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  Mohawk Industries, Inc. (MHK)
← All MHK superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2020   Q2 0 0.00 Sell 100.00% 0.03 $60.05–116.96 · VW $90.74i SEC
2020   Q1 3,218 0.03 $76.13 $245,000 SEC
2019   Q4 3,218 0.04 Reduce 35.13% 0.02 $117.52–153.05 · VW $138.45i $439,000 SEC
2019   Q3 4,961 0.06 Reduce 97.05% 2.44 $108.93–156.60 · VW $125.53i $616,000 SEC
2019   Q2 168,409 2.51 Reduce 24.11% 0.77 $118.25–153.54 · VW $137.44i $24,835,000 SEC
2019   Q1 221,909 3.21 Reduce 0.90% 0.03 $114.36–143.97 · VW $129.84i $27,994,000 SEC
2018   Q4 223,935 3.45 Add 89.43% 1.63 $109.35–176.74 · VW $130.72i $26,191,000 SEC
2018   Q3 118,217 2.49 Add 7.88% 0.18 $173.82–228.49 · VW $190.94i $20,729,000 SEC
2018   Q2 109,587 3.30 Add 2.50% 0.08 $202.75–247.13 · VW $214.10i $23,481,000 SEC
2018   Q1 106,911 3.61 Add 2.91% 0.10 $226.62–282.21 · VW $254.26i $24,827,000 SEC
2017   Q4 103,885 4.28 Reduce 2.57% 0.11 $247.51–286.85 · VW $269.29i $28,662,000 SEC
2017   Q3 106,627 4.22 Add 1.64% 0.07 $236.48–259.91 · VW $248.81i $26,391,000 SEC
2017   Q2 104,910 4.50 Reduce 1.89% 0.09 $226.57–248.24 · VW $237.01i $25,356,000 SEC
2017   Q1 106,931 4.51 Add 3.04% 0.13 $199.90–233.70 · VW $220.24i $24,540,000 SEC
2016   Q4 103,781 3.90 Add 5.22% 0.19 $175.52–205.91 · VW $193.36i $20,723,000 SEC
2016   Q3 98,635 5.48 Add 3.54% 0.19 $183.90–216.58 · VW $205.90i $19,761,000 SEC
2016   Q2 95,267 5.27 Add 2.68% 0.14 $177.34–201.78 · VW $192.97i $18,078,000 SEC
2016   Q1 92,776 5.27 Add 9.63% 0.46 $148.56–193.59 · VW $175.17i $17,711,000 SEC
2015   Q4 84,629 4.64 Add 1.73% 0.08 $180.00–201.88 · VW $191.35i $16,028,000 SEC
2015   Q3 83,190 4.44 Add 2.94% 0.13 $174.49–212.16 · VW $194.34i $15,123,000 SEC
2015   Q2 80,813 4.38 Add 2.60% 0.11 $172.97–195.30 · VW $183.71i $15,427,000 SEC
2015   Q1 78,763 3.71 $185.75 $14,630,000 SEC
Price snapshot:
Current price$107.66
52-week low$92.99
52-week high$143.13