Francois Rochon - Giverny Capital
As of Q1 2026, Francois Rochon reported 51 long-equity positions worth $2.73B in aggregate.
Copy-investor backtest
- Latest quarter
- -2.37%
- 1-year
- +6.08%
- 3-year
- +45.96%
- 3-year top 5
- +23.01%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 53 of 64 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 8.85% | - | 554,588 | $165.82M | No quote | No quote |
| 2 | KMX | CARMAX INC | 7.71% | - | 1,109,239 | $144.46M | $130.23 | |
| 3 | AME | AMETEK INC | 6.22% | - | 793,433 | $116.67M | $147.04 | |
| 4 | GOOG | ALPHABET INC | 6.22% | - | 40,297 | $116.6M | $2893.59 | |
| 5 | SCHW | SCHWAB CHARLES CORP | 5.13% | - | 1,142,461 | $96.08M | $84.10 | |
| 6 | MKL | MARKEL CORP | 5.02% | - | 76,314 | $94.17M | $1233.99 | |
| 7 | NVR | NVR INC | 4.92% | - | 15,622 | $92.31M | $5908.85 | |
| 8 | KEYS | KEYSIGHT TECHNOLOGIES INC | 4.79% | - | 434,886 | $89.81M | $206.51 | |
| 9 | PGR | PROGRESSIVE CORP | 4.47% | - | 816,752 | $83.84M | $102.65 | |
| 10 | META | META PLATFORMS INC | 4.46% | - | 248,311 | $83.52M | $336.35 | |
| 11 | HEI/A | HEICO CORP NEWCUSIP 422806208 | 4.24% | - | 618,391 | $79.48M | No quote | No quote |
| 12 | V | VISA INC | 3.90% | - | 337,580 | $73.16M | $216.71 | |
| 13 | FIVE | FIVE BELOW INC | 3.83% | - | 346,629 | $71.71M | $206.89 | |
| 14 | FBIN | FORTUNE BRANDS HOME & SEC IN | 3.29% | - | 577,718 | $61.76M | $106.90 | |
| 15 | EW | EDWARDS LIFESCIENCES CORP | 2.80% | - | 405,762 | $52.57M | $129.55 | |
| 16 | SSNC | SS&C TECHNOLOGIES HLDGS INC | 2.78% | - | 635,433 | $52.09M | $81.98 | |
| 17 | ICE | INTERCONTINENTAL EXCHANGE IN | 2.43% | - | 332,894 | $45.53M | $136.77 | |
| 18 | MTB | M & T BK CORP | 2.31% | - | 282,384 | $43.37M | $153.58 | |
| 19 | JPM | JPMORGAN CHASE & CO | 2.26% | - | 267,287 | $42.33M | $158.35 | |
| 20 | BAC | BK OF AMERICA CORP | 2.08% | - | 877,569 | $39.04M | $44.49 | |
| 21 | DIS | DISNEY WALT CO | 1.73% | - | 209,162 | $32.4M | $154.89 | |
| 22 | SNBR | SLEEP NUMBER CORP | 1.47% | - | 358,590 | $27.47M | No quote | No quote |
| 23 | GOOGL | ALPHABET INC | 1.45% | - | 9,379 | $27.17M | $2897.00 | |
| 24 | CIEN | CIENA CORP | 1.37% | - | 332,984 | $25.63M | $76.97 | |
| 25 | IBP | INSTALLED BLDG PRODS INC | 1.18% | - | 157,758 | $22.04M | $139.72 | |
| 26 | ANET | ARISTA NETWORKS INC | 0.67% | - | 87,136 | $12.53M | $143.75 | |
| 27 | CACC | CREDIT ACCEP CORP MICH | 0.55% | - | 14,920 | $10.26M | $687.67 | |
| 28 | ATHM | AUTOHOME INC | 0.52% | - | 327,698 | $9.66M | No quote | No quote |
| 29 | OZK | BANK OZK | 0.45% | - | 180,120 | $8.38M | $46.53 | |
| 30 | LBRDK | LIBERTY BROADBAND CORP | 0.32% | - | 36,865 | $5.94M | $161.10 | |
