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  Ii-Vi Inc (IIVI)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2022   Q3 0 0.00 Sell 100.00% 0.24 SEC
2022   Q2 71,663 0.24 Add 0.33% <0.01 $50.95 $3,651,000 SEC
2022   Q1 71,425 0.29 Add 1.94% <0.01 $72.50 $5,178,000 SEC
2021   Q4 70,068 0.26 Add 8.78% 0.02 $68.33 $4,788,000 SEC
2021   Q3 64,414 0.23 Buy 0.23 $59.37 $3,824,000 SEC