Francois Rochon - Giverny Capital Inc.
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    51
Portfolio value:    $2,731,351,278
Holdings Activity Buys Sells    History
History Stock Activity Share change % change to portfolio
Q1 2026
MTB - M&T Bank Corp. Reduce 0.07% 5 0.00
LFUS - Littelfuse Inc. Reduce 1.06% 866 0.01
LULU - Lululemon Athletica Inc. Reduce 1.13% 1,637 0.01
DIS - Walt Disney Co. Reduce 1.45% 7,905 0.03
BKNG - Booking Holdings Inc. Reduce 1.53% 8,200 0.06
PGR - Progressive Corp. Reduce 1.58% 8,468 0.06
FND - Floor & Decor Holdings Reduce 1.72% 4,047 0.01
META - Meta Platforms Inc. Reduce 1.80% 5,628 0.12
HEI.A - HEICO Corp. CL A Reduce 2.13% 16,050 0.14
BRO - Brown & Brown Inc. Reduce 2.23% 17,251 0.05
RMD - ResMed Inc. Reduce 2.29% 5,383 0.04
MKL - Markel Group Inc. Reduce 2.35% 1,034 0.07
MA - Mastercard Inc. Reduce 2.41% 693 0.01
OZK - Bank OZK Reduce 2.61% 32,983 0.05
V - Visa Inc. Reduce 2.70% 10,988 0.13
MEDP - Medpace Holdings Inc. Reduce 2.75% 7,239 0.14
GOOG - Alphabet Inc. CL C Reduce 2.91% 18,598 0.19
SCHW - Charles Schwab Corp. Reduce 3.12% 49,455 0.16
ADI - Analog Devices Reduce 3.22% 5,695 0.05
FIVE - Five Below Inc. Reduce 3.22% 20,556 0.13
KEYS - Keysight Technologies Inc. Reduce 3.25% 10,862 0.07
NVR - NVR Inc. Reduce 3.30% 465 0.11
GOOGL - Alphabet Inc. Reduce 3.58% 12,929 0.13
ODFL - Old Dominion Freight Line Reduce 4.74% 249 0.00
ITB - iShares U.S. Home Construction ETF Reduce 7.21% 844 0.00
AAPL - Apple Inc. Reduce 8.95% 1,478 0.01
IBP - Installed Building Products Reduce 22.26% 115,571 1.00
BRK.B - Berkshire Hathaway CL B Reduce 25.17% 127,359 2.13
AME - Ametek Inc. Reduce 37.51% 367,400 2.52
TSM - Taiwan Semiconductor S.A. Reduce 49.44% 7,944 0.08
COF - Capital One Financial Sell 100.00% 8,274 0.07
DFH - Dream Finders Homes Sell 100.00% 32,202 0.02
COST - Costco Co. Sell 100.00% 240 0.01
ISRG - Intuitive Surgical Inc. Sell 100.00% 405 0.01
Q4 2025
COF - Capital One Financial Reduce 0.01% 1 0.00
RMD - ResMed Inc. Reduce 0.01% 30 0.00
FND - Floor & Decor Holdings Reduce 0.12% 272 0.00
BRK.B - Berkshire Hathaway CL B Reduce 0.91% 4,660 0.08
AME - Ametek Inc. Reduce 1.73% 17,218 0.11
AAPL - Apple Inc. Reduce 2.12% 357 0.00
FISV - Fiserv Inc. Sell 100.00% 651,257 2.85
KMX - CarMax Inc. Sell 100.00% 1,670,114 2.54
ALGN - Align Technology Inc. Sell 100.00% 45,691 0.19
CACC - Credit Acceptance Corp. Sell 100.00% 6,874 0.09
Q3 2025
DIS - Walt Disney Co. Reduce 0.03% 75 0.00
BRK.B - Berkshire Hathaway CL B Reduce 0.22% 1,140 0.02
BLDR - Builders FirstSource Inc. Reduce 0.25% 221 0.00
MA - Mastercard Inc. Reduce 0.42% 117 0.00
JPM - JPMorgan Chase & Co. Reduce 0.48% 245 0.00
FERG - Ferguson Enterprises Inc. Reduce 0.49% 176 0.00
AAPL - Apple Inc. Reduce 0.59% 101 0.00
ALGN - Align Technology Inc. Reduce 1.44% 667 0.00
META - Meta Platforms Inc. Reduce 2.22% 7,092 0.18
GOOG - Alphabet Inc. CL C Reduce 2.37% 15,504 0.09
GOOGL - Alphabet Inc. Reduce 5.39% 20,474 0.12
COF - Capital One Financial Reduce 10.77% 999 0.01
ANET - Arista Networks Inc. Reduce 14.54% 70,162 0.25
