François Rochon / Transactions / 2022-Q1

    Company Shares change Shares owned end of quarter Transaction type Price range
    Alphabet Inc.
    US02079K1079
    +514K 17M BUY $5.40–$6.56
    Alphabet Inc.
    US02079K3059
    +19K 3.8M BUY $5.44–$6.57
    AMETEK, Inc.
    US0311001004
    +12K 806K BUY $104.50–$129.10
    Apple Inc.
    US0378331005
    -1.6K 15K SELL $137.46–$161.24
    Autohome Inc.
    US05278C1071
    +2.7K 330K BUY $19.30–$32.20
    Bank of America Corporation
    US0605051046
    +4.8K 882K BUY $35.05–$43.36
    Bank OZK
    US06417N1037
    +23K 203K BUY $37.80–$46.00
    Berkshire Hathaway Inc.
    US0846707026
    -117K 438K SELL $263.50–$327.43
    CarMax, Inc.
    US1431301027
    +43K 1.2M BUY $86.50–$113.00
    Ciena Corporation
    US1717793095
    +313K 646K BUY $48.33–$67.98
    Credit Acceptance Corporation
    US2253101016
    +155 15K BUY $418.00–$580.00
    The Walt Disney Company
    US2546871060
    +397 210K BUY $118.08–$138.97
    Edwards Lifesciences Corporation
    US28176E1082
    -671 405K SELL $86.38–$113.35
    Meta Platforms, Inc.
    US30303M1027
    +8.7K 257K BUY $171.00–$299.95
    First Republic Bank
    US33616C1009
    +1K 28K BUY
    Five Below, Inc.
    US33829M1018
    +148K 495K BUY $130.00–$183.00
    HEICO Corporation
    US4228062083
    +14K 632K BUY
    Installed Building Products, Inc.
    US45780R1014
    +240K 398K BUY $79.00–$123.00
    Intercontinental Exchange, Inc.
    US45866F1049
    -2K 331K SELL $106.30–$123.65
    JPMorgan Chase & Co.
    US46625H1005
    +9.3K 277K BUY $117.55–$148.06
    Keysight Technologies, Inc.
    US49338L1035
    +1K 436K BUY $130.00–$179.55
    Liberty Broadband Corporation
    US5303073051
    -2.6K 37K SELL $112.36–$132.02
    Markel Corporation
    US5705351048
    +2.2K 79K BUY $1.04K–$1.36K
    Mastercard Incorporated
    US57636Q1040
    +408 15K BUY $295.40–$351.55
    NVR, Inc.
    US62944T1051
    +109 16K BUY $4.04K–$5.20K
    The Progressive Corporation
    US7433151039
    -97K 720K SELL $89.84–$105.65
    SS&C Technologies Holdings, Inc.
    US78467J1007
    +36K 671K BUY $64.00–$73.50
    The Charles Schwab Corporation
    US8085131055
    +10K 1.2M BUY $69.10–$83.52
    Sleep Number Corporation
    US83125X1037
    +2.1K 361K BUY $44.60–$70.50
    Taiwan Semiconductor Manufacturing Company Limited
    US8740391003
    -4.9K 8.2K SELL $90.90–$124.60
    UnitedHealth Group Incorporated
    US91324P1021
    -1.6K 2.4K SELL $392.98–$467.25
    Visa Inc.
    US92826C8394
    +5.5K 343K BUY $174.12–$208.05
    Fortune Brands Home & Security, Inc.
    US34964C1062
    +3.4K 679K BUY $59.40–$79.49

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