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  Floor & Decor Holdings, Inc. (FND)
← All FND superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 231,829 0.43 Reduce 1.72% <0.01 $46.47–77.46 · VW $64.23i $11,776,913 SEC
2025   Q4 235,876 0.48 Reduce 0.12% <0.01 $55.11–74.08 · VW $63.89i $14,362,490 SEC
2025   Q3 236,148 0.59 Add 0.13% <0.01 $72.00–92.40 · VW $81.81i $17,404,108 SEC
2025   Q2 235,831 0.61 Add 0.84% <0.01 $66.09–86.23 · VW $74.87i $17,913,723 SEC
2025   Q1 233,878 0.69 Reduce 0.02% <0.01 $66.01–108.76 · VW $90.99i $18,820,163 SEC
2024   Q4 233,921 0.85 Add 1.40% 0.01 $94.43–122.90 · VW $106.03i $23,321,924 SEC
2024   Q3 230,681 1.09 Reduce 16.51% 0.19 $89.06–124.68 · VW $101.39i $28,643,660 SEC
2024   Q2 276,298 1.16 Add 1.45% 0.02 $98.69–129.79 · VW $113.93i $27,466,784 SEC
2024   Q1 272,357 1.44 Reduce 5.14% 0.08 $100.07–135.67 · VW $114.13i $35,302,914 SEC
2023   Q4 287,111 1.51 Add 1.29% 0.02 $76.30–116.70 · VW $89.50i $32,030,103 SEC
2023   Q3 283,455 1.39 Add 1.98% 0.03 $88.45–116.03 · VW $100.59i $25,652,678 SEC
2023   Q2 277,959 1.52 Add 4.75% 0.07 $87.45–104.98 · VW $95.22i $28,896,618 SEC
2023   Q1 265,344 1.57 Reduce 0.37% <0.01 $69.13–102.61 · VW $89.84i $26,062,088 SEC
2022   Q4 266,334 1.15 Add 13.04% 0.13 $63.51–84.26 · VW $72.83i $18,544,836 SEC
2022   Q3 235,613 1.12 Add 363.49% 0.88 $63.09–102.15 · VW $80.75i $16,554,000 SEC
2022   Q2 50,835 0.21 Buy 0.21 $59.91–89.23 · VW $74.56i $3,201,000 SEC
Price snapshot:
Current price$54.95
Avg. buy price$72.12
+/- since buy-23.81%
52-week low$42.64
52-week high$92.40