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  First Rep Bk SAn Francisco C (FRCB)
← All FRCB superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q1 0 0.00 Sell 100.00% 1.78 $11.52–147.68 · VW $52.63i SEC
2022   Q4 236,893 1.78 Add 7.96% 0.13 $106.86–142.43 · VW $122.77i $28,874,888 SEC
2022   Q3 219,420 1.94 Add 655.16% 1.68 $130.35–171.09 · VW $150.98i $28,645,000 SEC
2022   Q2 29,056 0.28 Add 2.78% <0.01 $133.37–167.81 · VW $149.78i $4,190,000 SEC
2022   Q1 28,270 0.26 Add 3.78% <0.01 $155.67–209.30 · VW $172.86i $4,583,000 SEC
2021   Q4 27,241 0.30 Add 1.10% <0.01 $191.91–222.86 · VW $208.85i $5,626,000 SEC
2021   Q3 26,944 0.31 Add 48.39% 0.10 $184.27–204.68 · VW $195.84i $5,197,000 SEC
2021   Q2 18,158 0.21 Reduce 6.45% 0.01 $165.55–197.38 · VW $184.29i $3,399,000 SEC
2021   Q1 19,409 0.22 Add 3.95% <0.01 $143.60–180.35 · VW $161.46i $3,236,000 SEC
2020   Q4 18,671 0.21 Add 12.47% 0.02 $108.43–147.24 · VW $131.56i $2,743,000 SEC
2020   Q3 16,601 0.17 Add 86.67% 0.08 $100.38–121.17 · VW $110.70i $1,811,000 SEC
2020   Q2 8,893 0.09 Buy 0.09 $78.31–125.12 · VW $104.28i $943,000 SEC