Superinvestors / Giverny Capital

Francois Rochon

Giverny Capital

Quality growth at a reasonable price

$2.97B Portfolio value

51 positions · as of 2026-06-30 · filed 2026-08-14

This quarter

7 new7 exited12 added30 trimmed

Positions held steady are not reported as moves, so they are absent from these counts.

New: NYT, MSA, WSO, VEEV, AXP, HWKN, INVESCO QQQ TR

Exited: MTB, INVESCO EXCHANGE TRADED FD T, INVESCO EXCH TRADED FD TR II, BIRK, ODFL, SITE, NVO

Added to: BKNG, ADP, RMD, BFAM, SCHW, KNSL, PGR, TWFG

Trimmed: BRK/B, KEYS, ADI, MKL, ANET, GOOGL, GOOG, FIVE

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
GOOG	ALPHABET INC· CAP STK CL CDECREASED -2.5%	7.19%	$353.33	$213.93M	605.5K
HEI/A	HEICO CORP NEW· CL ADECREASED -0.4%	6.38%	$257.91	$189.63M	735.2K
META	META PLATFORMS INC· CL ADECREASED -1.6%	5.74%	$563.29	$170.61M	302.9K
SCHW	CHARLES SCHWAB CORP (THE) COMINCREASED +9.5%	5.22%	$92.27	$155.16M	1.7M
ADP	AUTOMATIC DATA PROCESSING ININCREASED +56.2%	4.93%	$223.95	$146.59M	654.6K
AME	AMETEK INCDECREASED -2.2%	4.87%	$241.94	$144.87M	598.8K
MEDP	MEDPACE HLDGS INCDECREASED -0.8%	4.52%	$529.59	$134.48M	253.9K
V	VISA INC· COM CL ADECREASED -1.6%	4.50%	$343.09	$133.77M	389.9K
BRK/B	BERKSHIRE HATHAWAY INC DEL· CL B NEWDECREASED -34.4%	4.18%	$500.39	$124.32M	248.4K
PGR	PROGRESSIVE CORPINCREASED +2.6%	3.98%	$218.45	$118.46M	542.3K

Showing 10 of 51

Reported price is this manager's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what they paid. 13F reports no cost basis.

The top 10 positions are 51.5% 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.