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 58 of 63 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 8.38% | Add +3.3% | 505,550 | $229.16M | $453.28 | |
| 2 | META | META PLATFORMS INC | 6.74% | Add +1.7% | 315,095 | $184.49M | $585.51 | |
| 3 | AME | AMETEK INC | 6.42% | Add +1.6% | 974,459 | $175.66M | $180.26 | |
| 4 | GOOG | ALPHABET INC C | 5.26% | Add +16.9% | 755,342 | $143.85M | $190.44 | |
| 5 | HEI-A | HEICO CORP NEW | 5.04% | Add +1.2% | 741,655 | $138.01M | $186.08 | |
| 6 | KMX | CARMAX INC | 5.03% | Add +2.8% | 1,682,869 | $137.59M | $81.76 | |
| 7 | PGR | PROGRESSIVE CORP | 4.78% | Add +1.7% | 545,856 | $130.79M | $239.61 | |
| 8 | FI | FISERV INC | 4.73% | Add +25.7% | 630,254 | $129.47M | No quote | No quote |
| 9 | V | VISA INC | 4.57% | Add +1.0% | 395,717 | $125.06M | $316.04 | |
| 10 | NVR | NVR INC | 4.05% | Add +1.9% | 13,558 | $110.89M | $8178.90 | |
| 11 | BKNG | BOOKING HOLDINGS INC. | 3.85% | Add +3.2% | 21,177 | $105.22M | $4968.42 | |
| 12 | IBP | INSTALLED BLDG PRODS INC | 3.23% | Add +3.6% | 504,735 | $88.45M | $175.25 | |
| 13 | MEDP | MEDPACE HOLDINGS INC | 2.84% | Add +3.2% | 234,287 | $77.84M | $332.23 | |
| 14 | FIVE | FIVE BELOW INC | 2.81% | Add +0.9% | 732,110 | $76.84M | $104.96 | |
| 15 | MKL | MARKEL CORP | 2.73% | Add +1.5% | 43,331 | $74.8M | $1726.23 | |
| 16 | SCHW | SCHWAB CHARLES CORP | 2.56% | Add +1.3% | 947,927 | $70.16M | $74.01 | |
| 17 | MTB | M & T BK CORP | 2.53% | Add +1.9% | 367,581 | $69.11M | $188.01 | |
| 18 | SBUX | STARBUCKS CORP | 2.50% | Add +4.4% | 749,372 | $68.38M | $91.25 | |
| 19 | LULU | LULULEMON ATHLETICA INC | 2.00% | Add +1.3% | 143,368 | $54.83M | $382.41 | |
| 20 | OZK | BANK OZK LITTLE ROCK ARK | 1.97% | Add +1.3% | 1,212,438 | $53.99M | $44.53 | |
| 21 | KEYS | KEYSIGHT TECHNOLOGIES INC | 1.95% | Reduce -31.0% | 331,845 | $53.3M | $160.63 | |
| 22 | GOOGL | ALPHABET INC | 1.77% | Reduce -26.0% | 256,523 | $48.56M | $189.30 | |
| 23 | ANET | ARISTA NETWORKS INC | 1.66% | Reduce -3.8%4:1 split | 410,428 | $45.36M | $110.53 | |
| 24 | BAC | BANK AMERICA CORP | 1.61% | Add +1.1% | 1,000,978 | $43.99M | $43.95 | |
| 25 | KNSL | KINSALE CAPITAL GROUP IN | 1.54% | Add +5.2% | 90,759 | $42.21M | $465.13 | |
| 26 | ADI | ANALOG DEVICES INC | 1.33% | Reduce -16.7% | 171,775 | $36.5M | $212.46 | |
| 27 | FBIN | FORTUNE BRANDS HOME & SEC IN | 1.16% | Add +3.8% | 463,140 | $31.65M | $68.33 | |
| 28 | BRO | BROWN & BROWN | 1.10% | New | 294,809 | $30.08M | $102.02 | |
| 29 | DIS | DISNEY WALT CO | 1.01% | Add +1.1% | 248,218 | $27.64M | $111.35 | |
| 30 | FND | FLOOR & DECOR HLDGS INC | 0.85% | Add +1.4% | 233,921 | $23.32M | $99.70 | |
| 31 | LFUS | LITTELFUSE INC | 0.69% | Add +2.0% | 80,615 | $19M | $235.65 | |
