Fund · François Rochon
Giverny Capital
Montreal quality compounder, public letters.
Copying every 13F the day after it was filed returned 10.2% a year, against 13.9% for SPY over the same 11.5 years and 46 quarters, since May 2015. Clone score 33 of 100: Don't copy.
| Manager | François Rochon |
| Clone score | 33 / 100 |
| Verdict | Don't copy |
| Copy, a year | 10.2% |
| SPY, a year | 13.9% |
| Edge, a year | −3.7% |
| Latest quarter | Q2 2026 |
| Filed | 14 Aug 2026 |
| 13F value | $3.0B |
| Positions | 51 |
Largest holdings
| Ticker | Name | Weight | Value | Change |
|---|---|---|---|---|
| GOOG | ALPHABET INC C | 7.2% | $214M | TRIM |
| HEI.A | HEICO CORP NEW | 6.4% | $190M | HOLD |
| META | META PLATFORMS INC | 5.7% | $171M | TRIM |
| SCHW | SCHWAB CHARLES CORP | 5.2% | $155M | ADD |
| ADP | AUTOMATIC DATA PROC INC | 4.9% | $147M | ADD |
| AME | AMETEK INC | 4.9% | $145M | TRIM |
| MEDP | MEDPACE HOLDINGS INC | 4.5% | $134M | HOLD |
| V | VISA INC | 4.5% | $134M | TRIM |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.2% | $124M | TRIM |
| PGR | PROGRESSIVE CORP | 4.0% | $118M | ADD |
| GOOGL | ALPHABET INC | 3.7% | $111M | TRIM |
| FIVE | FIVE BELOW INC | 3.6% | $108M | TRIM |
| BKNG | BOOKING HOLDINGS INC. | 3.1% | $93.2M | HOLD |
| IBP | INSTALLED BLDG PRODS INC | 3.1% | $91.4M | TRIM |
| NVR | NVR INC | 3.0% | $90.2M | TRIM |