Francois Rochon's Stock Picks (2025 Q2): Full Giverny Capital Inc. Portfolio {year}

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Ticker	Name	Date	Activity	Shares	Shares Change	Value Change
ALGN	Align Technology, Inc.	06/30/2025	Add 2.7%	46,358	+1,223	$231,550.59
GOOG	Alphabet Inc.	06/30/2025	Add 0.4%	653,717	+2,271	$402,852.69
GOOGL	Alphabet Inc.	06/30/2025	Add 5.6%	379,617	+20,014	$3.53 M
AMZN	Amazon.com, Inc.	06/30/2025	New Buy	1,174	+1,174	$257,564
AME	AMETEK, Inc.	06/30/2025	Add 1.9%	996,344	+18,910	$3.42 M
ADI	Analog Devices, Inc.	06/30/2025	Add 2.8%	176,111	+4,771	$1.14 M
AAPL	Apple Inc.	06/30/2025	Add 81.2%	16,976	+7,609	$1.56 M
ANET	Arista Networks Inc	06/30/2025	Add 3.4%	482,561	+16,033	$1.64 M
BAC	Bank of America Corporation	06/30/2025	Add 0.6%	1 M	+6,118	$289,503.76
OZK	Bank OZK	06/30/2025	Add 4.1%	1.26 M	+49,483	$2.33 M
BRK.B	Berkshire Hathaway Inc.	06/30/2025	Add 1.7%	511,784	+8,452	$4.11 M
ETF-PMMF	iShares Prime Money Market ETF	06/30/2025	Sold Out	12,876	-12,876	$1.29 M
BKNG	Booking Holdings Inc.	06/30/2025	Add 0.8%	21,290	+158	$914,699.92
BRO	Brown & Brown, Inc.	06/30/2025	Add 9.2%	321,637	+27,034	$3 M
BLDR	Builders FirstSource, Inc.	06/30/2025	Add 5.9%	87,317	+4,872	$568,513.7
COF	Capital One Financial Corporation	06/30/2025	Reduce -24.4%	9,274	-3,000	$638,279.92
KMX	CarMax, Inc.	06/30/2025	Add 0.9%	1.66 M	+14,308	$961,640.68
CACC	Credit Acceptance Corporation	06/30/2025	Add 2.2%	30,501	+650	$331,129.49
DIS	The Walt Disney Company	06/30/2025	Add 5.2%	260,475	+12,972	$1.61 M
META	Meta Platforms, Inc.	06/30/2025	Add 1.2%	318,902	+3,758	$2.77 M

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