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 53 of 64 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 8.37% | Add +1.1% | 462,807 | $123.58M | No quote | No quote |
| 2 | AME | AMETEK INC | 6.50% | Add +2.3% | 846,848 | $96.04M | $113.41 | |
| 3 | MKL | MARKEL CORP | 6.03% | Add +2.0% | 82,153 | $89.07M | $1084.22 | |
| 4 | SCHW | SCHWAB CHARLES CORP | 5.98% | Add +2.9% | 1,228,551 | $88.3M | $71.87 | |
| 5 | GOOG | ALPHABET INC | 5.82% | Add +1.4%20:1 split | 893,040 | $85.87M | $96.15 | |
| 6 | FIVE | FIVE BELOW INC | 5.75% | Add +1.2% | 616,382 | $84.86M | $137.67 | |
| 7 | KMX | CARMAX INC | 5.49% | Add +2.6% | 1,227,537 | $81.04M | $66.02 | |
| 8 | HEI/A | HEICO CORP NEWCUSIP 422806208 | 5.16% | Add +1.1% | 665,048 | $76.23M | No quote | No quote |
| 9 | KEYS | KEYSIGHT TECHNOLOGIES INC | 4.96% | Add +1.6% | 465,237 | $73.21M | $157.36 | |
| 10 | V | VISA INC | 4.33% | Add +2.4% | 360,179 | $63.99M | $177.65 | |
| 11 | MTB | M & T BK CORP | 3.61% | Add +1.3% | 302,370 | $53.31M | $176.32 | |
| 12 | PGR | PROGRESSIVE CORP | 3.55% | Reduce -22.1% | 450,924 | $52.4M | $116.21 | |
| 13 | NVR | NVR INC | 3.43% | Reduce -23.1% | 12,696 | $50.62M | $3987.08 | |
| 14 | META | META PLATFORMS INC | 2.47% | Add +1.8% | 268,430 | $36.42M | $135.68 | |
| 15 | EW | EDWARDS LIFESCIENCES CORP | 2.41% | Add +3.2% | 430,196 | $35.55M | $82.63 | |
| 16 | FBIN | FORTUNE BRANDS HOME & SEC IN | 2.31% | Add +2.8% | 635,395 | $34.11M | $53.69 | |
| 17 | SSNC | SS&C TECHNOLOGIES HLDGS INC | 2.31% | Add +1.8% | 712,786 | $34.04M | $47.75 | |
| 18 | IBP | INSTALLED BLDG PRODS INC | 2.27% | Add +1.5% | 413,974 | $33.53M | $80.99 | |
| 19 | ICE | INTERCONTINENTAL EXCHANGE IN | 2.15% | Add +1.8% | 350,613 | $31.68M | $90.35 | |
| 20 | FRCB | FIRST REP BK SAN FRANCISCO C | 1.94% | Add +655.2% | 219,420 | $28.65M | No quote | No quote |
| 21 | BAC | BK OF AMERICA CORP | 1.90% | Add +0.2% | 931,088 | $28.12M | $30.20 | |
| 22 | CIEN | CIENA CORP | 1.87% | Add +1.1% | 682,286 | $27.59M | $40.43 | |
| 23 | DIS | DISNEY WALT CO | 1.44% | Add +1.0% | 225,258 | $21.25M | $94.33 | |
| 24 | GOOGL | ALPHABET INC | 1.30% | Add +4.1%20:1 split | 199,944 | $19.13M | $95.65 | |
| 25 | LULU | LULULEMON ATHLETICA INC | 1.14% | Add +1199.1% | 59,953 | $16.76M | $279.55 | |
| 26 | FND | FLOOR & DECOR HLDGS INC | 1.12% | Add +363.5% | 235,613 | $16.55M | $70.26 | |
| 27 | LFUS | LITTLEFUSE INC | 0.94% | Add +1.1% | 69,928 | $13.89M | $198.69 | |
| 28 | SNBR | SLEEP NUMBER CORP | 0.88% | Add +1.0% | 386,262 | $13.06M | No quote | No quote |
| 29 | ANET | ARISTA NETWORKS INC | 0.72% | Add +3.8% | 93,983 | $10.61M | $112.89 | |
| 30 | ATHM | AUTOHOME INC | 0.67% | Add +1.1% | 341,881 | $9.83M | No quote | No quote |
