Francois Rochon's Portfolio

Giverny Capital 13F holdings

What is Francois Rochon's portfolio?

Giverny Capital has disclosed a total of 50 security holdings in their (2025 Q4) SEC 13F filing(s) with portfolio value of $2,997,769,933.

What stocks does Francois Rochon own?

In Francois Rochon's portfolio as of 31 Dec 2025, the top 5 holdings are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (8.48%), (META) META PLATFORMS INC-CLASS A (6.90%), (AME) AMETEK INC (6.71%), (GOOG) ALPHABET INC-CL C (6.69%) and (HEI.A) HEICO CORP INC CL A (6.35%).

To see the historical data of Giverny Capital's portfolio holdings please click on the "2025 Q4" dropdown menu and select the date.

To see Giverny Capital's original 13F reports (2025 Q4), please click on the "important" button.

Portfolio value: $2,997M+
Period: 2025 Q4
Number of stock: 50
Update: 13 Feb 2026
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
GOOGL
ALPHABET INC-CL A
3.77%
361,398
$313.00
14.69% $358.99
$113,117,574
+0.63% (+2,255)
+0.02%
GOOG
ALPHABET INC-CL C
6.69%
639,507
$313.80
13.35% $355.68
$200,677,297
+0.20% (+1,294)
+0.01%
AME
AMETEK INC
6.71%
979,458
$205.31
11.16% $228.23
$201,092,522
-1.73% (-17,218)
-0.12%
ADI
ANALOG DEVICES INC
1.60%
176,747
$271.20
61.38% $437.67
$47,933,786
+0.16% (+279)
+0.00%
AAPL
APPLE INC
0.15%
16,518
$271.86
14.12% $310.26
$4,490,583
-2.12% (-357)
-0.00%
ANET
ARISTA NETWORKS INC
1.83%
419,158
$131.03
-
$54,922,273
+1.64% (+6,759)
+0.03%
OZK
BANK OZK
1.94%
1,264,042
$46.02
3.67% $47.71
$58,171,213
+0.16% (+2,082)
+0.00%
BRK.A
BERKSHIRE HATHAWAY INC CL-A
0.28%
11
$754,800.00
-
$8,302,800
BRK.B
BERKSHIRE HATHAWAY INC CL-B
8.48%
505,984
$502.65
-
$254,332,858
-0.91% (-4,660)
-0.08%
BIRK
BIRKENSTOCK HOLDING PLC
0.04%
27,392
$40.90
3.20% $42.21
$1,120,333
BKNG
BOOKING HOLDINGS INC
3.83%
21,445
$5,355.33
96.92% $164.78
$114,845,052
+0.48% (+102)
+0.02%
BFAM
BRIGHT HORIZONS FAMILY SOLUT
1.39%
410,196
$101.40
41.19% $59.63
$41,593,874
buy
+1.39%
BRO
BROWN & BROWN INC
2.05%
772,520
$79.70
30.82% $55.14
$61,569,844
+139.73% (+450,274)
+1.20%
BLDR
BUILDERS FIRSTSOURCE INC
0.31%
89,984
$102.89
27.83% $74.26
$9,258,454
+3.32% (+2,888)
+0.01%
COF
CAPITAL ONE FINANCIAL CORP
0.07%
8,274
$242.36
26.71% $177.62
$2,005,287
-0.01% (-1)
-0.00%
CPRT
COPART INC
0.04%
27,484
$39.15
22.48% $30.35
$1,075,999
COST
COSTCO WHOLESALE CORP
0.01%
240
$862.34
11.54% $961.83
$206,962
DFH
DREAM FINDERS HOMES INC - A
0.02%
32,202
$17.10
15.32% $14.48
$550,654
FERG
FERGUSON ENTERPRISES INC
0.27%
36,374
$222.63
-
$8,097,944
+2.45% (+871)
+0.01%
FIVE
FIVE BELOW
4.01%
637,747
$188.36
18.33% $222.89
$120,126,025
+0.10% (+657)
+0.00%
20 of 50

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
ALGN
ALIGN TECHNOLOGY INC
45,691
-0.19%
KMX
CARMAX INC
1,670,114
-2.50%
CACC
CREDIT ACCEPTANCE CORP
6,874
-0.09%
FISV
FISERV INC
651,257
-2.80%

Shares, change to shares, sold shares - 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.