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.
Get email alerts when Francois Rochon files a new 13F — sign in or create a free account.
Updated 2026-05-10 from SEC 13F data.
Live quotes available for 53 of 60 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 8.44% | Add +5.7% | 470,193 | $160.34M | $341.00 | |
| 2 | AME | AMETEK INC | 7.60% | Add +6.0% | 892,500 | $144.48M | $161.88 | |
| 3 | KMX | CARMAX INC | 6.61% | Add +5.0% | 1,500,240 | $125.57M | $83.70 | |
| 4 | FIVE | FIVE BELOW INC | 6.55% | Add +5.3% | 633,721 | $124.55M | $196.54 | |
| 5 | MKL | MARKEL CORP | 6.10% | Add +5.3% | 83,806 | $115.92M | $1383.18 | |
| 6 | GOOG | ALPHABET INC | 5.77% | Add +5.2% | 907,036 | $109.72M | $120.97 | |
| 7 | HEI-A | HEICO CORP NEW | 5.18% | Add +6.7% | 700,824 | $98.54M | $140.60 | |
| 8 | V | VISA INC | 4.64% | Add +5.2% | 371,511 | $88.23M | $237.48 | |
| 9 | META | META PLATFORMS INC | 4.22% | Add +6.2% | 279,708 | $80.27M | $286.98 | |
| 10 | NVR | NVR INC | 4.21% | Add +4.0% | 12,610 | $80.08M | $6350.62 | |
| 11 | KEYS | KEYSIGHT TECHNOLOGIES INC | 4.14% | Add +5.5% | 469,858 | $78.68M | $167.45 | |
| 12 | FBIN | FORTUNE BRANDS HOME & SEC IN | 3.41% | Add +0.5% | 901,842 | $64.89M | $71.95 | |
| 13 | PGR | PROGRESSIVE CORP | 3.39% | Add +1.3% | 487,409 | $64.52M | $132.37 | |
| 14 | IBP | INSTALLED BLDG PRODS INC | 3.16% | Add +1.0% | 428,356 | $60.04M | $140.16 | |
| 15 | LULU | LULULEMON ATHLETICA INC | 2.31% | Add +1.6% | 115,880 | $43.86M | $378.50 | |
| 16 | SCHW | SCHWAB CHARLES CORP | 2.24% | Reduce -38.4% | 752,131 | $42.63M | $56.68 | |
| 17 | MTB | M & T BK CORP | 2.20% | Add +13.7% | 338,586 | $41.9M | $123.76 | |
| 18 | EW | EDWARDS LIFESCIENCES CORP | 2.18% | Add +6.0% | 439,896 | $41.5M | $94.33 | |
| 19 | ADI | ANALOG DEVICES INC | 1.88% | Add +511.1% | 183,506 | $35.75M | $194.81 | |
| 20 | FI | FISERV INC | 1.80% | Add +4.0% | 271,006 | $34.19M | No quote | No quote |
| 21 | CIEN | CIENA CORP | 1.57% | Add +5.5% | 703,532 | $29.89M | $42.49 | |
| 22 | FND | FLOOR & DECOR HLDGS INC | 1.52% | Add +4.8% | 277,959 | $28.9M | $103.96 | |
| 23 | BAC | BANK AMERICA CORP | 1.49% | Add +9.5% | 985,876 | $28.28M | $28.69 | |
| 24 | GOOGL | ALPHABET INC | 1.40% | Add +4.6% | 222,888 | $26.68M | $119.70 | |
| 25 | LFUS | LITTELFUSE INC | 1.16% | Add +8.5% | 75,781 | $22.08M | $291.31 | |
| 26 | DIS | DISNEY WALT CO | 1.08% | Add +0.7% | 230,556 | $20.58M | $89.28 | |
| 27 | ANET | ARISTA NETWORKS INC | 0.89% | Add +3.5% | 103,957 | $16.85M | $162.06 | |
| 28 | MBC | MASTERBRAND INC | 0.56% | Add +5.2% | 910,934 | $10.59M | $11.63 | |
| 29 | CACC | CREDIT ACCEP CORP MICH | 0.55% | Add +2.9% | 20,748 | $10.54M | $507.93 | |
