François Rochon, founder of Giverny Capital. This is the stock portfolio Giverny Capital reported to the SEC (Form 13F) as of Jun 30, 2026, filed on Aug 14, 2026.
The 13F is filed by the firm, not the person: when this page says what François Rochon “owns” or “bought”, it means the positions of Giverny Capital as a whole.
2HeicoHEI/A6.4%Since Q3 2016 · 40 quartersIt bought in 26 quarters. Quarter-end prices of those quarters per 13F: $60.51 to $258.75.
3Meta PlatformsMETAReduced5.7%Since Q2 2018 · 33 quartersIt bought in 21 quarters. Quarter-end prices of those quarters per 13F: $131.09 to $738.09.
4Charles SchwabSCHWIncreased5.2%Since Q3 2018 · 32 quartersIt bought in 21 quarters. Quarter-end prices of those quarters per 13F: $33.74 to $92.27.
5Automatic Data ProcessingADPIncreased4.9%Since Q1 2026 · 2 quartersIt bought in 2 quarters. Quarter-end prices of those quarters per 13F: $203.18 to $223.95.
6AmetekAMEReduced4.9%Since Q4 2016 · 39 quartersIt bought in 21 quarters. Quarter-end prices of those quarters per 13F: $48.60 to $182.90.
7Medpace HoldingsMEDP4.5%Since Q3 2023 · 12 quartersIt bought in 8 quarters. Quarter-end prices of those quarters per 13F: $242.13 to $411.85.
8VisaVReduced4.5%Since at least Q1 2015 · 46 quartersIt bought in 28 quarters. Quarter-end prices of those quarters per 13F: $65.41 to $355.05.
10ProgressivePGRIncreased4.0%Since Q3 2019 · 28 quartersIt bought in 18 quarters. Quarter-end prices of those quarters per 13F: $72.39 to $246.95.
11Five BelowFIVEReduced3.6%Since Q1 2017 · 38 quartersIt bought in 19 quarters. Quarter-end prices of those quarters per 13F: $43.27 to $213.16.
12Booking HoldingsBKNG3.1%Since Q1 2024 · 10 quartersIt bought in 4 quarters. Quarter-end prices of those quarters per 13F: $145.12 to $198.74.
13Installed Building ProductsIBPReduced3.1%Since Q4 2021 · 19 quartersIt bought in 12 quarters. Quarter-end prices of those quarters per 13F: $80.99 to $258.73.
14NVRNVRReduced3.0%Since Q3 2018 · 32 quartersIt bought in 17 quarters. Quarter-end prices of those quarters per 13F: $2,436.95 to $8,178.90.
15Kinsale Capital GroupKNSLIncreased2.7%Since Q3 2023 · 12 quartersIt bought in 11 quarters. Quarter-end prices of those quarters per 13F: $329.81 to $486.71.
16Bright Horizons Family SolutionsBFAMIncreased2.6%Since Q4 2025 · 3 quartersIt bought in 3 quarters. Quarter-end prices of those quarters per 13F: $70.88 to $101.40.
17ResMedRMDIncreased2.5%Since Q3 2025 · 4 quartersIt bought in 2 quarters. Quarter-end prices of those quarters per 13F: $194.88 to $273.73.
18Bank OZK Little Rock ARKOZKReduced2.1%Since Q4 2016 · 39 quartersIt bought in 20 quarters. Quarter-end prices of those quarters per 13F: $28.98 to $52.59.
19Markel GroupMKLReduced2.0%Since at least Q1 2015 · 46 quartersIt bought in 32 quarters. Quarter-end prices of those quarters per 13F: $768.97 to $1,726.23.
20Arista NetworksANETReduced1.9%Since Q2 2020 · 25 quartersIt bought in 16 quarters. Quarter-end prices of those quarters per 13F: $12.93 to $131.03.
21Keysight TechnologiesKEYSReduced1.7%Since Q1 2019 · 30 quartersIt bought in 13 quarters. Quarter-end prices of those quarters per 13F: $87.20 to $206.51.
22Walt DisneyDISReduced1.7%Since at least Q1 2015 · 46 quartersIt bought in 24 quarters. Quarter-end prices of those quarters per 13F: $92.86 to $181.18.
23Brown & BrownBRO1.6%Since Q4 2024 · 7 quartersIt bought in 3 quarters. Quarter-end prices of those quarters per 13F: $79.70 to $110.87.
24Analog DevicesADIReduced1.2%Since Q4 2021 · 19 quartersIt bought in 11 quarters. Quarter-end prices of those quarters per 13F: $139.35 to $238.02.
25New York TimesNYTNew1.1%Since Q2 2026 · 1 quarterIt bought in 1 quarter. Quarter-end price of that quarter per 13F: $69.98.
26LittelfuseLFUSReduced1.1%Since Q4 2017 · 35 quartersIt bought in 11 quarters. Quarter-end prices of those quarters per 13F: $176.91 to $291.31.
27MSA SafetyMSANew1.0%Since Q2 2026 · 1 quarterIt bought in 1 quarter. Quarter-end price of that quarter per 13F: $174.58.
28WatscoWSONew0.9%Since Q2 2026 · 1 quarterIt bought in 1 quarter. Quarter-end price of that quarter per 13F: $416.73.
