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 2026-05-10 from SEC 13F data.
Live quotes available for 54 of 62 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | BERKSHIREHATHAWAYINCDEL | 9.06% | Add +1.3% | 476,290 | $166.84M | $350.30 | |
| 2 | AME | AMETEKINC | 7.19% | Add +0.5% | 897,056 | $132.55M | $147.76 | |
| 3 | MKL | MARKELCORP | 6.76% | Add +0.9% | 84,525 | $124.46M | $1472.49 | |
| 4 | GOOG | ALPHABETINC | 6.49% | Reduce -0.1% | 906,324 | $119.5M | $131.85 | |
| 5 | KMX | CARMAXINC | 5.84% | Add +1.4% | 1,520,438 | $107.54M | $70.73 | |
| 6 | FIVE | FIVEBELOWINC | 5.63% | Add +1.7% | 644,566 | $103.71M | $160.90 | |
| 7 | HEI-A | HEICOCORPNEW | 5.00% | Add +1.7% | 712,453 | $92.06M | $129.22 | |
| 8 | V | VISAINC | 4.64% | Reduce -0.0% | 371,370 | $85.42M | $230.01 | |
| 9 | META | METAPLATFORMSINC | 4.60% | Add +1.0% | 282,449 | $84.79M | $300.21 | |
| 10 | NVR | NVRINC | 4.10% | Add +0.5% | 12,674 | $75.58M | $5963.30 | |
| 11 | PGR | PROGRESSIVECORP | 3.79% | Add +2.9% | 501,431 | $69.85M | $139.30 | |
| 12 | KEYS | KEYSIGHTTECHNOLOGIESINC | 3.37% | Add +0.0% | 469,888 | $62.17M | $132.31 | |
| 13 | FBIN | FORTUNEBRANDSHOME&SECIN | 3.04% | Reduce -0.1% | 900,458 | $55.97M | $62.16 | |
| 14 | IBP | INSTALLEDBLDGPRODSINC | 2.93% | Add +1.1% | 432,898 | $54.06M | $124.89 | |
| 15 | LULU | LULULEMONATHLETICAINC | 2.52% | Add +4.1% | 120,589 | $46.5M | $385.61 | |
| 16 | SCHW | SCHWABCHARLESCORP | 2.40% | Add +7.0% | 804,561 | $44.17M | $54.90 | |
| 17 | MTB | M&TBKCORP | 2.35% | Add +1.0% | 342,119 | $43.26M | $126.45 | |
| 18 | FI | FISERVINC | 1.96% | Add +17.7% | 319,094 | $36.04M | No quote | No quote |
| 19 | ADI | ANALOGDEVICESINC | 1.77% | Add +1.4% | 186,113 | $32.59M | $175.09 | |
| 20 | GOOGL | ALPHABETINC | 1.66% | Add +5.0% | 234,124 | $30.64M | $130.86 | |
| 21 | EW | EDWARDSLIFESCIENCESCORP | 1.66% | Add +0.2% | 440,602 | $30.52M | $69.28 | |
| 22 | CIEN | CIENACORP | 1.63% | Reduce -9.7% | 635,463 | $30.03M | $47.26 | |
| 23 | BAC | BANKAMERICACORP | 1.53% | Add +4.2% | 1,027,404 | $28.13M | $27.38 | |
| 24 | FND | FLOOR&DECORHLDGSINC | 1.39% | Add +2.0% | 283,455 | $25.65M | $90.50 | |
| 25 | COHR | COHERENTCORP | 1.25% | Add +606.4% | 707,710 | $23.1M | $32.64 | |
| 26 | LFUS | LITTELFUSEINC | 1.02% | Add +0.3% | 76,018 | $18.8M | $247.32 | |
| 27 | DIS | DISNEYWALTCO | 1.02% | Add +0.1% | 230,818 | $18.71M | $81.05 | |
| 28 | ANET | ARISTANETWORKSINC | 0.99% | Reduce -5.1% | 98,700 | $18.15M | $183.93 | |
| 29 | MBC | MASTERBRANDINC | 0.60% | Reduce -0.2% | 909,378 | $11.05M | $12.15 | |
| 30 | ATHM | AUTOHOMEINC | 0.57% | Reduce -0.0% | 343,137 | $10.41M | No quote | No quote |
