As of Q1 2026, this manager reported 51 long-equity positions worth $2.73B in aggregate.
As of Q1 2026, Francois Rochon's Giverny Capital held 51 long-equity positions with a reported value of $2.73B.
Get email alerts when Francois Rochon files a new 13F — sign in or create a free account.
This tab shows every position the manager opened, added to, reduced, or exited compared with the prior quarter, so you can see exactly what changed. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| BFAM | BRIGHT HORIZONSFAMILY SOLUTION | Add +81.0% | 2.23% | 742,329 | $60.97M | $82.13 | $63.68 - $104.46(45%)$99.30 -> $82.13 |
| TWFG | TWFG INC | Add +66.5% | 0.37% | 552,107 | $10.15M | $18.39 | $16.56 - $29.99(14%)$28.00 -> $18.39 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | Reduce -49.4% | 0.10% | 8,125 | $2.75M | $337.95 | $311.70 - $390.21(33%)$319.61 -> $337.95 |
| AME | AMETEK INC | Reduce -37.5% | 4.80% | 612,058 | $131.2M | $214.36 | $205.10 - $242.05(25%)$209.14 -> $214.36 |
| BRK-B | BERKSHIRE HATHAWAY INC DEL | Reduce -25.2% | 6.64% | 378,625 | $181.44M | $479.20 | $467.21 - $512.13(27%)$496.85 -> $479.20 |
| IBP | INSTALLED BLDG PRODS INC | Reduce -22.3% | 3.92% | 403,665 | $107.03M | $265.15 | $252.00 - $349.00(14%)$267.45 -> $265.15 |
| MSFT | MICROSOFT CORP | Add +12.1% | 0.03% | 1,910 | $707.03K | $370.17 | $356.28 - $489.70(10%)$472.94 -> $370.17 |
| AAPL | APPLE INC | Reduce -8.9% | 0.14% | 15,040 | $3.82M | $253.79 | $243.42 - $280.91(28%)$271.01 -> $253.79 |
| ITB | ISHARES TR | Reduce -7.2% | 0.04% | 10,854 | $982.83K | $90.55 | $87.57 - $115.26(11%)$97.49 -> $90.55 |
| ODFL | OLD DOMINION FREIGHT LINE IN | Reduce -4.7% | 0.04% | 5,006 | $978.17K | $195.40 | $156.00 - $221.63(60%)$159.19 -> $195.40 |
| GOOGL | ALPHABET INC | Reduce -3.6% | 3.67% | 348,469 | $100.21M | $287.56 | $272.11 - $349.00(20%)$315.15 -> $287.56 |
| NVR | NVR INC | Reduce -3.3% | 3.29% | 13,647 | $89.93M | $6589.83 | $6301.03 - $8200.00(15%)$7278.87 -> $6589.83 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | Reduce -3.3% | 3.34% | 323,184 | $91.26M | $282.37 | $203.72 - $317.00(69%)$206.59 -> $282.37 |
| FIVE | FIVE BELOW INC | Reduce -3.2% | 5.16% | 617,191 | $141.02M | $228.48 | $183.64 - $237.50(83%)$193.45 -> $228.48 |
| ADI | ANALOG DEVICES INC | Reduce -3.2% | 1.99% | 171,052 | $54.42M | $318.14 | $270.46 - $363.20(51%)$273.74 -> $318.14 |
| SCHW | SCHWAB CHARLES CORP | Reduce -3.1% | 5.29% | 1,536,206 | $144.37M | $93.98 | $90.51 - $107.50(20%)$101.57 -> $93.98 |
| ADP | AUTOMATIC DATA PROC INC | New | 3.12% | 419,090 | $85.15M | $203.18 | $198.59 - $268.08(7%)$252.88 -> $203.18 |
| GOOG | ALPHABET INC C | Reduce -2.9% | 6.52% | 620,909 | $178.11M | $286.86 | $271.54 - $350.15(19%)$315.32 -> $286.86 |
| MEDP | MEDPACE HOLDINGS INC | Reduce -2.8% | 4.50% | 256,081 | $122.97M | $480.19 | $392.35 - $628.92(37%)$571.02 -> $480.19 |
| V | VISA INC | Reduce -2.7% | 4.39% | 396,357 | $119.79M | $302.24 | $294.32 - $358.62(12%)$346.48 -> $302.24 |