MSFT - Microsoft Corp. Reduce 26.05% 600 0.01
TSM - Taiwan Semiconductor S.A. Reduce 29.32% 3,387 0.03
CACC - Credit Acceptance Corp. Reduce 77.46% 23,627 0.41
SBUX - Starbucks Corp. Sell 100.00% 750,248 2.36
BAC - Bank of America Corp. Sell 100.00% 1,004,119 1.63
AMZN - Amazon.com Inc. Sell 100.00% 1,174 0.01
ISRG - Intuitive Surgical Inc. Sell 100.00% 405 0.01
Q2 2025
GLD - SPDR Gold Trust Reduce 0.56% 22 0.00
PGR - Progressive Corp. Reduce 1.66% 8,787 0.09
SPY - SPDR S&P 500 ETF Trust Reduce 3.62% 93 0.00
COF - Capital One Financial Reduce 24.44% 3,000 0.02
MTB - M&T Bank Corp. Reduce 97.95% 359,992 2.37
PMMF - Blackrock Ishs Prm Mm Etf Sell 100.00% 12,876 0.05
Q1 2025
MTB - M&T Bank Corp. Reduce 0.01% 49 0.00
FND - Floor & Decor Holdings Reduce 0.02% 43 0.00
BRO - Brown & Brown Inc. Reduce 0.07% 206 0.00
FISV - Fiserv Inc. Reduce 0.10% 621 0.00
LFUS - Littelfuse Inc. Reduce 0.14% 111 0.00
LULU - Lululemon Athletica Inc. Reduce 0.14% 199 0.00
BKNG - Booking Holdings Inc. Reduce 0.21% 1,125 0.01
OZK - Bank OZK Reduce 0.24% 2,925 0.00
ADI - Analog Devices Reduce 0.25% 435 0.00
KEYS - Keysight Technologies Inc. Reduce 0.25% 834 0.00
DIS - Walt Disney Co. Reduce 0.29% 715 0.00
BAC - Bank of America Corp. Reduce 0.30% 2,977 0.00
SBUX - Starbucks Corp. Reduce 0.36% 2,686 0.01
BRK.B - Berkshire Hathaway CL B Reduce 0.44% 2,218 0.04
NVR - NVR Inc. Reduce 0.50% 68 0.02
GOOG - Alphabet Inc. CL C Reduce 0.55% 3,591 0.02
V - Visa Inc. Reduce 0.55% 2,168 0.03
KMX - CarMax Inc. Reduce 2.45% 41,247 0.12
PGR - Progressive Corp. Reduce 3.06% 16,702 0.15
GLD - SPDR Gold Trust Reduce 7.32% 308 0.00
FIVE - Five Below Inc. Reduce 15.10% 110,520 0.42
MSFT - Microsoft Corp. Reduce 15.59% 367 0.01
COF - Capital One Financial Reduce 16.92% 2,500 0.02
TSM - Taiwan Semiconductor S.A. Reduce 21.10% 3,088 0.02
AAPL - Apple Inc. Reduce 44.82% 7,609 0.07
SPY - SPDR S&P 500 ETF Trust Reduce 45.98% 2,185 0.05
FBIN - Fortune Brands Innovations Inc. Sell 100.00% 463,140 1.16
ICE - Intercontinental Exchange Inc. Sell 100.00% 16,799 0.09
LBRDK - Liberty Broadband Corp. CL C Sell 100.00% 15,000 0.04
UNH - United Health Group Inc. Sell 100.00% 2,364 0.04
GBTC - Grayscale Bitcoin Tr Btc Sell 100.00% 7,442 0.02
J - Jacobs Solutions Inc. Sell 100.00% 4,394 0.02
SLV - Ishares Silver Tr Sell 100.00% 23,000 0.02
CAPE - Doubleline Shiller Enhanced Cape I Sell 100.00% 10,645 0.01
VOO - Vanguard S&P 500 ETF Sell 100.00% 584 0.01
EW - Edwards Lifesciences Corp. Sell 100.00% 257 0.00
Q4 2024
ADI - Analog Devices Reduce 16.66% 34,336 0.30
KEYS - Keysight Technologies Inc. Reduce 31.02% 149,225 0.90
EW - Edwards Lifesciences Corp. Reduce 99.94% 446,031 1.12
LM09 - Liberty Media Corp Series C Liberty Media Sell 100.00% 15,000 0.04
Q3 2024
GOOG - Alphabet Inc. CL C Reduce 0.19% 1,256 0.01
AAPL - Apple Inc. Reduce 1.75% 175 0.00
FND - Floor & Decor Holdings Reduce 16.51% 45,617 0.19
ITB - iShares U.S. Home Construction ETF Reduce 18.01% 2,263 0.01
FERG - Ferguson Enterprises Inc. Sell 100.00% 29,765 0.24
ABNB - Airbnb Inc. Sell 100.00% 7,055 0.05
