François Rochon / Transactions / 2023-Q4

    Company Shares change Shares owned end of quarter Transaction type Price range
    Alibaba Group Holding Limited
    US01609W1027
    -28 5K SELL $65.00–$82.10
    Alphabet Inc.
    US02079K1079
    -268K 638K SELL $116.66–$132.88
    Alphabet Inc.
    US02079K3059
    +45K 279K BUY $114.96–$131.64
    AMETEK, Inc.
    US0311001004
    +13K 910K BUY $127.00–$149.00
    Analog Devices, Inc.
    US0326541051
    +1.6K 188K BUY $146.85–$184.35
    Apple Inc.
    US0378331005
    -4.2K 10K SELL $157.75–$181.86
    Autohome Inc.
    US05278C1071
    -31K 313K SELL $23.20–$28.80
    Bank of America Corporation
    US0605051046
    +1.9K 1M BUY $23.79–$30.98
    Bank OZK
    US06417N1037
    +2.8K 239K BUY $32.40–$46.20
    Berkshire Hathaway Inc.
    US0846701086
    +1 7 BUY $476.25K–$511.25K
    Berkshire Hathaway Inc.
    US0846707026
    +7.6K 484K BUY $313.70–$333.50
    CarMax, Inc.
    US1431301027
    +13K 1.5M BUY $56.00–$71.00
    Ciena Corporation
    US1717793095
    -9.5K 626K SELL $38.50–$44.80
    Coherent, Inc.
    US19247G1076
    -600K 108K SELL $27.00–$40.80
    Credit Acceptance Corporation
    US2253101016
    +512 23K BUY $364.00–$476.00
    The Walt Disney Company
    US2546871060
    -61 231K SELL $75.06–$87.61
    Edwards Lifesciences Corporation
    US28176E1082
    +304 441K BUY $57.26–$70.70
    Meta Platforms, Inc.
    US30303M1027
    +5.5K 288K BUY $275.85–$326.35
    Fastenal Company
    US3119001044
    -1.6K 16K SELL $25.88–$29.66
    Fiserv, Inc.
    US3377381088
    +136K 455K BUY $102.80–$124.50
    Five Below, Inc.
    US33829M1018
    +9.5K 654K BUY $148.10–$192.70
    Floor & Decor Holdings, Inc.
    US3397501012
    +3.7K 287K BUY $67.90–$103.20
    Fortune Brands Home & Security, Inc.
    US34964C1062
    +1.4K 902K BUY $52.00–$72.50
    HEICO Corporation
    US4228062083
    -22K 697K SELL
    Installed Building Products, Inc.
    US45780R1014
    +23K 455K BUY $101.00–$168.00
    JPMorgan Chase & Co.
    US46625H1005
    +167 37K BUY $128.20–$154.25
    Keysight Technologies, Inc.
    US49338L1035
    +965 471K BUY $109.98–$145.44
    Littelfuse, Inc.
    US5370081045
    +440 76K BUY $200.00–$242.00
    Lululemon Athletica Inc.
    US5500211090
    +1.2K 122K BUY $340.15–$470.35
    Markel Corporation
    US5705351048
    -5.3K 79K SELL $1.22K–$1.42K
    Mastercard Incorporated
    US57636Q1040
    +630 21K BUY $344.20–$391.00
    MasterBrand, Inc.
    US57638P1049
    +3.6K 913K BUY $9.95–$13.90
    Microsoft Corporation
    US5949181045
    -3.3K 288 SELL $298.30–$348.25
    NVR, Inc.
    US62944T1051
    -2 13K SELL $5.00K–$6.30K
    Old Dominion Freight Line, Inc.
    US6795801009
    -3.4K 4.7K SELL $172.10–$197.40
    The Progressive Corporation
    US7433151039
    +4.1K 506K BUY $131.60–$153.00
    Roper Technologies, Inc.
    US7766961061
    -5 1.3K SELL $449.30–$502.00
    The Charles Schwab Corporation
    US8085131055
    +29K 834K BUY $46.08–$65.15
    The TJX Companies, Inc.
    US8725401090
    -40 8.7K SELL $80.16–$86.18
    Visa Inc.
    US92826C8394
    +5.7K 377K BUY $216.85–$240.95

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