What Francois Rochon Bought in Q1 2025
Giverny Capital · Quarterly 13F recap as filed with the SEC.
Period: 2025-03-31 · Filed · Historical
$2.71B
Total Value
54
Holdings
2
New Buys
26
Reduced
In Q1 2025, Francois Rochon reported 54 long equity positions worth $2.71B in their Giverny Capital 13F filing, including 2 new positions (largest: BUILDERS FIRSTSOURCE INC at $10.3M) and 17 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BRK.B | Berkshire Hathaway Inc. Class B | 503332 | $268.1M | 9.88% | -0.4% |
| 2 | META | META PLATFORMS INC | 315144 | $181.6M | 6.70% | +0.0% |
| 3 | AME | AMETEK INC | 977434 | $168.3M | 6.20% | +0.3% |
| 4 | HEI-A | HEICO CORP NEW | 742011 | $156.5M | 5.77% | +0.0% |
| 5 | PGR | PROGRESSIVE CORP | 529154 | $149.8M | 5.52% | -3.1% |
| 6 | FISV | FISERV INC | 629633 | $139.0M | 5.13% | -0.1% |
| 7 | V | VISA INC | 393549 | $137.9M | 5.08% | -0.5% |
| 8 | KMX | CARMAX INC | 1641622 | $127.9M | 4.72% | -2.5% |
| 9 | GOOG | ALPHABET INC C | 651446 | $101.8M | 3.75% | -0.5% |
| 10 | NVR | NVR INC | 13490 | $97.7M | 3.60% | -0.5% |
| 11 | BKNG | BOOKING HOLDINGS INC. | 21132 | $97.4M | 3.59% | -0.2% |
| 12 | IBP | INSTALLED BLDG PRODS INC | 508073 | $87.1M | 3.21% | +0.7% |
| 13 | KNSL | KINSALE CAPITAL GROUP IN | 169967 | $82.7M | 3.05% | 87.3% |
| 14 | MKL | MARKEL CORP | 43402 | $81.1M | 2.99% | +0.2% |
| 15 | MEDP | MEDPACE HOLDINGS INC | 251937 | $76.8M | 2.83% | +7.5% |
| 16 | SCHW | SCHWAB CHARLES CORP | 949066 | $74.3M | 2.74% | +0.1% |
| 17 | SBUX | STARBUCKS CORP | 746686 | $73.2M | 2.70% | -0.4% |
| 18 | MTB | M & T BK CORP | 367532 | $65.7M | 2.42% | -0.0% |
| 19 | GOOGL | ALPHABET INC | 359603 | $55.6M | 2.05% | +0.8% |
| 20 | OZK | BANK OZK LITTLE ROCK ARK | 1209513 | $52.6M | 1.94% | -0.2% |
| 21 | KEYS | KEYSIGHT TECHNOLOGIES INC | 331011 | $49.6M | 1.83% | -0.3% |
| 22 | FIVE | FIVE BELOW INC | 621590 | $46.6M | 1.72% | -15.1% |
| 23 | BAC | BANK AMERICA CORP | 998001 | $41.6M | 1.54% | +-0.3% |
| 24 | LULU | LULULEMON ATHLETICA INC | 143169 | $40.5M | 1.49% | -0.1% |
| 25 | BRO | BROWN & BROWN | 294603 | $36.6M | 1.35% | -0.1% |
| 26 | ANET | ARISTA NETWORKS INC | 466528 | $36.1M | 1.33% | +13.7% |
| 27 | ADI | ANALOG DEVICES INC | 171340 | $34.6M | 1.27% | -0.3% |
| 28 | DIS | DISNEY WALT CO | 247503 | $24.4M | 0.90% | -0.3% |
| 29 | FND | FLOOR & DECOR HLDGS INC | 233878 | $18.8M | 0.69% | -0.0% |
| 30 | LFUS | LITTELFUSE INC | 80504 | $15.8M | 0.58% | -0.1% |
| 31 | CACC | CREDIT ACCEP CORP MICH | 29851 | $15.4M | 0.57% | +1.0% |
| 32 | MA | MASTERCARD INCORPORATED | 27043 | $14.8M | 0.55% | +2.9% |
| 33 | JPM | JPMORGAN CHASE & CO | 44483 | $10.9M | 0.40% | +1.4% |
| 34 | BLDR | BUILDERS FIRSTSOURCE INC | 82445 | $10.3M | 0.38% | NEW |
| 35 | BRK.A | Berkshire Hathaway Inc. Class A | 11 | $8.8M | 0.32% | 37.5% |
| 36 | ALGN | ALIGN TECHNOLOGY INC | 45135 | $7.2M | 0.26% | +5.0% |
| 37 | FERG | FERGUSON ENTERPRISES INC | 34386 | $5.5M | 0.20% | +2.0% |
| 38 | COF | Capital One Financial | 12274 | $2.2M | 0.08% | -16.9% |
| 39 | AAPL | APPLE INC | 9367 | $2.1M | 0.08% | +-44.8% |
| 40 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 11550 | $1.9M | 0.07% | -21.1% |
| 41 | YUMC | YUM CHINA HLDGS INC | 36036 | $1.9M | 0.07% | — |
| 42 | CPRT | COPART INC | 27484 | $1.6M | 0.06% | — |
| 43 | SPY | SPDR S&P 500 ETF | 2567 | $1.4M | 0.05% | -46.0% |
| 44 | PMMF | BLACKROCK ISHS PRM MM ETF | 12876 | $1.3M | 0.05% | NEW |
| 45 | BIRK | BIRKENSTOCK HLDG PLC | 27392 | $1.3M | 0.05% | — |
| 46 | GLD | SPDR Gold Shares | 3898 | $1.1M | 0.04% | -7.3% |
| 47 | ITB | ISHARES TR | 10961 | $1.0M | 0.04% | +5.1% |
| 48 | ODFL | OLD DOMINION FREIGHT LINE IN | 5255 | $869K | 0.03% | — |
| 49 | NVO | NOVO-NORDISK A S | 12400 | $861K | 0.03% | — |
| 50 | MSFT | MICROSOFT CORP | 1987 | $746K | 0.03% | -15.6% |
| 51 | DFH | DREAM FINDERS HOMES | 32202 | $726K | 0.03% | — |
| 52 | SITE | SITEONE LANDSCAPE SUPPLY INC | 3753 | $456K | 0.02% | — |
| 53 | COST | COSTCO WHSL CORP NEW | 240 | $227K | 0.01% | — |
| 54 | ISRG | Intuitive Surgical | 405 | $201K | 0.01% | — |