GBTC - Grayscale Bitcoin Tr Btc Sell 100.00% 7,442 0.02
Q2 2024
BAC - Bank of America Corp. Reduce 0.08% 835 0.00
TSM - Taiwan Semiconductor S.A. Reduce 0.37% 30 0.00
FBIN - Fortune Brands Innovations Inc. Reduce 1.60% 7,240 0.02
MTB - M&T Bank Corp. Reduce 2.10% 7,408 0.04
MKL - Markel Group Inc. Reduce 48.51% 39,078 2.42
COHR - Coherent Corp. Sell 100.00% 116,314 0.29
TJX - TJX Companies Inc. Sell 100.00% 1,085 0.00
CIEN - Ciena Corp. Sell 100.00% 661 0.00
Q1 2024
TSM - Taiwan Semiconductor S.A. Reduce 0.57% 47 0.00
BRK.B - Berkshire Hathaway CL B Reduce 0.80% 3,881 0.07
AAPL - Apple Inc. Reduce 1.51% 154 0.00
ANET - Arista Networks Inc. Reduce 3.85% 3,831 0.04
BAC - Bank of America Corp. Reduce 4.12% 42,384 0.07
FND - Floor & Decor Holdings Reduce 5.14% 14,754 0.08
ITB - iShares U.S. Home Construction ETF Reduce 22.67% 3,327 0.02
FBIN - Fortune Brands Innovations Inc. Reduce 49.79% 449,022 1.61
TJX - TJX Companies Inc. Reduce 87.47% 7,572 0.03
CIEN - Ciena Corp. Reduce 99.89% 625,275 1.32
MBC - Masterbrand Inc Sell 100.00% 912,988 0.64
ATHM - Autohome Inc Sell 100.00% 312,582 0.41
SPY - SPDR S&P 500 ETF Trust Sell 100.00% 4,752 0.11
BOOT - Boot Barn Hldgs Inc Sell 100.00% 8,253 0.03
ROP - Roper Technologies Inc. Sell 100.00% 1,330 0.03
BABA - Alibaba Group Holdings Sell 100.00% 4,976 0.02
FAST - Fastenal Sell 100.00% 8,154 0.02
KNX - Knight-Swift Transportation Sell 100.00% 7,789 0.02
GIB - Cgi Inc Sell 100.00% 1,585 0.01
MSFT - Microsoft Corp. Sell 100.00% 288 0.01
Q4 2023
NVR - NVR Inc. Reduce 0.02% 2 0.00
DIS - Walt Disney Co. Reduce 0.03% 61 0.00
ROP - Roper Technologies Inc. Reduce 0.37% 5 0.00
TJX - TJX Companies Inc. Reduce 0.46% 40 0.00
BABA - Alibaba Group Holdings Reduce 0.56% 28 0.00
CIEN - Ciena Corp. Reduce 1.50% 9,527 0.02
HEI.A - HEICO Corp. CL A Reduce 2.22% 15,850 0.11
GIB - Cgi Inc Reduce 5.54% 93 0.00
MKL - Markel Group Inc. Reduce 6.32% 5,345 0.43
ATHM - Autohome Inc Reduce 8.90% 30,555 0.05
FAST - Fastenal Reduce 8.93% 800 0.00
AAPL - Apple Inc. Reduce 29.05% 4,168 0.04
GOOG - Alphabet Inc. CL C Reduce 29.61% 268,374 1.92
ODFL - Old Dominion Freight Line Reduce 41.92% 1,705 0.04
COHR - Coherent Corp. Reduce 84.72% 599,573 1.06
MSFT - Microsoft Corp. Reduce 92.00% 3,312 0.06
BN - Brookfield Corp. Sell 100.00% 14,671 0.02
IYF - Isharestr Sell 100.00% 2,803 0.01
Q3 2023
ATHM - Autohomeinc Reduce 0.04% 149 0.00
V - Visa Inc. Reduce 0.04% 141 0.00
GOOG - Alphabet Inc. CL C Reduce 0.08% 712 0.00
FBIN - Fortune Brands Innovations Inc. Reduce 0.15% 1,384 0.01
MBC - Masterbrand Inc Reduce 0.17% 1,556 0.00
IYF - Isharestr Reduce 1.06% 30 0.00
GLD - SPDR Gold Trust Reduce 1.75% 75 0.00
SITE - SiteOne Landscape Supply Inc. Reduce 2.34% 90 0.00
ANET - Arista Networks Inc. Reduce 5.06% 5,257 0.05
BN - Brookfield Corp. Reduce 9.57% 1,552 0.00
CIEN - Ciena Corp. Reduce 9.68% 68,069 0.15
BRK.A - Berkshire Hathaway CL A Reduce 33.33% 3 0.08
SSNC - SS&C Technologies Holdings Inc. Sell 100.00% 161,122 0.51
LEVI - Levi Strauss & Co. Sell 100.00% 32,939 0.03
SNBR - Sleep Number Corp Sell 100.00% 21,057 0.03
