Francois Rochon - Giverny Capital
As of Q1 2026, Francois Rochon reported 51 long-equity positions worth $2.73B in aggregate.
Copy-investor backtest
- Latest quarter
- -2.37%
- 1-year
- +6.08%
- 3-year
- +45.96%
- 3-year top 5
- +23.01%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 52 of 65 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 8.23% | Add +4.5% | 457,702 | $124.96M | No quote | No quote |
| 2 | KMX | CARMAX INC | 7.14% | Add +3.9% | 1,196,904 | $108.3M | $90.48 | |
| 3 | MKL | MARKEL CORP | 6.86% | Add +2.5% | 80,529 | $104.14M | $1293.25 | |
| 4 | GOOG | ALPHABET INC | 6.34% | Add +5.8% | 44,012 | $96.27M | $2187.45 | |
| 5 | AME | AMETEK INC | 5.99% | Add +2.7% | 827,669 | $90.95M | $109.89 | |
| 6 | SCHW | SCHWAB CHARLES CORP | 4.97% | Add +3.5% | 1,193,743 | $75.42M | $63.18 | |
| 7 | HEI/A | HEICO CORP NEWCUSIP 422806208 | 4.57% | Add +4.1% | 657,751 | $69.31M | No quote | No quote |
| 8 | V | VISA INC | 4.56% | Add +2.5% | 351,620 | $69.23M | $196.89 | |
| 9 | FIVE | FIVE BELOW INC | 4.55% | Add +23.2% | 609,291 | $69.11M | $113.43 | |
| 10 | PGR | PROGRESSIVE CORP | 4.43% | Reduce -19.6% | 578,839 | $67.3M | $116.27 | |
| 11 | NVR | NVR INC | 4.36% | Add +5.0% | 16,512 | $66.12M | $4004.12 | |
| 12 | KEYS | KEYSIGHT TECHNOLOGIES INC | 4.16% | Add +5.1% | 458,119 | $63.15M | $137.85 | |
| 13 | MTB | M & T BK CORP | 3.13% | Add +2.7% | 298,520 | $47.58M | $159.39 | |
| 14 | META | META PLATFORMS INC | 2.80% | Add +2.6% | 263,790 | $42.54M | $161.25 | |
| 15 | SSNC | SS&C TECHNOLOGIES HLDGS INC | 2.68% | Add +4.3% | 700,520 | $40.68M | $58.07 | |
| 16 | EW | EDWARDS LIFESCIENCES CORP | 2.61% | Add +2.9% | 416,882 | $39.64M | $95.09 | |
| 17 | FBIN | FORTUNE BRANDS HOME & SEC IN | 2.44% | Add +6.5% | 618,147 | $37.02M | $59.88 | |
| 18 | IBP | INSTALLED BLDG PRODS INC | 2.23% | Add +2.6% | 407,893 | $33.92M | $83.16 | |
| 19 | ICE | INTERCONTINENTAL EXCHANGE IN | 2.13% | Add +4.1% | 344,403 | $32.39M | $94.04 | |
| 20 | JPM | JPMORGAN CHASE & CO | 2.11% | Add +2.8% | 284,157 | $32M | $112.61 | |
| 21 | CIEN | CIENA CORP | 2.03% | Add +4.4% | 674,517 | $30.83M | $45.70 | |
| 22 | BAC | BK OF AMERICA CORP | 1.91% | Add +5.3% | 928,977 | $28.92M | $31.13 | |
| 23 | DIS | DISNEY WALT CO | 1.39% | Add +6.4% | 222,976 | $21.05M | $94.40 | |
| 24 | GOOGL | ALPHABET INC | 1.38% | Add +1.9% | 9,603 | $20.93M | $2179.21 | |
| 25 | LFUS | LITTLEFUSE INC | 1.16% | Add +2397.4% | 69,179 | $17.57M | $254.04 | |
| 26 | ATHM | AUTOHOME INC | 0.88% | Add +2.3% | 338,167 | $13.3M | No quote | No quote |
| 27 | SNBR | SLEEP NUMBER CORP | 0.78% | Add +6.0% | 382,403 | $11.84M | No quote | No quote |
| 28 | ANET | ARISTA NETWORKS INC | 0.56% | Add +2.1% | 90,579 | $8.49M | $93.74 | |
| 29 | OZK | BANK OZK | 0.51% | Add +2.3% | 208,055 | $7.81M | $37.53 | |
