Francois Rochon - Giverny Capital
As of Q2 2026, Francois Rochon reported 51 long-equity positions worth $2.97B in aggregate.
Copy-investor backtest
- Latest quarter
- +9.88%
- 1-year
- +9.16%
- 3-year
- +44.28%
- 5-year
- +41.33%
- 3-year vs S&P 500
- -27.95%
- 5-year vs S&P 500
- -32.75%
- 5-year top 5
- +18.48%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 17 of 24 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAYCUSIP 084670702 | 15.61% | - | 494,074 | $71.3M | No quote | No quote |
| 2 | KMX | CARMAX INC | 7.66% | - | 506,751 | $34.97M | $69.01 | No quote |
| 3 | DIS | DISNEY WALT COMPANY | 7.49% | - | 326,079 | $34.2M | $104.89 | No quote |
| 4 | WFC | WELLS FARGO CO | 7.34% | - | 616,282 | $33.53M | $54.40 | No quote |
| 5 | OZRK | BANK OF THE OZARKS INC | 6.86% | - | 848,010 | $31.32M | No quote | No quote |
| 6 | VRX | VALEANT PHARMA INTL | 6.70% | - | 154,080 | $30.6M | No quote | No quote |
| 7 | LKQ | LKQ CORP | 5.87% | - | 1,049,659 | $26.83M | $25.56 | No quote |
| 8 | MTB | M & T BANK CORP | 4.63% | - | 166,386 | $21.13M | $127.00 | No quote |
| 9 | V | VISA INC | 4.10% | - | 286,353 | $18.73M | $65.41 | No quote |
| 10 | MKL | MARKEL CORP HOLDING | 3.98% | - | 23,646 | $18.18M | $768.97 | No quote |
| 11 | ORLY | O'REILLY AUTOMOTIVE | 3.83% | - | 80,801 | $17.47M | $216.25 | No quote |
| 12 | PCP | PRECISION CASTPARTS CORP | 3.73% | - | 81,075 | $17.03M | No quote | No quote |
| 13 | UNP | UNION PACIFIC CORP | 3.55% | - | 149,720 | $16.22M | $108.31 | No quote |
| 14 | IBM | INTL BUSINESS MACHINES | 3.25% | - | 92,587 | $14.86M | $160.50 | No quote |
| 15 | MHK | MOHAWK INDS INC | 3.20% | - | 78,763 | $14.63M | $185.75 | No quote |
| 16 | CAB | CABELAS INC | 2.76% | - | 224,787 | $12.58M | No quote | No quote |
| 17 | BWLD | BUFFALO WILD WINGS INC | 2.66% | - | 67,029 | $12.15M | No quote | No quote |
| 18 | FAST | FASTENAL CO | 2.20% | - | 242,490 | $10.05M | $41.44 | No quote |
| 19 | PRAA | PRA GROUP INC | 1.98% | - | 166,648 | $9.05M | No quote | No quote |
| 20 | GOOG | GOOGLE INC | 1.43% | - | 11,889 | $6.52M | $547.99 | No quote |
| 21 | GOOGL | GOOGLE INC | 0.78% | - | 6,399 | $3.55M | $554.62 | No quote |
| 22 | STN | STANTEC INC | 0.21% | - | 40,394 | $965K | $23.89 | No quote |
| 23 | BAM | BROOKFIELD ASSET MGT | 0.11% | - | 9,255 | $496K | $53.59 | No quote |
| 24 | MA | MASTERCARD INC | 0.08% | - | 4,180 | $361K | $86.36 | No quote |