| 30 | ATHM | AUTOHOME INC | 0.53% | Add +0.4% | 343,286 | $10.01M | No quote | No quote |
| 31 | SSNC | SS&C TECHNOLOGIES HLDGS INC | 0.51% | Add +3.5% | 161,122 | $9.76M | $60.60 | |
| 32 | OZK | BANK OZK LITTLE ROCK ARK | 0.44% | Add +5.1% | 210,522 | $8.45M | $40.16 | |
| 33 | MA | MASTERCARD INCORPORATED | 0.40% | Add +2.5% | 19,308 | $7.59M | $393.30 | |
| 34 | COHR | COHERENT CORP | 0.27% | Add +3.8% | 100,193 | $5.11M | $50.98 | |
| 35 | JPM | JPMORGAN CHASE & CO | 0.26% | Add +3.2% | 34,095 | $4.96M | $145.44 | |
| 36 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.25% | - | 9 | $4.66M | $517810.00 | |
| 37 | AAPL | APPLE INC | 0.15% | Reduce -2.0% | 14,338 | $2.78M | $193.97 | |
| 38 | SPY | SPDR S&P 500 ETF TR | 0.11% | Reduce -0.2% | 4,752 | $2.11M | $443.28 | |
| 39 | ODFL | OLD DOMINION FREIGHT LINE IN | 0.08% | - | 4,067 | $1.5M | $369.75 | |
| 40 | CPRT | COPART INC | 0.07% | - | 13,742 | $1.25M | $91.21 | |
| 41 | MSFT | MICROSOFT CORP | 0.06% | Add +0.5% | 3,594 | $1.22M | $340.54 | |
| 42 | ITB | ISHARES TR | 0.06% | Add +169.1% | 13,205 | $1.13M | $85.44 | |
| 43 | NVO | NOVO-NORDISK A S | 0.05% | - | 6,200 | $1M | $161.83 | |
| 44 | FAST | FASTENAL CO | 0.04% | - | 8,954 | $844.63K | $94.33 | |
| 45 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.04% | Reduce -42.0% | 8,240 | $831.58K | $100.92 | |
| 46 | GLD | SPDR GOLD TR | 0.04% | Add +0.4% | 4,281 | $763.17K | $178.27 | |
| 47 | TJX | TJX COS INC NEW | 0.04% | - | 8,697 | $737.42K | $84.79 | |
| 48 | BOOT | BOOT BARN HLDGS INC | 0.04% | - | 8,253 | $698.95K | $84.69 | |
| 49 | SITE | SITEONE LANDSCAPE SUPPLY INC | 0.03% | Add +2.4% | 3,843 | $643.16K | $167.36 | |
| 50 | SBUX | STARBUCKS CORP | 0.03% | Reduce -0.8% | 6,213 | $615.46K | $99.06 | |
| 51 | ROP | ROPER TECHNOLOGIES INC | 0.03% | Reduce -6.7% | 1,245 | $598.6K | $480.80 | |
| 52 | SNBR | SLEEP NUMBER CORP | 0.03% | Reduce -0.1% | 21,057 | $574.44K | No quote | No quote |
| 53 | BN | BROOKFIELD CORP | 0.03% | - | 16,223 | $545.9K | $33.65 | |
| 54 | SLV | ISHARES SILVER TR | 0.03% | - | 23,000 | $480.47K | No quote | No quote |
| 55 | LEVI | LEVI STRAUSS & CO NEW | 0.03% | - | 32,939 | $475.31K | $14.43 | |
| 56 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 0.02% | Reduce -3.2% | 7,789 | $432.76K | $55.56 | |
| 57 | BABA | ALIBABA GROUP HLDG LTD | 0.02% | - | 5,004 | $417.08K | $83.35 | |
| 58 | GIB | CGI INC | 0.01% | - | 1,665 | $232.6K | No quote | No quote |
| 59 | IYF | ISHARES TR | 0.01% | Reduce -1.5% | 2,833 | $211.37K | No quote | No quote |
| 60 | J | JACOBS SOLUTIONS INC | - | Sold | 0 | $0 | No quote | No quote |