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  Healthcare Services Group, Inc. (HCSG)
← All HCSG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q4 0 0.00 Sell 100.00% 0.55 $16.25–20.18 · VW $18.21i SEC
2021   Q3 370,166 0.55 Reduce 0.05% <0.01 $18.77–28.68 · VW $22.21i $9,250,000 SEC
2021   Q2 370,345 0.71 Add 1.66% 0.01 $25.89–32.96 · VW $28.32i $11,692,000 SEC
2021   Q1 364,312 0.68 Add 0.68% <0.01 $26.81–34.33 · VW $30.36i $10,212,000 SEC
2020   Q4 361,849 0.78 Add 1.45% 0.01 $22.11–35.80 · VW $30.11i $10,168,000 SEC
2020   Q3 356,693 0.70 Reduce 0.55% <0.01 $20.05–27.86 · VW $23.60i $7,680,000 SEC
2020   Q2 358,648 0.87 Add 21.73% 0.16 $20.61–29.00 · VW $25.27i $8,773,000 SEC
2020   Q1 294,626 0.90 Reduce 7.85% 0.05 $15.80–31.30 · VW $24.20i $7,045,000 SEC
2019   Q4 319,710 0.70 Add 1.20% <0.01 $23.50–27.36 · VW $25.49i $7,775,000 SEC
2019   Q3 315,908 0.76 Add 0.71% <0.01 $21.16–26.13 · VW $23.88i $7,673,000 SEC
2019   Q2 313,678 0.96 Add 9.17% 0.08 $23.22–34.87 · VW $27.33i $9,511,000 SEC
2019   Q1 287,334 1.09 Add 3000.95% 1.05 $29.75–43.89 · VW $35.83i $9,479,000 SEC
2018   Q4 9,266 0.05 $40.15 $372,000 SEC
2018   Q3 9,266 0.05 Buy 0.05 $38.59–44.89 · VW $41.36i $376,000 SEC
Price snapshot:
Current price$24.04
52-week low$12.66
52-week high$25.75