Q2 2023
SNBR - Sleep Number Corp Reduce 0.10% 22 0.00
SPY - SPDR S&P 500 ETF Trust Reduce 0.19% 9 0.00
SBUX - Starbucks Corp. Reduce 0.83% 52 0.00
IYF - Ishares Tr Reduce 1.53% 44 0.00
AAPL - Apple Inc. Reduce 2.05% 300 0.00
KNX - Knight-Swift Transportation Reduce 3.19% 257 0.00
ROP - Roper Technologies Inc. Reduce 6.74% 90 0.00
SCHW - Charles Schwab Corp. Reduce 38.42% 469,199 1.48
TSM - Taiwan Semiconductor S.A. Reduce 41.96% 5,957 0.03
J - Jacobs Solutions Inc. Sell 100.00% 2,458 0.02
Q1 2023
FND - Floor & Decor Holdings Reduce 0.37% 990 0.00
KMX - CarMax Inc. Reduce 0.50% 7,248 0.03
ANET - Arista Networks Inc. Reduce 0.77% 783 0.01
AME - Ametek Inc. Reduce 1.37% 11,690 0.10
V - Visa Inc. Reduce 1.48% 5,312 0.07
SCHW - Charles Schwab Corp. Reduce 1.73% 21,524 0.11
CIEN - Ciena Corp. Reduce 2.05% 13,981 0.04
HEI.A - HEICO Corp. CL A Reduce 2.07% 13,914 0.10
MKL - Markel Group Inc. Reduce 2.17% 1,764 0.14
BN - Brookfield Corp. Reduce 2.56% 427 0.00
EW - Edwards Lifesciences Corp. Reduce 2.63% 11,198 0.05
FIVE - Five Below Inc. Reduce 2.65% 16,357 0.18
META - Meta Platforms Inc. Reduce 2.70% 7,315 0.05
MTB - M&T Bank Corp. Reduce 2.80% 8,564 0.08
GOOG - Alphabet Inc. CL C Reduce 2.81% 24,902 0.14
NVR - NVR Inc. Reduce 2.91% 363 0.10
BRK.B - Berkshire Hathaway CL B Reduce 3.56% 16,434 0.31
BAC - Bank of America Corp. Reduce 3.78% 35,369 0.07
KEYS - Keysight Technologies Inc. Reduce 3.79% 17,551 0.19
MBC - Masterbrand Inc Reduce 3.80% 34,179 0.02
OZK - Bank OZK Reduce 4.35% 9,100 0.02
TJX - TJX Companies Inc. Reduce 5.44% 500 0.00
IYF - Ishares Tr Reduce 5.70% 174 0.00
TSM - Taiwan Semiconductor S.A. Reduce 5.77% 869 0.00
FAST - Fastenal Reduce 7.73% 750 0.00
ROP - Roper Technologies Inc. Reduce 8.56% 125 0.00
J - Jacobs Solutions Inc. Reduce 40.25% 1,656 0.01
ITB - iShares U.S. Home Construction ETF Reduce 53.48% 5,643 0.02
SSNC - SS&C Technologies Holdings Inc. Reduce 61.80% 251,885 0.81
SNBR - Sleep Number Corp Reduce 94.46% 359,184 0.58
FRCB - First Rep Bk SAn Francisco C Sell 100.00% 236,893 1.78
VOO - Vanguard S&P 500 ETF Sell 100.00% 6,900 0.15
ICE - Intercontinental Exchange Inc. Sell 100.00% 13,438 0.09
UNH - United Health Group Inc. Sell 100.00% 1,733 0.06
COST - Costco Co. Sell 100.00% 350 0.01
RMD - ResMed Inc. Sell 100.00% 437 0.01
RBA - Ritchie Bros Auctioneers Sell 100.00% 1,070 0.00
Q4 2022
IBP - Installed Building Products Reduce 0.16% 654 0.00
CIEN - Ciena Corp. Reduce 0.24% 1,629 0.00
BRK.B - Berkshire Hathaway CL B Reduce 0.30% 1,403 0.03
KEYS - Keysight Technologies Inc. Reduce 0.48% 2,251 0.02
V - Visa Inc. Reduce 0.50% 1,792 0.02
GOOG - Alphabet Inc. CL C Reduce 0.68% 6,062 0.04
LFUS - Littelfuse Inc. Reduce 0.73% 513 0.01
OZK - Bank OZK Reduce 0.79% 1,667 0.00
EW - Edwards Lifesciences Corp. Reduce 0.94% 4,023 0.02
MKL - Markel Group Inc. Reduce 0.97% 793 0.06
SNBR - Sleep Number Corp Reduce 1.55% 5,999 0.01
NVR - NVR Inc. Reduce 1.63% 207 0.06
ATHM - Autohome Inc Reduce 1.70% 5,810 0.01
IYF - Ishares Tr Reduce 1.90% 59 0.00
SSNC - SS&C Technologies Holdings Inc. Reduce 42.81% 305,173 0.99
