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.
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These are the positions the manager opened or added to this quarter, showing where they put more money to work. 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 |
| MSFT | MICROSOFT CORP | Add +12.1% | 0.03% | 1,910 | $707.03K | $370.17 | $356.28 - $489.70(10%)$472.94 -> $370.17 |
| ADP | AUTOMATIC DATA PROC INC | New | 3.12% | 419,090 | $85.15M | $203.18 | $198.59 - $268.08(7%)$252.88 -> $203.18 |
| 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 |
| BLDR | BUILDERS FIRSTSOURCE INC | Add +2.0% | 0.28% | 91,813 | $7.56M | $82.33 | $78.55 - $131.50(7%)$104.63 -> $82.33 |
| 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 |
| 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 |