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Francois Rochon — 13F History

Giverny Capital Inc.CIK 0001641864Form 13F-HR on EDGAR
Portfolio value$3.0B
Positions51
QuarterQ2 2026ended 2026-06-30
Filed08/262026

Every 13F on file since Q1 2015: what Francois Rochon bought, added to, reduced and sold each quarter, largest moves first, with share counts adjusted for stock splits.

Every quarter

46 filings · newest first
Q2 2026$3.0B · 51 stocks · filed Aug 26, 2026
7 bought11 added31 reduced7 sold
Q1 2026$2.7B · 51 stocks · filed May 15, 2026
5 bought8 added30 reduced4 sold
bought ADPreduced −38% AMEreduced −25% BRK-Breduced −22% IBPadded +81% BFAMbought SUNB
Q4 2025$3.0B · 50 stocks · filed Feb 13, 2026
2 bought30 added6 reduced4 sold
sold FISVsold KMXbought BFAMadded +140% BROadded +109% DISadded +13% KNSL
Q3 2025$3.0B · 52 stocks · filed Nov 17, 2025
1 bought23 added16 reduced4 sold
Q2 2025$2.9B · 55 stocks · filed Aug 13, 2025
3 bought36 added5 reduced2 sold
reduced −98% MTBadded +65% SCHWbought ANETsold ANETEURbought TWFGadded +5% KNSL
Q1 2025$2.7B · 54 stocks · filed Aug 12, 2025
2 bought17 added26 reduced10 sold
added +87% KNSLsold FBINbought BLDRreduced −15% FIVEadded +8% MEDPreduced −3% PGR
Q4 2024$2.7B · 62 stocks · filed Aug 12, 2025
11 bought36 added3 reduced1 sold
Q3 2024$2.6B · 52 stocks · filed Nov 13, 2024
5 bought35 added4 reduced3 sold
added +164% KNSLadded +21% MEDPadded +4% METAadded +12% GOOGLsold FERGreduced −17% FND
Q2 2024$2.4B · 50 stocks · filed Aug 14, 2024
0 bought34 added5 reduced3 sold
reduced −49% MKLadded +77% BKNGadded +93% SBUXsold COHRadded +86% KNSLadded +5% FIVE
Q1 2024$2.5B · 53 stocks · filed Aug 20, 2024
3 bought30 added11 reduced9 sold
added +388% OZKbought BKNGreduced −50% FBINadded +5880% SBUXreduced −100% CIENsold MBC
Q4 2023$2.1B · 59 stocks · filed Aug 23, 2024
2 bought31 added16 reduced2 sold
Q3 2023$1.8B · 59 stocks · filed Jan 25, 2024
3 bought33 added12 reduced3 sold

Each quarter is compared with the one before it. A quarter whose predecessor has no filing on file shows the book's size and no moves. Moves are ranked by the dollars that changed, at that quarter's reported prices; the twelve largest are kept.

Source: the manager's Form 13F-HR on SEC EDGAR, kept as immutable quarterly snapshots; changes compare two consecutive filings. A 13F is filed up to 45 days after quarter end and covers US-listed long positions only. Tickers come from a self-maintained CUSIP map; a position without one shows its CUSIP. Method notes in where the numbers come from.