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  ResMed Inc. (RMD)
← All RMD superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 230,005 1.89 Reduce 2.29% 0.04 $218.39–277.67 · VW $249.26i $51,631,522 SEC
2025   Q4 235,388 1.89 Reduce 0.01% <0.01 $237.63–284.87 · VW $252.04i $56,697,908 SEC
2025   Q3 235,418 2.18 Buy 2.18 $250.18–293.81 · VW $273.43i $64,440,969 SEC
2023   Q1 0 0.00 Sell 100.00% 0.01 $202.04–239.36 · VW $218.92i SEC
2022   Q4 437 0.01 $208.13 $90,953 SEC
2022   Q3 437 0.01 $217.39 $95,000 SEC
2022   Q2 437 0.01 $210.53 $92,000 SEC
2022   Q1 437 0.01 $242.56 $106,000 SEC
2021   Q4 437 0.01 $260.87 $114,000 SEC
2021   Q3 437 0.01 $263.16 $115,000 SEC
2021   Q2 437 0.01 $247.14 $108,000 SEC
2021   Q1 437 0.01 $194.51 $85,000 SEC
2020   Q4 437 0.01 $212.81 $93,000 SEC
2020   Q3 437 0.01 Buy 0.01 $165.72–209.00 · VW $186.35i $75,000 SEC
Price snapshot:
Current price$198.50
Avg. buy price$273.73
+/- since buy-27.48%
52-week low$180.27
52-week high$291.57