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  O'Reilly Automotive (ORLY)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2020   Q1 0 0.00 Sell 100.00% 1.10 SEC
2019   Q4 27,638 1.10 Reduce 0.98% 0.01 $438.27 $12,113,000 SEC
2019   Q3 27,911 1.11 Add 2.25% 0.02 $398.52 $11,123,000 SEC
2019   Q2 27,297 1.02 Reduce 5.25% 0.07 $369.31 $10,081,000 SEC
2019   Q1 28,811 1.28 Reduce 42.55% 0.97 $388.29 $11,187,000 SEC
2018   Q4 50,152 2.28 Reduce 1.91% 0.04 $344.33 $17,269,000 SEC
2018   Q3 51,127 2.13 Reduce 46.45% 1.70 $347.31 $17,757,000 SEC
2018   Q2 95,478 3.67 Add 1.77% 0.06 $273.57 $26,120,000 SEC
2018   Q1 93,822 3.38 Add 1.10% 0.04 $247.38 $23,210,000 SEC
2017   Q4 92,798 3.33 Reduce 0.51% 0.02 $240.54 $22,322,000 SEC
2017   Q3 93,276 3.21 Add 3.79% 0.12 $215.37 $20,089,000 SEC
2017   Q2 89,872 3.49 Add 5.05% 0.17 $218.74 $19,659,000 SEC
2017   Q1 85,552 4.25 Add 7.01% 0.28 $269.84 $23,085,000 SEC
2016   Q4 79,950 4.18 Reduce 0.69% 0.04 $278.41 $22,259,000 SEC
2016   Q3 80,502 6.25 Add 1.18% 0.07 $280.10 $22,549,000 SEC
2016   Q2 79,560 6.28 Add 1.67% 0.10 $271.10 $21,569,000 SEC
2016   Q1 78,250 6.37 Reduce 0.30% 0.02 $273.66 $21,414,000 SEC
2015   Q4 78,484 5.76 Reduce 1.11% 0.06 $253.41 $19,889,000 SEC
2015   Q3 79,362 5.82 Add 0.65% 0.04 $249.73 $19,819,000 SEC
2015   Q2 78,850 5.06 Reduce 2.41% 0.11 $225.99 $17,819,000 SEC
2015   Q1 80,801 4.43 $216.25 $17,473,000 SEC