Francois Rochon
Giverny Capital
Giverny Capital Portfolio 13F
Francois Rochon Holdings Activity
- Portfolio value:
- $2.92B≈ (+$203M≈)
- Previous value:
- $2.71B≈
- # of changes:
- 45
- New positions:
- 2
- Reported for:
- 30 Jun 2025 (Q2)
- Latest filing date:
- 13 Aug 2025
Giverny Capital has disclosed a total of 45 changes to the portfolio in the (2025 Q2) SEC report(s): increased the number of shares of 37, bought 2 totally new, decreased the number of shares of 5 and completely sold out 1 position(s).
What stocks did Francois Rochon buy in 2025 Q2?
During 2025 Q2 Francois Rochon has bought 39 securities out of which top 5 purchases (by % change to portfolio) were (BRK-B) Berkshire Hathaway Inc (added shares +1.68%), (META) Meta Platforms Inc (added shares +1.19%), (HEI-A) HEICO Corp (added shares +1.01%), (AME) Ametek Inc (added shares +1.93%) and (SCHW) Charles Schwab Corp (added shares +65.16%).
In the 2025 Q2 report(s) the following changes have been made to the top investments: (BRK-B) Berkshire Hathaway Inc (added shares +1.68%), (META) Meta Platforms Inc (added shares +1.19%), (HEI-A) HEICO Corp (added shares +1.01%), (AME) Ametek Inc (added shares +1.93%) and (SCHW) Charles Schwab Corp (added shares +65.16%).
45 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
|
+1,174
|
1,174
|
+0.01%
|
$219.39
|
+6.16%($232.90)
|
0.01%
|
2025 Q2
|
≈ 0.25 years
|
|
|
|
TWFG, Inc, CL-A
|
new
|
+177,848
|
177,848
|
+0.21%
|
$35.00
|
-24.79%($26.32)
|
0.21%
|
2025 Q2
|
≈ 0.25 years
|
|
|
|
Apple Inc
|
+81.23%
|
+7,609
|
16,976
|
+0.05%
|
$205.17
|
+62.27%($332.92)
|
0.12%
|
2018 Q3
|
≈ 7.00 years
|
|
|
|
Charles Schwab Corp
|
+65.16%
|
+618,429
|
1,567,495
|
+1.94%
|
$91.24
|
+11.34%($101.59)
|
4.90%
|
2018 Q3
|
≈ 7.00 years
|
|
|
|
Microsoft Corp
|
+15.90%
|
+316
|
2,303
|
+0.01%
|
$497.41
|
-22.69%($384.54)
|
0.04%
|
2024 Q4
|
≈ 0.75 years
|
|
|
|
JPMorgan Chase & Co
|
+14.54%
|
+6,467
|
50,950
|
+0.06%
|
$289.91
|
+21.63%($352.61)
|
0.51%
|
2016 Q2
|
≈ 9.25 years
|
|
|
|
Brown & Brown Inc
|
+9.18%
|
+27,034
|
321,637
|
+0.1%
|
$110.87
|
-39.46%($67.12)
|
1.22%
|
2024 Q4
|
≈ 0.75 years
|
|
|
|
Builders FirstSource Inc
|
+5.91%
|
+4,872
|
87,317
|
+0.02%
|
$116.69
|
-37.43%($73.01)
|
0.35%
|
2025 Q1
|
≈ 0.50 years
|
|
|
|
Alphabet Inc, CL-A
|
+5.57%
|
+20,014
|
379,617
|
+0.12%
|
$176.23
|
+81.36%($319.61)
|
2.29%
|
2015 Q1
|
≈ 10.50 years
|
|
|
|
Kinsale Capital Group Inc
|
+5.40%
|
+9,186
|
179,153
|
+0.15%
|
$483.90
|
-28.27%($347.10)
|
2.97%
|
2023 Q3
|
≈ 2.00 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.