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  Medpace Holdings Inc. (MEDP)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 256,081 4.50 Reduce 2.75% 0.14 $480.19 $122,967,535 SEC
2025   Q4 263,320 4.93 Add 0.58% 0.03 $561.65 $147,893,678 SEC
2025   Q3 261,802 4.56 Add 0.02% <0.01 $514.16 $134,608,116 SEC
2025   Q2 261,755 2.82 Add 3.90% 0.11 $313.86 $82,154,424 SEC
2025   Q1 251,937 2.83 Add 7.53% 0.20 $304.69 $76,762,685 SEC
2024   Q4 234,287 2.84 Add 3.18% 0.09 $332.23 $77,837,170 SEC
2024   Q3 227,072 2.88 Add 20.72% 0.49 $333.80 $75,796,634 SEC
2024   Q2 188,094 3.27 Add 1.55% 0.05 $411.85 $77,466,514 SEC
2024   Q1 185,232 3.04 Add 17.49% 0.45 $404.15 $74,861,513 SEC
2023   Q4 157,664 2.27 Add 4,093.19% 2.22 $306.53 $48,328,746 SEC
2023   Q3 3,760 0.05 Buy 0.05 $242.13 $910,409 SEC