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 2026-05-30 from SEC 13F data.
Live quotes available for 54 of 60 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 8.11% | Add +1.6% | 483,856 | $172.57M | $356.66 | |
| 2 | AME | AMETEK INC | 7.05% | Add +1.5% | 910,291 | $150.1M | $164.89 | |
| 3 | FIVE | FIVE BELOW INC | 6.55% | Add +1.5% | 654,098 | $139.43M | $213.16 | |
| 4 | KMX | CARMAX INC | 5.53% | Add +0.9% | 1,533,574 | $117.69M | $76.74 | |
| 5 | MKL | MARKEL CORP | 5.28% | Reduce -6.3% | 79,180 | $112.43M | $1419.90 | |
| 6 | META | META PLATFORMS INC | 4.79% | Add +1.9% | 287,932 | $101.92M | $353.96 | |
| 7 | HEI-A | HEICO CORP NEW | 4.66% | Reduce -2.2% | 696,603 | $99.22M | $142.44 | |
| 8 | V | VISA INC | 4.61% | Add +1.5% | 377,092 | $98.18M | $260.35 | |
| 9 | GOOG | ALPHABET INC | 4.23% | Reduce -29.6% | 637,950 | $89.91M | $140.93 | |
| 10 | NVR | NVR INC | 4.17% | Reduce -0.0% | 12,672 | $88.71M | $7000.45 | |
| 11 | IBP | INSTALLED BLDG PRODS INC | 3.91% | Add +5.2% | 455,426 | $83.26M | $182.82 | |
| 12 | PGR | PROGRESSIVE CORP | 3.78% | Add +0.8% | 505,551 | $80.52M | $159.28 | |
| 13 | KEYS | KEYSIGHT TECHNOLOGIES INC | 3.52% | Add +0.2% | 470,853 | $74.91M | $159.09 | |
| 14 | FBIN | FORTUNE BRANDS HOME & SEC IN | 3.23% | Add +0.2% | 901,893 | $68.67M | $76.14 | |
| 15 | LULU | LULULEMON ATHLETICA INC | 2.93% | Add +1.0% | 121,777 | $62.26M | $511.29 | |
| 16 | FI | FISERV INC | 2.84% | Add +42.5% | 454,874 | $60.43M | No quote | No quote |
| 17 | SCHW | SCHWAB CHARLES CORP | 2.70% | Add +3.6% | 833,904 | $57.37M | $68.80 | |
| 18 | MEDP | MEDPACE HOLDINGS INC | 2.27% | Add +4093.2% | 157,664 | $48.33M | $306.53 | |
| 19 | MTB | M & T BK CORP | 2.21% | Add +0.3% | 343,056 | $47.03M | $137.08 | |
| 20 | GOOGL | ALPHABET INC | 1.83% | Add +19.3% | 279,386 | $39.03M | $139.69 | |
| 21 | ADI | ANALOG DEVICES INC | 1.75% | Add +0.8% | 187,671 | $37.26M | $198.56 | |
| 22 | BAC | BANK AMERICA CORP | 1.63% | Add +0.2% | 1,029,334 | $34.66M | $33.67 | |
| 23 | EW | EDWARDS LIFESCIENCES CORP | 1.58% | Add +0.1% | 440,906 | $33.62M | $76.25 | |
| 24 | FND | FLOOR & DECOR HLDGS INC | 1.51% | Add +1.3% | 287,111 | $32.03M | $111.56 | |
| 25 | CIEN | CIENA CORP | 1.32% | Reduce -1.5% | 625,936 | $28.17M | $45.01 | |
| 26 | ANET | ARISTA NETWORKS INC | 1.10% | Add +0.8% | 99,444 | $23.42M | $235.51 | |
| 27 | DIS | DISNEY WALT CO | 0.98% | Reduce -0.0% | 230,757 | $20.84M | $90.29 | |
| 28 | LFUS | LITTELFUSE INC | 0.96% | Add +0.6% | 76,458 | $20.46M | $267.56 | |
| 29 | MBC | MASTERBRAND INC | 0.64% | Add +0.4% | 912,988 | $13.56M | $14.85 | |
