Francois Rochon
Giverny Capital
Francois Rochon Bright Horizons Family Solutions Inc stake
total: 126
Giverny Capital BFAM trades
- Total transactions:
- 3
- New positions:
- 1
- Added:
- 2
- Held since:
- 2025 Q4
- Held for:
- 3 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Francois Rochon holds 1,080,793 Bright Horizons Family Solutions Inc (BFAM) shares with a market value of roughly $76.61M accounting for 2.58% of the overall portfolio. To date, the estimated cost basis is nearly $85.92 for "buy" trades. Giverny Capital first purchased BFAM in 2025 Q4, initially acquiring 410,196 shares. Since the initial investment in Bright Horizons Family Solutions Inc (BFAM), Giverny Capital has made 2 more transactions.
When did Francois Rochon buy Bright Horizons Family Solutions Inc (BFAM)?
Francois Rochon first invested in Bright Horizons Family Solutions Inc (BFAM) in 2025 Q4 at the reported quarter-end price of $101.40 per share.
What's the cost basis of Giverny Capital's BFAM stake?
The estimated cost basis for Bright Horizons Family Solutions Inc (BFAM) stake is around $85.92 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $85.92
Francois Rochon's historical trades in Bright Horizons Family Solutions Inc
3 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
2.58%
|
1,080,793
|
$70.88
|
$76,606,608
|
+45.59% (+338,464)
|
+0.81%
|
|
2026 Q1
|
2.23%
|
742,329
|
$82.13
|
$60,967,481
|
+80.97% (+332,133)
|
+1%
|
|
2025 Q4
|
1.39%
|
410,196
|
$101.40
|
$41,593,874
|
new
|
+1.39%
|
* 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.