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 52 of 65 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 8.72% | Reduce -21.0% | 437,906 | $154.54M | No quote | No quote |
| 2 | GOOG | ALPHABET INC | 6.56% | Add +3.2% | 41,581 | $116.14M | $2792.98 | |
| 3 | MKL | MARKEL CORP | 6.54% | Add +2.9% | 78,559 | $115.89M | $1475.24 | |
| 4 | KMX | CARMAX INC | 6.27% | Add +3.9% | 1,151,981 | $111.14M | $96.48 | |
| 5 | AME | AMETEK INC | 6.06% | Add +1.6% | 805,918 | $107.33M | $133.18 | |
| 6 | SCHW | SCHWAB CHARLES CORP | 5.49% | Add +0.9% | 1,152,883 | $97.2M | $84.31 | |
| 7 | HEI/A | HEICO CORP NEWCUSIP 422806208 | 5.48% | Add +2.2% | 631,922 | $97.03M | No quote | No quote |
| 8 | PGR | PROGRESSIVE CORP | 4.63% | Reduce -11.8% | 719,935 | $82.07M | $113.99 | |
| 9 | FIVE | FIVE BELOW INC | 4.42% | Add +42.7% | 494,638 | $78.34M | $158.37 | |
| 10 | V | VISA INC | 4.29% | Add +1.6% | 343,052 | $76.08M | $221.77 | |
| 11 | NVR | NVR INC | 3.97% | Add +0.7% | 15,731 | $70.28M | $4467.29 | |
| 12 | KEYS | KEYSIGHT TECHNOLOGIES INC | 3.89% | Add +0.2% | 435,897 | $68.86M | $157.97 | |
| 13 | META | META PLATFORMS INC | 3.23% | Add +3.5% | 257,017 | $57.15M | $222.36 | |
| 14 | SSNC | SS&C TECHNOLOGIES HLDGS INC | 2.84% | Add +5.7% | 671,348 | $50.37M | $75.02 | |
| 15 | MTB | M & T BK CORP | 2.78% | Add +2.9% | 290,587 | $49.25M | $169.50 | |
| 16 | EW | EDWARDS LIFESCIENCES CORP | 2.69% | Reduce -0.2% | 405,091 | $47.69M | $117.72 | |
| 17 | ICE | INTERCONTINENTAL EXCHANGE IN | 2.47% | Reduce -0.6% | 330,909 | $43.72M | $132.12 | |
| 18 | FBIN | FORTUNE BRANDS HOME & SEC IN | 2.43% | Add +0.5% | 580,620 | $43.13M | $74.28 | |
| 19 | CIEN | CIENA CORP | 2.21% | Add +94.0% | 645,971 | $39.17M | $60.63 | |
| 20 | JPM | JPMORGAN CHASE & CO | 2.13% | Add +3.5% | 276,548 | $37.7M | $136.32 | |
| 21 | BAC | BK OF AMERICA CORP | 2.05% | Add +0.6% | 882,373 | $36.37M | $41.22 | |
| 22 | IBP | INSTALLED BLDG PRODS INC | 1.90% | Add +152.1% | 397,624 | $33.6M | $84.49 | |
| 23 | DIS | DISNEY WALT CO | 1.62% | Add +0.2% | 209,559 | $28.74M | $137.16 | |
| 24 | GOOGL | ALPHABET INC | 1.48% | Add +0.5% | 9,426 | $26.22M | $2781.35 | |
| 25 | SNBR | SLEEP NUMBER CORP | 1.03% | Add +0.6% | 360,640 | $18.29M | No quote | No quote |
| 26 | ANET | ARISTA NETWORKS INC | 0.70% | Add +1.8% | 88,735 | $12.33M | $138.98 | |
| 27 | ATHM | AUTOHOME INC | 0.57% | Add +0.8% | 330,427 | $10.05M | No quote | No quote |
| 28 | OZK | BANK OZK | 0.49% | Add +12.9% | 203,337 | $8.68M | $42.70 | |
| 29 | CACC | CREDIT ACCEP CORP MICH | 0.47% | Add +1.0% | 15,075 | $8.3M | $550.38 | |
| 30 | MA | MASTERCARD INCORPORATED | 0.30% | Add +2.8% | 14,955 | $5.35M | $357.41 | |
| 31 | IIVI | II-VI INC | 0.29% | Add +1.9% | 71,425 | $5.18M | No quote | No quote |
