Francois Rochon - Giverny Capital
As of Q2 2026, Francois Rochon reported 51 long-equity positions worth $2.97B in aggregate.
Copy-investor backtest
- Latest quarter
- +9.88%
- 1-year
- +9.16%
- 3-year
- +44.28%
- 5-year
- +41.33%
- 3-year vs S&P 500
- -27.95%
- 5-year vs S&P 500
- -32.75%
- 5-year top 5
- +18.48%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Buys
These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| ADP | AUTOMATIC DATA PROC INC | Add +56.2% | 4.93% | 654,556 | $146.59M | $223.95 | $188.16 - $237.11(73%)$201.28 -> $224.07 |
| NYT | NEW YORK TIMES CO-A- | New | 1.14% | 484,424 | $33.9M | $69.98 | $68.53 - $87.10(8%)$85.39 -> $69.98 |
| RMD | RESMED INC | Add +68.5% | 2.54% | 387,665 | $75.55M | $194.88 | $180.26 - $234.91(27%)$222.85 -> $194.88 |
| MSA | MSA SAFETY INC | New | 0.98% | 166,305 | $29.03M | $174.58 | $155.79 - $178.76(82%)$166.35 -> $174.58 |
| WSO | WATSCO INC | New | 0.92% | 65,975 | $27.49M | $416.73 | $355.16 - $459.00(59%)$375.92 -> $416.73 |
| VEEV | VEEVA SYSTEMS INC CL-A | New | 0.57% | 94,956 | $16.85M | $177.47 | $148.05 - $191.97(67%)$172.74 -> $177.47 |
| AXP | AMERICAN EXPRESS CO | New | 0.53% | 46,702 | $15.75M | $337.33 | $292.58 - $352.46(75%)$301.45 -> $338.31 |
| HWKN | HAWKINS INC | New | 0.45% | 94,954 | $13.49M | $142.10 | $132.93 - $174.12(22%)$156.22 -> $142.10 |
| QQQ | INVESCO QQQ TR | New | 0.01% | 391 | $287.93K | $736.40 | $571.92 - $748.63(93%)$584.31 -> $736.40 |
| BFAM | BRIGHT HORIZONSFAMILY SOLUTION | Add +45.6% | 2.58% | 1,080,793 | $76.61M | $70.88 | $57.65 - $86.69(46%)$81.23 -> $70.94 |
| SCHW | SCHWAB CHARLES CORP | Add +9.5% | 5.22% | 1,681,567 | $155.16M | $92.27 | $83.96 - $100.76(49%)$92.36 -> $92.27 |
| KNSL | KINSALE CAPITAL GROUP IN | Add +9.9% | 2.67% | 240,731 | $79.4M | $329.81 | $287.20 - $365.64(54%)$345.80 -> $329.81 |
| PGR | PROGRESSIVE CORP | Add +2.6% | 3.98% | 542,292 | $118.46M | $218.45 | $189.20 - $224.51(83%)$193.36 -> $218.45 |
| TWFG | TWFG INC | Add +18.2% | 0.53% | 652,452 | $15.69M | $24.05 | $17.45 - $24.29(96%)$17.92 -> $24.05 |
| MA | MASTERCARD INCORPORATED | Add +2.7% | 0.50% | 28,816 | $14.8M | $513.60 | $464.52 - $534.21(70%)$491.65 -> $513.60 |
| AAON | AAON INC | Add +1.5% | 0.87% | 204,779 | $25.98M | $126.86 | $78.74 - $150.18(67%)$83.65 -> $126.58 |
| FERG | FERGUSON ENTERPRISES INC | Add +1.8% | 0.30% | 37,380 | $8.87M | $237.33 | $214.44 - $268.95(42%)$239.06 -> $237.40 |
| ITB | ISHARES TR | Add +7.4% | 0.04% | 11,662 | $1.22M | $104.48 | $84.98 - $106.35(91%)$91.02 -> $104.76 |