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  Five Below Inc. (FIVE)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 617,191 5.16 Reduce 3.22% 0.13 $228.48 $141,015,800 SEC
2025   Q4 637,747 4.01 Add 0.10% <0.01 $188.36 $120,126,025 SEC
2025   Q3 637,090 3.34 Add 1.79% 0.06 $154.70 $98,557,823 SEC
2025   Q2 625,871 2.82 Add 0.69% 0.02 $131.18 $82,101,758 SEC
2025   Q1 621,590 1.72 Reduce 15.10% 0.42 $74.93 $46,572,631 SEC
2024   Q4 732,110 2.81 Add 0.95% 0.03 $104.96 $76,842,266 SEC
2024   Q3 725,249 2.44 Add 3.92% 0.09 $88.35 $64,075,749 SEC
2024   Q2 697,875 3.21 Add 4.60% 0.14 $108.97 $76,047,439 SEC
2024   Q1 667,190 4.92 Add 2.00% 0.10 $181.38 $121,014,922 SEC
2023   Q4 654,098 6.55 Add 1.48% 0.10 $213.16 $139,427,530 SEC
2023   Q3 644,566 5.63 Add 1.71% 0.09 $160.90 $103,710,669 SEC
2023   Q2 633,721 6.55 Add 5.27% 0.33 $196.54 $124,551,525 SEC
2023   Q1 601,994 7.47 Reduce 2.65% 0.18 $205.97 $123,992,704 SEC
2022   Q4 618,351 6.76 Add 0.32% 0.02 $176.87 $109,367,741 SEC
2022   Q3 616,382 5.75 Add 1.16% 0.07 $137.67 $84,857,000 SEC
2022   Q2 609,291 4.55 Add 23.18% 0.86 $113.43 $69,112,000 SEC
2022   Q1 494,638 4.42 Add 42.70% 1.32 $158.37 $78,336,000 SEC
2021   Q4 346,629 3.83 Add 3.95% 0.15 $206.89 $71,714,000 SEC
2021   Q3 333,458 3.52 Add 5.71% 0.19 $176.81 $58,959,000 SEC
2021   Q2 315,449 3.71 Add 3.87% 0.14 $193.27 $60,967,000 SEC
2021   Q1 303,705 3.88 Add 1.95% 0.07 $190.79 $57,944,000 SEC
2020   Q4 297,896 4.00 Add 2.70% 0.11 $0.17 $52,126 SEC
2020   Q3 290,052 3.38 Add 0.50% 0.02 $127.00 $36,837,000 SEC
2020   Q2 288,602 3.07 Add 10.21% 0.28 $106.91 $30,854,000 SEC
2020   Q1 261,868 2.35 Add 7,182.20% 2.32 $70.38 $18,430,000 SEC
2019   Q4 3,596 0.04 $127.92 $460,000 SEC
2019   Q3 3,596 0.05 $125.97 $453,000 SEC
2019   Q2 3,596 0.04 $120.13 $432,000 SEC
2019   Q1 3,596 0.05 $124.30 $447,000 SEC
2018   Q4 3,596 0.05 $102.34 $368,000 SEC
2018   Q3 3,596 0.06 Reduce 67.34% 0.10 $130.14 $468,000 SEC
2018   Q2 11,009 0.15 $97.74 $1,076,000 SEC
2018   Q1 11,009 0.12 $73.30 $807,000 SEC
2017   Q4 11,009 0.11 $66.31 $730,000 SEC
2017   Q3 11,009 0.10 Add 85.37% 0.05 $54.86 $604,000 SEC
2017   Q2 5,939 0.05 $49.33 $293,000 SEC
2017   Q1 5,939 0.05 Buy 0.05 $43.27 $257,000 SEC