| 30 | CACC | CREDIT ACCEP CORP MICH | 0.48% | Add +3.0% | 15,522 | $7.35M | $473.39 | |
| 31 | MA | MASTERCARD INCORPORATED | 0.31% | Add +0.4% | 15,010 | $4.74M | $315.46 | |
| 32 | FRCB | FIRST REP BK SAN FRANCISCO C | 0.28% | Add +2.8% | 29,056 | $4.19M | No quote | No quote |
| 33 | ADI | ANALOG DEVICES INC | 0.24% | Add +454.5% | 25,386 | $3.71M | $146.10 | |
| 34 | IIVI | II-VI INC | 0.24% | Add +0.3% | 71,663 | $3.65M | No quote | No quote |
| 35 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 0.22% | - | 8 | $3.27M | No quote | No quote |
| 36 | FND | FLOOR & DECOR HLDGS INC | 0.21% | New | 50,835 | $3.2M | $62.97 | |
| 37 | AAPL | APPLE INC | 0.13% | - | 14,638 | $2M | $136.70 | |
| 38 | SPY | SPDR S&P 500 ETF TR | 0.12% | - | 4,770 | $1.8M | $377.15 | |
| 39 | LULU | LULULEMON ATHLETICA INC | 0.08% | - | 4,615 | $1.26M | $272.59 | |
| 40 | ODFL | OLD DOMINION FREIGHT LINE IN | 0.07% | - | 4,067 | $1.04M | $256.21 | |
| 41 | MSFT | MICROSOFT CORP | 0.06% | - | 3,578 | $919K | $256.85 | |
| 42 | BAM | BROOKFIELD ASSET MGMT INC | 0.05% | - | 16,989 | $756K | $44.50 | No quote |
| 43 | CPRT | COPART INC | 0.05% | New | 6,871 | $747K | $108.72 | |
| 44 | GLD | SPDR GOLD TR | 0.05% | - | 4,265 | $718K | $168.35 | |
| 45 | NVO | NOVO-NORDISK A S | 0.05% | - | 6,200 | $691K | $111.45 | |
| 46 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.04% | - | 8,240 | $674K | $81.80 | |
| 47 | ROP | ROPER TECHNOLOGIES INC | 0.04% | - | 1,460 | $576K | $394.52 | |
| 48 | BABA | ALIBABA GROUP HLDG LTD | 0.04% | Add +1.5% | 5,051 | $574K | $113.64 | |
| 49 | BOOT | BOOT BARN HLDGS INC | 0.04% | - | 8,253 | $569K | $68.94 | |
| 50 | LEVI | LEVI STRAUSS & CO NEW | 0.04% | - | 32,939 | $538K | $16.33 | |
| 51 | TJX | TJX COS INC NEW | 0.03% | - | 9,197 | $514K | $55.89 | |
| 52 | FAST | FASTENAL CO | 0.03% | - | 9,704 | $484K | $49.88 | |
| 53 | SBUX | STARBUCKS CORP | 0.03% | - | 6,322 | $483K | $76.40 | |
| 54 | ITB | ISHARES TR | 0.03% | Add +28.4% | 8,578 | $450K | $52.46 | |
| 55 | SITE | SITEONE LANDSCAPE SUPPLY INC | 0.03% | - | 3,753 | $446K | $118.84 | |
| 56 | SLV | ISHARES SILVER TR | 0.03% | - | 23,000 | $429K | No quote | No quote |
| 57 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 0.02% | - | 8,046 | $372K | $46.23 | |
| 58 | IYF | ISHARES TR | 0.01% | - | 3,110 | $218K | No quote | No quote |
| 59 | COST | COSTCO WHSL CORP NEW | 0.01% | - | 350 | $168K | $480.00 | |
| 60 | LLY | LILLY ELI & CO | 0.01% | - | 432 | $140K | $324.07 | |
| 61 | GIB | CGI INC | 0.01% | - | 1,665 | $133K | No quote | No quote |
| 62 | RMD | RESMED INC | 0.01% | - | 437 | $92K | $210.53 | |
| 63 | RBA | RITCHIE BROS AUCTIONEERS | 0.00% | - | 1,070 | $70K | No quote | No quote |
| 65 | UNH | UNITEDHEALTH GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 64 | LBRDK | LIBERTY BROADBAND CORP | - | Sold | 0 | $0 | No quote | No quote |