| OZK | BANK OZK LITTLE ROCK ARK | Reduce -2.6% | 2.07% | 1,231,059 | $56.49M | $45.89 | $42.99 - $51.64(34%)$47.04 -> $45.89 |
| MA | MASTERCARD INCORPORATED | Reduce -2.4% | 0.51% | 28,066 | $14.02M | $499.66 | $480.50 - $589.67(18%)$563.13 -> $499.66 |
| MKL | MARKEL CORP | Reduce -2.4% | 3.01% | 42,944 | $82.2M | $1914.07 | $1863.07 - $2181.00(16%)$2130.36 -> $1914.07 |
| RMD | RESMED INC | Reduce -2.3% | 1.89% | 230,005 | $51.63M | $224.48 | $218.39 - $277.67(10%)$244.81 -> $224.48 |
| BRO | BROWN & BROWN | Reduce -2.2% | 1.80% | 755,269 | $49.25M | $65.21 | $63.29 - $81.25(11%)$77.62 -> $65.21 |
| KNSL | KINSALE CAPITAL GROUP IN | Add +2.2% | 2.74% | 218,942 | $74.8M | $341.66 | $321.97 - $421.90(20%)$392.46 -> $341.66 |
| HEI-A | HEICO CORP NEW | Reduce -2.1% | 5.71% | 738,482 | $155.89M | $211.09 | $202.61 - $279.66(11%)$257.25 -> $211.09 |
| BLDR | BUILDERS FIRSTSOURCE INC | Add +2.0% | 0.28% | 91,813 | $7.56M | $82.33 | $78.55 - $131.50(7%)$104.63 -> $82.33 |
| META | META PLATFORMS INC | Reduce -1.8% | 6.45% | 307,821 | $176.11M | $572.13 | $520.26 - $744.00(23%)$650.41 -> $572.13 |
| FND | FLOOR & DECOR HLDGS INC | Reduce -1.7% | 0.43% | 231,829 | $11.78M | $50.80 | $49.23 - $77.46(6%)$62.97 -> $50.80 |
| PGR | PROGRESSIVE CORP | Reduce -1.6% | 3.83% | 528,364 | $104.74M | $198.24 | $196.38 - $217.39(9%)$212.12 -> $198.24 |
| BKNG | BOOKING HOLDINGS INC. | Reduce -1.5% | 3.26% | 21,117 | $88.91M | $4210.32 | $150.62 - $220.75(100%)$212.93 -> $168.41 |
| DIS | DISNEY WALT CO | Reduce -1.4% | 1.89% | 536,514 | $51.71M | $96.38 | $92.19 - $116.03(18%)$111.85 -> $96.38 |
| LULU | LULULEMON ATHLETICA INC | Reduce -1.1% | 0.80% | 142,600 | $21.83M | $153.10 | $143.96 - $217.22(12%)$210.81 -> $153.10 |
| LFUS | LITTELFUSE INC | Reduce -1.1% | 1.00% | 80,719 | $27.39M | $339.35 | $254.10 - $380.00(68%)$262.54 -> $339.35 |
| ANET | ARISTA NETWORKS INC | Add +1.0% | 1.90% | 423,361 | $51.98M | $122.78 | $115.42 - $151.80(20%)$133.60 -> $122.78 |
| SUNB | SUNBELT RENTALS HLDGS IN GB SHRS | New | 0.65% | 270,843 | $17.63M | $65.09 | $61.85 - $76.77(22%)$73.79 -> $65.09 |
| AAON | AAON INC | New | 0.61% | 201,832 | $16.7M | $82.75 | $73.79 - $112.94(23%)$79.19 -> $82.75 |
| RSP | INVESCO S&P500 EQ WGT ETF | New | 0.04% | 6,105 | $1.17M | $191.92 | $187.36 - $205.24(26%)$192.86 -> $191.92 |
| QQQM | INVESCO EXCH TRADED FD TR II | New | 0.04% | 4,222 | $1M | $237.62 | $228.75 - $262.10(27%)$252.44 -> $237.62 |
| COF | CAPITAL ONE FC | Sold | — | 0 | $0 | — | - |
| COST | COSTCO WHSL CORP NEW | Sold | — | 0 | $0 | — | - |
| DFH | DREAM FINDERS HOMES | Sold | — | 0 | $0 | — | - |
| ISRG | INTUITIVE SURGICAL INC | Sold | — | 0 | $0 | — | - |
| FERG | FERGUSON ENTERPRISES INC | Add +1.0% | 0.31% | 36,728 | $8.57M | $233.26 | $214.51 - $271.64(33%)$225.02 -> $233.26 |
| JPM | JPMORGAN CHASE & CO | Add +0.9% | 0.56% | 52,298 | $15.38M | $294.16 | $279.10 - $337.25(26%)$325.48 -> $294.16 |
| MTB | M & T BK CORP | Reduce -0.1% | 0.06% | 7,535 | $1.56M | $206.72 | $193.95 - $239.00(28%)$204.04 -> $206.72 |