ICE - Intercontinental Exchange Inc. Reduce 96.17% 337,175 2.07
BAM.A - Brookfield Asset Mgmt Inc Sell 100.00% 16,650 0.05
LLY - Eli Lilly & Co. Sell 100.00% 432 0.01
Q3 2022
SPY - SPDR S&P 500 ETF Trust Reduce 0.19% 9 0.00
SBUX - Starbucks Corp. Reduce 0.90% 57 0.00
BABA - Alibaba Group Holdings Reduce 1.48% 75 0.00
BAM.A - Brookfield Asset Mgmt Inc Reduce 2.00% 339 0.00
PGR - Progressive Corp. Reduce 22.10% 127,915 0.98
NVR - NVR Inc. Reduce 23.11% 3,816 1.01
JPM - JPMorgan Chase & Co. Reduce 89.96% 255,638 1.90
IIVI - Ii-Vi Inc Sell 100.00% 71,663 0.24
Q2 2022
PGR - Progressive Corp. Reduce 19.60% 141,096 0.91
LBRDK - Liberty Broadband Corp. CL C Sell 100.00% 34,474 0.26
UNH - United Health Group Inc. Sell 100.00% 2,435 0.07
Q1 2022
EW - Edwards Lifesciences Corp. Reduce 0.17% 671 0.00
ICE - Intercontinental Exchange Inc. Reduce 0.60% 1,985 0.01
SPY - SPDR S&P 500 ETF Trust Reduce 5.17% 260 0.01
LBRDK - Liberty Broadband Corp. CL C Reduce 6.49% 2,391 0.02
AAPL - Apple Inc. Reduce 10.06% 1,638 0.02
PGR - Progressive Corp. Reduce 11.85% 96,817 0.53
BRK.B - Berkshire Hathaway CL B Reduce 21.04% 116,682 1.86
TSM - Taiwan Semiconductor S.A. Reduce 37.50% 4,943 0.03
UNH - United Health Group Inc. Reduce 40.07% 1,628 0.04
AMZN - Amazon.com Inc. Sell 100.00% 15,160 0.13
W - Wayfair Inc. Sell 100.00% 5,602 0.06
Q4 2021
SBUX - Starbucks Corp. Reduce 0.08% 5 0.00
GOOGL - Alphabet Inc. Reduce 0.53% 50 0.01
TJX - TJX Companies Inc. Reduce 3.59% 342 0.00
KMX - CarMax Inc. Reduce 4.34% 50,340 0.38
ATHM - Autohome Inc Reduce 11.12% 41,003 0.11
CACC - Credit Acceptance Corp. Reduce 12.16% 2,066 0.07
BRK.B - Berkshire Hathaway CL B Reduce 25.81% 192,956 3.14
JPM - JPMorgan Chase & Co. Reduce 29.99% 114,483 1.12
BAC - Bank of America Corp. Reduce 34.95% 471,523 1.19
HCSG - Healthcare Services Group, Inc. Sell 100.00% 370,166 0.55
LBRDA - Liberty Broadband Corp. CL A Sell 100.00% 35,455 0.36
ISRG - Intuitive Surgical Inc. Sell 100.00% 135 0.00
Q3 2021
SNBR - Sleep Number Corp Reduce 0.01% 49 0.00
HCSG - Healthcare Services Group, Inc. Reduce 0.05% 179 0.00
OZK - Bank OZK Reduce 0.28% 503 0.00
V - Visa Inc. Reduce 0.58% 1,946 0.03
LFUS - Littelfuse Inc. Reduce 0.65% 18 0.00
DIS - Walt Disney Co. Reduce 0.70% 1,415 0.02
EW - Edwards Lifesciences Corp. Reduce 0.83% 3,379 0.02
SLV - Ishares Silver Tr Reduce 1.71% 400 0.00
AAPL - Apple Inc. Reduce 3.25% 384 0.00
GIB - Cgi Inc Reduce 21.46% 455 0.00
LBRDK - Liberty Broadband Corp. CL C Sell 100.00% 20,482 0.22
JEG - Jacobs Engr Group Inc Sell 100.00% 11,477 0.09
NGD - New Gold Inc Cda Sell 100.00% 30,000 0.00
Q2 2021
TJX - TJX Companies Inc. Reduce 1.67% 140 0.00
AMZN - Amazon.com Inc. Reduce 4.90% 480 0.00
LBRDK - Liberty Broadband Corp. CL C Reduce 5.74% 1,248 0.01
SSNC - SS&C Technologies Holdings Inc. Reduce 5.85% 5,101 0.02
ANET - Arista Networks Inc. Reduce 6.40% 1,096 0.02
FRCB - First Rep Bk SAn Francisco C Reduce 6.45% 1,251 0.01
MA - Mastercard Inc. Reduce 8.40% 839 0.02
CACC - Credit Acceptance Corp. Reduce 9.12% 976 0.02
