Francois Rochon - Giverny Capital
As of Q1 2026, this manager reported 51 long-equity positions worth $2.73B in aggregate.
As of Q1 2026, Francois Rochon's Giverny Capital held 51 long-equity positions with a reported value of $2.73B.
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Updated 2026-05-11 from SEC 13F data.
Live quotes available for 54 of 60 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 8.28% | - | 444,970 | $137.39M | $308.77 | |
| 2 | FIVE | FIVE BELOW INC | 7.47% | - | 601,994 | $123.99M | $205.97 | |
| 3 | AME | AMETEK INC | 7.37% | - | 841,608 | $122.31M | $145.33 | |
| 4 | MKL | MARKEL CORP | 6.12% | - | 79,596 | $101.68M | $1277.41 | |
| 5 | KMX | CARMAX INC | 5.53% | - | 1,428,059 | $91.8M | $64.28 | |
| 6 | GOOG | ALPHABET INC | 5.40% | - | 862,076 | $89.66M | $104.00 | |
| 7 | HEI-A | HEICO CORP NEW | 5.38% | - | 656,986 | $89.28M | $135.90 | |
| 8 | V | VISA INC | 4.80% | - | 353,075 | $79.6M | $225.46 | |
| 9 | KEYS | KEYSIGHT TECHNOLOGIES INC | 4.33% | - | 445,435 | $71.93M | $161.48 | |
| 10 | PGR | PROGRESSIVE CORP | 4.15% | - | 481,231 | $68.84M | $143.06 | |
| 11 | NVR | NVR INC | 4.07% | - | 12,126 | $67.57M | $5572.19 | |
| 12 | SCHW | SCHWAB CHARLES CORP | 3.85% | - | 1,221,330 | $63.97M | $52.38 | |
| 13 | META | META PLATFORMS INC | 3.36% | - | 263,471 | $55.84M | $211.94 | |
| 14 | FBIN | FORTUNE BRANDS HOME & SEC IN | 3.18% | - | 897,630 | $52.72M | $58.73 | |
| 15 | IBP | INSTALLED BLDG PRODS INC | 2.91% | - | 424,109 | $48.36M | $114.03 | |
| 16 | LULU | LULULEMON ATHLETICA INC | 2.50% | - | 114,077 | $41.55M | $364.19 | |
| 17 | MTB | M & T BK CORP | 2.15% | - | 297,819 | $35.61M | $119.57 | |
| 18 | CIEN | CIENA CORP | 2.11% | - | 666,676 | $35.01M | $52.52 | |
| 19 | EW | EDWARDS LIFESCIENCES CORP | 2.07% | - | 414,975 | $34.33M | $82.73 | |
| 20 | FI | FISERV INC | 1.77% | - | 260,671 | $29.46M | No quote | No quote |
| 21 | FND | FLOOR & DECOR HLDGS INC | 1.57% | - | 265,344 | $26.06M | $98.22 | |
| 22 | BAC | BANK AMERICA CORP | 1.55% | - | 900,241 | $25.75M | $28.60 | |
| 23 | DIS | DISNEY WALT CO | 1.38% | - | 228,988 | $22.93M | $100.13 | |
| 24 | GOOGL | ALPHABET INC | 1.33% | - | 213,177 | $22.11M | $103.73 | |
| 25 | LFUS | LITTELFUSE INC | 1.13% | - | 69,861 | $18.73M | $268.09 | |
| 26 | ANET | ARISTA NETWORKS INC | 1.02% | - | 100,452 | $16.86M | $167.86 | |
| 27 | ATHM | AUTOHOME INC | 0.69% | - | 341,890 | $11.44M | No quote | No quote |
| 28 | SSNC | SS&C TECHNOLOGIES HLDGS INC | 0.53% | - | 155,728 | $8.79M | $56.47 | |
| 29 | CACC | CREDIT ACCEP CORP MICH | 0.53% | - | 20,156 | $8.79M | $436.04 | |
| 30 | MBC | MASTERBRAND INC | 0.42% | - | 865,963 | $6.96M | $8.04 | |
| 31 | OZK | BANK OZK LITTLE ROCK ARK | 0.41% | - | 200,256 | $6.85M | $34.20 | |
| 32 | MA | MASTERCARD INCORPORATED | 0.41% | - | 18,836 | $6.85M | $363.41 | |
| 33 | ADI | ANALOG DEVICES INC | 0.36% | - | 30,029 | $5.92M | $197.22 | |
| 34 | JPM | JPMORGAN CHASE & CO | 0.26% | - | 33,026 | $4.3M | $130.31 | |
| 35 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.25% | - | 9 | $4.19M | $465600.00 | |
| 36 | COHR | COHERENT CORP | 0.22% | - | 96,526 | $3.68M | $38.08 | |
| 37 | AAPL | APPLE INC | 0.15% | - | 14,638 | $2.41M | $164.90 | |
| 38 | SPY | SPDR S&P 500 ETF TR | 0.12% | - | 4,761 | $1.95M | $409.39 | |
| 39 | ODFL | OLD DOMINION FREIGHT LINE IN | 0.08% | - | 4,067 | $1.39M | $340.84 | |
| 40 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.08% | - | 14,197 | $1.32M | $93.02 | |
| 41 | CPRT | COPART INC | 0.06% | - | 13,742 | $1.03M | $75.21 | |
| 42 | MSFT | MICROSOFT CORP | 0.06% | - | 3,578 | $1.03M | $288.30 | |
| 43 | NVO | NOVO-NORDISK A S | 0.06% | - | 6,200 | $986.67K | $159.14 | |
| 44 | GLD | SPDR GOLD TR | 0.05% | - | 4,265 | $781.43K | $183.22 | |
| 45 | BN | BROOKFIELD CORP | 0.04% | - | 16,223 | $714.3K | $44.03 | |
| 46 | TJX | TJX COS INC NEW | 0.04% | - | 8,697 | $681.5K | $78.36 | |
| 47 | SBUX | STARBUCKS CORP | 0.04% | - | 6,265 | $652.37K | $104.13 | |
| 48 | SNBR | SLEEP NUMBER CORP | 0.04% | - | 21,079 | $641.01K | No quote | No quote |
| 49 | BOOT | BOOT BARN HLDGS INC | 0.04% | - | 8,253 | $632.51K | $76.64 | |
| 50 | LEVI | LEVI STRAUSS & CO NEW | 0.04% | - | 32,939 | $600.48K | $18.23 | |
| 51 | ROP | ROPER TECHNOLOGIES INC | 0.04% | - | 1,335 | $588.32K | $440.69 | |
| 52 | SITE | SITEONE LANDSCAPE SUPPLY INC | 0.03% | - | 3,753 | $513.67K | $136.87 | |
| 53 | BABA | ALIBABA GROUP HLDG LTD | 0.03% | - | 5,004 | $511.31K | $102.18 | |
| 54 | SLV | ISHARES SILVER TR | 0.03% | - | 23,000 | $508.76K | No quote | No quote |
| 55 | FAST | FASTENAL CO | 0.03% | - | 8,954 | $482.98K | $53.94 | |
| 56 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 0.03% | - | 8,046 | $455.24K | $56.58 | |
| 57 | ITB | ISHARES TR | 0.02% | - | 4,908 | $344.98K | $70.29 | |
| 58 | J | JACOBS SOLUTIONS INC | 0.02% | - | 2,458 | $288.84K | $117.51 | |
| 59 | GIB | CGI INC | 0.01% | - | 1,665 | $216.87K | No quote | No quote |
| 60 | IYF | ISHARES TR | 0.01% | - | 2,877 | $204.67K | No quote | No quote |