Francois Rochon
Giverny Capital
Giverny Capital 13F holdings
Francois Rochon's Portfolio
- Portfolio value:
- $2.71B≈
- # of securities:
- 54
- Reported for:
- 31 Mar 2025 (Q1)
- Latest filing date:
- 12 Aug 2025
What was Francois Rochon's 2025 Q1 portfolio?
Giverny Capital has disclosed a total of 54 security holdings in their (2025 Q1) SEC 13F filing(s) with portfolio value of $2,712,666,291.
Giverny Capital's portfolio holdings are tracked quarterly based on SEC 13F filings. Snapshots for each reporting period document the full list of disclosed positions and their portfolio allocations.
Francois Rochon's original 13F reports (2025 Q1) are the official SEC institutional disclosure documents covering all reported equity positions.
54 results
| History | Ticker | Name |
% of portfolio |
Shares* |
Reported price* |
% difference current price* |
Value | Held since* | Held for* |
Security type |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Berkshire Hathaway Inc
|
9.88%
|
503,332
|
$532.58
|
-0.62%($529.30)
|
$268,064,557
|
2015 Q1
|
≈ 10.25 years
|
Common Stock
|
-0.44% (-2.22K)
|
-0.04%
|
|
|
|
Meta Platforms Inc
|
6.70%
|
315,144
|
$576.36
|
+3.00%($593.64)
|
$181,636,396
|
2018 Q2
|
≈ 7.00 years
|
Common Stock
|
+0.02% (+49)
|
+0%
|
|
|
|
Ametek Inc
|
6.20%
|
977,434
|
$172.14
|
+47.25%($253.48)
|
$168,255,489
|
2015 Q2
|
≈ 10.00 years
|
Common Stock
|
+0.31% (+2.98K)
|
+0.02%
|
|
|
|
HEICO Corp
|
5.77%
|
742,011
|
$210.97
|
+25.86%($265.52)
|
$156,542,061
|
2016 Q3
|
≈ 8.75 years
|
Common Stock
|
+0.05% (+356)
|
+0%
|
|
|
|
Progressive Corp
|
5.52%
|
529,154
|
$283.01
|
-24.33%($214.14)
|
$149,755,874
|
2019 Q3
|
≈ 5.75 years
|
Common Stock
|
-3.06% (-16.7K)
|
-0.17%
|
|
|
|
Fiserv, Inc
|
5.13%
|
629,633
|
$220.83
|
-76.42%($52.08)
|
$139,041,855
|
2023 Q1
|
≈ 2.25 years
|
Common Stock
|
-0.10% (-621)
|
-0.01%
|
|
|
|
Visa Inc, CL-A
|
5.08%
|
393,549
|
$350.46
|
+2.59%($359.54)
|
$137,923,183
|
2015 Q1
|
≈ 10.25 years
|
Common Stock
|
-0.55% (-2.17K)
|
-0.03%
|
|
|
|
CarMax Inc
|
4.72%
|
1,641,622
|
$77.92
|
-23.97%($59.24)
|
$127,915,186
|
2015 Q1
|
≈ 10.25 years
|
Common Stock
|
-2.45% (-41.25K)
|
-0.12%
|
|
|
|
Alphabet Inc, CL-C
|
3.75%
|
651,446
|
$156.23
|
+125.82%($352.80)
|
$101,775,409
|
2015 Q1
|
≈ 10.25 years
|
Common Stock
|
-0.55% (-3.59K)
|
-0.02%
|
|
|
|
NVR Inc
|
3.60%
|
13,490
|
$7,244.39
|
-13.37%($6,275.88)
|
$97,726,821
|
2018 Q3
|
≈ 6.75 years
|
Common Stock
|
-0.50% (-68)
|
-0.02%
|
|
Completely sold out
10 results
| History | Ticker | Name |
Sold shares* |
% change to portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|
|
|
Fortune Brands Innovations Inc
|
-463,140
|
-1.16%
|
2016 Q1
|
≈ 9.00 years
|
|
|
|
Intercontinental Exchange Inc
|
-16,799
|
-0.09%
|
2024 Q3
|
≈ 0.50 years
|
|
|
|
UnitedHealth Group Incorporated
|
-2,364
|
-0.04%
|
2024 Q4
|
≈ 0.25 years
|
|
|
|
Liberty Broadband Srs C
|
-15,000
|
-0.04%
|
2024 Q4
|
≈ 0.25 years
|
|
|
|
iShares Silver Trust
|
-23,000
|
-0.02%
|
2020 Q3
|
≈ 4.50 years
|
|
|
|
Jacobs Solutions Inc
|
-4,394
|
-0.02%
|
2024 Q4
|
≈ 0.25 years
|
|
|
|
Grayscale Bitcoin Trust (BTC)
|
-7,442
|
-0.02%
|
2024 Q4
|
≈ 0.25 years
|
|
|
|
Barclays ETN+ Shiller Capet ETN
|
-10,645
|
-0.01%
|
2024 Q4
|
≈ 0.25 years
|
|
|
|
Vanguard S&P 500 ETF
|
-584
|
-0.01%
|
2024 Q4
|
≈ 0.25 years
|
|
|
|
Edwards Lifesciences Corp
|
-257
|
-0%
|
2017 Q4
|
≈ 7.25 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.
* 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.
* 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.