Francois Rochon
Giverny Capital · SEC CIK 1641864
Own the business, not the stock; ignore the noise.
Q1 2026
Latest 13F
$2.73B
Filed US book
51
Positions
Largest holdings, as filed
Top 15 of 51 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | Weight |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK/B | $181.44M | 6.6% |
| ALPHABET INC C | GOOG | $178.11M | 6.5% |
| META PLATFORMS INC | META | $176.11M | 6.5% |
| HEICO CORP NEW | HEI/A | $155.89M | 5.7% |
| SCHWAB CHARLES CORP | SCHW | $144.37M | 5.3% |
| FIVE BELOW INC | FIVE | $141.02M | 5.2% |
| AMETEK INC | AME | $131.20M | 4.8% |
| MEDPACE HOLDINGS INC | MEDP | $122.97M | 4.5% |
| VISA INC | V | $119.79M | 4.4% |
| INSTALLED BLDG PRODS INC | IBP | $107.03M | 3.9% |
| PROGRESSIVE CORP | PGR | $104.74M | 3.8% |
| ALPHABET INC | GOOGL | $100.21M | 3.7% |
| KEYSIGHT TECHNOLOGIES INC | KEYS | $91.26M | 3.3% |
| NVR INC | NVR | $89.93M | 3.3% |
| BOOKING HOLDINGS INC. | BKNG | $88.91M | 3.3% |
Inside the app: the full book for Giverny Capital, quarter on quarter buys and sells, consensus across 100+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. Educational information, not financial advice.