Giverny Capital (François Rochon)

Quality companies for the long run; shareholder letters full of art.

What François Rochon held at Q2 2026: 51 positions, the largest GOOG +7.2 %, HEI-A +6.4 %, META +5.7 %, SCHW +5.2 %, ADP +4.9 %. Changes against the quarter before.

• GOOG – +7.2 %
• HEI-A – +6.4 %
• META – +5.7 %
• SCHW – +5.2 %
• ADP – +4.9 %
• AME – +4.9 %
• MEDP – +4.5 %
• V – +4.5 %
• BRK-B – +4.2 %
• PGR – +4.0 %
• GOOGL – +3.7 %
• FIVE – +3.6 %
• BKNG – +3.1 %
• IBP – +3.1 %
• NVR – +3.0 %
• KNSL – +2.7 %
• BFAM – +2.6 %
• RMD – +2.5 %
• OZK – +2.1 %
• MKL – +2.0 %
• ANET – +1.9 %
• KEYS – +1.7 %
• DIS – +1.7 %
• BRO – +1.6 %
• ADI – +1.2 %
• NYT – +1.1 %
• LFUS – +1.1 %
• MSA – +1.0 %
• WSO – +0.9 %
• AAON – +0.9 %
• GLD – +0.8 %
• SUNB – +0.7 %
• VEEV – +0.6 %
• AXP – +0.5 %
• TWFG – +0.5 %
• JPM – +0.5 %
• MA – +0.5 %
• LULU – +0.5 %
• FND – +0.5 %
• HWKN – +0.5 %