François Rochon / Transactions / 2018-Q4

    Company Shares change Shares owned end of quarter Transaction type Price range
    Alphabet Inc.
    US02079K1079
    +100K 14M BUY $2.15–$2.61
    Alphabet Inc.
    US02079K3059
    -18K 2.3M SELL $2.17–$2.63
    AMETEK, Inc.
    US0311001004
    -5.5K 766K SELL $57.29–$68.83
    Apple Inc.
    US0378331005
    +204 8.7K BUY $33.10–$50.58
    Berkshire Hathaway Inc.
    US0846707026
    -4.5K 808K SELL $169.26–$195.49
    CarMax, Inc.
    US1431301027
    -14K 1.2M SELL $49.92–$63.77
    The Walt Disney Company
    US2546871060
    -111K 192K SELL $91.87–$104.67
    Edwards Lifesciences Corporation
    US28176E1082
    -176K 367K SELL $40.65–$49.59
    Meta Platforms, Inc.
    US30303M1027
    +3.3K 117K BUY $111.65–$140.26
    HEICO Corporation
    US4228062083
    -6.7K 457K SELL
    JPMorgan Chase & Co.
    US46625H1005
    +95K 302K BUY $82.91–$100.55
    LKQ Corporation
    US5018892084
    -7.8K 433K SELL $20.56–$27.38
    Littelfuse, Inc.
    US5370081045
    -817 101K SELL $140.80–$168.50
    Markel Corporation
    US5705351048
    +227 34K BUY $865.21–$1.04K
    Mohawk Industries, Inc.
    US6081901042
    +106K 224K BUY $99.64–$151.04
    NVR, Inc.
    US62944T1051
    +6.4K 13K BUY $1.83K–$2.21K
    O'Reilly Automotive, Inc.
    US67103H1077
    -15K 752K SELL $18.54–$21.01
    The Charles Schwab Corporation
    US8085131055
    +158K 664K BUY $34.56–$45.21
    Union Pacific Corporation
    US9078181081
    -84K 194K SELL $116.72–$143.41
    Visa Inc.
    US92826C8394
    -4.8K 298K SELL $109.48–$130.61
    Fortune Brands Home & Security, Inc.
    US34964C1062
    +239K 684K BUY $27.44–$39.09

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