Francois Rochon Holdings Activity

Giverny Capital Portfolio 13F

Giverny Capital has disclosed a total of 47 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 8, bought 5 totally new, decreased the number of shares of 30 and completely sold out 4 position(s).

What stocks is Francois Rochon buying now?

In the recent quarter Francois Rochon has bought 13 securities out of which top 5 purchases (by % change to portfolio) are (ADP) AUTOMATIC DATA PROCESSING (new buy), (BFAM) BRIGHT HORIZONS FAMILY SOLUT (added shares +80.97%), (SUNB) SUNBELT RENTALS HOLDINGS INC (new buy), (AAON) AAON INC (new buy) and (TWFG) TWFG INC (added shares +66.54%).

What does Francois Rochon invest in?

Francois Rochon's top 5 holdings (by % of portfolio) are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (6.64%), (GOOG) ALPHABET INC-CL C (6.52%), (META) META PLATFORMS INC-CLASS A (6.45%), (HEI.A) HEICO CORP INC CL A (5.71%) and (SCHW) SCHWAB (CHARLES) CORP (5.29%).

In the latest report(s) the following changes have been made to the top investments: (BRK.B) BERKSHIRE HATHAWAY INC CL-B (reduced shares -25.17%), (GOOG) ALPHABET INC-CL C (reduced shares -2.91%), (META) META PLATFORMS INC-CLASS A (reduced shares -1.8%), (HEI.A) HEICO CORP INC CL A (reduced shares -2.13%) and (SCHW) SCHWAB (CHARLES) CORP (reduced shares -3.12%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2018 Q2 (25 results)
BKNG
BOOKING HOLDINGS INC
buy
+50
+0.01%
$2,020.00
91.79% $165.77
0.00%
META
META PLATFORMS INC-CLASS A
buy
+104,672
+2.65%
$194.32
203.62% $589.99
2.65%
LFUS
LITTELFUSE INC
+5,897.24%
+89,815
+2.67%
$228.19
101.90% $460.70
2.71%
FBHS
FORTUNE BRANDS HOME & SECURI
+8.22%
+25,340
+0.18%
$53.69
-
2.33%
GOOG
ALPHABET INC-CL C
+4.77%
+27,960
+0.20%
$55.78
543.87% $359.17
4.46%
1520745D
BANK OF THE OZARKS
+3.26%
+40,438
+0.24%
$45.04
-
7.51%
AME
AMETEK INC
+3.11%
+21,743
+0.20%
$72.16
215.15% $227.41
6.77%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
+2.95%
+21,802
+0.53%
$186.65
-
18.48%
MHK
MOHAWK INDUSTRIES INC
+2.50%
+2,676
+0.07%
$214.27
52.31% $102.18
3.05%
MKL
MARKEL CORP
+2.06%
+653
+0.09%
$1,084.35
66.98% $1,810.60
4.56%
ORLY
O'REILLY AUTOMOTIVE INC
+1.77%
+24,840
+0.06%
$18.24
391.33% $89.61
3.40%
DIS
WALT DISNEY CO/THE
+1.74%
+4,960
+0.07%
$104.81
5.21% $99.35
3.96%
UNP
UNION PACIFIC CORP
+1.73%
+4,649
+0.09%
$141.68
92.47% $272.69
5.03%
V
VISA INC-CLASS A SHARES
+1.70%
+5,733
+0.10%
$132.45
141.82% $320.30
5.92%
