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: +9.74%
1-year: +9.02%
3-year: +43.33%
5-year: +38.34%
3-year vs S&P 500: -28.92%
5-year vs S&P 500: -35.76%
5-year top 5: +8.40%

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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Filing period

Updated 2026-09-19 from SEC 13F data.

Live quotes available for 33 of 37 rows. Rows without a quote are marked unavailable.


1	BRK-B	BERKSHIRE HATHAWAY-B-NEW	18.48%	Add +3.0%	761,430	$142.12M	$186.65	No quote
2	KMX	CARMAX INC	10.50%	Add +1.5%	1,107,901	$80.73M	$72.87	No quote
3	OZRK	BANK OF THE OZARKS INC	7.51%	Add +3.3%	1,281,286	$57.71M	No quote	No quote
4	AME	AMETEK INC	6.77%	Add +3.1%	720,986	$52.03M	$72.16	No quote
5	V	VISA INC CLASS-A	5.92%	Add +1.7%	343,809	$45.54M	$132.45	No quote
6	UNP	UNION PACIFIC CORP	5.03%	Add +1.7%	272,920	$38.67M	$141.68	No quote
7	MKL	MARKEL CORP HOLDING	4.56%	Add +2.1%	32,319	$35.05M	$1084.35	No quote
8	GOOG	ALPHABET INC CL-C	4.46%	Add +4.8%	30,718	$34.27M	$1115.67	No quote
9	DIS	DISNEY WALT COMPANY	3.96%	Add +1.7%	290,271	$30.42M	$104.81	No quote
10	HEI-A	HEICO CORP CLASS A	3.64%	Add +24.7%	458,891	$27.97M	$60.95	No quote
11	ORLY	O'REILLY AUTOMOTIVE	3.40%	Add +1.8%	95,478	$26.12M	$273.57	No quote
12	EW	EDWARDS LIFESCIENCES CORP	3.27%	Add +0.8%	172,508	$25.11M	$145.57	No quote
13	FWONK	LIBERTY MEDIA-C LIB FORM	3.17%	Add +0.6%	656,785	$24.39M	$37.13	No quote
14	MHK	MOHAWK INDS INC	3.05%	Add +2.5%	109,587	$23.48M	$214.27	No quote
15	LFUS	LITTELFUSE INC	2.71%	Add +5897.2%	91,338	$20.84M	$228.19	No quote
16	META	FACEBOOK INC CL-A	2.65%	New	104,672	$20.34M	$194.32	No quote
17	MTB	M & T BANK CORP	2.48%	Add +0.6%	112,212	$19.09M	$170.15	No quote
18	WFC	WELLS FARGO CO	2.46%	Add +1.0%	341,577	$18.94M	$55.44	No quote
19	FBIN	FORTUNE BRNDS HME&SEC	2.33%	Add +8.2%	333,639	$17.91M	$53.69	No quote
20	LKQ	LKQ CORP	1.59%	Reduce -59.5%	382,743	$12.21M	$31.90	No quote
21	GOOGL	ALPHABET INC CL-A	0.84%	-	5,737	$6.48M	$1129.16	No quote
22	JPM	JP MORGAN CHASE & CO	0.20%	-	14,757	$1.54M	$104.22	No quote
23	SPY	SPDR S&P 500 ETF TR	0.19%	Reduce -0.7%	5,264	$1.43M	$271.28	No quote
24	FIVE	FIVE BELOW INC	0.14%	-	11,009	$1.08M	$97.74	No quote
25	BRK-A	BERKSHIRE HATHAWAY-A-NEW	0.11%	-	3	$846K	$282000.00	No quote
26	STN	STANTEC INC	0.09%	-	21,329	$721K	$33.80	No quote
27	BAM	BROOKFIELD ASSET MGT-A LV	0.09%	-	12,938	$690K	$53.33	No quote
28	MA	MASTERCARD INC CL-A	0.08%	Reduce -1.7%	3,149	$619K	$196.57	No quote
29	LULU	LULULEMON ATHLETICA INC CO	0.07%	-	4,600	$574K	$124.78	No quote
30	TJX	TJX COMPANIES INC CM	0.07%	-	5,467	$520K	$95.12	No quote
31	CACC	CREDIT ACCEP CORP MICH	0.05%	Reduce -98.5%	992	$351K	$353.83	No quote
32	RYAAY	RYANAIR HLDGS PLC	0.04%	-	2,500	$286K	$114.40	No quote
33	HBI	HANESBRANDS INC	0.04%	-	12,264	$270K	No quote	No quote
34	BCPC	BALCHEM CORP	0.03%	-	2,266	$222K	No quote	No quote
35	LUV	SOUTHWEST AIRLINES CO	0.03%	-	3,961	$202K	$51.00	No quote
36	BKNG	BOOKING HOLDINGS INC	0.01%	New	50	$101K	$2020.00	No quote
37	FAST	FASTENAL CO	-	Sold	0	$0	No quote	No quote