Francois Rochon recent buys & sells (2026 Q3)
Giverny Capital
Giverny Capital Portfolio Changes
Purchase & sale details
- Portfolio value:
- $2.92B (-$56M)
- Previous value:
- $2.97B
- # of changes:
- 51
- New positions:
- 3
- Reported for:
- 30 Sep 2026 (Q3)
- Latest filing date:
- 12 Nov 2026
Giverny Capital has disclosed a total of 51 changes to the portfolio in the latest (2026 Q3) SEC report(s): increased the number of shares of 8, bought 3 totally new, decreased the number of shares of 37 and completely sold out 3 position(s).
What stocks is Francois Rochon buying now?
In the recent quarter Francois Rochon has bought 11 securities out of which top 5 purchases (by % change to portfolio) are (SCHW) Charles Schwab Corp (added shares +1.11%), (NYT) New York Times Company (added shares +101.98%), (MSA) MSA Safety (added shares +95.92%), (VEEV) Veeva Systems Inc, CL-A (added shares +62.22%) and (SUNB) Sunbelt Rentals Holdings, Inc (added shares +11.97%).
In the latest report(s) the following changes have been made to the top investments: (META) Meta Platforms Inc (reduced shares -4.01%), (GOOG) Alphabet Inc, CL-C (reduced shares -3.39%), (SCHW) Charles Schwab Corp (added shares +1.11%), (HEI-A) HEICO Corp (reduced shares -2.36%) and (ADP) Automatic Data Processing Inc (reduced shares -3.66%).
51 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Amazon.com Inc
|
new
|
+49,902
|
49,902
|
+0.43%
|
$249.15
|
+8.04%($269.19)
|
0.43%
|
2026 Q3
|
~0.25 years
|
|
|
|
Capital One Financial Corp
|
new
|
+8,366
|
8,366
|
+0.06%
|
$193.07
|
+0.93%($194.86)
|
0.06%
|
2026 Q3
|
~0.25 years
|
|
|
|
Piper Sandler Companies
|
new
|
+69,000
|
69,000
|
+0.16%
|
$65.97
|
+0.97%($66.61)
|
0.16%
|
2026 Q3
|
~0.25 years
|
|
|
|
New York Times Company
|
+101.98%
|
+494,031
|
978,455
|
+1.08%
|
$63.70
|
+13.06%($72.02)
|
2.14%
|
2026 Q2
|
~0.50 years
|
|
|
|
MSA Safety
|
+95.92%
|
+159,519
|
325,824
|
+0.97%
|
$177.88
|
-1.66%($174.92)
|
1.99%
|
2026 Q2
|
~0.50 years
|
|
|
|
Veeva Systems Inc, CL-A
|
+62.22%
|
+59,077
|
154,033
|
+0.58%
|
$285.45
|
+5.51%($301.18)
|
1.51%
|
2026 Q2
|
~0.50 years
|
|
|
|
American Express Company
|
+20.54%
|
+9,591
|
56,293
|
+0.1%
|
$304.10
|
+5.54%($320.96)
|
0.59%
|
2026 Q2
|
~0.50 years
|
|
|
|
State Street SPDR S&P 500 ETF Trust
|
+19.49%
|
+447
|
2,741
|
+0.01%
|
$762.63
|
-0.44%($759.28)
|
0.07%
|
2017 Q3
|
~9.25 years
|
|
|
|
Sunbelt Rentals Holdings, Inc
|
+11.97%
|
+29,492
|
275,861
|
+0.07%
|
$73.21
|
+12.87%($82.63)
|
0.69%
|
2026 Q1
|
~0.75 years
|
|
|
|
Charles Schwab Corp
|
+1.11%
|
+18,653
|
1,700,220
|
+0.06%
|
$97.74
|
-5.70%($92.17)
|
5.70%
|
2018 Q3
|
~8.25 years
|
|
Insights | News
Insight
—
Consensus shift · 2026 Q3
Insight
—
Position exited · 2026 Q3
Insight
—
New top holding · 2026 Q3
Insight
* Shares, change to shares, sold shares, shares held after: 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".