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 2026-05-30 from SEC 13F data.
Live quotes available for 52 of 64 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 9.88% | Reduce -0.4% | 503,332 | $268.06M | $532.58 | |
| 2 | META | META PLATFORMS INC | 6.70% | Add +0.0% | 315,144 | $181.64M | $576.36 | |
| 3 | AME | AMETEK INC | 6.20% | Add +0.3% | 977,434 | $168.26M | $172.14 | |
| 4 | HEI-A | HEICO CORP NEW | 5.77% | Add +0.1% | 742,011 | $156.54M | $210.97 | |
| 5 | PGR | PROGRESSIVE CORP | 5.52% | Reduce -3.1% | 529,154 | $149.76M | $283.01 | |
| 6 | FI | FISERV INC | 5.13% | Reduce -0.1% | 629,633 | $139.04M | No quote | No quote |
| 7 | V | VISA INC | 5.08% | Reduce -0.6% | 393,549 | $137.92M | $350.46 | |
| 8 | KMX | CARMAX INC | 4.72% | Reduce -2.5% | 1,641,622 | $127.92M | $77.92 | |
| 9 | GOOG | ALPHABET INC C | 4.35% | Reduce -0.0% | 755,109 | $117.97M | $156.23 | |
| 10 | NVR | NVR INC | 3.60% | Reduce -0.5% | 13,490 | $97.73M | $7244.39 | |
| 11 | BKNG | BOOKING HOLDINGS INC. | 3.59% | Reduce -0.2% | 21,132 | $97.35M | $4606.91 | |
| 12 | IBP | INSTALLED BLDG PRODS INC | 3.21% | Add +0.7% | 508,073 | $87.11M | $171.46 | |
| 13 | KNSL | KINSALE CAPITAL GROUP IN | 3.05% | Add +87.3% | 169,967 | $82.72M | $486.71 | |
| 14 | MKL | MARKEL CORP | 2.99% | Add +0.2% | 43,402 | $81.14M | $1869.61 | |
| 15 | MEDP | MEDPACE HOLDINGS INC | 2.83% | Add +7.5% | 251,937 | $76.76M | $304.69 | |
| 16 | SCHW | SCHWAB CHARLES CORP | 2.74% | Add +0.1% | 949,066 | $74.29M | $78.28 | |
| 17 | SBUX | STARBUCKS CORP | 2.70% | Reduce -0.4% | 746,686 | $73.24M | $98.09 | |
| 18 | MTB | M & T BK CORP | 2.42% | Reduce -0.0% | 367,532 | $65.7M | $178.75 | |
| 19 | OZK | BANK OZK LITTLE ROCK ARK | 1.94% | Reduce -0.2% | 1,209,513 | $52.55M | $43.45 | |
| 20 | KEYS | KEYSIGHT TECHNOLOGIES INC | 1.83% | Reduce -0.3% | 331,011 | $49.58M | $149.77 | |
| 21 | FIVE | FIVE BELOW INC | 1.72% | Reduce -15.1% | 621,590 | $46.57M | $74.92 | |
| 22 | BAC | BANK AMERICA CORP | 1.54% | Reduce -0.3% | 998,001 | $41.65M | $41.73 | |
| 23 | LULU | LULULEMON ATHLETICA INC | 1.49% | Reduce -0.1% | 143,169 | $40.53M | $283.06 | |
| 24 | GOOGL | ALPHABET INC | 1.46% | Reduce -0.2% | 255,940 | $39.58M | $154.64 | |
| 25 | BRO | BROWN & BROWN | 1.35% | Reduce -0.1% | 294,603 | $36.65M | $124.40 | |
| 26 | ANET | ARISTA NETWORKS INC | 1.33% | Add +13.7% | 466,528 | $36.15M | $77.48 | |
| 27 | ADI | ANALOG DEVICES INC | 1.27% | Reduce -0.3% | 171,340 | $34.55M | $201.67 | |
| 28 | DIS | DISNEY WALT CO | 0.90% | Reduce -0.3% | 247,503 | $24.43M | $98.70 | |
| 29 | FND | FLOOR & DECOR HLDGS INC | 0.69% | Reduce -0.0% | 233,878 | $18.82M | $80.47 | |
| 30 | LFUS | LITTELFUSE INC | 0.58% | Reduce -0.1% | 80,504 | $15.84M | $196.74 | |
| 31 | CACC | CREDIT ACCEP CORP MICH | 0.57% | Add +1.0% | 29,851 | $15.41M | $516.35 | |
