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  Coherent Corp. (COHR)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2024   Q2 0 0.00 Sell 100.00% 0.29 SEC
2024   Q1 116,314 0.29 Add 7.56% 0.02 $60.62 $7,050,955 SEC
2023   Q4 108,137 0.22 Reduce 84.72% 1.06 $43.53 $4,707,204 SEC
2023   Q3 707,710 1.25 Add 606.35% 1.07 $32.64 $23,099,654 SEC
2023   Q2 100,193 0.27 Add 3.80% <0.01 $50.98 $5,107,839 SEC
2023   Q1 96,526 0.22 Add 12.86% 0.03 $38.08 $3,675,710 SEC
2022   Q4 85,524 0.19 Add 15.26% 0.03 $35.10 $3,001,892 SEC
2022   Q3 74,202 0.18 Buy 0.18 $34.85 $2,586,000 SEC