| 32 | LBRDK | LIBERTY BROADBAND CORP | 0.26% | Reduce -6.5% | 34,474 | $4.67M | $135.32 | |
| 33 | FRCB | FIRST REP BK SAN FRANCISCO C | 0.26% | Add +3.8% | 28,270 | $4.58M | No quote | No quote |
| 34 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 0.24% | - | 8 | $4.23M | No quote | No quote |
| 35 | AAPL | APPLE INC | 0.14% | Reduce -10.1% | 14,638 | $2.56M | $174.61 | |
| 36 | SPY | SPDR S&P 500 ETF TR | 0.12% | Reduce -5.2% | 4,770 | $2.15M | $451.57 | |
| 37 | LULU | LULULEMON ATHLETICA INC | 0.10% | - | 4,615 | $1.69M | $365.33 | |
| 38 | UNH | UNITEDHEALTH GROUP INC | 0.07% | Reduce -40.1% | 2,435 | $1.24M | $510.06 | |
| 39 | ODFL | OLD DOMINION FREIGHT LINE IN | 0.07% | - | 4,067 | $1.22M | $298.75 | |
| 40 | MSFT | MICROSOFT CORP | 0.06% | - | 3,578 | $1.1M | $308.27 | |
| 41 | BAM | BROOKFIELD ASSET MGMT INC | 0.05% | - | 16,989 | $961K | $56.57 | No quote |
| 42 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.05% | Reduce -37.5% | 8,240 | $859K | $104.25 | |
| 43 | BOOT | BOOT BARN HLDGS INC | 0.04% | - | 8,253 | $782K | $94.75 | |
| 44 | GLD | SPDR GOLD TR | 0.04% | - | 4,265 | $770K | $180.54 | |
| 45 | ADI | ANALOG DEVICES INC | 0.04% | - | 4,578 | $756K | $165.14 | |
| 46 | LFUS | LITTELFUSE INC | 0.04% | - | 2,770 | $691K | $249.46 | |
| 48 | ROP | ROPER TECHNOLOGIES INC | 0.04% | - | 1,460 | $689K | $471.92 | |
| 47 | NVO | NOVO-NORDISK A S | 0.04% | - | 6,200 | $689K | $111.13 | |
| 49 | LEVI | LEVI STRAUSS & CO NEW | 0.04% | - | 32,939 | $651K | $19.76 | |
| 50 | SITE | SITEONE LANDSCAPE SUPPLY INC | 0.03% | - | 3,753 | $607K | $161.74 | |
| 51 | FAST | FASTENAL CO | 0.03% | - | 9,704 | $576K | $59.36 | |
| 52 | SBUX | STARBUCKS CORP | 0.03% | - | 6,322 | $575K | $90.95 | |
| 53 | TJX | TJX COS INC NEW | 0.03% | - | 9,197 | $557K | $60.56 | |
| 54 | BABA | ALIBABA GROUP HLDG LTD | 0.03% | - | 4,976 | $541K | $108.72 | |
| 55 | SLV | ISHARES SILVER TR | 0.03% | - | 23,000 | $526K | No quote | No quote |
| 56 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 0.02% | - | 8,046 | $406K | $50.46 | |
| 57 | ITB | ISHARES TR | 0.02% | Add +59.8% | 6,681 | $396K | $59.27 | |
| 58 | IYF | ISHARES TR | 0.01% | - | 3,110 | $263K | No quote | No quote |
| 59 | COST | COSTCO WHSL CORP NEW | 0.01% | New | 350 | $202K | $577.14 | |
| 60 | GIB | CGI INC | 0.01% | - | 1,665 | $133K | No quote | No quote |
| 61 | LLY | LILLY ELI & CO | 0.01% | - | 432 | $124K | $287.04 | |
| 62 | RMD | RESMED INC | 0.01% | - | 437 | $106K | $242.56 | |
| 63 | RBA | RITCHIE BROS AUCTIONEERS | 0.00% | - | 1,070 | $63K | No quote | No quote |
| 65 | W | WAYFAIR INC | - | Sold | 0 | $0 | No quote | No quote |
| 64 | AMZN | AMAZON COM INC | - | Sold | 0 | $0 | No quote | No quote |