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  Wayfair Inc. (W)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2022   Q1 0 0.00 Sell 100.00% 0.06 SEC
2021   Q4 5,602 0.06 Add 3.00% <0.01 $189.93 $1,064,000 SEC
2021   Q3 5,439 0.08 Buy 0.08 $255.56 $1,390,000 SEC
2021   Q1 0 0.00 Sell 100.00% 0.03 SEC
2020   Q4 1,525 0.03 Reduce 64.79% 0.08 $0.23 $344 SEC
2020   Q3 4,331 0.12 Add 23.11% 0.02 $290.93 $1,260,000 SEC
2020   Q2 3,518 0.07 Buy 0.07 $197.56 $695,000 SEC