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  Meta Platforms Inc. (META)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 307,821 6.45 Reduce 1.80% 0.12 $572.13 $176,113,629 SEC
2025   Q4 313,449 6.90 Add 0.53% 0.04 $660.09 $206,904,550 SEC
2025   Q3 311,810 7.76 Reduce 2.22% 0.18 $734.38 $228,987,028 SEC
2025   Q2 318,902 8.07 Add 1.19% 0.10 $738.09 $235,378,377 SEC
2025   Q1 315,144 6.70 Add 0.02% <0.01 $576.36 $181,636,396 SEC
2024   Q4 315,095 6.74 Add 1.66% 0.11 $585.51 $184,491,273 SEC
2024   Q3 309,942 6.75 Add 4.11% 0.27 $572.44 $177,423,198 SEC
2024   Q2 297,713 6.34 Add 0.64% 0.04 $504.22 $150,112,849 SEC
2024   Q1 295,820 5.84 Add 2.74% 0.16 $485.58 $143,644,276 SEC
2023   Q4 287,932 4.79 Add 1.94% 0.09 $353.96 $101,916,411 SEC
2023   Q3 282,449 4.60 Add 0.98% 0.04 $300.21 $84,794,014 SEC
2023   Q2 279,708 4.22 Add 6.16% 0.25 $286.98 $80,270,602 SEC
2023   Q1 263,471 3.36 Reduce 2.70% 0.05 $211.94 $55,840,044 SEC
2022   Q4 270,786 2.01 Add 0.88% 0.02 $120.34 $32,586,387 SEC
2022   Q3 268,430 2.47 Add 1.76% 0.04 $135.68 $36,421,000 SEC
2022   Q2 263,790 2.80 Add 2.64% 0.07 $161.25 $42,536,000 SEC
2022   Q1 257,017 3.23 Add 3.51% 0.11 $222.36 $57,150,000 SEC
2021   Q4 248,311 4.46 Add 0.06% <0.01 $336.35 $83,519,000 SEC
2021   Q3 248,158 5.02 Add 5.92% 0.28 $339.39 $84,222,000 SEC
2021   Q2 234,295 4.95 Add 1.16% 0.06 $347.71 $81,467,000 SEC
2021   Q1 231,615 4.56 Add 5.48% 0.24 $294.53 $68,218,000 SEC
2020   Q4 219,590 4.60 Add 3.75% 0.17 $0.27 $59,983 SEC
2020   Q3 211,661 5.08 Add 0.43% 0.02 $261.90 $55,434,000 SEC
2020   Q2 210,751 4.76 Add 24.40% 0.93 $227.07 $47,855,000 SEC
2020   Q1 169,415 3.60 Reduce 7.54% 0.26 $166.80 $28,258,000 SEC
2019   Q4 183,236 3.40 Add 3.55% 0.12 $205.25 $37,609,000 SEC
2019   Q3 176,952 3.14 Add 2.10% 0.06 $178.08 $31,512,000 SEC
2019   Q2 173,316 3.38 Add 5.31% 0.17 $193.00 $33,450,000 SEC
2019   Q1 164,573 3.15 Add 40.82% 0.91 $166.69 $27,433,000 SEC
2018   Q4 116,870 2.02 Add 2.87% 0.06 $131.09 $15,320,000 SEC
2018   Q3 113,609 2.25 Add 8.54% 0.18 $164.46 $18,684,000 SEC
2018   Q2 104,672 2.86 Buy 2.86 $194.32 $20,340,000 SEC