Francois Rochon — Recent Buys
Giverny Capital · New and increased positions in the Q2 '26 13F filing.
Filed August 26, 2026 · Last updated
Francois Rochon opened 7 new positions and increased 14 existing holdings in the Q2 '26 filing — a combined buy footprint of $915.7M. Largest new position: NEW YORK TIMES CO-A- at $33.9M.
New positions (7)
Increased positions (14)
| Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP | 1681567 | $155.2M | 5.22% | +9.5% |
| ADP | AUTOMATIC DATA PROC INC | 654556 | $146.6M | 4.93% | +56.2% |
| PGR | PROGRESSIVE CORP | 542292 | $118.5M | 3.98% | +2.6% |
| BKNG | BOOKING HOLDINGS INC. | 522664 | $93.2M | 3.13% | +2375.1% |
| KNSL | KINSALE CAPITAL GROUP IN | 240731 | $79.4M | 2.67% | +10.0% |
| RSMDF | RESMED INC | 387665 | $75.5M | 2.54% | +68.5% |
| ADI | ANALOG DEVICES INC | 93310 | $37.1M | 1.25% | +-45.4% |
| AAON | AAON INC | 204779 | $26.0M | 0.87% | +1.5% |
| TWFG | TWFG INC | 652452 | $15.7M | 0.53% | +18.2% |
| MA | MASTERCARD INCORPORATED | 28816 | $14.8M | 0.50% | +2.7% |
| FERG | FERGUSON ENTERPRISES INC | 37380 | $8.9M | 0.30% | +1.8% |
| BRK.A | Berkshire Hathaway Inc. Class A | 9 | $6.7M | 0.23% | +-18.2% |
| ITB | ISHARES TR | 11662 | $1.2M | 0.04% | +7.4% |
| CPRT | COPART INC | 8274 | $233K | 0.01% | +-69.9% |