| 30 | CACC | CREDIT ACCEP CORP MICH | 0.57% | Add +2.3% | 22,616 | $12.05M | $532.73 | |
| 31 | OZK | BANK OZK LITTLE ROCK ARK | 0.56% | Add +1.2% | 238,771 | $11.9M | $49.83 | |
| 32 | MA | MASTERCARD INCORPORATED | 0.43% | Add +3.0% | 21,390 | $9.12M | $426.51 | |
| 33 | ATHM | AUTOHOME INC | 0.41% | Reduce -8.9% | 312,582 | $8.77M | No quote | No quote |
| 34 | ALGN | ALIGN TECHNOLOGY INC | 0.35% | New | 27,162 | $7.44M | $274.00 | |
| 35 | JPM | JPMORGAN CHASE & CO | 0.29% | Add +0.5% | 36,773 | $6.26M | $170.10 | |
| 36 | KNSL | KINSALE CAPITAL GROUP IN | 0.28% | Add +589.2% | 17,610 | $5.9M | $334.91 | |
| 37 | FERG | FERGUSON PLC NEW F | 0.24% | Add +3.0% | 26,968 | $5.21M | $193.07 | |
| 38 | COHR | COHERENT CORP | 0.22% | Reduce -84.7% | 108,137 | $4.71M | $43.53 | |
| 39 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.18% | Add +16.7% | 7 | $3.8M | $542625.00 | |
| 40 | SPY | SPDR S&P 500 ETF TR | 0.11% | - | 4,752 | $2.26M | $475.31 | |
| 41 | AAPL | APPLE INC | 0.09% | Reduce -29.1% | 10,181 | $1.96M | $192.53 | |
| 42 | ITB | ISHARES TR | 0.07% | Add +5.1% | 14,677 | $1.49M | $101.73 | |
| 43 | CPRT | COPART INC | 0.06% | - | 27,484 | $1.35M | $49.00 | |
| 44 | NVO | NOVO-NORDISK A S | 0.06% | - | 12,400 | $1.28M | $103.45 | |
| 45 | ODFL | OLD DOMINION FREIGHT LINE IN | 0.04% | Reduce -41.9% | 2,362 | $957.39K | $405.33 | |
| 46 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.04% | - | 8,240 | $856.96K | $104.00 | |
| 47 | TJX | TJX COS INC NEW | 0.04% | Reduce -0.5% | 8,657 | $812.11K | $93.81 | |
| 48 | GLD | SPDR GOLD TR | 0.04% | - | 4,206 | $804.06K | $191.17 | |
| 49 | ROP | ROPER TECHNOLOGIES INC | 0.03% | Reduce -0.4% | 1,330 | $725.08K | $545.17 | |
| 50 | BOOT | BOOT BARN HLDGS INC | 0.03% | - | 8,253 | $633.5K | $76.76 | |
| 51 | SITE | SITEONE LANDSCAPE SUPPLY INC | 0.03% | - | 3,753 | $609.86K | $162.50 | |
| 52 | SBUX | STARBUCKS CORP | 0.03% | - | 6,213 | $596.51K | $96.01 | |
| 53 | FAST | FASTENAL CO | 0.02% | Reduce -8.9% | 8,154 | $528.14K | $64.77 | |
| 54 | SLV | ISHARES SILVER TR | 0.02% | - | 23,000 | $500.94K | No quote | No quote |
| 55 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 0.02% | - | 7,789 | $449.04K | $57.65 | |
| 56 | BABA | ALIBABA GROUP HLDG LTD | 0.02% | Reduce -0.6% | 4,976 | $385.69K | $77.51 | |
| 57 | GIB | CGI INC | 0.01% | Reduce -5.5% | 1,585 | $174.89K | No quote | No quote |
| 58 | MSFT | MICROSOFT CORP | 0.01% | Reduce -92.0% | 288 | $108.3K | $376.04 | |
| 60 | IYF | ISHARESTR | - | Sold | 0 | $0 | No quote | No quote |
| 59 | BN | BROOKFIELDCORP | - | Sold | 0 | $0 | No quote | No quote |