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 2026-06-06 from SEC 13F data.
Live quotes available for 54 of 57 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 8.53% | Add +1.7% | 511,784 | $248.61M | $485.77 | |
| 2 | META | META PLATFORMS INC | 8.07% | Add +1.2% | 318,902 | $235.38M | $738.09 | |
| 3 | HEI-A | HEICO CORP NEW | 6.65% | Add +1.0% | 749,492 | $193.93M | $258.75 | |
| 4 | AME | AMETEK INC | 6.18% | Add +1.9% | 996,344 | $180.3M | $180.96 | |
| 5 | SCHW | SCHWAB CHARLES CORP | 4.90% | Add +65.2% | 1,567,495 | $143.02M | $91.24 | |
| 6 | V | VISA INC | 4.89% | Add +2.0% | 401,297 | $142.48M | $355.05 | |
| 7 | PGR | PROGRESSIVE CORP | 4.76% | Reduce -1.7% | 520,367 | $138.87M | $266.86 | |
| 8 | BKNG | BOOKING HOLDINGS INC. | 4.23% | Add +0.8% | 21,290 | $123.25M | $5789.24 | |
| 9 | GOOG | ALPHABET INC C | 3.98% | Reduce -13.4% | 653,717 | $115.96M | $177.39 | |
| 10 | FI | FISERV INC | 3.83% | Add +3.0% | 648,574 | $111.82M | No quote | No quote |
| 11 | KMX | CARMAX INC | 3.82% | Add +0.9% | 1,655,930 | $111.3M | $67.21 | |
| 12 | NVR | NVR INC | 3.56% | Add +4.1% | 14,038 | $103.68M | $7385.66 | |
| 13 | IBP | INSTALLED BLDG PRODS INC | 3.18% | Add +1.3% | 514,459 | $92.77M | $180.32 | |
| 14 | MKL | MARKEL CORP | 2.99% | Add +0.7% | 43,696 | $87.28M | $1997.36 | |
| 15 | KNSL | KINSALE CAPITAL GROUP IN | 2.97% | Add +5.4% | 179,153 | $86.69M | $483.90 | |
| 16 | MEDP | MEDPACE HOLDINGS INC | 2.82% | Add +3.9% | 261,755 | $82.15M | $313.86 | |
| 17 | FIVE | FIVE BELOW INC | 2.82% | Add +0.7% | 625,871 | $82.1M | $131.18 | |
| 18 | SBUX | STARBUCKS CORP | 2.36% | Add +0.5% | 750,248 | $68.75M | $91.63 | |
| 19 | GOOGL | ALPHABET INC | 2.29% | Add +48.3% | 379,617 | $66.9M | $176.23 | |
| 20 | OZK | BANK OZK LITTLE ROCK ARK | 2.03% | Add +4.1% | 1,258,996 | $59.25M | $47.06 | |
| 21 | KEYS | KEYSIGHT TECHNOLOGIES INC | 1.87% | Add +0.8% | 333,585 | $54.66M | $163.86 | |
| 22 | ANET | ARISTA NETWORKS INC | 1.69% | New | 482,561 | $49.37M | $102.31 | |
| 23 | BAC | BANK AMERICA CORP | 1.63% | Add +0.6% | 1,004,119 | $47.51M | $47.32 | |
| 24 | ADI | ANALOG DEVICES INC | 1.44% | Add +2.8% | 176,111 | $41.92M | $238.02 | |
| 25 | BRO | BROWN & BROWN | 1.22% | Add +9.2% | 321,637 | $35.66M | $110.87 | |
| 26 | LULU | LULULEMON ATHLETICA INC | 1.17% | Add +0.6% | 143,977 | $34.21M | $237.58 | |
| 27 | DIS | DISNEY WALT CO | 1.11% | Add +5.2% | 260,475 | $32.3M | $124.01 | |
