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  Intercontinental Exchange, Inc. (ICE)
← All ICE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q1 0 0.00 Sell 100.00% 0.09 $142.29–177.45 · VW $165.15i SEC
2024   Q4 16,799 0.09 $149.01 $2,503,219 SEC
2024   Q3 16,799 0.10 Buy 0.10 $136.25–163.71 · VW $154.56i $2,698,591 SEC
2023   Q1 0 0.00 Sell 100.00% 0.09 $94.16–111.29 · VW $103.63i SEC
2022   Q4 13,438 0.09 Reduce 96.17% 2.07 $88.60–109.97 · VW $99.73i $1,378,604 SEC
2022   Q3 350,613 2.15 Add 1.80% 0.04 $90.32–113.07 · VW $99.40i $31,678,000 SEC
2022   Q2 344,403 2.13 Add 4.08% 0.08 $90.05–133.52 · VW $106.61i $32,388,000 SEC
2022   Q1 330,909 2.47 Reduce 0.60% 0.01 $120.58–137.40 · VW $128.79i $43,720,000 SEC
2021   Q4 332,894 2.43 Add 5.41% 0.12 $113.90–139.79 · VW $132.66i $45,530,000 SEC
2021   Q3 315,808 2.16 Add 5.78% 0.12 $114.02–122.42 · VW $118.17i $36,261,000 SEC
2021   Q2 298,565 2.16 Add 5.24% 0.11 $109.04–121.97 · VW $115.51i $35,440,000 SEC
2021   Q1 283,701 2.12 Add 3.17% 0.07 $108.95–119.02 · VW $112.64i $31,684,000 SEC
2020   Q4 274,971 2.43 Add 3.18% 0.08 $92.41–115.40 · VW $103.38i $31,701,000 SEC
2020   Q3 266,489 2.44 Add 3.72% 0.09 $90.84–106.99 · VW $99.85i $26,662,000 SEC
2020   Q2 256,926 2.34 Buy 2.34 $77.17–98.48 · VW $91.27i $23,534,000 SEC
Price snapshot:
Current price$137.67
52-week low$121.79
52-week high$186.96