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Francois Rochon's Giverny Capital exited its entire CPRT position, held for ~4 years.

Sold out of a position that was 8,274 shares worth $233K as of the previous filing.
Published · Based on SEC filings

Low impact
Position exited
2026 Q3

Francois Rochon's Giverny Capital exited Copart Inc (CPRT) during 2026 Q3, according to the 13F-HR filed with the SEC on November 12, 2026, selling all 8.27K shares. The position had been worth about $233K at the prior quarter-end and carried 0.01% of the book. CPRT had been in the portfolio for about 4 years, since the quarter ended June 30, 2022.

What did the 2026 Q3 filing report for CPRT?

As of September 30, 2026, from the 13F-HR filed November 12, 2026.

Before After
Shares 8.27K 0
Reported value $233K $0
Portfolio weight 0.01% 0%
Held since 2022 Q2 sold out in 2026 Q3
Quarters held 17

What did Francois Rochon sell?

Francois Rochon sold 8.27K shares of CPRT between the quarter ended June 30, 2026 and September 30, 2026. The CPRT exit was the 38th largest of the quarter's 51 position changes by percent change to portfolio.

Where does CPRT sit in the Francois Rochon portfolio?

Before the sale, CPRT carried 0.01% of the Francois Rochon portfolio, below the fund's average stock position of 2%. The largest stock position is META at 7.23%. Next come GOOG at 6.83% and SCHW at 5.7%. The three largest stocks together are 19.75% of the book. Across the 2026 Q3 portfolio, Francois Rochon reported 51 stock positions, with 3 opened and 3 closed. The total portfolio value is about $2.92B, down 2% from the prior quarter.

Francois Rochon buys and sells, 2026 Q3

How long has Francois Rochon held CPRT?

Francois Rochon held CPRT for about 4 years, from the quarter ended June 30, 2022 to June 30, 2026. The weight peaked at 0.07% in 2023 Q2. Last quarter the fund had already cut the position by 70%, so the exit finishes a two-quarter unwind. Every reported trade is on the Francois Rochon CPRT trade history page.

Francois Rochon shares of CPRT by quarter

Did other funds buy or sell CPRT in 2026 Q3?

Among the other tracked funds that had filed for 2026 Q3 as of November 12, 2026, 3 still hold CPRT. The largest buyers of CPRT this quarter were Greenbrier Partners Capital Management and Donald Yacktman. The largest seller was Eric H. Schoenstein. Every tracked holder of CPRT is on the CPRT ownership page.

FAQ

How many CPRT shares did Francois Rochon sell?

Francois Rochon sold all 8.27K shares of CPRT it reported a quarter earlier, worth about $233K.

When did Francois Rochon first buy CPRT?

Francois Rochon first reported CPRT in the quarter ended June 30, 2022.

How much of the Francois Rochon portfolio was CPRT?

CPRT was 0.01% of the Francois Rochon portfolio at the prior quarter-end, and 0% after the sale.

Did other funds sell CPRT in 2026 Q3?

No other tracked fund sold out of CPRT in 2026 Q3, but 1 trimmed it; 3 still hold it.

Source: based on original SEC filings

Figures are from the fund's 13F, which lists long US-listed positions at quarter-end prices. Cash, short positions and most non-US holdings are not reported.
Stocks mentioned
Alan Irwin
Alan Irwin
Valuesider analyst