François Rochon / Transactions / 2019-Q1

    Company Shares change Shares owned end of quarter Transaction type Price range
    Alphabet Inc.
    US02079K1079
    +61K 14M BUY $2.23–$2.69
    Alphabet Inc.
    US02079K3059
    +131K 2.4M BUY $2.25–$2.71
    AMETEK, Inc.
    US0311001004
    -3K 763K SELL $57.53–$73.62
    Apple Inc.
    US0378331005
    -204 8.5K SELL $31.20–$43.01
    Bank OZK
    US06417N1037
    +23K 695K BUY $20.13–$29.52
    Berkshire Hathaway Inc.
    US0846707026
    +24K 832K BUY $168.28–$182.69
    CarMax, Inc.
    US1431301027
    +33K 1.2M BUY $50.84–$62.87
    The Walt Disney Company
    US2546871060
    -1.8K 190K SELL $93.24–$101.98
    Edwards Lifesciences Corporation
    US28176E1082
    +5.2K 372K BUY $42.04–$56.65
    Meta Platforms, Inc.
    US30303M1027
    +48K 165K BUY $115.50–$153.24
    Healthcare Services Group, Inc.
    US4219061086
    +278K 287K BUY $26.41–$38.37
    HEICO Corporation
    US4228062083
    +16K 473K BUY
    JPMorgan Chase & Co.
    US46625H1005
    +16K 318K BUY $85.32–$95.01
    LKQ Corporation
    US5018892084
    -16K 417K SELL $20.00–$25.61
    Littelfuse, Inc.
    US5370081045
    +7.5K 109K BUY $141.66–$171.08
    Lululemon Athletica Inc.
    US5500211090
    +45 4.6K BUY $104.89–$149.77
    Markel Corporation
    US5705351048
    +2.1K 37K BUY $841.02–$939.70
    Mastercard Incorporated
    US57636Q1040
    -35 2K SELL $159.57–$209.26
    Mohawk Industries, Inc.
    US6081901042
    -2K 222K SELL $102.51–$125.87
    NVR, Inc.
    US62944T1051
    +324 14K BUY $2.07K–$2.52K
    O'Reilly Automotive, Inc.
    US67103H1077
    -320K 432K SELL $19.46–$23.33
    The Charles Schwab Corporation
    US8085131055
    +73K 737K BUY $35.74–$42.19
    The TJX Companies, Inc.
    US8725401090
    -1.6K 9.3K SELL $38.79–$47.28
    Union Pacific Corporation
    US9078181081
    -38K 157K SELL $116.20–$151.07
    Visa Inc.
    US92826C8394
    +4.7K 303K BUY $112.50–$138.35
    Fortune Brands Home & Security, Inc.
    US34964C1062
    +15K 698K BUY $28.15–$36.94

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