Francois Rochon
Giverny Capital
Giverny Capital Portfolio 13F
Francois Rochon Holdings Activity
- Portfolio value:
- $2.97B≈ (+$243M≈)
- Previous value:
- $2.73B≈
- # of changes:
- 56
- New positions:
- 7
- Reported for:
- 30 Jun 2026 (Q2)
- Latest filing date:
- 14 Aug 2026
Giverny Capital has disclosed a total of 56 changes to the portfolio in the latest (2026 Q2) SEC report(s): increased the number of shares of 11, bought 7 totally new, decreased the number of shares of 31 and completely sold out 7 position(s).
What stocks is Francois Rochon buying now?
In the recent quarter Francois Rochon has bought 18 securities out of which top 5 purchases (by % change to portfolio) are (SCHW) Charles Schwab Corp (added shares +9.46%), (ADP) Automatic Data Processing Inc (added shares +56.19%), (PGR) Progressive Corp (added shares +2.64%), (KNSL) Kinsale Capital Group Inc (added shares +9.95%) and (BFAM) Bright Horizons Family Solutions Inc (added shares +45.59%).
In the latest report(s) the following changes have been made to the top investments: (GOOG) Alphabet Inc, CL-C (reduced shares -2.49%), (HEI-A) HEICO Corp (reduced shares -0.44%), (META) Meta Platforms Inc (reduced shares -1.60%), (SCHW) Charles Schwab Corp (added shares +9.46%) and (ADP) Automatic Data Processing Inc (added shares +56.19%).
56 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
American Express Company
|
new
|
+46,702
|
46,702
|
+0.53%
|
$337.33
|
+1.42%($342.12)
|
0.53%
|
2026 Q2
|
≈ 0.25 years
|
|
|
|
Hawkins Inc
|
new
|
+94,954
|
94,954
|
+0.45%
|
$142.10
|
-8.10%($130.59)
|
0.45%
|
2026 Q2
|
≈ 0.25 years
|
|
|
|
Invesco QQQ Trust
|
new
|
+391
|
391
|
+0.01%
|
$736.40
|
-0.99%($729.09)
|
0.01%
|
2026 Q2
|
≈ 0.25 years
|
|
|
|
MSA Safety
|
new
|
+166,305
|
166,305
|
+0.98%
|
$174.58
|
+7.68%($187.98)
|
0.98%
|
2026 Q2
|
≈ 0.25 years
|
|
|
|
New York Times Company
|
new
|
+484,424
|
484,424
|
+1.14%
|
$69.98
|
-7.19%($64.95)
|
1.14%
|
2026 Q2
|
≈ 0.25 years
|
|
|
|
Veeva Systems Inc, CL-A
|
new
|
+94,956
|
94,956
|
+0.57%
|
$177.47
|
+38.79%($246.31)
|
0.57%
|
2026 Q2
|
≈ 0.25 years
|
|
|
|
Watsco Inc
|
new
|
+65,975
|
65,975
|
+0.92%
|
$416.73
|
-25.63%($309.94)
|
0.92%
|
2026 Q2
|
≈ 0.25 years
|
|
|
|
ResMed Inc
|
+68.55%
|
+157,660
|
387,665
|
+1.03%
|
$194.88
|
+15.24%($224.57)
|
2.54%
|
2025 Q3
|
≈ 1.00 year
|
|
|
|
Automatic Data Processing Inc
|
+56.19%
|
+235,466
|
654,556
|
+1.77%
|
$223.95
|
+21.90%($272.99)
|
4.93%
|
2026 Q1
|
≈ 0.50 years
|
|
|
|
Bright Horizons Family Solutions Inc
|
+45.59%
|
+338,464
|
1,080,793
|
+0.81%
|
$70.88
|
+0.62%($71.32)
|
2.58%
|
2025 Q4
|
≈ 0.75 years
|
|
* 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.