François Rochon / Transactions / 2023-Q3

    Company Shares change Shares owned end of quarter Transaction type Price range
    Alphabet Inc.
    US02079K1079
    -712 906K SELL $106.50–$130.96
    Alphabet Inc.
    US02079K3059
    +11K 234K BUY $105.90–$130.02
    AMETEK, Inc.
    US0311001004
    +4.6K 897K BUY $139.00–$148.00
    Analog Devices, Inc.
    US0326541051
    +2.6K 186K BUY $160.20–$181.10
    Apple Inc.
    US0378331005
    +11 14K BUY $159.52–$178.59
    Autohome Inc.
    US05278C1071
    -149 343K SELL $25.40–$30.00
    Bank of America Corporation
    US0605051046
    +42K 1M BUY $25.70–$29.55
    Bank OZK
    US06417N1037
    +25K 236K BUY $34.00–$40.20
    Berkshire Hathaway Inc.
    US0846701086
    -3 6 SELL $461.00K–$526.50K
    Berkshire Hathaway Inc.
    US0846707026
    +6.1K 476K BUY $303.40–$347.50
    CarMax, Inc.
    US1431301027
    +20K 1.5M BUY $65.00–$78.50
    Ciena Corporation
    US1717793095
    -68K 635K SELL $36.90–$46.10
    Coherent, Inc.
    US19247G1076
    +608K 708K BUY $27.00–$46.60
    Credit Acceptance Corporation
    US2253101016
    +1.4K 22K BUY $360.00–$500.00
    The Walt Disney Company
    US2546871060
    +262 231K BUY $75.36–$83.46
    Edwards Lifesciences Corporation
    US28176E1082
    +706 441K BUY $65.02–$83.90
    Meta Platforms, Inc.
    US30303M1027
    +2.7K 282K BUY $260.85–$294.20
    Fiserv, Inc.
    US3377381088
    +48K 319K BUY $107.45–$118.00
    Five Below, Inc.
    US33829M1018
    +11K 645K BUY $137.55–$188.00
    Floor & Decor Holdings, Inc.
    US3397501012
    +5.5K 283K BUY $83.60–$103.80
    Fortune Brands Home & Security, Inc.
    US34964C1062
    -1.4K 900K SELL $58.00–$69.50
    HEICO Corporation
    US4228062083
    +18K 718K BUY
    Installed Building Products, Inc.
    US45780R1014
    +4.5K 433K BUY $115.00–$142.00
    JPMorgan Chase & Co.
    US46625H1005
    +2.5K 37K BUY $131.45–$143.90
    Keysight Technologies, Inc.
    US49338L1035
    +30 470K BUY $117.90–$153.32
    Littelfuse, Inc.
    US5370081045
    +237 76K BUY $226.00–$272.00
    Lululemon Athletica Inc.
    US5500211090
    +4.7K 121K BUY $331.30–$376.25
    Markel Corporation
    US5705351048
    +719 85K BUY $1.22K–$1.45K
    Mastercard Incorporated
    US57636Q1040
    +1.5K 21K BUY $353.60–$390.20
    MasterBrand, Inc.
    US57638P1049
    -1.6K 909K SELL $10.00–$12.00
    Microsoft Corporation
    US5949181045
    +6 3.6K BUY $290.83–$319.45
    NVR, Inc.
    US62944T1051
    +64 13K BUY $5.45K–$5.95K
    The Progressive Corporation
    US7433151039
    +14K 501K BUY $101.60–$134.40
    Roper Technologies, Inc.
    US7766961061
    +90 1.3K BUY $422.70–$474.20
    The Charles Schwab Corporation
    US8085131055
    +52K 805K BUY $51.20–$60.95
    SiteOne Landscape Supply, Inc.
    US82982L1035
    -90 3.8K SELL $140.00–$158.00
    Visa Inc.
    US92826C8394
    -141 371K SELL $212.90–$232.35
    Brookfield Corporation
    CA11271J1075
    -2.3K 22K SELL $19.42–$22.44

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