# Francois Rochon — Giverny Capital

Source: SEC EDGAR 13F filings (CIK 0001641864).
Page URL: https://superinvestorclub.com/manager/45
Last updated: 2026-07-08T11:29:50.595Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-05-15), Francois Rochon reported 51 long equity positions in their Giverny Capital 13F filing, with a total reported value of $2.73B.

### About

Canadian quality growth investor

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | BRK.B | Berkshire Hathaway Inc. Class B | 378625 | $181.4M | 6.64% | -25.2% |
| 2 | GOOG | ALPHABET INC C | 620909 | $178.1M | 6.52% | -2.9% |
| 3 | META | META PLATFORMS INC | 307821 | $176.1M | 6.45% | -1.8% |
| 4 | HEI-A | HEICO CORP NEW | 738482 | $155.9M | 5.71% | -2.1% |
| 5 | SCHW | SCHWAB CHARLES CORP | 1536206 | $144.4M | 5.29% | -3.1% |
| 6 | FIVE | FIVE BELOW INC | 617191 | $141.0M | 5.16% | -3.2% |
| 7 | AME | AMETEK INC | 612058 | $131.2M | 4.80% | -37.5% |
| 8 | MEDP | MEDPACE HOLDINGS INC | 256081 | $123.0M | 4.50% | -2.7% |
| 9 | V | VISA INC | 396357 | $119.8M | 4.39% | -2.7% |
| 10 | IBP | INSTALLED BLDG PRODS INC | 403665 | $107.0M | 3.92% | -22.3% |
| 11 | PGR | PROGRESSIVE CORP | 528364 | $104.7M | 3.83% | -1.6% |
| 12 | GOOGL | ALPHABET INC | 348469 | $100.2M | 3.67% | -3.6% |
| 13 | KEYS | KEYSIGHT TECHNOLOGIES INC | 323184 | $91.3M | 3.34% | -3.3% |
| 14 | NVR | NVR INC | 13647 | $89.9M | 3.29% | -3.3% |
| 15 | BKNG | BOOKING HOLDINGS INC. | 21117 | $88.9M | 3.26% | -1.5% |
| 16 | ADP | AUTOMATIC DATA PROC INC | 419090 | $85.2M | 3.12% | NEW |
| 17 | MKL | MARKEL CORP | 42944 | $82.2M | 3.01% | -2.4% |
| 18 | KNSL | KINSALE CAPITAL GROUP IN | 218942 | $74.8M | 2.74% | +2.2% |
| 19 | BFAM | BRIGHT HORIZONSFAMILY SOLUTION | 742329 | $61.0M | 2.23% | +81.0% |
| 20 | OZKAP | BANK OZK LITTLE ROCK ARK | 1231059 | $56.5M | 2.07% | -2.6% |
| 21 | ADI | ANALOG DEVICES INC | 171052 | $54.4M | 1.99% | -3.2% |
| 22 | ANET | ARISTA NETWORKS INC | 423361 | $52.0M | 1.90% | +1.0% |
| 23 | DIS | DISNEY WALT CO | 536514 | $51.7M | 1.89% | -1.5% |
| 24 | RSMDF | RESMED INC | 230005 | $51.6M | 1.89% | -2.3% |
| 25 | BRO | BROWN & BROWN | 755269 | $49.3M | 1.80% | -2.2% |

## New positions this quarter (5)

- ADP (AUTOMATIC DATA PROC INC): 419090 shares, $85.2M
- SUNB (SUNBELT RENTALS HLDGS IN GB SHRS): 270843 shares, $17.6M
- AAON (AAON INC): 201832 shares, $16.7M
- IVZ (Invesco Ltd.): 6105 shares, $1.2M
- IVZ (Invesco Ltd.): 4222 shares, $1.0M

## Increased positions (9)

- KNSL: 218942 shares (+2.2%), $74.8M
- BFAM: 742329 shares (+81.0%), $61.0M
- ANET: 423361 shares (+1.0%), $52.0M
- JPM: 52298 shares (+0.9%), $15.4M
- TWFG: 552107 shares (+66.5%), $10.2M
- FERG: 36728 shares (+1.0%), $8.6M
- BLDR: 91813 shares (+2.0%), $7.6M
- TSM: 8125 shares (-49.4%), $2.7M
- MSFT: 1910 shares (+12.1%), $707,025

## Reduced positions (29)

- BRK.B: 378625 shares (-25.2%), $181.4M
- GOOG: 620909 shares (-2.9%), $178.1M
- META: 307821 shares (-1.8%), $176.1M
- HEI-A: 738482 shares (-2.1%), $155.9M
- SCHW: 1536206 shares (-3.1%), $144.4M
- FIVE: 617191 shares (-3.2%), $141.0M
- AME: 612058 shares (-37.5%), $131.2M
- MEDP: 256081 shares (-2.7%), $123.0M
- V: 396357 shares (-2.7%), $119.8M
- IBP: 403665 shares (-22.3%), $107.0M
- PGR: 528364 shares (-1.6%), $104.7M
- GOOGL: 348469 shares (-3.6%), $100.2M
- KEYS: 323184 shares (-3.3%), $91.3M
- NVR: 13647 shares (-3.3%), $89.9M
- BKNG: 21117 shares (-1.5%), $88.9M
- MKL: 42944 shares (-2.4%), $82.2M
- OZKAP: 1231059 shares (-2.6%), $56.5M
- ADI: 171052 shares (-3.2%), $54.4M
- DIS: 536514 shares (-1.5%), $51.7M
- RSMDF: 230005 shares (-2.3%), $51.6M

## Sold positions (4)

- COF: previously held 8274 shares worth $2.0M
- DFH: previously held 32202 shares worth $550,654
- ISRG: previously held 405 shares worth $229,376
- COST: previously held 240 shares worth $206,962

## Filing history (9)

- 2026-03-31 (filed 2026-05-15)
- 2025-12-31 (filed 2026-02-13)
- 2025-09-30 (filed 2025-11-17)
- 2025-06-30 (filed 2025-08-13)
- 2025-03-31 (filed 2025-08-12)
- 2024-12-31 (filed 2025-08-12)
- 2024-09-30 (filed 2024-11-13)
- 2024-06-30 (filed 2024-08-14)
- 2024-03-31 (filed 2024-08-20)

## Citation

When citing, use: "Francois Rochon, Giverny Capital, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/45)".