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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Filing period

Updated 2026-09-12 from SEC 13F data.

Live quotes available for 33 of 37 rows. Rows without a quote are marked unavailable.


1	BRK-B	BERKSHIRE HATHAWAY-B-NEW	18.43%	Add +18.7%	877,758	$163.83M	$186.65	No quote
2	KMX	CARMAX INC	10.41%	Add +16.3%	1,269,874	$92.54M	$72.87	No quote
3	OZRK	BANK OF THE OZARKS INC	7.50%	Add +19.3%	1,480,528	$66.68M	No quote	No quote
4	AME	AMETEK INC	6.77%	Add +19.3%	834,467	$60.22M	$72.16	No quote
5	V	VISA INC CLASS-A	5.91%	Add +17.3%	396,592	$52.53M	$132.45	No quote
6	UNP	UNION PACIFIC CORP	5.06%	Add +18.4%	317,678	$45.01M	$141.68	No quote
7	MKL	MARKEL CORP HOLDING	4.59%	Add +18.9%	37,653	$40.83M	$1084.35	No quote
8	GOOG	ALPHABET INC CL-C	4.51%	Add +22.6%	35,945	$40.1M	$1115.65	No quote
9	DIS	DISNEY WALT COMPANY	3.97%	Add +18.0%	336,712	$35.29M	$104.81	No quote
10	HEI-A	HEICO CORP CLASS A	3.64%	Add +44.4%	531,120	$32.37M	$60.95	No quote
11	ORLY	O'REILLY AUTOMOTIVE	3.41%	Add +18.1%	110,770	$30.3M	$273.57	No quote
12	EW	EDWARDS LIFESCIENCES CORP	3.24%	Add +15.8%	198,137	$28.84M	$145.57	No quote
13	FWONK	LIBERTY MEDIA-C LIB FORM	3.20%	Add +17.4%	766,753	$28.47M	$37.13	No quote
14	MHK	MOHAWK INDS INC	3.08%	Add +19.4%	127,622	$27.35M	$214.27	No quote
15	LFUS	LITTELFUSE INC	2.69%	Add +6792.5%	104,973	$23.95M	$228.18	No quote
16	META	FACEBOOK INC CL-A	2.63%	New	120,428	$23.4M	$194.32	No quote
17	MTB	M & T BANK CORP	2.50%	Add +17.2%	130,646	$22.23M	$170.15	No quote
18	WFC	WELLS FARGO CO	2.49%	Add +17.9%	398,950	$22.12M	$55.44	No quote
19	FBIN	FORTUNE BRNDS HME&SEC	2.34%	Add +25.6%	387,156	$20.79M	$53.69	No quote
20	LKQ	LKQ CORP	1.63%	Reduce -52.1%	453,020	$14.45M	$31.90	No quote
21	GOOGL	ALPHABET INC CL-A	0.81%	Add +10.6%	6,346	$7.17M	$1129.22	No quote
22	BRK-A	BERKSHIRE HATHAWAY-A-NEW	0.19%	Add +100.0%	6	$1.69M	$282000.00	No quote
23	JPM	JP MORGAN CHASE & CO	0.17%	-	14,757	$1.54M	$104.22	No quote
24	SPY	SPDR S&P 500 ETF TR	0.16%	Reduce -0.7%	5,264	$1.43M	$271.28	No quote
25	FIVE	FIVE BELOW INC	0.12%	-	11,009	$1.08M	$97.74	No quote
26	MA	MASTERCARD INC CL-A	0.11%	Add +49.6%	4,794	$942K	$196.50	No quote
27	TJX	TJX COMPANIES INC CM	0.08%	Add +30.8%	7,148	$680K	$95.13	No quote
28	LULU	LULULEMON ATHLETICA INC CO	0.06%	-	4,600	$574K	$124.78	No quote
29	STN	STANTEC INC	0.06%	-	21,329	$547K	$25.65	No quote
30	BAM	BROOKFIELD ASSET MGT-A LV	0.06%	Add +2.2%	13,223	$536K	$40.54	No quote
31	CACC	CREDIT ACCEP CORP MICH	0.04%	Reduce -98.5%	992	$351K	$353.83	No quote
32	RYAAY	RYANAIR HLDGS PLC	0.03%	-	2,500	$286K	$114.40	No quote
33	HBI	HANESBRANDS INC	0.03%	-	12,264	$270K	No quote	No quote
34	BCPC	BALCHEM CORP	0.03%	-	2,266	$222K	No quote	No quote
35	BKNG	BOOKING HOLDINGS INC	0.02%	New	100	$203K	$2030.00	No quote
36	LUV	SOUTHWEST AIRLINES CO	0.02%	-	3,961	$202K	$51.00	No quote
37	FAST	FASTENAL CO	-	Sold	0	$0	No quote	No quote