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
Holding/activity history for  AAON Inc. (AAON)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 201,832 0.61 Buy 0.61 $82.75 $16,701,598 SEC