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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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 19 of 27 rows. Rows without a quote are marked unavailable.
| 1 | - | BERKSHIRE HATHAWAYCUSIP 84670702 | 14.21% | New | 522,173 | $71.07M | No quote | No quote |
| 2 | OZRK | BANK OF THE OZARKS INC | 8.02% | Add +3.4% | 876,500 | $40.1M | No quote | No quote |
| 3 | DIS | DISNEY WALT COMPANY | 7.77% | Add +4.4% | 340,386 | $38.85M | $114.14 | No quote |
| 4 | WFC | WELLS FARGO CO | 7.13% | Add +3.0% | 634,507 | $35.69M | $56.24 | No quote |
| 5 | KMX | CARMAX INC | 7.06% | Add +5.2% | 533,184 | $35.3M | $66.21 | No quote |
| 6 | LKQ | LKQ CORP | 6.67% | Add +5.0% | 1,102,595 | $33.35M | $30.25 | No quote |
| 7 | VRX | VALEANT PHARMA INTL | 5.35% | Reduce -21.9% | 120,382 | $26.74M | No quote | No quote |
| 8 | MTB | M & T BANK CORP | 4.25% | Add +2.3% | 170,259 | $21.27M | $124.93 | No quote |
| 9 | V | VISA INC | 3.89% | Add +1.1% | 289,658 | $19.45M | $67.15 | No quote |
| 10 | MKL | MARKEL CORP HOLDING | 3.86% | Add +2.0% | 24,129 | $19.32M | $800.70 | No quote |
| 11 | PCP | PRECISION CASTPARTS CORP | 3.69% | Add +13.9% | 92,337 | $18.46M | No quote | No quote |
| 12 | ORLY | O'REILLY AUTOMOTIVE | 3.56% | Reduce -2.4% | 78,850 | $17.82M | $225.99 | No quote |
| 13 | UNP | UNION PACIFIC CORP | 3.11% | Add +8.9% | 162,979 | $15.54M | $95.37 | No quote |
| 14 | MHK | MOHAWK INDS INC | 3.08% | Add +2.6% | 80,813 | $15.43M | $190.90 | No quote |
| 15 | IBM | INTL BUSINESS MACHINES | 3.07% | Add +2.1% | 94,506 | $15.37M | $162.66 | No quote |
| 16 | CAB | CABELAS INC | 2.33% | Add +3.8% | 233,377 | $11.66M | No quote | No quote |
| 17 | PRAA | PRA GROUP INC | 2.27% | Add +9.5% | 182,456 | $11.37M | No quote | No quote |
| 18 | FAST | FASTENAL CO | 2.12% | Add +3.6% | 251,202 | $10.6M | $42.18 | No quote |
| 19 | BWLD | BUFFALO WILD WINGS INC | 2.10% | Add +0.1% | 67,106 | $10.52M | No quote | No quote |
| 20 | AME | AMETEK INC | 2.09% | New | 191,313 | $10.48M | $54.78 | No quote |
| 21 | KNX | KNIGHT TRANSPORTATION INC | 1.92% | New | 359,631 | $9.62M | $26.74 | No quote |
| 22 | GOOG | GOOGLE INC | 1.33% | Add +7.5% | 12,786 | $6.66M | $520.49 | No quote |
| 23 | GOOGL | GOOGLE INC | 0.67% | Reduce -2.4% | 6,243 | $3.37M | $539.96 | No quote |
| 24 | STN | STANTEC INC | 0.33% | Add +39.5% | 56,352 | $1.65M | $29.21 | No quote |
| 25 | BAM | BROOKFIELD ASSET MGT | 0.10% | Add +50.0% | 13,881 | $485K | $34.94 | No quote |
| 26 | MA | MASTERCARD INC | 0.03% | Reduce -64.0% | 1,504 | $141K | $93.75 | No quote |
| 27 | BRK/B | BERKSHIRE HATHAWAYCUSIP 084670702 | - | Sold | 0 | $0 | No quote | No quote |