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 45 of 54 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY-B-NEWCUSIP 084670702 | 12.28% | Add +2.4% | 690,317 | $160.06M | No quote | No quote |
| 2 | KMX | CARMAX INC | 8.08% | Add +3.5% | 1,115,937 | $105.41M | $94.46 | |
| 3 | AME | AMETEK INC | 6.61% | Reduce -5.7% | 712,537 | $86.17M | $120.94 | |
| 4 | V | VISA INC CLASS-A | 5.12% | Add +1.3% | 305,206 | $66.76M | $218.73 | |
| 5 | GOOG | ALPHABET INC CL-C | 4.98% | Add +2.5% | 37,054 | $64.91M | $1751.88 | |
| 6 | PGR | PROGRESSIVE CORP OHIO | 4.96% | Add +6.5% | 654,224 | $64.69M | $98.88 | |
| 7 | HEI/A | HEICO CORP CLASS ACUSIP 422806208 | 4.81% | Add +2.3% | 536,099 | $62.76M | No quote | No quote |
| 8 | META | FACEBOOK INC CL-A | 4.60% | Add +3.8% | 219,590 | $59.98M | $273.16 | |
| 9 | NVR | NVR INC | 4.47% | Add +2.4% | 14,297 | $58.33M | $4079.88 | |
| 10 | KEYS | KEYSIGHT TECHNOLOGIES INC | 4.09% | Add +1.5% | 404,190 | $53.39M | $132.09 | |
| 11 | SCHW | SCHWAB CHARLES CORP | 4.06% | Add +3.9% | 997,825 | $52.93M | $53.04 | |
| 12 | FIVE | FIVE BELOW INC | 4.00% | Add +2.7% | 297,896 | $52.13M | $174.98 | |
| 13 | MKL | MARKEL CORP HOLDING | 3.71% | Add +4.5% | 46,752 | $48.31M | $1033.30 | |
| 14 | FBIN | FORTUNE BRNDS HME&SEC | 3.39% | Add +2.7% | 515,998 | $44.23M | $85.72 | |
| 15 | JPM | JP MORGAN CHASE & CO | 3.37% | Add +2.7% | 345,615 | $43.92M | $127.07 | |
| 16 | BAC | BANK OF AMERICA | 2.97% | Add +1.2% | 1,277,648 | $38.73M | $30.31 | |
| 17 | EW | EDWARDS LIFESCIENCES CORP | 2.71% | Add +3.9% | 387,814 | $35.38M | $91.23 | |
| 18 | DIS | DISNEY WALT COMPANY | 2.62% | Add +4.0% | 188,443 | $34.14M | $181.18 | |
| 19 | ICE | INTERCONTINENTAL EXCHANGE | 2.43% | Add +3.2% | 274,971 | $31.7M | $115.29 | |
| 20 | ATHM | AUTOHOME INC CL-A ADR | 2.41% | Add +61.8% | 315,266 | $31.41M | No quote | No quote |
| 21 | SNBR | SLEEP NUMBER CORP | 2.07% | Add +54.5% | 329,758 | $26.99M | No quote | No quote |
| 22 | GOOGL | ALPHABET INC CL-A | 1.15% | Add +9.7% | 8,542 | $14.97M | $1752.63 | |
| 23 | OZK | BANK OZK | 0.85% | Add +1.1% | 356,092 | $11.14M | $31.27 | |
| 24 | HCSG | HEALTH CARE SERVICES GRP | 0.78% | Add +1.4% | 361,849 | $10.17M | $28.10 | |
| 25 | SSNC | SS&C TECHNOLOGIES INC | 0.47% | Add +17.3% | 83,871 | $6.1M | $72.75 | |
| 26 | ANET | ARISTA NETWORKS INC | 0.36% | Add +16.2% | 16,319 | $4.74M | $290.58 | |
| 27 | MA | MASTERCARD INC CL-A | 0.26% | Add +16.7% | 9,645 | $3.44M | $356.97 | |
| 28 | CACC | CREDIT ACCEPTANCE CORP | 0.26% | Add +21.6% | 9,757 | $3.38M | $346.11 | |
| 29 | LBRDK | LIBERTY BROADBAND CORP | 0.25% | Add +16.0% | 20,797 | $3.29M | $158.39 | |
| 30 | BRK/A | BERKSHIRE HATHAWAY-ACUSIP 084670108 | 0.21% | - | 8 | $2.78M | No quote | No quote |
| 31 | FRCB | FIRST REP BK SAN FRANCISCO C | 0.21% | Add +12.5% | 18,671 | $2.74M | No quote | No quote |
| 32 | TJX | TJX COMPANIES INC | 0.21% | Add +13.1% | 40,027 | $2.73M | $68.28 | |
| 33 | SPY | SPDR S&P 500 ETF | 0.14% | Reduce -6.8% | 4,937 | $1.85M | $373.91 | |
| 34 | JEC | JACOBS ENGR GROUP INC | 0.13% | Add +3.5% | 16,022 | $1.75M | No quote | No quote |
| 35 | LULU | LULULEMON ATHLETICA INC | 0.12% | - | 4,615 | $1.61M | $348.00 | |
| 36 | AAPL | APPLE INC | 0.12% | Add +26.2% | 11,904 | $1.58M | $132.73 | |
| 37 | AMZN | AMAZON COM INC | 0.12% | Reduce -9.9% | 466 | $1.52M | $3257.51 | |
| 38 | TSM | TAIWAN SEMICON MAN SP/ADR | 0.08% | Reduce -24.4% | 9,377 | $1.02M | $108.99 | |
| 39 | MSFT | MICROSOFT CORP | 0.06% | Add +1.4% | 3,578 | $796K | $222.47 | |
| 40 | ODFL | OLD DOMINION FREIGHT LINE | 0.06% | - | 4,067 | $794K | $195.23 | |
| 41 | LFUS | LITTELFUSE INC | 0.05% | Reduce -95.2% | 2,788 | $710K | $254.66 | |
| 42 | BAM | BROOKFIELD ASSET MGT-A LV | 0.05% | - | 16,989 | $701K | $41.26 | No quote |
| 43 | SBUX | STARBUCKS CORP | 0.05% | - | 6,327 | $677K | $107.00 | |
| 44 | SLV | ISHARES SILVER TR | 0.04% | - | 23,000 | $565K | $24.57 | |
| 45 | ROP | ROPER TECHNOLOGIES INC | 0.04% | - | 1,245 | $537K | $431.33 | |
| 46 | FAST | FASTENAL CO | 0.03% | - | 8,954 | $437K | $48.80 | |
| 47 | NVO | NOVO-NORDISK A/S-ADR | 0.03% | - | 6,200 | $433K | $69.84 | |
| 48 | W | WAYFAIR INC | 0.03% | Reduce -64.8% | 1,525 | $344K | $225.57 | |
| 49 | KNX | KNIGHT-SWIFT TRANSPORT-A | 0.03% | - | 8,046 | $336K | $41.76 | |
| 50 | ISRG | INTUITIVE SURGICAL | 0.01% | - | 135 | $110K | $814.81 | |
| 51 | RMD | RESMED INC | 0.01% | - | 437 | $93K | $212.81 | |
| 52 | RBA | RITCHIE BROTHERS AUCTIONR | 0.01% | - | 1,070 | $74K | No quote | No quote |
| 53 | LLY | ELI LILLY & CO | 0.01% | - | 432 | $73K | $168.98 | |
| 54 | LBRDA | LIBERTY BROADBAND CO CLASS A | - | Sold | 0 | $0 | No quote | No quote |