François Rochon / Transactions / 2021-Q4

    Company Shares change Shares owned end of quarter Transaction type Price range
    Alphabet Inc.
    US02079K1079
    +222K 16M BUY $5.72–$6.65
    Alphabet Inc.
    US02079K3059
    -20K 3.8M SELL $5.72–$6.60
    Amazon.com, Inc.
    US0231351067
    +1.1K 15K BUY $137.39–$162.83
    AMETEK, Inc.
    US0311001004
    +27K 793K BUY $106.10–$130.00
    Apple Inc.
    US0378331005
    +4.8K 16K BUY $119.83–$158.99
    Autohome Inc.
    US05278C1071
    -41K 328K SELL $22.60–$44.00
    Bank of America Corporation
    US0605051046
    -472K 878K SELL $37.19–$42.55
    Bank OZK
    US06417N1037
    +1.5K 180K BUY $37.00–$42.60
    Berkshire Hathaway Inc.
    US0846707026
    -193K 555K SELL $235.73–$265.20
    CarMax, Inc.
    US1431301027
    -50K 1.1M SELL $105.00–$133.00
    Credit Acceptance Corporation
    US2253101016
    -2.1K 15K SELL $490.00–$595.00
    The Walt Disney Company
    US2546871060
    +8.9K 209K BUY $125.84–$153.86
    Edwards Lifesciences Corporation
    US28176E1082
    +3.6K 406K BUY $92.14–$115.30
    Meta Platforms, Inc.
    US30303M1027
    +153 248K BUY $269.50–$307.45
    First Republic Bank
    US33616C1009
    +297 27K BUY
    Five Below, Inc.
    US33829M1018
    +13K 347K BUY $143.00–$193.00
    HEICO Corporation
    US4228062083
    +22K 618K BUY
    Intercontinental Exchange, Inc.
    US45866F1049
    +17K 333K BUY $97.98–$121.55
    JPMorgan Chase & Co.
    US46625H1005
    -114K 267K SELL $136.76–$149.47
    Keysight Technologies, Inc.
    US49338L1035
    +4.5K 435K BUY $138.25–$183.40
    Liberty Broadband Corporation
    US5303073051
    +17K 39K BUY $120.79–$143.26
    Markel Corporation
    US5705351048
    +2.1K 76K BUY $1.02K–$1.14K
    Mastercard Incorporated
    US57636Q1040
    +1.3K 15K BUY $272.20–$326.35
    NVR, Inc.
    US62944T1051
    +246 16K BUY $4.08K–$5.30K
    The Progressive Corporation
    US7433151039
    +16K 817K BUY $77.34–$91.68
    SS&C Technologies Holdings, Inc.
    US78467J1007
    +513K 635K BUY $59.50–$73.00
    The Charles Schwab Corporation
    US8085131055
    +23K 1.1M BUY $62.44–$75.70
    Sleep Number Corporation
    US83125X1037
    +11K 359K BUY $66.50–$81.50
    Starbucks Corporation
    US8552441094
    -5 6.3K SELL $91.59–$103.86
    The TJX Companies, Inc.
    US8725401090
    -342 9.2K SELL $54.26–$66.62
    Taiwan Semiconductor Manufacturing Company Limited
    US8740391003
    +735 13K BUY $94.10–$111.40
    UnitedHealth Group Incorporated
    US91324P1021
    +243 4.1K BUY $333.25–$446.88
    Visa Inc.
    US92826C8394
    +6.5K 338K BUY $169.20–$201.35
    Wayfair Inc.
    US94419L1017
    +163 5.6K BUY $168.00–$247.70
    Fortune Brands Home & Security, Inc.
    US34964C1062
    +22K 676K BUY $65.81–$82.05

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