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  MasterBrand, Inc. (MBC)
← All MBC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q1 0 0.00 Sell 100.00% 0.64 $13.37–19.07 · VW $16.54i SEC
2023   Q4 912,988 0.64 Add 0.40% <0.01 $10.53–15.69 · VW $12.94i $13,557,872 SEC
2023   Q3 909,378 0.60 Reduce 0.17% <0.01 $10.96–13.31 · VW $12.20i $11,048,943 SEC
2023   Q2 910,934 0.56 Add 5.19% 0.03 $7.31–12.06 · VW $10.28i $10,594,162 SEC
2023   Q1 865,963 0.42 Reduce 3.80% 0.02 $7.08–10.21 · VW $8.71i $6,962,343 SEC
2022   Q4 900,142 0.42 Buy 0.42 $7.18–15.00 · VW $8.36i
IPO/listing quarter
$6,796,072 SEC
Price snapshot:
Current price$8.81
52-week low$6.61
52-week high$14.22