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 50 of 55 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 8.56% | Add +1.0% | 489,311 | $225.21M | $460.26 | |
| 2 | META | META PLATFORMS INC | 6.75% | Add +4.1% | 309,942 | $177.42M | $572.44 | |
| 3 | AME | AMETEK INC | 6.26% | Add +2.4% | 959,222 | $164.71M | $171.71 | |
| 4 | HEI-A | HEICO CORP NEW | 5.68% | Add +1.3% | 732,993 | $149.35M | $203.76 | |
| 5 | PGR | PROGRESSIVE CORP | 5.18% | Add +0.3% | 536,693 | $136.19M | $253.76 | |
| 6 | NVR | NVR INC | 4.96% | Add +1.0% | 13,307 | $130.57M | $9811.80 | |
| 7 | KMX | CARMAX INC | 4.82% | Add +2.6% | 1,637,125 | $126.68M | $77.38 | |
| 8 | IBP | INSTALLED BLDG PRODS INC | 4.56% | Add +3.3% | 487,115 | $119.96M | $246.27 | |
| 9 | GOOG | ALPHABET INC C | 4.11% | Reduce -0.2% | 646,180 | $108.03M | $167.19 | |
| 10 | V | VISA INC | 4.09% | Add +1.2% | 391,760 | $107.71M | $274.95 | |
| 11 | FI | FISERV INC | 3.42% | Add +3.4% | 501,278 | $90.05M | No quote | No quote |
| 12 | BKNG | BOOKING HOLDINGS INC. | 3.29% | Add +2.6% | 20,515 | $86.41M | $4212.12 | |
| 13 | KEYS | KEYSIGHT TECHNOLOGIES INC | 2.91% | Add +0.3% | 481,070 | $76.46M | $158.93 | |
| 14 | MEDP | MEDPACE HOLDINGS INC | 2.88% | Add +20.7% | 227,072 | $75.8M | $333.80 | |
| 15 | SBUX | STARBUCKS CORP | 2.66% | Add +0.3% | 718,004 | $70M | $97.49 | |
| 16 | MKL | MARKEL CORP | 2.55% | Add +2.9% | 42,684 | $66.95M | $1568.58 | |
| 17 | MTB | M & T BK CORP | 2.44% | Add +4.4% | 360,591 | $64.23M | $178.12 | |
| 18 | FIVE | FIVE BELOW INC | 2.44% | Add +3.9% | 725,249 | $64.08M | $88.35 | |
| 19 | SCHW | SCHWAB CHARLES CORP | 2.31% | Add +7.6% | 935,772 | $60.65M | $64.81 | |
| 20 | GOOGL | ALPHABET INC | 2.19% | Add +11.8% | 346,704 | $57.5M | $165.85 | |
| 21 | OZK | BANK OZK LITTLE ROCK ARK | 1.96% | Add +0.2% | 1,197,374 | $51.48M | $42.99 | |
| 22 | ADI | ANALOG DEVICES INC | 1.80% | Add +2.8% | 206,111 | $47.44M | $230.17 | |
| 23 | ANET | ARISTA NETWORKS INC | 1.56% | Add +9.3% | 106,670 | $40.94M | $383.82 | |
| 24 | KNSL | KINSALE CAPITAL GROUP IN | 1.53% | Add +163.6% | 86,315 | $40.19M | $465.57 | |
| 25 | FBIN | FORTUNE BRANDS HOME & SEC IN | 1.52% | Add +0.1% | 446,106 | $39.94M | $89.53 | |
| 26 | BAC | BANK AMERICA CORP | 1.49% | Add +0.4% | 990,048 | $39.29M | $39.68 | |
| 27 | LULU | LULULEMON ATHLETICA INC | 1.46% | Add +8.7% | 141,477 | $38.39M | $271.35 | |
| 28 | EW | EDWARDS LIFESCIENCES CORP | 1.12% | Add +0.1% | 446,288 | $29.45M | $65.99 | |
| 29 | FND | FLOOR & DECOR HLDGS INC | 1.09% | Reduce -16.5% | 230,681 | $28.64M | $124.17 | |
| 30 | DIS | DISNEY WALT CO | 0.90% | Add +5.3% | 245,548 | $23.62M | $96.19 | |
| 31 | LFUS | LITTELFUSE INC | 0.80% | Add +0.4% | 79,015 | $20.96M | $265.25 | |
| 32 | CACC | CREDIT ACCEP CORP MICH | 0.49% | Add +16.5% | 29,258 | $12.97M | $443.42 | |
| 33 | MA | MASTERCARD INCORPORATED | 0.48% | Add +8.6% | 25,546 | $12.61M | $493.80 | |
| 34 | JPM | JPMORGAN CHASE & CO | 0.35% | Add +7.7% | 43,324 | $9.14M | $210.86 | |
| 35 | ALGN | ALIGN TECHNOLOGY INC | 0.32% | Add +10.0% | 32,993 | $8.39M | $254.32 | |
| 36 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.18% | - | 7 | $4.84M | $691180.00 | |
| 37 | SPY | SPDR S&P 500 ETF | 0.10% | - | 4,752 | $2.73M | $573.76 | |
| 38 | ICE | INTERCONTINENTAL EXCHANGE IN | 0.10% | New | 16,799 | $2.7M | $160.64 | |
| 39 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.10% | Add +78.2% | 14,550 | $2.53M | $173.67 | |
| 40 | AAPL | APPLE INC | 0.09% | Reduce -1.8% | 9,852 | $2.3M | $233.00 | |
| 41 | COF | CAPITAL ONE FC | 0.08% | New | 14,774 | $2.21M | $149.73 | |
| 42 | YUMC | YUM CHINA HLDGS INC | 0.06% | New | 36,036 | $1.62M | $45.02 | |
| 43 | NVO | NOVO-NORDISK A S | 0.06% | - | 12,400 | $1.48M | $119.07 | |
| 44 | CPRT | COPART INC | 0.05% | - | 27,484 | $1.44M | $52.40 | |
| 45 | ITB | ISHARES TR | 0.05% | Reduce -18.0% | 10,299 | $1.31M | $127.10 | |
| 46 | DFH | DREAM FINDERS HOMES | 0.04% | - | 32,202 | $1.17M | $36.21 | |
| 47 | FWONK | LIBERTY MEDIA CORP SERIES C LIBERTY MEDIA | 0.04% | New | 15,000 | $1.16M | $77.43 | |
| 48 | ODFL | OLD DOMINION FREIGHT LINE IN | 0.04% | Add +11.2% | 5,255 | $1.04M | $198.64 | |
| 49 | GLD | SPDR GOLD TR | 0.04% | - | 4,206 | $1.02M | $243.06 | |
| 50 | SLV | ISHARES SILVER TR | 0.02% | - | 23,000 | $653.43K | No quote | No quote |
| 51 | SITE | SITEONE LANDSCAPE SUPPLY INC | 0.02% | - | 3,753 | $566.37K | $150.91 | |
| 52 | COST | COSTCO WHSL CORP NEW | 0.01% | New | 240 | $212.77K | $886.52 | |
| 55 | GBTC | GRAYSCALE BITCOIN TR BTC | - | Sold | 0 | $0 | No quote | No quote |
| 54 | FERG | FERGUSON PLC NEW F | - | Sold | 0 | $0 | No quote | No quote |
| 53 | ABNB | AIRBNB INC CL-A | - | Sold | 0 | $0 | No quote | No quote |