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 2026-06-06 from SEC 13F data.
Live quotes available for 51 of 56 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 8.19% | Reduce -0.2% | 510,644 | $256.72M | $502.74 | |
| 2 | META | META PLATFORMS INC | 7.30% | Reduce -2.2% | 311,810 | $228.99M | $734.38 | |
| 3 | BLDR | BUILDERS FIRSTSOURCE INC | 6.22% | Reduce -0.3% | 87,096 | $194.92M | $2238.00 | |
| 4 | HEI-A | HEICO CORP NEW | 6.07% | Add +0.0% | 749,501 | $190.44M | $254.09 | |
| 5 | AME | AMETEK INC | 5.98% | Add +0.0% | 996,676 | $187.38M | $188.00 | |
| 6 | GOOG | ALPHABET INC C | 4.96% | Reduce -2.4% | 638,213 | $155.44M | $243.55 | |
| 7 | SCHW | SCHWAB CHARLES CORP | 4.80% | Add +0.5% | 1,575,776 | $150.44M | $95.47 | |
| 8 | V | VISA INC | 4.42% | Add +1.1% | 405,520 | $138.44M | $341.38 | |
| 9 | MEDP | MEDPACE HOLDINGS INC | 4.29% | Add +0.0% | 261,802 | $134.61M | $514.16 | |
| 10 | PGR | PROGRESSIVE CORP | 4.20% | Add +2.6% | 533,889 | $131.84M | $246.95 | |
| 11 | IBP | INSTALLED BLDG PRODS INC | 4.05% | Add +0.1% | 514,736 | $126.96M | $246.66 | |
| 12 | BKNG | BOOKING HOLDINGS INC. | 3.68% | Add +0.3% | 21,343 | $115.24M | $5399.27 | |
| 13 | NVR | NVR INC | 3.61% | Add +0.3% | 14,075 | $113.09M | $8034.66 | |
| 14 | FIVE | FIVE BELOW INC | 3.14% | Add +1.8% | 637,090 | $98.56M | $154.70 | |
| 15 | GOOGL | ALPHABET INC | 2.78% | Reduce -5.4% | 359,143 | $87.31M | $243.10 | |
| 16 | FI | FISERV INC | 2.68% | Add +0.4% | 651,257 | $83.97M | No quote | No quote |
| 17 | MKL | MARKEL CORP | 2.67% | Add +0.3% | 43,829 | $83.77M | $1911.36 | |
| 18 | KNSL | KINSALE CAPITAL GROUP IN | 2.58% | Add +6.3% | 190,462 | $81M | $425.26 | |
| 19 | KMX | CARMAX INC | 2.39% | Add +0.9% | 1,670,114 | $74.94M | $44.87 | |
| 20 | RMD | RESMED INC | 2.06% | New | 235,418 | $64.44M | $273.73 | |
| 21 | OZK | BANK OZK LITTLE ROCK ARK | 2.05% | Add +0.2% | 1,261,960 | $64.33M | $50.98 | |
| 22 | ANET | ARISTA NETWORKS INC | 1.92% | Reduce -14.5% | 412,399 | $60.09M | $145.71 | |
| 23 | KEYS | KEYSIGHT TECHNOLOGIES INC | 1.86% | Add +0.1% | 333,927 | $58.41M | $174.92 | |
| 24 | ADI | ANALOG DEVICES INC | 1.38% | Add +0.2% | 176,468 | $43.36M | $245.70 | |
| 25 | BRO | BROWN & BROWN | 0.96% | Add +0.2% | 322,246 | $30.22M | $93.79 | |
| 26 | DIS | DISNEY WALT CO | 0.95% | Reduce -0.0% | 260,400 | $29.82M | $114.50 | |
| 27 | LULU | LULULEMON ATHLETICA INC | 0.82% | Add +0.0% | 144,001 | $25.62M | $177.93 | |
| 28 | LFUS | LITTELFUSE INC | 0.67% | Add +0.2% | 81,257 | $21.05M | $259.01 | |
| 29 | FND | FLOOR & DECOR HLDGS INC | 0.56% | Add +0.1% | 236,148 | $17.4M | $73.70 | |
| 30 | JPM | JPMORGAN CHASE & CO | 0.51% | Reduce -0.5% | 50,705 | $15.99M | $315.43 | |
| 31 | MA | MASTERCARD INCORPORATED | 0.50% | Reduce -0.4% | 27,724 | $15.77M | $568.81 | |
| 32 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.27% | - | 11 | $8.47M | $770185.00 | |
| 33 | TWFG | TWFG INC | 0.26% | Add +68.9% | 300,317 | $8.24M | $27.44 | |
| 34 | FERG | FERGUSON ENTERPRISES INC | 0.25% | Reduce -0.5% | 35,503 | $7.97M | $224.58 | |
| 35 | ALGN | ALIGN TECHNOLOGY INC | 0.18% | Reduce -1.4% | 45,691 | $5.72M | $125.22 | |
| 36 | AAPL | APPLE INC | 0.14% | Reduce -0.6% | 16,875 | $4.3M | $254.63 | |
| 37 | CACC | CREDIT ACCEP CORP MICH | 0.08% | Reduce -77.5% | 6,874 | $2.58M | $376.00 | |
| 38 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.07% | Reduce -29.3% | 8,163 | $2.28M | $279.29 | |
| 39 | COF | CAPITAL ONE FC | 0.06% | Reduce -10.8% | 8,275 | $1.76M | $212.58 | |
| 40 | SPY | SPDR S&P 500 ETF | 0.05% | - | 2,474 | $1.65M | $666.18 | |
| 41 | YUMC | YUM CHINA HLDGS INC | 0.05% | - | 36,036 | $1.55M | $42.92 | |
| 42 | MTB | M & T BK CORP | 0.05% | - | 7,540 | $1.49M | $197.62 | |
| 43 | GLD | SPDR GOLD TR | 0.04% | - | 3,876 | $1.38M | $355.47 | |
| 44 | ITB | ISHARES TR | 0.04% | Add +0.4% | 11,561 | $1.24M | $107.25 | |
| 45 | BIRK | BIRKENSTOCK HLDG PLC | 0.04% | - | 27,392 | $1.24M | $45.25 | |
| 46 | CPRT | COPART INC | 0.04% | - | 27,484 | $1.24M | $44.97 | |
| 47 | MSFT | MICROSOFT CORP | 0.03% | Reduce -26.1% | 1,703 | $882.07K | $517.95 | |
| 48 | DFH | DREAM FINDERS HOMES | 0.03% | - | 32,202 | $834.68K | $25.92 | |
| 49 | ODFL | OLD DOMINION FREIGHT LINE IN | 0.02% | - | 5,255 | $739.8K | $140.78 | |
| 50 | NVO | NOVO-NORDISK A S | 0.02% | - | 12,400 | $688.08K | $55.49 | |
| 51 | SITE | SITEONE LANDSCAPE SUPPLY INC | 0.02% | - | 3,753 | $483.39K | $128.80 | |
| 52 | COST | COSTCO WHSL CORP NEW | 0.01% | - | 240 | $221.84K | $924.32 | |
| 56 | SBUX | STARBUCKS CORP | - | Sold | 0 | $0 | No quote | No quote |
| 55 | ISRG | INTUITIVE SURGICAL INC | - | Sold | 0 | $0 | No quote | No quote |
| 54 | BAC | BANK AMERICA CORP | - | Sold | 0 | $0 | No quote | No quote |
| 53 | AMZN | AMAZON COM INC | - | Sold | 0 | $0 | No quote | No quote |