Francois Rochon's OZK Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 1.26 M shares of Bank OZK (OZK) worth $64.33 M, representing 1.97% of the portfolio. First purchased in 2018-Q4, this long-term strategic position has been held for 28 quarters.
Based on 13F filings, Francois Rochon has maintained a strategic position in OZK, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 926,339 shares. Largest reduction occurred in Q4 2019, reducing 346,176 shares.
Analysis based on 13F filings available since 2013 Q2
Francois Rochon's Bank OZK (OZK) Holding Value Over Time
Track share changes against reported price movement
Quarterly Bank OZK (OZK) Trades by Francois Rochon
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2018 | +671,992 | New Buy | 671,992 | $22.83 |
| Q1 2019 | +22,680 | Add 3.38% | 694,672 | $28.98 |
| Q2 2019 | +36,307 | Add 5.23% | 730,979 | $30.09 |
| Q3 2019 | +1,777 | Add 0.24% | 732,756 | $27.27 |
| Q4 2019 | -346,176 | Reduce 47.24% | 386,580 | $30.51 |
| Q1 2020 | -31,099 | Reduce 8.04% | 355,481 | $16.70 |
| Q2 2020 | +893 | Add 0.25% | 356,374 | $23.47 |
| Q3 2020 | -4,319 | Reduce 1.21% | 352,055 | $21.32 |
| Q4 2020 | +4,037 | Add 1.15% | 356,092 | $31.27 |
| Q1 2021 | -179,422 | Reduce 50.39% | 176,670 | $40.85 |
| Q2 2021 | +2,405 | Add 1.36% | 179,075 | $42.16 |
| Q3 2021 | -503 | Reduce 0.28% | 178,572 | $42.98 |
| Q4 2021 | +1,548 | Add 0.87% | 180,120 | $46.53 |
| Q1 2022 | +23,217 | Add 12.89% | 203,337 | $42.70 |
| Q2 2022 | +4,718 | Add 2.32% | 208,055 | $37.53 |
| Q3 2022 | +2,968 | Add 1.43% | 211,023 | $39.56 |
| Q4 2022 | -1,667 | Reduce 0.79% | 209,356 | $40.06 |
| Q1 2023 | -9,100 | Reduce 4.35% | 200,256 | $34.20 |
| Q2 2023 | +10,266 | Add 5.13% | 210,522 | $40.16 |
| Q3 2023 | +25,404 | Add 12.07% | 235,926 | $37.07 |
| Q4 2023 | +2,845 | Add 1.21% | 238,771 | $49.83 |
| Q1 2024 | +926,339 | Add 387.96% | 1.17 M | $45.46 |
| Q2 2024 | +29,429 | Add 2.53% | 1.19 M | $41.00 |
| Q3 2024 | +2,835 | Add 0.24% | 1.2 M | $42.99 |
| Q4 2024 | +15,064 | Add 1.26% | 1.21 M | $44.53 |
| Q1 2025 | -2,925 | Reduce 0.24% | 1.21 M | $43.45 |
| Q2 2025 | +49,483 | Add 4.09% | 1.26 M | $47.06 |
| Q3 2025 | +2,964 | Add 0.24% | 1.26 M | $50.98 |
Francois Rochon's Bank OZK Investment FAQs
Francois Rochon first purchased Bank OZK (OZK) in Q4 2018, acquiring 671,992 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon has held Bank OZK (OZK) for 28 quarters since Q4 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon's largest addition to Bank OZK (OZK) was in Q1 2024, adding 1,165,110 shares worth $52.97 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Francois Rochon's firm, Giverny Capital Inc., owns 1,261,960 shares of Bank OZK (OZK), valued at approximately $64.33 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Bank OZK (OZK) represents approximately 1.97% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon's peak holding in Bank OZK (OZK) was 1,261,960 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.