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  Bank OZK (OZK)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 1,231,059 2.07 Reduce 2.61% 0.05 $45.89 $56,493,298 SEC
2025   Q4 1,264,042 1.94 Add 0.16% <0.01 $46.02 $58,171,213 SEC
2025   Q3 1,261,960 2.18 Add 0.24% <0.01 $50.98 $64,334,721 SEC
2025   Q2 1,258,996 2.03 Add 4.09% 0.08 $47.06 $59,248,352 SEC
2025   Q1 1,209,513 1.94 Reduce 0.24% <0.01 $43.45 $52,553,340 SEC
2024   Q4 1,212,438 1.97 Add 1.26% 0.02 $44.53 $53,989,864 SEC
2024   Q3 1,197,374 1.96 Add 0.24% <0.01 $42.99 $51,475,108 SEC
2024   Q2 1,194,539 2.07 Add 2.53% 0.05 $41.00 $48,976,099 SEC
2024   Q1 1,165,110 2.15 Add 387.96% 1.71 $45.46 $52,965,901 SEC
2023   Q4 238,771 0.56 Add 1.21% <0.01 $49.83 $11,897,959 SEC
2023   Q3 235,926 0.47 Add 12.07% 0.05 $37.07 $8,745,777 SEC
2023   Q2 210,522 0.44 Add 5.13% 0.02 $40.16 $8,454,564 SEC
2023   Q1 200,256 0.41 Reduce 4.35% 0.02 $34.20 $6,848,755 SEC
2022   Q4 209,356 0.52 Reduce 0.79% <0.01 $40.06 $8,386,801 SEC
2022   Q3 211,023 0.57 Add 1.43% <0.01 $39.56 $8,348,000 SEC
2022   Q2 208,055 0.51 Add 2.32% 0.01 $37.53 $7,808,000 SEC
2022   Q1 203,337 0.49 Add 12.89% 0.06 $42.70 $8,682,000 SEC
2021   Q4 180,120 0.45 Add 0.87% <0.01 $46.53 $8,381,000 SEC
2021   Q3 178,572 0.46 Reduce 0.28% <0.01 $42.98 $7,675,000 SEC
2021   Q2 179,075 0.46 Add 1.36% <0.01 $42.16 $7,550,000 SEC
2021   Q1 176,670 0.48 Reduce 50.39% 0.43 $40.85 $7,217,000 SEC
2020   Q4 356,092 0.85 Add 1.15% <0.01 $0.03 $11,135 SEC
2020   Q3 352,055 0.69 Reduce 1.21% 0.01 $21.32 $7,506,000 SEC
2020   Q2 356,374 0.83 Add 0.25% <0.01 $23.47 $8,364,000 SEC
2020   Q1 355,481 0.76 Reduce 8.04% 0.09 $16.70 $5,937,000 SEC
2019   Q4 386,580 1.07 Reduce 47.24% 0.94 $30.51 $11,793,000 SEC
2019   Q3 732,756 1.99 Add 0.24% <0.01 $27.27 $19,982,000 SEC
2019   Q2 730,979 2.22 Add 5.23% 0.11 $30.09 $21,995,000 SEC
2019   Q1 694,672 2.31 Add 3.38% 0.08 $28.98 $20,132,000 SEC
2018   Q4 671,992 2.02 Buy 2.02 $22.83 $15,342,000 SEC