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  Union Pacific (UNP)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2020   Q2 0 0.00 Sell 100.00% 0.93 SEC
2020   Q1 51,978 0.93 Reduce 67.90% 1.80 $141.04 $7,331,000 SEC
2019   Q4 161,944 2.65 Add 1.21% 0.03 $180.79 $29,278,000 SEC
2019   Q3 160,011 2.58 Add 0.48% 0.01 $161.98 $25,919,000 SEC
2019   Q2 159,239 2.72 Add 1.55% 0.04 $169.11 $26,929,000 SEC
2019   Q1 156,810 3.01 Reduce 19.31% 0.68 $167.20 $26,219,000 SEC
2018   Q4 194,347 3.54 Reduce 30.10% 1.64 $138.23 $26,865,000 SEC
2018   Q3 278,035 5.44 Add 1.87% 0.10 $162.83 $45,272,000 SEC
2018   Q2 272,920 5.44 Add 1.73% 0.09 $141.68 $38,667,000 SEC
2018   Q1 268,271 5.25 Add 0.28% 0.01 $134.43 $36,064,000 SEC
2017   Q4 267,529 5.35 Reduce 0.80% 0.04 $134.10 $35,876,000 SEC
2017   Q3 269,683 5.00 Add 7.81% 0.36 $115.97 $31,275,000 SEC
2017   Q2 250,151 4.83 Add 1.54% 0.07 $108.91 $27,244,000 SEC
2017   Q1 246,348 4.80 Reduce 1.01% 0.05 $105.92 $26,093,000 SEC
2016   Q4 248,853 4.85 Reduce 1.24% 0.08 $103.68 $25,801,000 SEC
2016   Q3 251,977 6.81 Reduce 0.07% <0.01 $97.53 $24,575,000 SEC
2016   Q2 252,164 6.41 Add 1.03% 0.07 $87.25 $22,001,000 SEC
2016   Q1 249,595 5.91 Add 6.19% 0.34 $79.55 $19,855,000 SEC
2015   Q4 235,037 5.33 Add 1.10% 0.06 $78.20 $18,380,000 SEC
2015   Q3 232,473 6.03 Add 42.64% 1.80 $88.41 $20,553,000 SEC
2015   Q2 162,979 4.42 Add 8.86% 0.36 $95.37 $15,543,000 SEC
2015   Q1 149,720 4.11 $108.31 $16,216,000 SEC