What Francois Rochon Bought in Q1 2026
Giverny Capital · Quarterly 13F recap as filed with the SEC.
Period: 2026-03-31 · Filed · Historical
$2.73B
Total Value
51
Holdings
5
New Buys
29
Reduced
In Q1 2026, Francois Rochon reported 51 long equity positions worth $2.73B in their Giverny Capital 13F filing, including 5 new positions (largest: AUTOMATIC DATA PROC INC at $85.2M) and 9 increased positions.
| Rank | Ticker | Company | Shares | Value | % 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 | OZK | 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% |
| 26 | LFUS | LITTELFUSE INC | 80719 | $27.4M | 1.00% | -1.1% |
| 27 | LULU | LULULEMON ATHLETICA INC | 142600 | $21.8M | 0.80% | -1.1% |
| 28 | SUNB | SUNBELT RENTALS HLDGS IN GB SHRS | 270843 | $17.6M | 0.65% | NEW |
| 29 | AAON | AAON INC | 201832 | $16.7M | 0.61% | NEW |
| 30 | JPM | JPMORGAN CHASE & CO | 52298 | $15.4M | 0.56% | +0.9% |
| 31 | MA | MASTERCARD INCORPORATED | 28066 | $14.0M | 0.51% | -2.4% |
| 32 | FND | FLOOR & DECOR HLDGS INC | 231829 | $11.8M | 0.43% | -1.7% |
| 33 | TWFG | TWFG INC | 552107 | $10.2M | 0.37% | +66.5% |
| 34 | FERG | FERGUSON ENTERPRISES INC | 36728 | $8.6M | 0.31% | +1.0% |
| 35 | BRK.A | Berkshire Hathaway Inc. Class A | 11 | $7.9M | 0.29% | — |
| 36 | BLDR | BUILDERS FIRSTSOURCE INC | 91813 | $7.6M | 0.28% | +2.0% |
| 37 | AAPL | APPLE INC | 15040 | $3.8M | 0.14% | -8.9% |
| 38 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 8125 | $2.7M | 0.10% | +-49.4% |
| 39 | YUMC | YUM CHINA HLDGS INC | 36036 | $1.8M | 0.06% | — |
| 40 | GLD | SPDR Gold Shares | 3876 | $1.7M | 0.06% | — |
| 41 | SPY | SPDR S&P 500 ETF | 2474 | $1.6M | 0.06% | — |
| 42 | MTB | M & T BK CORP | 7535 | $1.6M | 0.06% | -0.1% |
| 43 | RSP | INVESCO S&P500 EQ WGT ETF | 6105 | $1.2M | 0.04% | NEW |
| 44 | QQQM | INVESCO EXCH TRADED FD TR II | 4222 | $1.0M | 0.04% | NEW |
| 45 | ITB | ISHARES TR | 10854 | $983K | 0.04% | -7.2% |
| 46 | BIRK | BIRKENSTOCK HLDG PLC | 27392 | $981K | 0.04% | — |
| 47 | ODFL | OLD DOMINION FREIGHT LINE IN | 5006 | $978K | 0.04% | -4.7% |
| 48 | CPRT | COPART INC | 27484 | $912K | 0.03% | — |
| 49 | MSFT | MICROSOFT CORP | 1910 | $707K | 0.03% | +12.1% |
| 50 | SITE | SITEONE LANDSCAPE SUPPLY INC | 3753 | $500K | 0.02% | — |
| 51 | NVO | NOVO-NORDISK A S | 12400 | $456K | 0.02% | — |