29AAONAAONIncreased0.9%Since Q1 2026 · 2 quartersIt bought in 2 quarters. Quarter-end prices of those quarters per 13F: $82.75 to $126.86.
30SPDR Gold Shares ETFGLD0.8%Since Q4 2021 · 19 quartersIt bought in 1 quarter. Quarter-end price of that quarter per 13F: $170.93.
31Sunbelt Rentals HoldingsSUNBReduced0.7%Since Q1 2026 · 2 quartersIt bought in 1 quarter. Quarter-end price of that quarter per 13F: $65.09.
32Veeva SystemsVEEVNew0.6%Since Q2 2026 · 1 quarterIt bought in 1 quarter. Quarter-end price of that quarter per 13F: $177.47.
33American ExpressAXPNew0.5%Since Q2 2026 · 1 quarterIt bought in 1 quarter. Quarter-end price of that quarter per 13F: $337.33.
34TWFGTWFGIncreased0.5%Since Q2 2025 · 5 quartersIt bought in 5 quarters. Quarter-end prices of those quarters per 13F: $18.39 to $35.00.
35JPMorgan ChaseJPMReduced0.5%Since Q2 2016 · 41 quartersIt bought in 26 quarters. Quarter-end prices of those quarters per 13F: $62.12 to $322.22.
36MastercardMAIncreased0.5%Since at least Q1 2015 · 46 quartersIt bought in 23 quarters. Quarter-end prices of those quarters per 13F: $86.36 to $570.88.
37lululemon athleticaLULUReduced0.5%Since Q3 2017 · 36 quartersIt bought in 9 quarters. Quarter-end prices of those quarters per 13F: $62.17 to $390.65.
38Floor & Decor HoldingsFND0.5%Since Q2 2022 · 17 quartersIt bought in 8 quarters. Quarter-end prices of those quarters per 13F: $62.97 to $111.56.
39HawkinsHWKNNew0.5%Since Q2 2026 · 1 quarterIt bought in 1 quarter. Quarter-end price of that quarter per 13F: $142.10.
40Ferguson EnterprisesFERGIncreased0.3%Since Q4 2024 · 7 quartersIt bought in 5 quarters. Quarter-end prices of those quarters per 13F: $160.23 to $237.33.
41Builders FirstsourceBLDR0.3%Since Q1 2025 · 6 quartersIt bought in 4 quarters. Quarter-end prices of those quarters per 13F: $82.33 to $124.94.
42AppleAAPLReduced0.1%Since Q3 2018 · 32 quartersIt bought in 8 quarters. Quarter-end prices of those quarters per 13F: $39.49 to $250.42.
43Taiwan Semiconductor ManufacturingTSMReduced0.1%Since Q2 2020 · 25 quartersIt bought in 7 quarters. Quarter-end prices of those quarters per 13F: $56.78 to $301.00.
44State Str Spdr S&P 500 ETF TSPYReduced0.1%Since Q3 2017 · 36 quartersIt bought in 2 quarters. Quarter-end prices of those quarters per 13F: $251.31 to $474.95.
45Yum China HoldingsYUMCunder 0.1%Since Q3 2024 · 8 quartersIt bought in 1 quarter. Quarter-end price of that quarter per 13F: $45.02.
46iShares U.s. Home Constructi ETFITBIncreasedunder 0.1%Since Q2 2021 · 21 quartersIt bought in 16 quarters. Quarter-end prices of those quarters per 13F: $52.09 to $104.48.
47MicrosoftMSFTReducedunder 0.1%Since Q4 2024 · 7 quartersIt bought in 3 quarters. Quarter-end prices of those quarters per 13F: $370.17 to $497.41.
48Invesco QQQ Trust Series 1 ETFQQQNewunder 0.1%Since Q2 2026 · 1 quarterIt bought in 1 quarter. Quarter-end price of that quarter per 13F: $736.40.
49CopartCPRTReducedunder 0.1%Since Q2 2022 · 17 quartersIt bought in 1 quarter. Quarter-end price of that quarter per 13F: $27.18.
Where there are two tickers (e.g. GOOGL · GOOG) they are two share classes of the same company and the weight is the sum: that is why there are 49 rows here and the 13F has 51 positions.
“Since”: first quarter of the current run, unbroken until today. Prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
18 positions opened or added to and 30 trimmed or closed, against the previous quarter's 13F. Each is measured the same way across the page: how much the share count changed and its weight in the portfolio today (share classes of the same company added together). The 13F has 50 positions with a change, 12 of them material (0.5 points of the portfolio or more). All full exits are listed, even those that moved less than 0.5 points of the portfolio. Where an increase or cut shows no share change, it adds up two share classes of the same company (e.g. GOOGL and GOOG).
How its portfolio changed (8 quarters)
Positions
Q2 2026: 51
620
Q3 2024Q2 2026
Top 10 weight
Q2 2026: 52%
59%52%
Q3 2024Q2 2026
Traded turnover
Q2 2026: 8.9%
8.9%0
Q3 2024Q2 2026
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Source: SEC 13F filings show the portfolio at quarter end and are filed up to 45 days later: positions may have changed. They only cover U.S.-listed stocks and some others; no short positions or cash. Not investment advice.
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