Francois Rochon
Giverny Capital
Francois Rochon Automatic Data Processing Inc stake
total: 126
Giverny Capital ADP trades
- Total transactions:
- 2
- New positions:
- 1
- Added:
- 1
- Held since:
- 2026 Q1
- Held for:
- 2 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Francois Rochon holds 654,556 Automatic Data Processing Inc (ADP) shares with a market value of roughly $146.59M accounting for 4.93% of the overall portfolio. To date, the estimated cost basis is nearly $210.65 for "buy" trades. Giverny Capital first purchased ADP in 2026 Q1, initially acquiring 419,090 shares. Since the initial investment in Automatic Data Processing Inc (ADP), Giverny Capital has made 1 more transaction.
When did Francois Rochon buy Automatic Data Processing Inc (ADP)?
Francois Rochon first invested in Automatic Data Processing Inc (ADP) in 2026 Q1 at the reported quarter-end price of $203.18 per share.
What's the cost basis of Giverny Capital's ADP stake?
The estimated cost basis for Automatic Data Processing Inc (ADP) stake is around $210.65 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $210.65
Francois Rochon's historical trades in Automatic Data Processing Inc
2 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
4.93%
|
654,556
|
$223.95
|
$146,587,816
|
+56.19% (+235,466)
|
+1.77%
|
|
2026 Q1
|
3.12%
|
419,090
|
$203.18
|
$85,150,706
|
new
|
+3.12%
|
* 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.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.