000 SEC
2020   Q4 297,896 4.00 Add 2.70% 0.11 $124.48–175.76 · VW $153.29i $52,126,000 SEC
2020   Q3 290,052 3.38 Add 0.50% 0.02 $96.61–140.14 · VW $114.96i $36,837,000 SEC
2020   Q2 288,602 3.07 Add 10.21% 0.28 $59.30–118.95 · VW $96.97i $30,854,000 SEC
2020   Q1 261,868 2.35 Add 7182.20% 2.32 $47.53–128.85 · VW $94.13i $18,430,000 SEC
2019   Q4 3,596 0.04 $127.92 $460,000 SEC
2019   Q3 3,596 0.05 $125.97 $453,000 SEC
2019   Q2 3,596 0.04 $120.13 $432,000 SEC
2019   Q1 3,596 0.05 $124.30 $447,000 SEC
2018   Q4 3,596 0.05 $102.34 $368,000 SEC
2018   Q3 3,596 0.06 Reduce 67.34% 0.10 $95.61–136.13 · VW $113.91i $468,000 SEC
2018   Q2 11,009 0.15 $97.74 $1,076,000 SEC
2018   Q1 11,009 0.12 $73.30 $807,000 SEC
2017   Q4 11,009 0.11 $66.31 $730,000 SEC
2017   Q3 11,009 0.10 Add 85.37% 0.05 $44.30–55.58 · VW $49.04i $604,000 SEC
2017   Q2 5,939 0.05 $49.33 $293,000 SEC
2017   Q1 5,939 0.05 Buy 0.05 $37.14–44.81 · VW $40.42i $257,000 SEC
Price snapshot:
Current price$191.53
Avg. buy price$119.42
+/- since buy60.39%
52-week low$127.87
52-week high$251.63