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  Wayfair Inc. (W)
← All W superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q1 0 0.00 Sell 100.00% 0.06 $100.57–197.77 · VW $137.23i SEC
2021   Q4 5,602 0.06 Add 3.00% <0.01 $183.74–298.00 · VW $238.82i $1,064,000 SEC
2021   Q3 5,439 0.08 Buy 0.08 $234.18–321.75 · VW $271.64i $1,390,000 SEC
2021   Q1 0 0.00 Sell 100.00% 0.03 $222.28–369.00 · VW $293.19i SEC
2020   Q4 1,525 0.03 Reduce 64.79% 0.08 $221.09–324.21 · VW $260.56i $344,000 SEC
2020   Q3 4,331 0.12 Add 23.11% 0.02 $196.30–349.08 · VW $282.41i $1,260,000 SEC
2020   Q2 3,518 0.07 Buy 0.07 $45.52–221.54 · VW $143.07i $695,000 SEC
Price snapshot:
Current price$86.37
52-week low$53.13
52-week high$119.98