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  SiteOne Landscape Supply Inc. (SITE)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 3,753 0.02 $133.11 $499,562 SEC
2025   Q4 3,753 0.02 $124.56 $467,474 SEC
2025   Q3 3,753 0.02 $128.80 $483,386 SEC
2025   Q2 3,753 0.02 $120.94 $453,888 SEC
2025   Q1 3,753 0.02 $121.44 $455,764 SEC
2024   Q4 3,753 0.02 $131.77 $494,533 SEC
2024   Q3 3,753 0.02 $150.91 $566,365 SEC
2024   Q2 3,753 0.02 $121.41 $455,652 SEC
2024   Q1 3,753 0.03 $174.55 $655,086 SEC
2023   Q4 3,753 0.03 $162.50 $609,863 SEC
2023   Q3 3,753 0.03 Reduce 2.34% <0.01 $163.45 $613,428 SEC
2023   Q2 3,843 0.03 Add 2.40% <0.01 $167.36 $643,164 SEC
2023   Q1 3,753 0.03 $136.87 $513,673 SEC
2022   Q4 3,753 0.03 $117.32 $440,302 SEC
2022   Q3 3,753 0.03 $104.18 $391,000 SEC
2022   Q2 3,753 0.03 $118.84 $446,000 SEC
2022   Q1 3,753 0.03 $161.74 $607,000 SEC
2021   Q4 3,753 0.05 Buy 0.05 $242.21 $909,000 SEC