Superinvestors / Giverny Capital
Francois Rochon
Giverny Capital
Quality growth at a reasonable price
This quarter
Positions held steady are not reported as moves, so they are absent from these counts.
Portfolio
By weight · every resolvable issuer links to its company page · tags are this quarter's reported move
| Ticker | Issuer | % of portfolio | Reported price | Value | Shares |
|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL· CL B NEWDECREASED -25.2% | 6.64% | $479.20 | $181.44M | 378.6K |
| GOOG | ALPHABET INC· CAP STK CL CDECREASED -2.9% | 6.52% | $286.86 | $178.11M | 620.9K |
| META | META PLATFORMS INC· CL ADECREASED -1.8% | 6.45% | $572.13 | $176.11M | 307.8K |
| HEI/A | HEICO CORP NEW· CL ADECREASED -2.1% | 5.71% | $211.09 | $155.89M | 738.5K |
| SCHW | SCHWAB CHARLES CORPDECREASED -3.1% | 5.29% | $93.98 | $144.37M | 1.5M |
| FIVE | FIVE BELOW INCDECREASED -3.2% | 5.16% | $228.48 | $141.02M | 617.2K |
| AME | AMETEK INCDECREASED -37.5% | 4.80% | $214.36 | $131.20M | 612.1K |
| MEDP | MEDPACE HLDGS INCDECREASED -2.7% | 4.50% | $480.19 | $122.97M | 256.1K |
| V | VISA INC· COM CL ADECREASED -2.7% | 4.39% | $302.24 | $119.79M | 396.4K |
| IBP | INSTALLED BLDG PRODS INCDECREASED -22.3% | 3.92% | $265.15 | $107.03M | 403.7K |
Reported price is this manager's own reported value divided by its own reported shares at 2026-03-31 — not a live quote, and not what they paid. 13F reports no cost basis.
The top 10 positions are 53.4% of the reported portfolio, across 51 positions.
Values are as disclosed on this manager’s own 13F for its own quarter. 13F covers US-listed long equity only, so this is not the manager’s entire portfolio.
See more of Francois Rochon's portfolio
More of Francois Rochon's reported positions with their weights, and what they bought, sold and trimmed last quarter rather than the largest few — free with an account, no card required.
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