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 46 of 57 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY-B-NEWCUSIP 084670702 | 12.44% | Add +4.3% | 735,744 | $204.48M | No quote | No quote |
| 2 | KMX | CARMAX INC | 8.73% | Add +3.9% | 1,110,864 | $143.47M | $129.15 | |
| 3 | AME | AMETEK INC | 6.02% | Add +3.2% | 740,843 | $98.9M | $133.50 | |
| 4 | GOOG | ALPHABET INC CL-C | 5.88% | Add +3.4% | 38,563 | $96.65M | $2506.31 | |
| 5 | MKL | MARKEL CORP HOLDING | 5.15% | Add +4.7% | 71,312 | $84.63M | $1186.71 | |
| 6 | META | FACEBOOK INC CL-A | 4.95% | Add +1.2% | 234,295 | $81.47M | $347.71 | |
| 7 | V | VISA INC CLASS-A | 4.74% | Add +5.3% | 333,009 | $77.86M | $233.82 | |
| 8 | SCHW | SCHWAB CHARLES CORP | 4.73% | Add +4.5% | 1,067,990 | $77.76M | $72.81 | |
| 9 | PGR | PROGRESSIVE CORP OHIO | 4.60% | Add +14.1% | 770,619 | $75.68M | $98.21 | |
| 10 | NVR | NVR INC | 4.57% | Add +3.8% | 15,094 | $75.07M | $4973.30 | |
| 11 | HEI/A | HEICO CORP CLASS ACUSIP 422806208 | 4.37% | Add +5.1% | 578,552 | $71.85M | No quote | No quote |
| 12 | KEYS | KEYSIGHT TECHNOLOGIES INC | 3.99% | Add +4.2% | 424,526 | $65.55M | $154.41 | |
| 13 | FIVE | FIVE BELOW INC | 3.71% | Add +3.9% | 315,449 | $60.97M | $193.27 | |
| 14 | JPM | JP MORGAN CHASE & CO | 3.44% | Add +2.6% | 363,488 | $56.54M | $155.54 | |
| 15 | BAC | BANK OF AMERICA | 3.37% | Add +4.4% | 1,345,736 | $55.49M | $41.23 | |
| 16 | FBIN | FORTUNE BRNDS HME&SEC | 3.31% | Add +4.2% | 546,551 | $54.44M | $99.61 | |
| 17 | EW | EDWARDS LIFESCIENCES CORP | 2.55% | Add +3.9% | 405,529 | $42M | $103.57 | |
| 18 | SNBR | SLEEP NUMBER CORP | 2.32% | Add +2.1% | 347,140 | $38.17M | No quote | No quote |
| 19 | DIS | DISNEY WALT COMPANY | 2.16% | Add +7.3% | 201,715 | $35.46M | $175.77 | |
| 20 | ICE | INTERCONTINENTAL EXCHANGE | 2.16% | Add +5.2% | 298,565 | $35.44M | $118.70 | |
| 21 | GOOGL | ALPHABET INC CL-A | 1.36% | Add +5.4% | 9,125 | $22.28M | $2441.75 | |
| 22 | ATHM | AUTOHOME INC CL-A ADR | 1.34% | Add +6.2% | 345,744 | $22.11M | No quote | No quote |
| 23 | HCSG | HEALTH CARE SERVICES GRP | 0.71% | Add +1.7% | 370,345 | $11.69M | $31.57 | |
| 24 | OZK | BANK OZK | 0.46% | Add +1.4% | 179,075 | $7.55M | $42.16 | |
| 25 | SSNC | SS&C TECHNOLOGIES INC | 0.36% | Reduce -5.8% | 82,023 | $5.91M | $72.07 | |
| 26 | ANET | ARISTA NETWORKS INC | 0.35% | Reduce -6.4% | 16,036 | $5.81M | $362.31 | |
| 27 | CACC | CREDIT ACCEPTANCE CORP | 0.27% | Reduce -9.1% | 9,727 | $4.42M | $454.10 | |
