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  Keysight Technologies Inc. (KEYS)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 323,184 3.34 Reduce 3.25% 0.07 $282.37 $91,257,466 SEC
2025   Q4 334,046 2.26 Add 0.04% <0.01 $203.19 $67,874,807 SEC
2025   Q3 333,927 1.98 Add 0.10% <0.01 $174.92 $58,410,511 SEC
2025   Q2 333,585 1.87 Add 0.78% 0.01 $163.86 $54,661,238 SEC
2025   Q1 331,011 1.83 Reduce 0.25% <0.01 $149.77 $49,575,517 SEC
2024   Q4 331,845 1.95 Reduce 31.02% 0.90 $160.63 $53,304,262 SEC
2024   Q3 481,070 2.91 Add 0.32% <0.01 $158.93 $76,456,455 SEC
2024   Q2 479,558 2.77 Add 0.25% <0.01 $136.75 $65,579,557 SEC
2024   Q1 478,346 3.04 Add 1.59% 0.05 $156.38 $74,803,747 SEC
2023   Q4 470,853 3.52 Add 0.21% <0.01 $159.09 $74,908,004 SEC
2023   Q3 469,888 3.37 Add 0.01% <0.01 $132.31 $62,170,881 SEC
2023   Q2 469,858 4.14 Add 5.48% 0.22 $167.45 $78,677,722 SEC
2023   Q1 445,435 4.33 Reduce 3.79% 0.19 $161.48 $71,928,844 SEC
2022   Q4 462,986 4.90 Reduce 0.48% 0.02 $171.07 $79,203,015 SEC
2022   Q3 465,237 4.96 Add 1.55% 0.08 $157.36 $73,210,000 SEC
2022   Q2 458,119 4.16 Add 5.10% 0.20 $137.85 $63,152,000 SEC
2022   Q1 435,897 3.89 Add 0.23% <0.01 $157.97 $68,859,000 SEC
2021   Q4 434,886 4.79 Add 1.05% 0.05 $206.51 $89,808,000 SEC
2021   Q3 430,380 4.22 Add 1.38% 0.06 $164.29 $70,707,000 SEC
2021   Q2 424,526 3.99 Add 4.16% 0.16 $154.41 $65,551,000 SEC
2021   Q1 407,590 3.91 Add 0.84% 0.03 $143.40 $58,448,000 SEC
2020   Q4 404,190 4.09 Add 1.50% 0.06 $0.13 $53,389 SEC
2020   Q3 398,232 3.61 Reduce 1.01% 0.04 $98.78 $39,337,000 SEC
2020   Q2 402,300 4.03 Add 1.76% 0.07 $100.78 $40,544,000 SEC
2020   Q1 395,345 4.21 Reduce 0.66% 0.02 $83.68 $33,082,000 SEC
2019   Q4 397,970 3.70 Add 32.63% 0.91 $102.63 $40,844,000 SEC
2019   Q3 300,068 2.91 Add 5.84% 0.16 $97.25 $29,182,000 SEC
2019   Q2 283,501 2.57 Add 144.21% 1.52 $89.81 $25,461,000 SEC
2019   Q1 116,090 1.16 Buy 1.16 $87.20 $10,123,000 SEC