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  Bank OZK (OZK)
← All OZK superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,231,059 2.07 Reduce 2.61% 0.05 $42.99–51.64 · VW $47.00i $56,493,298 SEC
2025   Q4 1,264,042 1.94 Add 0.16% <0.01 $42.37–52.68 · VW $46.48i $58,171,213 SEC
2025   Q3 1,261,960 2.18 Add 0.24% <0.01 $47.01–53.66 · VW $50.76i $64,334,721 SEC
2025   Q2 1,258,996 2.03 Add 4.09% 0.08 $35.71–47.60 · VW $42.62i $59,248,352 SEC
2025   Q1 1,209,513 1.94 Reduce 0.24% <0.01 $41.34–53.64 · VW $47.35i $52,553,340 SEC
2024   Q4 1,212,438 1.97 Add 1.26% 0.02 $40.90–51.50 · VW $45.91i $53,989,864 SEC
2024   Q3 1,197,374 1.96 Add 0.24% <0.01 $38.58–47.65 · VW $43.54i $51,475,108 SEC
2024   Q2 1,194,539 2.07 Add 2.53% 0.05 $37.43–50.05 · VW $42.49i $48,976,099 SEC
2024   Q1 1,165,110 2.15 Add 387.96% 1.71 $40.48–50.75 · VW $44.74i $52,965,901 SEC
2023   Q4 238,771 0.56 Add 1.21% <0.01 $34.76–52.36 · VW $41.99i $11,897,959 SEC
2023   Q3 235,926 0.47 Add 12.07% 0.05 $35.89–44.98 · VW $41.08i $8,745,777 SEC
2023   Q2 210,522 0.44 Add 5.13% 0.02 $30.72–41.88 · VW $35.87i $8,454,564 SEC
2023   Q1 200,256 0.41 Reduce 4.35% 0.02 $31.48–49.52 · VW $40.10i $6,848,755 SEC
2022   Q4 209,356 0.52 Reduce 0.79% <0.01 $38.00–48.50 · VW $42.76i $8,386,801 SEC
2022   Q3 211,023 0.57 Add 1.43% <0.01 $35.22–43.89 · VW $39.87i $8,348,000 SEC
2022   Q2 208,055 0.51 Add 2.32% 0.01 $34.79–43.70 · VW $39.41i $7,808,000 SEC
2022   Q1 203,337 0.49 Add 12.89% 0.06 $41.26–51.39 · VW $45.90i $8,682,000 SEC
2021   Q4 180,120 0.45 Add 0.87% <0.01 $42.23–48.16 · VW $45.22i $8,381,000 SEC
2021   Q3 178,572 0.46 Reduce 0.28% <0.01 $38.57–44.85 · VW $41.61i $7,675,000 SEC
2021   Q2 179,075 0.46 Add 1.36% <0.01 $38.01–44.68 · VW $41.38i $7,550,000 SEC
2021   Q1 176,670 0.48 Reduce 50.39% 0.43 $30.78–45.83 · VW $39.07i $7,217,000 SEC
2020   Q4 356,092 0.85 Add 1.15% <0.01 $21.10–31.70 · VW $26.39i $11,135,000 SEC
2020   Q3 352,055 0.69 Reduce 1.21% 0.01 $20.10–26.83 · VW $23.32i $7,506,000 SEC
2020   Q2 356,374 0.83 Add 0.25% <0.01 $15.17–29.25 · VW $22.07i $8,364,000 SEC
2020   Q1 355,481 0.76 Reduce 8.04% 0.09 $14.20–30.95 · VW $23.25i $5,937,000 SEC
2019   Q4 386,580 1.07 Reduce 47.24% 0.94 $25.38–31.76 · VW $28.88i $11,793,000 SEC
2019   Q3 732,756 1.99 Add 0.24% <0.01 $24.35–31.24 · VW $28.05i $19,982,000 SEC
2019   Q2 730,979 2.22 Add 5.23% 0.11 $27.77–34.34 · VW $30.85i $21,995,000 SEC
2019   Q1 694,672 2.31 Add 3.38% 0.08 $22.32–33.89 · VW $29.65i $20,132,000 SEC
2018   Q4 671,992 2.02 Buy 2.02 $21.02–39.25 · VW $27.84i $15,342,000 SEC
Price snapshot:
Current price$50.58
Avg. buy price$42.22
+/- since buy19.80%
52-week low$41.55
52-week high$53.39