TSM - Taiwan Semiconductor S.A. Reduce 11.18% 1,037 0.01
JEG - Jacobs Engr Group Inc Reduce 28.67% 4,612 0.04
Q1 2021
DIS - Walt Disney Co. Reduce 0.24% 445 0.01
AAPL - Apple Inc. Reduce 0.71% 85 0.00
TSM - Taiwan Semiconductor S.A. Reduce 1.07% 100 0.00
SPY - SPDR S&P 500 ETF Trust Reduce 1.72% 85 0.00
KMX - CarMax Inc. Reduce 4.18% 46,613 0.34
OZK - Bank OZK Reduce 50.39% 179,422 0.43
TJX - TJX Companies Inc. Reduce 79.00% 31,623 0.17
W - Wayfair Inc. Sell 100.00% 1,525 0.03
Q4 2020
AME - Ametek Inc. Reduce 5.74% 43,389 0.40
SPY - SPDR S&P 500 ETF Trust Reduce 6.76% 358 0.01
AMZN - Amazon.com Inc. Reduce 9.86% 1,020 0.01
TSM - Taiwan Semiconductor S.A. Reduce 24.36% 3,020 0.02
W - Wayfair Inc. Reduce 64.79% 2,806 0.08
LFUS - Littelfuse Inc. Reduce 95.15% 54,713 0.89
LBRDA - Liberty Broadband Corp. CL A Sell 100.00% 1,205 0.02
Q3 2020
BAC - Bank of America Corp. Reduce 0.02% 312 0.00
GOOG - Alphabet Inc. CL C Reduce 0.45% 164 0.02
HCSG - Healthcare Services Group, Inc. Reduce 0.55% 1,955 0.00
LULU - Lululemon Athletica Inc. Reduce 0.65% 30 0.00
FBIN - Fortune Brands Innovations Inc. Reduce 0.74% 3,726 0.02
KEYS - Keysight Technologies Inc. Reduce 1.01% 4,068 0.04
NVR - NVR Inc. Reduce 1.11% 156 0.05
OZK - Bank OZK Reduce 1.21% 4,319 0.01
LFUS - Littelfuse Inc. Reduce 1.27% 741 0.01
SNBR - Sleep Number Corp Reduce 1.46% 3,159 0.01
ATHM - Autohome Inc Cl-A Adr Reduce 1.81% 3,600 0.03
DIS - Walt Disney Co. Reduce 2.68% 4,995 0.06
GOOGL - Alphabet Inc. Reduce 15.40% 1,417 0.20
BRK.B - Berkshire Hathaway CL B Reduce 20.17% 170,289 3.02
CHTR - Charter Communications Sell 100.00% 1,000 0.05
LM09 - Liberty Media Corp Del Sell 100.00% 12,274 0.04
UNH - United Health Group Inc. Sell 100.00% 1,014 0.03
Q2 2020
LFUS - Littelfuse Inc. Reduce 0.56% 328 0.01
BAC - Bank of America Corp. Reduce 2.91% 37,833 0.10
KMX - CarMax Inc. Reduce 3.28% 36,215 0.25
UNP - Union Pacific Sell 100.00% 51,978 0.93
LUV - Southwest Airlines Sell 100.00% 8,348 0.04
DAL - Delta Air Lines Inc. Sell 100.00% 9,296 0.03
MHK - Mohawk Industries Sell 100.00% 3,218 0.03
Q1 2020
KEYS - Keysight Technologies Inc. Reduce 0.66% 2,625 0.02
TJX - TJX Companies Inc. Reduce 0.89% 80 0.00
HEI.A - HEICO Corp. CL A Reduce 4.23% 21,219 0.17
JPM - JPMorgan Chase & Co. Reduce 5.10% 17,332 0.22
KMX - CarMax Inc. Reduce 5.76% 67,385 0.53
GOOG - Alphabet Inc. CL C Reduce 6.47% 2,361 0.29
V - Visa Inc. Reduce 6.60% 20,770 0.35
BRK.B - Berkshire Hathaway CL B Reduce 6.73% 59,955 1.23
SCHW - Charles Schwab Corp. Reduce 6.76% 64,380 0.28
META - Meta Platforms Inc. Reduce 7.54% 13,821 0.26
EW - Edwards Lifesciences Corp. Reduce 7.85% 10,089 0.21
HCSG - Healthcare Services Group, Inc. Reduce 7.85% 25,084 0.05
OZK - Bank OZK Reduce 8.04% 31,099 0.09
NVR - NVR Inc. Reduce 8.07% 1,218 0.42
DIS - Walt Disney Co. Reduce 8.17% 16,330 0.21
BAM.A - Brookfield Asset Mgt-A Lv Reduce 10.08% 1,304 0.01
AME - Ametek Inc. Reduce 12.63% 105,154 0.95
FBIN - Fortune Brands Innovations Inc. Reduce 19.84% 124,879 0.74
LFUS - Littelfuse Inc. Reduce 49.67% 57,800 1.00
UNP - Union Pacific Reduce 67.90% 109,966 1.80
