François Rochon - Giverny Capital
Giverny Capital · SEC Form 13F portfolio
- Period
- 2026-06-30
- Portfolio value
- $2.97B
- Holdings
- 51
- Top 10
- 51.5%
Latest reported holdings
| Holding | % of Portfolio | Value | Shares | Change |
|---|---|---|---|---|
ALPHABET INC C · CAP STK CL C | 7.19% | $213.93M | 605.46K | −2.49% |
HEICO CORP NEW · CL A | 6.38% | $189.63M | 735.25K | −0.44% |
META PLATFORMS INC · CL A | 5.74% | $170.61M | 302.89K | −1.60% |
SCHWAB CHARLES CORP · COM | 5.22% | $155.16M | 1.68M | +9.46% |
AUTOMATIC DATA PROC INC · COM | 4.93% | $146.59M | 654.56K | +56.19% |
AMETEK INC · COM | 4.87% | $144.87M | 598.78K | −2.17% |
MEDPACE HOLDINGS INC · COM | 4.52% | $134.48M | 253.93K | −0.84% |
VISA INC · COM CL A | 4.50% | $133.77M | 389.90K | −1.63% |
BERKSHIRE HATHAWAY INC DEL · CL B NEW | 4.18% | $124.32M | 248.45K | −34.38% |
PROGRESSIVE CORP · COM | 3.98% | $118.46M | 542.29K | +2.64% |
ALPHABET INC · CAP STK CL A | 3.73% | $110.83M | 310.12K | −11.01% |
FIVE BELOW INC · COM | 3.62% | $107.54M | 598.12K | −3.09% |
BOOKING HOLDINGS INC. · COM | 3.13% | $93.16M | 522.66K | −1.00% |
INSTALLED BLDG PRODS INC · COM | 3.07% | $91.40M | 397.66K | −1.49% |
NVR INC · COM | 3.03% | $90.20M | 13.24K | −3.00% |
KINSALE CAPITAL GROUP IN · COM | 2.67% | $79.40M | 240.73K | +9.95% |
BRIGHT HORIZONSFAMILY SOLUTION · COM | 2.58% | $76.61M | 1.08M | +45.59% |
RESMED INC · COM | 2.54% | $75.55M | 387.67K | +68.55% |
OZK BANK OZK LITTLE ROCK ARK · COM Company page unavailable | 2.10% | $62.41M | 1.20M | −2.68% |
MARKEL CORP · COMMON STOCK | 2.03% | $60.30M | 30.88K | −28.10% |
ARISTA NETWORKS INC · COM SHS | 1.94% | $57.74M | 339.89K | −19.72% |
KEYSIGHT TECHNOLOGIES INC · COM | 1.68% | $50.09M | 143.07K | −55.73% |
DISNEY WALT CO · COM | 1.67% | $49.62M | 515.57K | −3.90% |
BROWN & BROWN · COM | 1.62% | $48.32M | 753.29K | −0.26% |
ANALOG DEVICES INC · COM | 1.25% | $37.06M | 93.31K | −45.45% |
NEW YORK TIMES CO-A- · CL A | 1.14% | $33.90M | 484.42K | New |
LITTELFUSE INC · COM | 1.13% | $33.75M | 74.13K | −8.17% |
MSA SAFETY INC · COM | 0.98% | $29.03M | 166.31K | New |
WATSCO INC · COM | 0.92% | $27.49M | 65.97K | New |
AAON INC · COM | 0.87% | $25.98M | 204.78K | +1.46% |
SPDR GOLD TR GOLD SHS No company page | 0.84% | $25.03M | 3.88K | Unchanged |
SUNBELT RENTALS HOLDINGS · SHS | 0.73% | $21.59M | 246.37K | −9.04% |
VEEVA SYSTEMS INC CL-A · CLASS A COM | 0.57% | $16.85M | 94.96K | New |
AMERICAN EXPRESS CO · COM | 0.53% | $15.75M | 46.70K | New |
TWFG INC · COM CL A | 0.53% | $15.69M | 652.45K | +18.17% |
JPMORGAN CHASE & CO · COM | 0.53% | $15.67M | 47.88K | −8.46% |
MASTERCARD INCORPORATED · CL A | 0.50% | $14.80M | 28.82K | +2.67% |
LULULEMON ATHLETICA INC · COM | 0.49% | $14.71M | 128.80K | −9.68% |
FLOOR & DECOR HLDGS INC · CL A | 0.46% | $13.64M | 229.87K | −0.85% |
HAWKINS INC · COM | 0.45% | $13.49M | 94.95K | New |
FERGUSON ENTERPRISES INC · COMMON STOCK NEW | 0.30% | $8.87M | 37.38K | +1.78% |
BUILDERS FIRSTSOURCE INC · COM | 0.28% | $8.18M | 91.46K | −0.38% |
BERKSHIRE HATHAWAY INC DEL · CL A | 0.23% | $6.74M | 9.00 | −18.18% |
APPLE INC · COM | 0.13% | $3.76M | 12.99K | −13.60% |
TAIWAN SEMICONDUCTOR MFG LTD · SPONSORED ADS | 0.06% | $1.75M | 3.65K | −55.02% |
SPDR S&P 500 ETF ETF No company page | 0.06% | $1.71M | 2.29K | −7.28% |
YUM CHINA HLDGS INC · COM | 0.05% | $1.47M | 36.04K | Unchanged |
ISHARES TR US HOME CONS ETF No company page | 0.04% | $1.22M | 11.66K | +7.44% |
MICROSOFT CORP · COM | 0.02% | $666.59K | 1.79K | −6.44% |
INVESCO QQQ TR UNIT SER 1 No company page | 0.01% | $287.93K | 391.00 | New |
COPART INC · COM | 0.01% | $233.24K | 8.27K | −69.90% |