SiteOne Landscape Supply Inc (SITE) is gone from Francois Rochon's Giverny Capital portfolio as of June 30, 2026, according to the 13F-HR/A filed with the SEC on August 26, 2026. A quarter earlier the position was 3.75K shares worth about $499.6K, or 0.02% of the reported book. SITE had been in the portfolio for 4.5 years, since the quarter ended December 31, 2021.
What did the 2026 Q2 filing report for SITE?
As of June 30, 2026, from the 13F-HR/A filed August 26, 2026.
| Before | After | |
|---|---|---|
| Shares | 3.75K | 0 |
| Reported value | $499.6K | $0 |
| Portfolio weight | 0.02% | 0% |
| Held since | 2021 Q4 | sold out in 2026 Q2 |
| Quarters held | 18 |
What did Francois Rochon sell?
Francois Rochon sold 3.75K shares of SITE between the quarter ended March 31, 2026 and June 30, 2026. The SITE exit was the 45th largest of the quarter's 56 position changes by percent change to portfolio.
Where does SITE sit in the Francois Rochon portfolio?
Before the sale, SITE carried 0.02% of the Francois Rochon portfolio, below the fund's average stock position of 2%. The largest stock position is GOOG at 7.19%. Next come HEI-A at 6.38% and META at 5.74%. The three largest stocks together are 19.3% of the book. Across the 2026 Q2 portfolio, Francois Rochon reported 51 stock positions, with 7 opened and 7 closed. The total portfolio value is about $3B, up 9% from the prior quarter.
How long has Francois Rochon held SITE?
Francois Rochon held SITE for 4.5 years, from the quarter ended December 31, 2021 to March 31, 2026. The weight peaked at 0.05% in 2021 Q4. The share count had been unchanged the quarter before. Every reported trade is on the Francois Rochon SITE trade history page.
FAQ
How many SITE shares did Francois Rochon sell?
Francois Rochon sold all 3.75K shares of SITE it reported a quarter earlier, worth about $499.6K.
When did Francois Rochon first buy SITE?
Francois Rochon first reported SITE in the quarter ended December 31, 2021.
How much of the Francois Rochon portfolio was SITE?
SITE was 0.02% of the Francois Rochon portfolio at the prior quarter-end, and 0% after the sale.