Francois Rochon - Giverny Capital
As of Q1 2026, this manager reported 51 long-equity positions worth $2.73B in aggregate.
As of Q1 2026, Francois Rochon's Giverny Capital held 51 long-equity positions with a reported value of $2.73B.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 51 of 55 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 6.64% | Reduce -25.2% | 378,625 | $181.44M | $479.20 | |
| 2 | GOOG | ALPHABET INC C | 6.52% | Reduce -2.9% | 620,909 | $178.11M | $286.86 | |
| 3 | META | META PLATFORMS INC | 6.45% | Reduce -1.8% | 307,821 | $176.11M | $572.13 | |
| 4 | HEI-A | HEICO CORP NEW | 5.71% | Reduce -2.1% | 738,482 | $155.89M | $211.09 | |
| 5 | SCHW | SCHWAB CHARLES CORP | 5.29% | Reduce -3.1% | 1,536,206 | $144.37M | $93.98 | |
| 6 | FIVE | FIVE BELOW INC | 5.16% | Reduce -3.2% | 617,191 | $141.02M | $228.48 | |
| 7 | AME | AMETEK INC | 4.80% | Reduce -37.5% | 612,058 | $131.2M | $214.36 | |
| 8 | MEDP | MEDPACE HOLDINGS INC | 4.50% | Reduce -2.8% | 256,081 | $122.97M | $480.19 | |
| 9 | V | VISA INC | 4.39% | Reduce -2.7% | 396,357 | $119.79M | $302.24 | |
| 10 | IBP | INSTALLED BLDG PRODS INC | 3.92% | Reduce -22.3% | 403,665 | $107.03M | $265.15 | |
| 11 | PGR | PROGRESSIVE CORP | 3.83% | Reduce -1.6% | 528,364 | $104.74M | $198.24 | |
| 12 | GOOGL | ALPHABET INC | 3.67% | Reduce -3.6% | 348,469 | $100.21M | $287.56 | |
| 13 | KEYS | KEYSIGHT TECHNOLOGIES INC | 3.34% | Reduce -3.3% | 323,184 | $91.26M | $282.37 | |
| 14 | NVR | NVR INC | 3.29% | Reduce -3.3% | 13,647 | $89.93M | $6589.83 | |
| 15 | BKNG | BOOKING HOLDINGS INC. | 3.26% | Reduce -1.5% | 21,117 | $88.91M | $4210.32 | |
| 16 | ADP | AUTOMATIC DATA PROC INC | 3.12% | New | 419,090 | $85.15M | $203.18 | |
| 17 | MKL | MARKEL CORP | 3.01% | Reduce -2.4% | 42,944 | $82.2M | $1914.07 | |
| 18 | KNSL | KINSALE CAPITAL GROUP IN | 2.74% | Add +2.2% | 218,942 | $74.8M | $341.66 | |
| 19 | BFAM | BRIGHT HORIZONSFAMILY SOLUTION | 2.23% | Add +81.0% | 742,329 | $60.97M | $82.13 | |
| 20 | OZK | BANK OZK LITTLE ROCK ARK | 2.07% | Reduce -2.6% | 1,231,059 | $56.49M | $45.89 | |
| 21 | ADI | ANALOG DEVICES INC | 1.99% | Reduce -3.2% | 171,052 | $54.42M | $318.14 | |
| 22 | ANET | ARISTA NETWORKS INC | 1.90% | Add +1.0% | 423,361 | $51.98M | $122.78 | |
| 23 | DIS | DISNEY WALT CO | 1.89% | Reduce -1.4% | 536,514 | $51.71M | $96.38 | |
| 24 | RMD | RESMED INC | 1.89% | Reduce -2.3% | 230,005 | $51.63M | $224.48 | |
| 25 | BRO | BROWN & BROWN | 1.80% | Reduce -2.2% | 755,269 | $49.25M | $65.21 | |
