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  Fastenal (FAST)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2024   Q1 0 0.00 Sell 100.00% 0.02 SEC
2023   Q4 8,154 0.02 Reduce 8.93% <0.01 $64.77 $528,135 SEC
2023   Q3 8,954 0.03 $54.64 $489,247 SEC
2023   Q2 8,954 0.04 $94.33 $844,631 SEC
2023   Q1 8,954 0.03 Reduce 7.73% <0.01 $53.94 $482,979 SEC
2022   Q4 9,704 0.03 $47.32 $459,193 SEC
2022   Q3 9,704 0.03 $46.06 $447,000 SEC
2022   Q2 9,704 0.03 $49.88 $484,000 SEC
2022   Q1 9,704 0.03 $59.36 $576,000 SEC
2021   Q4 9,704 0.03 $64.10 $622,000 SEC
2021   Q3 9,704 0.03 Add 8.38% <0.01 $51.63 $501,000 SEC
2021   Q2 8,954 0.03 $52.04 $466,000 SEC
2021   Q1 8,954 0.03 $50.26 $450,000 SEC
2020   Q4 8,954 0.03 $0.05 $437 SEC
2020   Q3 8,954 0.04 $45.12 $404,000 SEC
2020   Q2 8,954 0.04 $42.89 $384,000 SEC
2020   Q1 8,954 0.04 Add 9.81% <0.01 $31.27 $280,000 SEC
2019   Q4 8,154 0.03 $36.91 $301,000 SEC
2019   Q3 8,154 0.03 $32.62 $266,000 SEC
2019   Q2 8,154 0.03 Add 100.00% 0.02 $32.62 $266,000 SEC
2019   Q1 4,077 0.03 $64.26 $262,000 SEC
2018   Q4 4,077 0.03 $52.24 $213,000 SEC
2018   Q3 4,077 0.03 Buy 0.03 $58.13 $237,000 SEC
2018   Q2 0 0.00 Sell 100.00% 0.03 SEC
2018   Q1 4,077 0.03 $54.70 $223,000 SEC
2017   Q4 4,077 0.03 $54.70 $223,000 SEC
2017   Q3 4,077 0.03 $45.62 $186,000 SEC
2017   Q2 4,077 0.03 $43.41 $177,000 SEC
2017   Q1 4,077 0.04 $51.51 $210,000 SEC
2016   Q4 4,077 0.04 $47.09 $192,000 SEC
2016   Q3 4,077 0.05 $41.70 $170,000 SEC
2016   Q2 4,077 0.05 $44.40 $181,000 SEC
2016   Q1 4,077 0.06 Reduce 98.42% 3.00 $49.06 $200,000 SEC
2015   Q4 258,134 3.05 Add 0.27% <0.01 $40.82 $10,537,000 SEC
2015   Q3 257,451 2.77 Add 2.49% 0.07 $36.61 $9,425,000 SEC
2015   Q2 251,202 3.01 Add 3.59% 0.10 $42.18 $10,596,000 SEC
2015   Q1 242,490 2.55 $41.44 $10,048,000 SEC