BFAM
Bright Horizons Family Solutions Inc
Bright Horizons Family Solutions Inc historical holders
total: 3
Giverny Capital Bright Horizons Family Solutions Inc transactions over time
- Total transactions:
- 2
- New positions:
- 1
- Added:
- 1
- Held since:
- 2025 Q4
- Held for:
- 2 quarters
- Latest activity:
- 2026 Q1
Francois Rochon has been an institutional investor in Bright Horizons Family Solutions Inc (BFAM) since 2025 Q4. According to 2026 Q1 report, Francois Rochon holds 742,329 shares with a market value of roughly $60.97M representing 2.23% of their equity portfolio. The fund/company first acquired BFAM in 2025 Q4, initially purchasing 410,196 shares. Since the initial investment, Giverny Capital has made 1 more transaction in this position.
Does Francois Rochon still hold BFAM?
Yes, Francois Rochon continues to hold Bright Horizons Family Solutions Inc (BFAM). According to their 2026 Q1 report, they maintain a position of 742,329 shares valued at approximately $60.97M, representing 2.23% of their equity portfolio.
When did Francois Rochon first invest in BFAM?
Francois Rochon first invested in Bright Horizons Family Solutions Inc (BFAM) in 2025 Q4 at the reported quarter-end price of $101.40 per share, acquiring 410,196 shares in their initial purchase.
What is Francois Rochon's average cost basis for BFAM?
Based on historical transaction data, Francois Rochon's estimated cost basis for Bright Horizons Family Solutions Inc (BFAM) is approximately $92.78 per share. This represents their average reported price* across all buy transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $92.78
BFAM transactions history by Giverny Capital
2 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
2.23%
|
742,329
|
$82.13
|
$60,967,481
|
+80.97% (+332,133)
|
+1%
|
|
2025 Q4
|
1.39%
|
410,196
|
$101.40
|
$41,593,874
|
new
|
+1.39%
|
* 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.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* 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.