| 31 | CACC | CREDITACCEPCORPMICH | 0.55% | Add +6.5% | 22,104 | $10.17M | $460.12 | |
| 32 | OZK | BANKOZKLITTLEROCKARK | 0.47% | Add +12.1% | 235,926 | $8.75M | $37.07 | |
| 33 | MA | MASTERCARDINCORPORATED | 0.45% | Add +7.5% | 20,760 | $8.22M | $395.91 | |
| 34 | JPM | JPMORGANCHASE&CO | 0.29% | Add +7.4% | 36,606 | $5.31M | $145.02 | |
| 35 | FERG | FERGUSONPLCNEWF | 0.23% | New | 26,185 | $4.31M | $164.47 | |
| 36 | BRK-A | BERKSHIREHATHAWAYINCDEL | 0.17% | Reduce -33.3% | 6 | $3.19M | $531477.00 | |
| 37 | AAPL | APPLEINC | 0.13% | Add +0.1% | 14,349 | $2.46M | $171.21 | |
| 38 | SPY | SPDRS&P500ETFTR | 0.11% | - | 4,752 | $2.03M | $427.48 | |
| 39 | ODFL | OLDDOMINIONFREIGHTLINEIN | 0.09% | - | 4,067 | $1.66M | $409.14 | |
| 40 | CPRT | COPARTINC | 0.06% | -2:1 split | 27,484 | $1.18M | $43.09 | |
| 41 | MSFT | MICROSOFTCORP | 0.06% | Add +0.2% | 3,600 | $1.14M | $315.75 | |
| 42 | NVO | NOVO-NORDISKAS | 0.06% | -2:1 split | 12,400 | $1.13M | $90.94 | |
| 43 | ITB | ISHARESTR | 0.06% | Add +5.7% | 13,962 | $1.1M | $78.49 | |
| 44 | KNSL | KINSALECAPITALGROUPINC | 0.06% | New | 2,555 | $1.06M | $414.13 | |
| 45 | MEDP | MEDPACEHOLDINGSINC | 0.05% | New | 3,760 | $910.41K | $242.13 | |
| 46 | TJX | TJXCOSINCNEW | 0.04% | - | 8,697 | $772.99K | $88.88 | |
| 47 | GLD | SPDRGOLDTR | 0.04% | Reduce -1.8% | 4,206 | $721.12K | $171.45 | |
| 48 | TSM | TAIWANSEMICONDUCTORMFGLTD | 0.04% | - | 8,240 | $716.06K | $86.90 | |
| 49 | BOOT | BOOTBARNHLDGSINC | 0.04% | - | 8,253 | $670.06K | $81.19 | |
| 50 | ROP | ROPERTECHNOLOGIESINC | 0.04% | Add +7.2% | 1,335 | $646.51K | $484.28 | |
| 51 | SITE | SITEONELANDSCAPESUPPLYINC | 0.03% | Reduce -2.3% | 3,753 | $613.43K | $163.45 | |
| 52 | SBUX | STARBUCKSCORP | 0.03% | - | 6,213 | $567.06K | $91.27 | |
| 53 | FAST | FASTENALCO | 0.03% | - | 8,954 | $489.25K | $54.64 | |
| 54 | SLV | ISHARESSILVERTR | 0.03% | - | 23,000 | $467.82K | No quote | No quote |
| 55 | BN | BROOKFIELDCORP | 0.02% | Reduce -9.6% | 14,671 | $458.76K | $31.27 | |
| 56 | BABA | ALIBABAGROUPHLDGLTD | 0.02% | - | 5,004 | $434.05K | $86.74 | |
| 57 | KNX | KNIGHT-SWIFTTRANSNHLDGSIN | 0.02% | - | 7,789 | $390.62K | $50.15 | |
| 58 | GIB | CGIINC | 0.01% | Add +0.8% | 1,678 | $224.65K | No quote | No quote |
| 59 | IYF | ISHARESTR | 0.01% | Reduce -1.1% | 2,803 | $209.55K | No quote | No quote |
| 62 | SSNC | SS&C TECHNOLOGIES HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 61 | SNBR | SLEEP NUMBER CORP | - | Sold | 0 | $0 | No quote | No quote |
| 60 | LEVI | LEVI STRAUSS & CO NEW | - | Sold | 0 | $0 | No quote | No quote |