Francois Rochon
Giverny Capital
Giverny Capital 13F holdings
Francois Rochon's Portfolio
- Portfolio value:
- $2.73B≈
- # of securities:
- 51
- Reported for:
- 31 Mar 2026 (Q1)
- Latest filing date:
- 15 May 2026
What is Francois Rochon's portfolio?
Giverny Capital has disclosed a total of 51 security holdings in their (2026 Q1) SEC 13F filing(s) with portfolio value of $2,731,351,278.
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 (2026 Q1) are the official SEC institutional disclosure documents covering all reported equity positions.
51 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Progressive Corp
|
3.83%
|
$198.24
|
+4.44%($207.05)
|
2019 Q3
|
≈ 6.75 years
|
Common Stock
|
-1.58% (-8.47K)
|
||||
|
|
Alphabet Inc, CL-A
|
3.67%
|
$287.56
|
+20.35%($346.09)
|
2015 Q1
|
≈ 11.25 years
|
Common Stock
|
-3.58% (-12.93K)
|
||||
|
|
Keysight Technologies Inc
|
3.34%
|
$282.37
|
+11.66%($315.29)
|
2019 Q1
|
≈ 7.25 years
|
Common Stock
|
-3.25% (-10.86K)
|
||||
|
|
NVR Inc
|
3.29%
|
$6,589.83
|
-0.74%($6,541.24)
|
2018 Q3
|
≈ 7.75 years
|
Common Stock
|
-3.30% (-465)
|
||||
|
|
Booking Holdings Inc
|
3.26%
|
$168.41
|
+6.96%($180.14)
|
2024 Q1
|
≈ 2.25 years
|
Common Stock
|
-1.53% (-8.2K)
|
||||
|
|
Automatic Data Processing Inc
|
3.12%
|
$203.18
|
+24.08%($252.11)
|
2026 Q1
|
≈ 0.25 years
|
Common Stock
|
new
|
||||
|
|
Markel Corp
|
3.01%
|
$1,914.07
|
+2.97%($1,970.90)
|
2015 Q1
|
≈ 11.25 years
|
Common Stock
|
-2.35% (-1.03K)
|
||||
|
|
Kinsale Capital Group Inc
|
2.74%
|
$341.66
|
-0.37%($340.40)
|
2023 Q3
|
≈ 2.75 years
|
Common Stock
|
+2.18% (+4.68K)
|
||||
|
|
Bright Horizons Family Solutions Inc
|
2.23%
|
$82.13
|
-6.64%($76.68)
|
2025 Q4
|
≈ 0.50 years
|
Common Stock
|
+80.97% (+332.13K)
|
||||
|
|
Bank Ozk
|
2.07%
|
$45.89
|
+13.96%($52.30)
|
2018 Q4
|
≈ 7.50 years
|
Common Stock
|
-2.61% (-32.98K)
|
||||
Completely sold out
4 results
| History | Ticker | Name |
Sold shares* |
% change to portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|
|
|
Capital One Financial Corp
|
-8,274
|
-0.07%
|
2024 Q3
|
≈ 1.50 years
|
|
|
|
Dream Finders HomesInc
|
-32,202
|
-0.02%
|
2023 Q4
|
≈ 2.25 years
|
|
|
|
Intuitive Surgical Inc
|
-405
|
-0.01%
|
2025 Q4
|
≈ 0.25 years
|
|
|
|
Costco Wholesale Corp
|
-240
|
-0.01%
|
2024 Q3
|
≈ 1.50 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.