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  Builders FirstSource Inc. (BLDR)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 91,813 0.28 Add 2.03% <0.01 $82.33 $7,558,964 SEC
2025   Q4 89,984 0.31 Add 3.32% <0.01 $102.89 $9,258,454 SEC
2025   Q3 87,096 0.36 Reduce 0.25% <0.01 $121.25 $10,560,390 SEC
2025   Q2 87,317 0.35 Add 5.91% 0.02 $116.69 $10,189,021 SEC
2025   Q1 82,445 0.38 Buy 0.38 $124.94 $10,300,678 SEC