| 32 | CACC | CREDIT ACCEP CORP MICH | 0.51% | Add +1.0% | 29,558 | $13.88M | $469.46 | |
| 33 | MA | MASTERCARD INCORPORATED | 0.51% | Add +2.9% | 26,275 | $13.84M | $526.57 | |
| 34 | JPM | JPMORGAN CHASE & CO | 0.38% | Add +1.2% | 43,862 | $10.51M | $239.71 | |
| 35 | ALGN | ALIGN TECHNOLOGY INC | 0.33% | Add +30.4% | 43,006 | $8.97M | $208.51 | |
| 36 | FERG | FERGUSON ENTERPRISES INC | 0.21% | New | 33,708 | $5.85M | $173.57 | |
| 37 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.20% | Add +14.3% | 8 | $5.45M | $680920.00 | |
| 38 | AAPL | APPLE INC | 0.16% | Add +72.3% | 16,976 | $4.25M | $250.42 | |
| 39 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.11% | Add +0.6% | 14,638 | $2.89M | $197.49 | |
| 40 | SPY | SPDR S&P 500 ETF | 0.10% | - | 4,752 | $2.79M | $586.08 | |
| 41 | COF | CAPITAL ONE FC | 0.10% | - | 14,774 | $2.63M | $178.32 | |
| 42 | ICE | INTERCONTINENTAL EXCHANGE IN | 0.09% | - | 16,799 | $2.5M | $149.01 | |
| 43 | YUMC | YUM CHINA HLDGS INC | 0.06% | - | 36,036 | $1.74M | $48.17 | |
| 44 | CPRT | COPART INC | 0.06% | - | 27,484 | $1.58M | $57.39 | |
| 45 | BIRK | BIRKENSTOCK HLDG PLC | 0.06% | New | 27,392 | $1.55M | $56.66 | |
| 46 | UNH | UNITEDHEALTH GRP INC | 0.04% | New | 2,364 | $1.2M | $505.86 | |
| 47 | LBRDK | LIBERTY BROADBAND CORP | 0.04% | New | 15,000 | $1.12M | $74.76 | |
| 48 | ITB | ISHARES TR | 0.04% | Add +1.3% | 10,432 | $1.08M | $103.39 | |
| 49 | NVO | NOVO-NORDISK A S | 0.04% | - | 12,400 | $1.07M | $86.02 | |
| 50 | GLD | SPDR GOLD TR | 0.04% | - | 4,206 | $1.02M | $242.13 | |
| 51 | MSFT | MICROSOFT CORP | 0.04% | New | 2,354 | $992.21K | $421.50 | |
| 52 | ODFL | OLD DOMINION FREIGHT LINE IN | 0.03% | - | 5,255 | $926.98K | $176.40 | |
| 53 | DFH | DREAM FINDERS HOMES | 0.03% | - | 32,202 | $749.34K | $23.27 | |
| 54 | SLV | ISHARES SILVER TR | 0.02% | - | 23,000 | $605.59K | No quote | No quote |
| 55 | J | JACOBS SOLUTIONS INC | 0.02% | New | 4,394 | $587.13K | $133.62 | |
| 56 | GBTC | GRAYSCALE BITCOIN TR BTC | 0.02% | New | 7,442 | $550.86K | No quote | No quote |
| 57 | SITE | SITEONE LANDSCAPE SUPPLY INC | 0.02% | - | 3,753 | $494.53K | $131.77 | |
| 58 | CAPE | DOUBLELINE SHILLER ENHANCED CAPE I | 0.01% | New | 10,645 | $319.03K | No quote | No quote |
| 59 | VOO | VANGUARD 500 INDX ETF-NEW | 0.01% | New | 584 | $314.67K | $538.81 | |
| 60 | COST | COSTCO WHSL CORP NEW | 0.01% | - | 240 | $219.91K | $916.27 | |
| 61 | ISRG | INTUITIVE SURGICAL INC | 0.01% | New | 405 | $211.39K | $521.96 | |
| 62 | EW | EDWARDS LIFESCIENCES CORP | 0.00% | Reduce -99.9% | 257 | $19.03K | $74.03 | |
| 63 | FWONK | LIBERTY MEDIA CORP SERIES C LIBERTY MEDIA | - | Sold | 0 | $0 | No quote | No quote |