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Francois Rochon - Giverny Capital Holdings – 2025 Q3

Explore the latest portfolio disclosure for Francois Rochon - Giverny Capital, with insights into sector exposure, position sizes, and overall investment structure for 2025 Q3.

The latest 2025 Q3 filing shows that Francois Rochon - Giverny Capital maintains its largest exposure in Finance, which represents approximately 28.37% of the portfolio. This sector forms the core of Francois Rochon - Giverny Capital's investment stance during this reporting period.

Additional major allocations include Consumer Discretionary (about 20.94%) and Technology (approximately 17.71%), reflecting how Francois Rochon - Giverny Capital diversifies beyond its primary sector focus.

These sector weightings provide a clear view into Francois Rochon - Giverny Capital's positioning and conviction areas for the 2025 Q3 quarter.

Breakdown by Sector

Finance
28.4%
Consumer Discretionary
20.9%
Technology
17.7%
Industrials
14.8%
Real Estate
8.1%
Health Care
7.0%
Telecommunications
2.0%
Energy
0.7%
Miscellaneous
0.3%
Non-U.S. Assets
0.1%
Commodity / Trust
0.0%
Unclassified Sector
0.0%
Symbol Shares Reported Price(USD) Action Change % Portfolio Weight Position Value Filing Period
SITE 3,753 $128.7 No Change No Change 0.02% $483.01K 2025 Q3
COST 240 $925 No Change No Change 0.01% $222K 2025 Q3
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