MTB - M&T Bank Corp. Sell 100.00% 139,368 2.14
ORLY - O'Reilly Automotive Sell 100.00% 27,638 1.10
Q4 2019
ORLY - O'Reilly Automotive Reduce 0.98% 273 0.01
TJX - TJX Companies Inc. Reduce 1.21% 110 0.00
KMX - CarMax Inc. Reduce 4.34% 53,130 0.47
MA - Mastercard Inc. Reduce 4.81% 98 0.00
MHK - Mohawk Industries Reduce 35.13% 1,743 0.02
OZK - Bank OZK Reduce 47.24% 346,176 0.94
Q3 2019
V - Visa Inc. Reduce 0.08% 234 0.00
HEI.A - HEICO Corp. CL A Reduce 0.26% 1,258 0.01
GOOGL - Alphabet Inc. Reduce 1.48% 87 0.01
TJX - TJX Companies Inc. Reduce 2.77% 259 0.00
MHK - Mohawk Industries Reduce 97.05% 163,448 2.44
LKQ - LKQ Corp. Sell 100.00% 220 0.00
Q2 2019
GOOGL - Alphabet Inc. Reduce 1.73% 103 0.01
ORLY - O'Reilly Automotive Reduce 5.25% 1,514 0.07
MHK - Mohawk Industries Reduce 24.11% 53,500 0.77
LM09 - Liberty Media-C Lib Form Reduce 59.50% 15,616 0.07
LKQ - LKQ Corp. Reduce 99.95% 417,056 1.36
Q1 2019
AME - Ametek Inc. Reduce 0.39% 2,999 0.03
MHK - Mohawk Industries Reduce 0.90% 2,026 0.03
DIS - Walt Disney Co. Reduce 0.94% 1,807 0.03
MA - Mastercard Inc. Reduce 1.69% 35 0.00
AAPL - Apple Inc. Reduce 2.34% 51 0.00
LKQ - LKQ Corp. Reduce 3.65% 15,807 0.05
TJX - TJX Companies Inc. Reduce 14.57% 1,593 0.01
UNP - Union Pacific Reduce 19.31% 37,537 0.68
ORLY - O'Reilly Automotive Reduce 42.55% 21,341 0.97
LM09 - Liberty Media-C Lib Form Reduce 96.06% 639,292 2.58
BCPC - Balchem Corp Sell 100.00% 2,266 0.02
Q4 2018
SPY - SPDR S&P 500 ETF Trust Reduce 0.13% 7 0.00
BRK.B - Berkshire Hathaway CL B Reduce 0.56% 4,518 0.12
AME - Ametek Inc. Reduce 0.72% 5,530 0.05
GOOGL - Alphabet Inc. Reduce 0.77% 44 0.01
LFUS - Littelfuse Inc. Reduce 0.80% 817 0.02
KMX - CarMax Inc. Reduce 1.19% 13,912 0.12
HEI.A - HEICO Corp. CL A Reduce 1.44% 6,661 0.06
LM09 - Liberty Media-C Lib Form Reduce 1.58% 10,674 0.05
V - Visa Inc. Reduce 1.60% 4,836 0.09
LKQ - LKQ Corp. Reduce 1.76% 7,750 0.03
ORLY - O'Reilly Automotive Reduce 1.91% 975 0.04
UNP - Union Pacific Reduce 30.10% 83,688 1.64
EW - Edwards Lifesciences Corp. Reduce 32.38% 58,512 1.22
DIS - Walt Disney Co. Reduce 36.76% 111,389 1.57
RYAAY - Ryanair Holdings PLC Sell 100.00% 2,500 0.03
Q3 2018
GOOGL - Alphabet Inc. Reduce 0.96% 55 0.01
V - Visa Inc. Reduce 11.99% 41,211 0.77
MA - Mastercard Inc. Reduce 34.14% 1,075 0.03
ORLY - O'Reilly Automotive Reduce 46.45% 44,351 1.70
FIVE - Five Below Inc. Reduce 67.34% 7,413 0.10
WFC - Wells Fargo Sell 100.00% 341,577 2.66
STN - Stantec Inc Sell 100.00% 21,329 0.10
CACC - Credit Acceptance Corp. Sell 100.00% 992 0.05
HBI - Hanesbrands Inc Sell 100.00% 12,264 0.04
BKNG - Booking Holdings Inc. Sell 100.00% 1,250 0.01
Q2 2018
SPY - SPDR S&P 500 ETF Trust Reduce 0.72% 38 0.00
MA - Mastercard Inc. Reduce 1.72% 55 0.00
LKQ - LKQ Corp. Reduce 59.52% 562,779 3.11
CACC - Credit Acceptance Corp. Reduce 98.45% 62,989 3.03
FAST - Fastenal Sell 100.00% 4,077 0.03
Q1 2018
SPY - SPDR S&P 500 ETF Trust Reduce 0.79% 42 0.00
GOOGL - Alphabet Inc. Reduce 1.32% 77 0.01
Q4 2017
ORLY - O'Reilly Automotive Reduce 0.51% 478 0.02