| 31 | OZK | BANK OZK | 0.57% | Add +1.4% | 211,023 | $8.35M | $39.56 | |
| 32 | CACC | CREDIT ACCEP CORP MICH | 0.49% | Add +6.5% | 16,534 | $7.24M | $438.01 | |
| 33 | MA | MASTERCARD INCORPORATED | 0.30% | Add +3.3% | 15,507 | $4.41M | $284.32 | |
| 34 | ADI | ANALOG DEVICES INC | 0.25% | Add +3.0% | 26,135 | $3.64M | $139.35 | |
| 35 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 0.22% | - | 8 | $3.25M | No quote | No quote |
| 36 | JPM | JPMORGAN CHASE & CO | 0.20% | Reduce -90.0% | 28,519 | $2.98M | $104.49 | |
| 37 | COHR | COHERENT CORP | 0.18% | New | 74,202 | $2.59M | $34.85 | |
| 38 | AAPL | APPLE INC | 0.14% | - | 14,638 | $2.02M | $138.20 | |
| 39 | SPY | SPDR S&P 500 ETF TR | 0.12% | Reduce -0.2% | 4,761 | $1.7M | $357.28 | |
| 40 | ODFL | OLD DOMINION FREIGHT LINE IN | 0.07% | - | 4,067 | $1.01M | $248.83 | |
| 41 | MSFT | MICROSOFT CORP | 0.06% | - | 3,578 | $833K | $232.81 | |
| 42 | CPRT | COPART INC | 0.05% | - | 6,871 | $731K | $106.39 | |
| 43 | BAM | BROOKFIELD ASSET MGMT INC | 0.05% | Reduce -2.0% | 16,650 | $681K | $40.90 | No quote |
| 44 | GLD | SPDR GOLD TR | 0.04% | - | 4,265 | $660K | $154.75 | |
| 45 | NVO | NOVO-NORDISK A S | 0.04% | - | 6,200 | $618K | $99.68 | |
| 46 | TJX | TJX COS INC NEW | 0.04% | - | 9,197 | $571K | $62.09 | |
| 47 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.04% | - | 8,240 | $565K | $68.57 | |
| 48 | SBUX | STARBUCKS CORP | 0.04% | Reduce -0.9% | 6,265 | $528K | $84.28 | |
| 49 | ROP | ROPER TECHNOLOGIES INC | 0.04% | - | 1,460 | $525K | $359.59 | |
| 51 | ITB | ISHARES TR | 0.03% | Add +7.9% | 9,254 | $482K | $52.09 | |
| 50 | BOOT | BOOT BARN HLDGS INC | 0.03% | - | 8,253 | $482K | $58.40 | |
| 52 | LEVI | LEVI STRAUSS & CO NEW | 0.03% | - | 32,939 | $477K | $14.48 | |
| 53 | FAST | FASTENAL CO | 0.03% | - | 9,704 | $447K | $46.06 | |
| 54 | SLV | ISHARES SILVER TR | 0.03% | - | 23,000 | $403K | No quote | No quote |
| 55 | BABA | ALIBABA GROUP HLDG LTD | 0.03% | Reduce -1.5% | 4,976 | $398K | $79.98 | |
| 56 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 0.03% | - | 8,046 | $394K | $48.97 | |
| 57 | SITE | SITEONE LANDSCAPE SUPPLY INC | 0.03% | - | 3,753 | $391K | $104.18 | |
| 58 | IYF | ISHARES TR | 0.01% | - | 3,110 | $210K | No quote | No quote |
| 59 | COST | COSTCO WHSL CORP NEW | 0.01% | - | 350 | $165K | $471.43 | |
| 60 | LLY | LILLY ELI & CO | 0.01% | - | 432 | $140K | $324.07 | |
| 61 | GIB | CGI INC | 0.01% | - | 1,665 | $125K | No quote | No quote |
| 62 | RMD | RESMED INC | 0.01% | - | 437 | $95K | $217.39 | |
| 63 | RBA | RITCHIE BROS AUCTIONEERS | 0.00% | - | 1,070 | $67K | No quote | No quote |
| 64 | IIVI | II-VI INC | - | Sold | 0 | $0 | No quote | No quote |