KMX
CARMAX INC
+1.49%
+16,313
+0.15%
$72.87
33.53% $48.44
10.50%
WFC
WELLS FARGO & CO
+0.99%
+3,345
+0.02%
$55.44
47.84% $81.96
0.00%
EW
EDWARDS LIFESCIENCES CORP
+0.78%
+4,026
+0.03%
$48.52
76.06% $85.43
3.27%
MTB
M & T BANK CORP
+0.63%
+708
+0.02%
$170.15
31.52% $223.79
2.48%
FWONK
LIBERTY MEDIA CORP-LIBERTY-C
+0.58%
+3,799
+0.02%
$37.13
-
3.17%
HEI.A
HEICO CORP INC CL A
-0.22%
-1,018
-0.01%
$60.95
-
3.64%
SPY
SPDR S&P 500 ETF TRUST
-0.72%
-38
-0.00%
$271.28
174.31% $744.15
0.19%
MA
MASTERCARD INC - A
-1.72%
-55
-0.00%
$196.57
147.17% $485.86
0.08%
LKQ
LKQ CORP
-59.52%
-562,779
-2.34%
$31.90
21.04% $25.19
1.59%
CACC
CREDIT ACCEPTANCE CORP
-98.45%
-62,989
-2.90%
$353.83
58.80% $561.90
0.00%
FAST
FASTENAL CO
-100.00%
-16,308
-0.03%
$13.67
239.47% $46.42
0.00%
2018 Q1 (22 results)
TJX
TJX COMPANIES INC
+155.35%
+6,652
+0.04%
$40.79
296.44% $161.71
0.06%
CACC
CREDIT ACCEPTANCE CORP
+7.66%
+4,555
+0.20%
$330.41
70.06% $561.90
2.83%
DIS
WALT DISNEY CO/THE
+6.81%
+18,184
+0.24%
$100.44
1.09% $99.35
3.84%
EW
EDWARDS LIFESCIENCES CORP
+5.94%
+28,785
+0.18%
$46.51
83.69% $85.43
3.20%
KMX
CARMAX INC
+5.69%
+58,738
+0.49%
$61.94
21.80% $48.44
9.05%
GOOG
ALPHABET INC-CL C
+5.34%
+29,700
+0.21%
$51.59
596.21% $359.17
4.05%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
+3.27%
+23,412
+0.63%
$199.48
-
19.75%
LKQ
LKQ CORP
+3.17%
+29,019
+0.15%
$37.95
33.62% $25.19
4.80%
MKL
MARKEL CORP
+3.06%
+939
+0.15%
$1,170.25
54.72% $1,810.60
4.96%
MHK
MOHAWK INDUSTRIES INC
+2.91%
+3,026
+0.09%
$232.22
56.00% $102.18
3.32%
AME
AMETEK INC
+2.38%
+16,248
+0.17%
$75.97
199.34% $227.41
7.11%
FWONK
LIBERTY MEDIA CORP-LIBERTY-C
+2.36%
+15,071
+0.06%
$30.85
-
2.70%
1520745D
BANK OF THE OZARKS
+2.06%
+25,008
+0.16%
$48.27
-
8.02%
WFC
WELLS FARGO & CO
+1.28%
+4,268
+0.03%
$52.41
56.38% $81.96
2.37%
ORLY
O'REILLY AUTOMOTIVE INC
+1.10%
+15,360
+0.03%
$16.49
443.35% $89.61
3.11%
V
VISA INC-CLASS A SHARES
+1.00%
+3,362
+0.05%
$119.62
167.76% $320.30
5.41%
MTB
M & T BANK CORP
+0.57%
+628
+0.02%
$184.36
21.39% $223.79
2.75%
UNP
UNION PACIFIC CORP
+0.28%
+742
+0.01%
$134.43
102.85% $272.69
4.83%
FBHS
FORTUNE BRANDS HOME & SECURI
+0.27%
+827
+0.01%
$58.89
-
2.43%
HEI.A
HEICO CORP INC CL A
+0.01%
+45
+0.00%
$56.76
-
3.50%
SPY
SPDR S&P 500 ETF TRUST
-0.79%
-42
-0.00%
$263.11
182.83% $744.15
0.19%
GOOGL
ALPHABET INC-CL A
-1.32%
-1,540
-0.01%
$51.86
597.23% $361.56
0.80%
47 of 1,631

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.