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  Jacobs Solutions Inc. (J)
← All J superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q1 0 0.00 Sell 100.00% 0.02 $105.18–129.70 · VW $120.39i SEC
2024   Q4 4,438 0.02 Buy 0.02 $124.49–143.53 · VW $131.62i $587,126 SEC
2023   Q2 0 0.00 Sell 100.00% 0.02 $90.42–113.82 · VW $105.25i SEC
2023   Q1 2,972 0.02 Reduce 40.25% 0.01 $90.16–102.38 · VW $94.40i $288,840 SEC
2022   Q4 4,974 0.03 Buy 0.03 $97.44–107.40 · VW $101.23i $493,968 SEC
Price snapshot:
Current price$126.54
52-week low$105.35
52-week high$167.07