| 32 | MA | MASTERCARD INCORPORATED | 0.55% | Add +2.9% | 27,043 | $14.82M | $548.12 | |
| 33 | JPM | JPMORGAN CHASE & CO | 0.40% | Add +1.4% | 44,483 | $10.91M | $245.30 | |
| 34 | BLDR | BUILDERS FIRSTSOURCE INC | 0.38% | New | 82,445 | $10.3M | $124.94 | |
| 35 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.32% | Add +37.5% | 11 | $8.78M | $798442.00 | |
| 36 | ALGN | ALIGN TECHNOLOGY INC | 0.26% | Add +5.0% | 45,135 | $7.17M | $158.86 | |
| 37 | FERG | FERGUSON ENTERPRISES INC | 0.20% | Add +2.0% | 34,386 | $5.51M | $160.23 | |
| 38 | COF | CAPITAL ONE FC | 0.08% | Reduce -16.9% | 12,274 | $2.2M | $179.30 | |
| 39 | AAPL | APPLE INC | 0.08% | Reduce -44.8% | 9,367 | $2.08M | $222.13 | |
| 40 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.07% | Reduce -21.1% | 11,550 | $1.92M | $166.00 | |
| 41 | YUMC | YUM CHINA HLDGS INC | 0.07% | - | 36,036 | $1.88M | $52.06 | |
| 42 | CPRT | COPART INC | 0.06% | - | 27,484 | $1.56M | $56.59 | |
| 43 | SPY | SPDR S&P 500 ETF | 0.05% | Reduce -46.0% | 2,567 | $1.44M | $559.39 | |
| 44 | PMMF | BLACKROCK ISHS PRM MM ETF | 0.05% | New | 12,876 | $1.29M | No quote | No quote |
| 45 | BIRK | BIRKENSTOCK HLDG PLC | 0.05% | - | 27,392 | $1.26M | $45.85 | |
| 46 | GLD | SPDR GOLD TR | 0.04% | Reduce -7.3% | 3,898 | $1.12M | $288.14 | |
| 47 | ITB | ISHARES TR | 0.04% | Add +5.1% | 10,961 | $1.04M | $95.21 | |
| 48 | ODFL | OLD DOMINION FREIGHT LINE IN | 0.03% | - | 5,255 | $869.44K | $165.45 | |
| 49 | NVO | NOVO-NORDISK A S | 0.03% | - | 12,400 | $861.06K | $69.44 | |
| 50 | MSFT | MICROSOFT CORP | 0.03% | Reduce -15.6% | 1,987 | $745.9K | $375.39 | |
| 51 | DFH | DREAM FINDERS HOMES | 0.03% | - | 32,202 | $726.48K | $22.56 | |
| 52 | SITE | SITEONE LANDSCAPE SUPPLY INC | 0.02% | - | 3,753 | $455.76K | $121.44 | |
| 53 | COST | COSTCO WHSL CORP NEW | 0.01% | - | 240 | $226.99K | $945.78 | |
| 54 | ISRG | INTUITIVE SURGICAL INC | 0.01% | - | 405 | $200.58K | $495.27 | |
| 64 | VOO | VANGUARD 500 INDX ETF-NEW | - | Sold | 0 | $0 | No quote | No quote |
| 63 | UNH | UNITEDHEALTH GRP INC | - | Sold | 0 | $0 | No quote | No quote |
| 62 | LBRDK | LIBERTY BROADBAND CORP | - | Sold | 0 | $0 | No quote | No quote |
| 61 | J | JACOBS SOLUTIONS INC | - | Sold | 0 | $0 | No quote | No quote |
| 60 | SLV | ISHARES SILVER TR | - | Sold | 0 | $0 | No quote | No quote |
| 59 | ICE | INTERCONTINENTAL EXCHANGE IN | - | Sold | 0 | $0 | No quote | No quote |
| 58 | GBTC | GRAYSCALE BITCOIN TR BTC | - | Sold | 0 | $0 | No quote | No quote |
| 57 | FBIN | FORTUNE BRANDS HOME & SEC IN | - | Sold | 0 | $0 | No quote | No quote |
| 56 | EW | EDWARDS LIFESCIENCES CORP | - | Sold | 0 | $0 | No quote | No quote |
| 55 | CAPE | DOUBLELINE SHILLER ENHANCED CAPE I | - | Sold | 0 | $0 | No quote | No quote |