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 47 of 53 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 8.33% | Add +0.9% | 484,470 | $197.08M | $406.80 | |
| 2 | AME | AMETEK INC | 6.60% | Add +0.9% | 936,696 | $156.16M | $166.71 | |
| 3 | META | META PLATFORMS INC | 6.34% | Add +0.6% | 297,713 | $150.11M | $504.22 | |
| 4 | HEI-A | HEICO CORP NEW | 5.43% | Add +0.7% | 723,697 | $128.47M | $177.52 | |
| 5 | GOOG | ALPHABET INC C | 5.02% | Add +0.3% | 647,436 | $118.75M | $183.42 | |
| 6 | KMX | CARMAX INC | 4.94% | Add +0.8% | 1,594,948 | $116.97M | $73.34 | |
| 7 | PGR | PROGRESSIVE CORP | 4.69% | Add +0.8% | 534,821 | $111.09M | $207.71 | |
| 8 | V | VISA INC | 4.29% | Add +1.3% | 386,967 | $101.57M | $262.47 | |
| 9 | NVR | NVR INC | 4.23% | Add +0.3% | 13,179 | $100.01M | $7588.56 | |
| 10 | IBP | INSTALLED BLDG PRODS INC | 4.10% | Add +1.0% | 471,552 | $96.99M | $205.68 | |
| 11 | BKNG | BOOKING HOLDINGS INC. | 3.35% | Add +77.1% | 20,003 | $79.24M | $3961.50 | |
| 12 | MEDP | MEDPACE HOLDINGS INC | 3.27% | Add +1.6% | 188,094 | $77.47M | $411.85 | |
| 13 | FIVE | FIVE BELOW INC | 3.21% | Add +4.6% | 697,875 | $76.05M | $108.97 | |
| 14 | FI | FISERV INC | 3.05% | Add +1.0% | 484,933 | $72.27M | No quote | No quote |
| 15 | KEYS | KEYSIGHT TECHNOLOGIES INC | 2.77% | Add +0.3% | 479,558 | $65.58M | $136.75 | |
| 16 | MKL | MARKEL CORP | 2.76% | Reduce -48.5% | 41,471 | $65.34M | $1575.66 | |
| 17 | SCHW | SCHWAB CHARLES CORP | 2.71% | Add +1.0% | 869,813 | $64.1M | $73.69 | |
| 18 | GOOGL | ALPHABET INC | 2.39% | Add +6.0% | 310,083 | $56.48M | $182.15 | |
| 19 | SBUX | STARBUCKS CORP | 2.35% | Add +92.6% | 715,626 | $55.71M | $77.85 | |
| 20 | MTB | M & T BK CORP | 2.21% | Reduce -2.1% | 345,262 | $52.26M | $151.36 | |
| 21 | OZK | BANK OZK LITTLE ROCK ARK | 2.07% | Add +2.5% | 1,194,539 | $48.98M | $41.00 | |
| 22 | ADI | ANALOG DEVICES INC | 1.93% | Add +3.6% | 200,423 | $45.75M | $228.26 | |
| 23 | EW | EDWARDS LIFESCIENCES CORP | 1.74% | Add +0.1% | 446,016 | $41.2M | $92.37 | |
| 24 | BAC | BANK AMERICA CORP | 1.66% | Reduce -0.1% | 986,115 | $39.22M | $39.77 | |
| 25 | LULU | LULULEMON ATHLETICA INC | 1.64% | Add +0.7% | 130,113 | $38.86M | $298.70 | |
| 26 | ANET | ARISTA NETWORKS INC | 1.45% | Add +2.1% | 97,619 | $34.21M | $350.48 | |
| 27 | FBIN | FORTUNE BRANDS HOME & SEC IN | 1.22% | Reduce -1.6% | 445,631 | $28.94M | $64.94 | |
| 28 | FND | FLOOR & DECOR HLDGS INC | 1.16% | Add +1.4% | 276,298 | $27.47M | $99.41 | |
| 29 | DIS | DISNEY WALT CO | 0.98% | Add +0.2% | 233,262 | $23.16M | $99.29 | |
| 30 | LFUS | LITTELFUSE INC | 0.85% | Add +0.9% | 78,692 | $20.11M | $255.59 | |
| 31 | CACC | CREDIT ACCEP CORP MICH | 0.55% | Add +3.9% | 25,107 | $12.92M | $514.68 | |
| 32 | KNSL | KINSALE CAPITAL GROUP IN | 0.53% | Add +85.9% | 32,744 | $12.62M | $385.28 | |
| 33 | MA | MASTERCARD INCORPORATED | 0.44% | Add +3.1% | 23,524 | $10.38M | $441.16 | |
| 34 | JPM | JPMORGAN CHASE & CO | 0.34% | Add +2.6% | 40,226 | $8.14M | $202.26 | |
| 35 | ALGN | ALIGN TECHNOLOGY INC | 0.31% | Add +3.9% | 29,991 | $7.24M | $241.43 | |
| 36 | FERG | FERGUSON PLC NEW F | 0.24% | Add +3.0% | 29,765 | $5.76M | $193.65 | |
| 37 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.18% | - | 7 | $4.29M | $612241.00 | |
| 38 | SPY | SPDR S&P 500 ETF | 0.11% | New | 4,752 | $2.59M | $544.22 | |
| 39 | AAPL | APPLE INC | 0.09% | - | 10,027 | $2.11M | $210.62 | |
| 40 | NVO | NOVO-NORDISK A S | 0.07% | - | 12,400 | $1.77M | $142.74 | |
| 41 | CPRT | COPART INC | 0.06% | - | 27,484 | $1.49M | $54.16 | |
| 42 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.06% | Reduce -0.4% | 8,163 | $1.42M | $173.81 | |
| 43 | ITB | ISHARES TR | 0.05% | Add +10.7% | 12,562 | $1.27M | $101.06 | |
| 44 | ABNB | AIRBNB INC CL-A | 0.05% | - | 7,055 | $1.07M | $151.63 | |
| 45 | GLD | SPDR GOLD TR | 0.04% | - | 4,206 | $904.33K | $215.01 | |
| 46 | ODFL | OLD DOMINION FREIGHT LINE IN | 0.04% | Add +100.0% | 4,724 | $834.26K | $176.60 | |
| 47 | DFH | DREAM FINDERS HOMES | 0.04% | New | 32,202 | $831.46K | $25.82 | |
| 48 | SLV | ISHARES SILVER TR | 0.03% | - | 23,000 | $611.11K | No quote | No quote |
| 49 | SITE | SITEONE LANDSCAPE SUPPLY INC | 0.02% | - | 3,753 | $455.65K | $121.41 | |
| 50 | GBTC | GRAYSCALE BITCOIN TR BTC | 0.02% | - | 7,442 | $396.21K | No quote | No quote |
| 53 | TJX | TJX COS INC NEW | - | Sold | 0 | $0 | No quote | No quote |
| 52 | COHR | COHERENT CORP | - | Sold | 0 | $0 | No quote | No quote |
| 51 | CIEN | CIENA CORP | - | Sold | 0 | $0 | No quote | No quote |