François Rochon / Transactions / 2019-Q4

    Company Shares change Shares owned end of quarter Transaction type Price range
    Alphabet Inc.
    US02079K1079
    +350K 15M BUY $2.68–$3.06
    Alphabet Inc.
    US02079K3059
    +238K 2.5M BUY $2.69–$3.05
    AMETEK, Inc.
    US0311001004
    +35K 833K BUY $77.92–$90.62
    Bank of America Corporation
    US0605051046
    +18K 964K BUY $25.23–$31.69
    Bank OZK
    US06417N1037
    -346K 387K SELL $23.20–$28.20
    Berkshire Hathaway Inc.
    US0846707026
    +20K 891K BUY $185.30–$204.63
    CarMax, Inc.
    US1431301027
    -53K 1.2M SELL $77.00–$90.50
    The Walt Disney Company
    US2546871060
    +3.2K 200K BUY $116.36–$137.78
    Edwards Lifesciences Corporation
    US28176E1082
    +3.8K 386K BUY $65.03–$74.98
    Meta Platforms, Inc.
    US30303M1027
    +6.3K 183K BUY $159.52–$186.58
    Healthcare Services Group, Inc.
    US4219061086
    +3.8K 320K BUY $20.60–$23.00
    HEICO Corporation
    US4228062083
    +17K 502K BUY
    JPMorgan Chase & Co.
    US46625H1005
    +2.2K 340K BUY $102.12–$124.45
    Keysight Technologies, Inc.
    US49338L1035
    +98K 398K BUY $85.00–$98.00
    Littelfuse, Inc.
    US5370081045
    +1.7K 116K BUY $152.00–$170.00
    Markel Corporation
    US5705351048
    +700 39K BUY $995.20–$1.09K
    Mastercard Incorporated
    US57636Q1040
    -98 1.9K SELL $233.50–$269.45
    Mohawk Industries, Inc.
    US6081901042
    -1.7K 3.2K SELL $108.00–$137.00
    NVR, Inc.
    US62944T1051
    +636 15K BUY $3.00K–$3.48K
    O'Reilly Automotive, Inc.
    US67103H1077
    -4.1K 415K SELL $23.58–$27.01
    The Progressive Corporation
    US7433151039
    +181K 449K BUY $61.00–$69.50
    The Charles Schwab Corporation
    US8085131055
    +16K 952K BUY $32.09–$45.99
    Southwest Airlines Co.
    US8447411088
    +4K 8.3K BUY $47.03–$52.86
    The TJX Companies, Inc.
    US8725401090
    -110 9K SELL $49.70–$55.36
    Union Pacific Corporation
    US9078181081
    +1.9K 162K BUY $138.02–$162.12
    Visa Inc.
    US92826C8394
    +5K 315K BUY $153.18–$169.76
    Fortune Brands Home & Security, Inc.
    US34964C1062
    +10K 736K BUY $41.71–$50.00

    Notifications