| 28 | LFUS | LITTELFUSE INC | 0.63% | Add +0.8% | 81,112 | $18.39M | $226.73 | |
| 29 | FND | FLOOR & DECOR HLDGS INC | 0.61% | Add +0.8% | 235,831 | $17.91M | $75.96 | |
| 30 | MA | MASTERCARD INCORPORATED | 0.54% | Add +3.0% | 27,841 | $15.64M | $561.94 | |
| 31 | CACC | CREDIT ACCEP CORP MICH | 0.53% | Add +2.2% | 30,501 | $15.54M | $509.43 | |
| 32 | JPM | JPMORGAN CHASE & CO | 0.51% | Add +14.5% | 50,950 | $14.77M | $289.91 | |
| 33 | BLDR | BUILDERS FIRSTSOURCE INC | 0.35% | Add +5.9% | 87,317 | $10.19M | $116.69 | |
| 34 | ALGN | ALIGN TECHNOLOGY INC | 0.30% | Add +2.7% | 46,358 | $8.78M | $189.33 | |
| 35 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.27% | - | 11 | $8.02M | $728800.00 | |
| 36 | FERG | FERGUSON ENTERPRISES INC | 0.27% | Add +3.8% | 35,679 | $7.77M | $217.75 | |
| 37 | TWFG | TWFG INC | 0.21% | New | 177,848 | $6.22M | $35.00 | |
| 38 | AAPL | APPLE INC | 0.12% | Add +81.2% | 16,976 | $3.48M | $205.17 | |
| 39 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.09% | - | 11,550 | $2.62M | $226.49 | |
| 40 | COF | CAPITAL ONE FC | 0.07% | Reduce -24.4% | 9,274 | $1.97M | $212.76 | |
| 41 | YUMC | YUM CHINA HLDGS INC | 0.06% | - | 36,036 | $1.61M | $44.71 | |
| 42 | SPY | SPDR S&P 500 ETF | 0.05% | Reduce -3.6% | 2,474 | $1.53M | $617.85 | |
| 43 | MTB | M & T BK CORP | 0.05% | Reduce -98.0% | 7,540 | $1.46M | $193.99 | |
| 44 | CPRT | COPART INC | 0.05% | - | 27,484 | $1.35M | $49.07 | |
| 45 | BIRK | BIRKENSTOCK HLDG PLC | 0.05% | - | 27,392 | $1.35M | $49.18 | |
| 46 | GLD | SPDR GOLD TR | 0.04% | Reduce -0.6% | 3,876 | $1.18M | $304.83 | |
| 47 | MSFT | MICROSOFT CORP | 0.04% | Add +15.9% | 2,303 | $1.15M | $497.41 | |
| 48 | ITB | ISHARES TR | 0.04% | Add +5.1% | 11,518 | $1.07M | $93.17 | |
| 49 | NVO | NOVO-NORDISK A S | 0.03% | - | 12,400 | $855.85K | $69.02 | |
| 50 | ODFL | OLD DOMINION FREIGHT LINE IN | 0.03% | - | 5,255 | $852.89K | $162.30 | |
| 51 | DFH | DREAM FINDERS HOMES | 0.03% | - | 32,202 | $809.24K | $25.13 | |
| 52 | SITE | SITEONE LANDSCAPE SUPPLY INC | 0.02% | - | 3,753 | $453.89K | $120.94 | |
| 53 | AMZN | AMAZON COM INC | 0.01% | New | 1,174 | $257.56K | $219.39 | |
| 54 | COST | COSTCO WHSL CORP NEW | 0.01% | - | 240 | $237.59K | $989.94 | |
| 55 | ISRG | INTUITIVE SURGICAL INC | 0.01% | - | 405 | $220.08K | $543.41 | |
| 57 | PMMF | BLACKROCK ISHS PRM MM ETF | - | Sold | 0 | $0 | No quote | No quote |
| 56 | ANET | ARISTA NETWORKS INC | - | Sold | 0 | $0 | No quote | No quote |