| 28 | LBRDK | LIBERTY BROADBAND CORP | 0.22% | Reduce -5.7% | 20,482 | $3.56M | $173.66 | |
| 29 | FRCB | FIRST REP BK SAN FRANCISCO C | 0.21% | Reduce -6.5% | 18,158 | $3.4M | No quote | No quote |
| 30 | BRK/A | BERKSHIRE HATHAWAY-ACUSIP 084670108 | 0.20% | - | 8 | $3.35M | No quote | No quote |
| 31 | MA | MASTERCARD INC CL-A | 0.20% | Reduce -8.4% | 9,150 | $3.34M | $365.14 | |
| 32 | SPY | SPDR S&P 500 ETF | 0.13% | - | 4,852 | $2.08M | $428.07 | |
| 33 | LULU | LULULEMON ATHLETICA INC | 0.10% | - | 4,615 | $1.68M | $364.90 | |
| 34 | AAPL | APPLE INC | 0.10% | Add +0.0% | 11,822 | $1.62M | $136.95 | |
| 35 | AMZN | AMAZON COM INC | 0.10% | Reduce -4.9% | 466 | $1.6M | $3439.91 | |
| 36 | JEC | JACOBS ENGR GROUP INC | 0.09% | Reduce -28.7% | 11,477 | $1.53M | No quote | No quote |
| 37 | BAM | BROOKFIELD ASSET MGT-A LV | 0.07% | - | 16,989 | $1.07M | $63.22 | No quote |
| 38 | ODFL | OLD DOMINION FREIGHT LINE | 0.06% | - | 4,067 | $1.03M | $253.75 | |
| 39 | TSM | TAIWAN SEMICON MAN SP/ADR | 0.06% | Reduce -11.2% | 8,240 | $990K | $120.15 | |
| 40 | MSFT | MICROSOFT CORP | 0.06% | - | 3,578 | $969K | $270.82 | |
| 41 | LFUS | LITTELFUSE INC | 0.04% | - | 2,788 | $710K | $254.66 | |
| 42 | SBUX | STARBUCKS CORP | 0.04% | - | 6,327 | $707K | $111.74 | |
| 43 | MTB | M & T BANK CORP | 0.04% | New | 4,683 | $680K | $145.21 | |
| 44 | ROP | ROPER TECHNOLOGIES INC | 0.04% | - | 1,335 | $628K | $470.41 | |
| 45 | SLV | ISHARES SILVER TR | 0.03% | Add +1.7% | 23,400 | $567K | $24.23 | |
| 46 | TJX | TJX COMPANIES INC | 0.03% | Reduce -1.7% | 8,264 | $557K | $67.40 | |
| 47 | NVO | NOVO-NORDISK A/S-ADR | 0.03% | - | 6,200 | $519K | $83.71 | |
| 48 | FAST | FASTENAL CO | 0.03% | - | 8,954 | $466K | $52.04 | |
| 49 | KNX | KNIGHT-SWIFT TRANSPORT-A | 0.02% | - | 8,046 | $366K | $45.49 | |
| 50 | IYF | ISHARES US FINANCIALS ETF | 0.02% | - | 3,110 | $252K | No quote | No quote |
| 51 | ITB | ISHARES US HOME CONSTRUCT | 0.01% | New | 2,943 | $204K | $69.32 | |
| 52 | GIB | CGI INC | 0.01% | New | 2,120 | $192K | No quote | No quote |
| 53 | ISRG | INTUITIVE SURGICAL | 0.01% | - | 135 | $124K | $918.52 | |
| 54 | RMD | RESMED INC | 0.01% | - | 437 | $108K | $247.14 | |
| 55 | LLY | ELI LILLY & CO | 0.01% | - | 432 | $99K | $229.17 | |
| 56 | RBA | RITCHIE BROTHERS AUCTIONR | 0.00% | - | 1,070 | $79K | No quote | No quote |
| 57 | NGD | NEW GOLD INC CDA | 0.00% | New | 30,000 | $54K | No quote | No quote |