| 26 | LFUS | LITTELFUSE INC | 1.00% | Reduce -1.1% | 80,719 | $27.39M | $339.35 | |
| 27 | LULU | LULULEMON ATHLETICA INC | 0.80% | Reduce -1.1% | 142,600 | $21.83M | $153.10 | |
| 28 | SUNB | SUNBELT RENTALS HLDGS IN GB SHRS | 0.65% | New | 270,843 | $17.63M | $65.09 | |
| 29 | AAON | AAON INC | 0.61% | New | 201,832 | $16.7M | $82.75 | |
| 30 | JPM | JPMORGAN CHASE & CO | 0.56% | Add +0.9% | 52,298 | $15.38M | $294.16 | |
| 31 | MA | MASTERCARD INCORPORATED | 0.51% | Reduce -2.4% | 28,066 | $14.02M | $499.66 | |
| 32 | FND | FLOOR & DECOR HLDGS INC | 0.43% | Reduce -1.7% | 231,829 | $11.78M | $50.80 | |
| 33 | TWFG | TWFG INC | 0.37% | Add +66.5% | 552,107 | $10.15M | $18.39 | |
| 34 | FERG | FERGUSON ENTERPRISES INC | 0.31% | Add +1.0% | 36,728 | $8.57M | $233.26 | |
| 35 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.29% | - | 11 | $7.9M | $718140.00 | |
| 36 | BLDR | BUILDERS FIRSTSOURCE INC | 0.28% | Add +2.0% | 91,813 | $7.56M | $82.33 | |
| 37 | AAPL | APPLE INC | 0.14% | Reduce -8.9% | 15,040 | $3.82M | $253.79 | |
| 38 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.10% | Reduce -49.4% | 8,125 | $2.75M | $337.95 | |
| 39 | YUMC | YUM CHINA HLDGS INC | 0.06% | - | 36,036 | $1.76M | $48.78 | |
| 40 | GLD | SPDR GOLD TR | 0.06% | - | 3,876 | $1.67M | $430.29 | |
| 41 | SPY | SPDR S&P 500 ETF | 0.06% | - | 2,474 | $1.61M | $650.34 | |
| 42 | MTB | M & T BK CORP | 0.06% | Reduce -0.1% | 7,535 | $1.56M | $206.72 | |
| 43 | RSP | INVESCO S&P500 EQ WGT ETF | 0.04% | New | 6,105 | $1.17M | $191.92 | |
| 44 | QQQM | INVESCO EXCH TRADED FD TR II | 0.04% | New | 4,222 | $1M | $237.62 | |
| 45 | ITB | ISHARES TR | 0.04% | Reduce -7.2% | 10,854 | $982.83K | $90.55 | |
| 46 | BIRK | BIRKENSTOCK HLDG PLC | 0.04% | - | 27,392 | $981.46K | $35.83 | |
| 47 | ODFL | OLD DOMINION FREIGHT LINE IN | 0.04% | Reduce -4.7% | 5,006 | $978.17K | $195.40 | |
| 48 | CPRT | COPART INC | 0.03% | - | 27,484 | $912.47K | $33.20 | |
| 49 | MSFT | MICROSOFT CORP | 0.03% | Add +12.1% | 1,910 | $707.03K | $370.17 | |
| 50 | SITE | SITEONE LANDSCAPE SUPPLY INC | 0.02% | - | 3,753 | $499.56K | $133.11 | |
| 51 | NVO | NOVO-NORDISK A S | 0.02% | - | 12,400 | $455.7K | $36.75 | |
| 55 | ISRG | INTUITIVE SURGICAL INC | - | Sold | 0 | $0 | No quote | No quote |
| 54 | DFH | DREAM FINDERS HOMES | - | Sold | 0 | $0 | No quote | No quote |
| 53 | COST | COSTCO WHSL CORP NEW | - | Sold | 0 | $0 | No quote | No quote |
| 52 | COF | CAPITAL ONE FC | - | Sold | 0 | $0 | No quote | No quote |