What Francois Rochon Bought in Q2 2026
Giverny Capital · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$2.97B
Total Value
51
Holdings
7
New Buys
28
Reduced
In Q2 2026, Francois Rochon reported 51 long equity positions worth $2.97B in their Giverny Capital 13F filing, including 7 new positions (largest: NEW YORK TIMES CO-A- at $33.9M) and 14 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC C | 605460 | $213.9M | 7.19% | -2.5% |
| 2 | HEI-A | HEICO CORP NEW | 735248 | $189.6M | 6.38% | -0.4% |
| 3 | META | META PLATFORMS INC | 302888 | $170.6M | 5.74% | -1.6% |
| 4 | SCHW | SCHWAB CHARLES CORP | 1681567 | $155.2M | 5.22% | +9.5% |
| 5 | ADP | AUTOMATIC DATA PROC INC | 654556 | $146.6M | 4.93% | +56.2% |
| 6 | AME | AMETEK INC | 598781 | $144.9M | 4.87% | -2.2% |
| 7 | MEDP | MEDPACE HOLDINGS INC | 253931 | $134.5M | 4.52% | -0.8% |
| 8 | V | VISA INC | 389900 | $133.8M | 4.50% | -1.6% |
| 9 | BRK.B | Berkshire Hathaway Inc. Class B | 248447 | $124.3M | 4.18% | -34.4% |
| 10 | PGR | PROGRESSIVE CORP | 542292 | $118.5M | 3.98% | +2.6% |
| 11 | GOOGL | ALPHABET INC | 310118 | $110.8M | 3.73% | -11.0% |
| 12 | FIVE | FIVE BELOW INC | 598122 | $107.5M | 3.62% | -3.1% |
| 13 | BKNG | BOOKING HOLDINGS INC. | 522664 | $93.2M | 3.13% | +2375.1% |
| 14 | IBP | INSTALLED BLDG PRODS INC | 397662 | $91.4M | 3.07% | -1.5% |
| 15 | NVR | NVR INC | 13238 | $90.2M | 3.03% | -3.0% |
| 16 | KNSL | KINSALE CAPITAL GROUP IN | 240731 | $79.4M | 2.67% | +10.0% |
| 17 | BFAM | BRIGHT HORIZONSFAMILY SOLUTION | 1080793 | $76.6M | 2.58% | 45.6% |
| 18 | RSMDF | RESMED INC | 387665 | $75.5M | 2.54% | +68.5% |
| 19 | OZK | BANK OZK LITTLE ROCK ARK | 1198116 | $62.4M | 2.10% | -2.7% |
| 20 | MKL | MARKEL CORP | 30877 | $60.3M | 2.03% | -28.1% |
| 21 | ANET | ARISTA NETWORKS INC | 339892 | $57.7M | 1.94% | -19.7% |
| 22 | KEYS | KEYSIGHT TECHNOLOGIES INC | 143072 | $50.1M | 1.68% | -55.7% |
| 23 | DIS | DISNEY WALT CO | 515567 | $49.6M | 1.67% | -3.9% |
| 24 | BRO | BROWN & BROWN | 753288 | $48.3M | 1.62% | -0.3% |
| 25 | ADI | ANALOG DEVICES INC | 93310 | $37.1M | 1.25% | +-45.4% |
| 26 | NYT | NEW YORK TIMES CO-A- | 484424 | $33.9M | 1.14% | NEW |
| 27 | LFUS | LITTELFUSE INC | 74125 | $33.8M | 1.13% | -8.2% |
| 28 | MSA | MSA SAFETY INC | 166305 | $29.0M | 0.98% | NEW |
| 29 | WSO | WATSCO INC | 65975 | $27.5M | 0.92% | NEW |
| 30 | AAON | AAON INC | 204779 | $26.0M | 0.87% | +1.5% |
| 31 | GLD | SPDR Gold Shares | 3876 | $25.0M | 0.84% | — |
| 32 | SUNB | SUNBELT RENTALS HOLDINGS | 246369 | $21.6M | 0.73% | -9.0% |
| 33 | VEEV | VEEVA SYSTEMS INC CL-A | 94956 | $16.9M | 0.57% | NEW |
| 34 | AXP | AMERICAN EXPRESS CO | 46702 | $15.8M | 0.53% | NEW |
| 35 | TWFG | TWFG INC | 652452 | $15.7M | 0.53% | +18.2% |
| 36 | JPM | JPMORGAN CHASE & CO | 47876 | $15.7M | 0.53% | -8.5% |
| 37 | MA | MASTERCARD INCORPORATED | 28816 | $14.8M | 0.50% | +2.7% |
| 38 | LULU | LULULEMON ATHLETICA INC | 128803 | $14.7M | 0.49% | -9.7% |
| 39 | FND | FLOOR & DECOR HLDGS INC | 229867 | $13.6M | 0.46% | -0.8% |
| 40 | HWKN | HAWKINS INC | 94954 | $13.5M | 0.45% | NEW |
| 41 | FERG | FERGUSON ENTERPRISES INC | 37380 | $8.9M | 0.30% | +1.8% |
| 42 | BLDR | BUILDERS FIRSTSOURCE INC | 91464 | $8.2M | 0.28% | -0.4% |
| 43 | BRK.A | Berkshire Hathaway Inc. Class A | 9 | $6.7M | 0.23% | +-18.2% |
| 44 | AAPL | APPLE INC | 12995 | $3.8M | 0.13% | -13.6% |
| 45 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3655 | $1.7M | 0.06% | -55.0% |
| 46 | SPY | SPDR S&P 500 ETF | 2294 | $1.7M | 0.06% | -7.3% |
| 47 | YUMC | YUM CHINA HLDGS INC | 36036 | $1.5M | 0.05% | — |
| 48 | ITB | ISHARES TR | 11662 | $1.2M | 0.04% | +7.4% |
| 49 | MSFT | MICROSOFT CORP | 1787 | $667K | 0.02% | -6.4% |
| 50 | QQQ | Invesco QQQ Trust (Nasdaq-100) | 391 | $288K | 0.01% | NEW |
| 51 | CPRT | COPART INC | 8274 | $233K | 0.01% | +-69.9% |