STN - Stantec Inc Reduce 0.58% 125 0.00
AME - Ametek Inc. Reduce 0.77% 5,271 0.06
UNP - Union Pacific Reduce 0.80% 2,154 0.04
V - Visa Inc. Reduce 1.26% 4,278 0.07
HEI.A - HEICO Corp. CL A Reduce 2.53% 7,644 0.09
MHK - Mohawk Industries Reduce 2.57% 2,742 0.11
FBIN - Fortune Brands Innovations Inc. Reduce 3.04% 9,629 0.10
GOOGL - Alphabet Inc. Reduce 3.45% 208 0.03
LKQ - LKQ Corp. Reduce 16.66% 183,215 1.05
DIS - Walt Disney Co. Reduce 24.03% 84,506 1.33
MTB - M&T Bank Corp. Reduce 28.74% 44,710 1.15
WFC - Wells Fargo Reduce 37.18% 197,665 1.74
TJX - TJX Companies Inc. Reduce 48.99% 2,056 0.02
Q2 2017
GOOGL - Alphabet Inc. Reduce 0.54% 32 0.00
BAM.A - Brookfield Asset Mgt Reduce 1.21% 158 0.00
MHK - Mohawk Industries Reduce 1.89% 2,021 0.09
AME - Ametek Inc. Reduce 13.81% 108,239 1.08
DIS - Walt Disney Co. Reduce 15.27% 62,577 1.30
MTB - M&T Bank Corp. Reduce 16.93% 31,237 0.89
LKQ - LKQ Corp. Reduce 18.45% 244,254 1.32
STN - Stantec Inc Reduce 48.42% 20,023 0.10
Q1 2017
DIS - Walt Disney Co. Reduce 0.23% 960 0.02
AME - Ametek Inc. Reduce 0.77% 6,085 0.06
GOOGL - Alphabet Inc. Reduce 0.84% 50 0.01
UNP - Union Pacific Reduce 1.01% 2,505 0.05
MTB - M&T Bank Corp. Reduce 1.64% 3,084 0.09
BWLD - Buffalo Wild Wings Inc Sell 100.00% 76,176 2.21
SRCL - Stericycle Inc Sell 100.00% 102,707 1.49
KT2 - Knight Transportation Inc Sell 100.00% 215,191 1.34
Q4 2016
SRCL - Stericycle Inc Reduce 0.67% 694 0.02
ORLY - O'Reilly Automotive Reduce 0.69% 552 0.04
GOOGL - Alphabet Inc. Reduce 0.91% 55 0.01
UNP - Union Pacific Reduce 1.24% 3,124 0.08
MTB - M&T Bank Corp. Reduce 1.57% 2,992 0.10
DIS - Walt Disney Co. Reduce 1.72% 7,169 0.18
KT2 - Knight Transportation Inc Reduce 3.42% 7,617 0.06
BWLD - Buffalo Wild Wings Inc Reduce 3.70% 2,930 0.11
STN - Stantec Inc Reduce 26.62% 15,000 0.10
Q3 2016
UNP - Union Pacific Reduce 0.07% 187 0.00
KT2 - Knight Transportation Inc Reduce 47.20% 199,148 1.54
GGQ7 - Alphabet Inc Sell 100.00% 15,099 3.04
GGQ1 - Alphabet Inc Sell 100.00% 6,091 1.25
Q2 2016
GGQ1 - Alphabet Inc Reduce 0.77% 47 0.01
BAM.A - Brookfield Asset Mgt Reduce 5.88% 818 0.01
KT2 - Knight Transportation Inc Reduce 34.07% 218,022 1.70
Q1 2016
ORLY - O'Reilly Automotive Reduce 0.30% 234 0.02
GGQ1 - Alphabet Inc Reduce 1.21% 75 0.02
WFC - Wells Fargo Reduce 15.86% 91,507 1.44
FAST - Fastenal Reduce 98.42% 254,057 3.00
IBM - International Business Machines Corp. Sell 100.00% 96,001 3.83
PRAA - Pra Group Inc Sell 100.00% 193,637 1.95
Q4 2015
GGQ7 - Alphabet Inc Reduce 0.07% 9 0.00
GGQ1 - Alphabet Inc Reduce 0.27% 17 0.00
IBM - International Business Machines Corp. Reduce 0.66% 633 0.03
ORLY - O'Reilly Automotive Reduce 1.11% 878 0.06
CAB - Cabelas Inc Cl-A Sell 100.00% 240,142 3.22
Q3 2015
GGQ1 - Google Inc Reduce 0.21% 13 0.00
WFC - Wells Fargo Reduce 10.96% 69,538 1.11
PCP - Precision Castparts Corp Sell 100.00% 92,337 5.24
Q2 2015
ORLY - O'Reilly Automotive Reduce 2.41% 1,951 0.11
GGQ1 - Google Inc Reduce 2.44% 156 0.02
MA - Mastercard Inc. Reduce 64.02% 2,676 0.06
BRK.B - Berkshire Hathaway CL B Sell 100.00% 494,074 18.06