| 31 | FRCB | FIRST REP BK SAN FRANCISCO C | 0.30% | - | 27,241 | $5.63M | No quote | No quote |
| 32 | MA | MASTERCARD INCORPORATED | 0.28% | - | 14,547 | $5.23M | $359.32 | |
| 33 | IIVI | II-VI INC | 0.26% | - | 70,068 | $4.79M | No quote | No quote |
| 34 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 0.19% | - | 8 | $3.61M | No quote | No quote |
| 35 | AAPL | APPLE INC | 0.15% | - | 16,276 | $2.89M | $177.56 | |
| 36 | AMZN | AMAZON COM INC | 0.13% | - | 758 | $2.53M | $3333.77 | |
| 37 | SPY | SPDR S&P 500 ETF TR | 0.13% | - | 5,030 | $2.39M | $474.95 | |
| 38 | UNH | UNITEDHEALTH GROUP INC | 0.11% | - | 4,063 | $2.04M | $502.09 | |
| 39 | LULU | LULULEMON ATHLETICA INC | 0.10% | - | 4,615 | $1.81M | $391.55 | |
| 40 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.08% | - | 13,183 | $1.59M | $120.31 | |
| 41 | ODFL | OLD DOMINION FREIGHT LINE IN | 0.08% | - | 4,067 | $1.46M | $358.50 | |
| 42 | BAM | BROOKFIELD ASSET MGMT INC | 0.07% | - | 16,989 | $1.3M | $76.40 | No quote |
| 43 | MSFT | MICROSOFT CORP | 0.06% | - | 3,578 | $1.2M | $336.22 | |
| 44 | W | WAYFAIR INC | 0.06% | - | 5,602 | $1.06M | $189.93 | |
| 45 | BOOT | BOOT BARN HLDGS INC | 0.05% | - | 8,253 | $1.02M | $123.11 | |
| 46 | SITE | SITEONE LANDSCAPE SUPPLY INC | 0.05% | - | 3,753 | $909K | $242.21 | |
| 47 | LFUS | LITTELFUSE INC | 0.05% | - | 2,770 | $872K | $314.80 | |
| 48 | LEVI | LEVI STRAUSS & CO NEW | 0.04% | - | 32,939 | $824K | $25.02 | |
| 49 | ADI | ANALOG DEVICES INC | 0.04% | - | 4,578 | $805K | $175.84 | |
| 50 | SBUX | STARBUCKS CORP | 0.04% | - | 6,322 | $739K | $116.89 | |
| 51 | GLD | SPDR GOLD TR | 0.04% | - | 4,265 | $729K | $170.93 | |
| 52 | ROP | ROPER TECHNOLOGIES INC | 0.04% | - | 1,460 | $718K | $491.78 | |
| 53 | TJX | TJX COS INC NEW | 0.04% | - | 9,197 | $698K | $75.89 | |
| 54 | NVO | NOVO-NORDISK A S | 0.04% | - | 6,200 | $694K | $111.94 | |
| 55 | FAST | FASTENAL CO | 0.03% | - | 9,704 | $622K | $64.10 | |
| 56 | BABA | ALIBABA GROUP HLDG LTD | 0.03% | - | 4,976 | $591K | $118.77 | |
| 57 | SLV | ISHARES SILVER TR | 0.03% | - | 23,000 | $495K | No quote | No quote |
| 58 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 0.03% | - | 8,046 | $490K | $60.90 | |
| 59 | ITB | ISHARES TR | 0.02% | - | 4,181 | $347K | $82.99 | |
| 60 | IYF | ISHARES TR | 0.01% | - | 3,110 | $270K | No quote | No quote |
| 61 | GIB | CGI INC | 0.01% | - | 1,665 | $147K | No quote | No quote |
| 62 | LLY | LILLY ELI & CO | 0.01% | - | 432 | $119K | $275.46 | |
| 63 | RMD | RESMED INC | 0.01% | - | 437 | $114K | $260.87 | |
| 64 | RBA | RITCHIE BROS AUCTIONEERS | 0.00% | - | 1,070 | $65K | No quote | No quote |