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  Jacobs Solutions Inc. (J)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q1 0 0.00 Sell 100.00% 0.02 SEC
2024   Q4 4,394 0.02 Buy 0.02 $133.62 $587,126 SEC
2023   Q2 0 0.00 Sell 100.00% 0.02 SEC
2023   Q1 2,458 0.02 Reduce 40.25% 0.01 $117.51 $288,840 SEC
2022   Q4 4,114 0.03 Buy 0.03 $120.07 $493,968 SEC