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 | 17.55% | Add +4.0% | 629,062 | $89.25M | No quote | No quote |
| 2 | OZRK | BANK OF THE OZARKS INC | 8.80% | Add +15.6% | 1,066,622 | $44.77M | No quote | No quote |
| 3 | KMX | CARMAX INC | 8.29% | Add +21.2% | 825,093 | $42.16M | $51.10 | No quote |
| 4 | LKQ | LKQ CORP | 7.66% | Add +3.0% | 1,219,370 | $38.93M | $31.93 | No quote |
| 5 | AME | AMETEK INC | 7.52% | Add +118.4% | 764,717 | $38.22M | $49.98 | No quote |
| 6 | DIS | DISNEY WALT COMPANY | 7.44% | Add +6.8% | 380,986 | $37.84M | $99.31 | No quote |
| 7 | WFC | WELLS FARGO CO | 4.62% | Reduce -15.9% | 485,546 | $23.48M | $48.36 | No quote |
| 8 | V | VISA INC | 4.54% | Add +2.2% | 301,750 | $23.08M | $76.48 | No quote |
| 9 | MKL | MARKEL CORP HOLDING | 4.53% | Add +2.0% | 25,812 | $23.01M | $891.56 | No quote |
| 10 | ORLY | O'REILLY AUTOMOTIVE | 4.21% | Reduce -0.3% | 78,250 | $21.41M | $273.66 | No quote |
| 11 | MTB | M & T BANK CORP | 4.06% | Add +4.5% | 186,182 | $20.67M | $111.00 | No quote |
| 12 | UNP | UNION PACIFIC CORP | 3.90% | Add +6.2% | 249,595 | $19.86M | $79.55 | No quote |
| 13 | MHK | MOHAWK INDS INC | 3.48% | Add +9.6% | 92,776 | $17.71M | $190.90 | No quote |
| 14 | KNX | KNIGHT TRANSPORTATION INC | 3.29% | Add +2.7% | 639,978 | $16.74M | $26.15 | No quote |
| 15 | SRCL | STERICYCLE INC | 2.50% | Add +29.4% | 100,574 | $12.69M | No quote | No quote |
| 16 | BWLD | BUFFALO WILD WINGS INC | 2.17% | Add +3.4% | 74,605 | $11.05M | No quote | No quote |
| 17 | FBIN | FORTUNE BRANDS HOME & SEC | 2.03% | New | 184,373 | $10.33M | $56.04 | No quote |
| 18 | GOOG | ALPHABET INC | 2.02% | Add +5.0% | 13,783 | $10.27M | $744.98 | No quote |
| 19 | GOOGL | ALPHABET INC | 0.92% | Reduce -1.2% | 6,138 | $4.68M | $762.95 | No quote |
| 20 | STN | STANTEC INC | 0.28% | - | 56,352 | $1.43M | $25.36 | No quote |
| 21 | BAM | BROOKFIELD ASSET MGT | 0.10% | - | 13,914 | $484K | $34.79 | No quote |
| 22 | FAST | FASTENAL CO | 0.04% | Reduce -98.4% | 4,077 | $200K | $49.06 | No quote |
| 23 | MA | MASTERCARD INC | 0.03% | - | 1,504 | $142K | $94.41 | No quote |
| 24 | BCPC | BALCHEM CORP | 0.03% | New | 2,266 | $141K | No quote | No quote |
| 27 | VRX | VALEANT PHARMA INTL | - | Sold | 0 | $0 | No quote | No quote |
| 26 | PRAA | PRA GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 25 | IBM | INTL BUSINESS MACHINES | - | Sold | 0 | $0 | No quote | No quote |