François Rochon
Giverny Capital. Holdings reported for Q2 2026, filed Aug 26, 2026.
- Portfolio
- $2.97B
- Stocks
- 49
- Top 10
- 52%
- Turnover
- 9%
Holdings
Valued at quarter-end prices. Change is against the previous quarter's filing.
| # | Company | Weight | Value | Shares | Change | Since quarter end |
|---|---|---|---|---|---|---|
| 1 | googAlphabet Inc. | 7.2% | $213.93M | 1M | -2% | – |
| 2 | hei.aHEICO Corp | 6.4% | $189.63M | 1M | -0% | – |
| 3 | 5.7% | $170.61M | 0M | -2% | +9.2% | |
| 4 | 5.2% | $155.16M | 2M | +9% | -4.6% | |
| 5 | 4.9% | $146.59M | 1M | +56% | +31.2% | |
| 6 | 4.9% | $144.87M | 1M | -2% | -0.3% | |
| 7 | 4.5% | $134.48M | 0M | -1% | +23.1% | |
| 8 | 4.5% | $133.77M | 0M | -2% | +20.5% | |
| 9 | brk.bBerkshire Hathaway | 4.2% | $124.32M | 0M | -34% | +8.4% |
| 10 | 4.0% | $118.46M | 1M | +3% | +5.9% | |
| 11 | 3.7% | $110.83M | 0M | -11% | -21.7% | |
| 12 | 3.6% | $107.54M | 1M | -3% | +34.0% | |
| 13 | 3.1% | $93.16M | 1M | -1% | -16.9% | |
| 14 | 3.1% | $91.40M | 0M | -1% | -7.2% | |
| 15 | 3.0% | $90.20M | 0M | -3% | -12.5% | |
| 16 | 2.7% | $79.40M | 0M | +10% | +10.9% | |
| 17 | 2.6% | $76.61M | 1M | +46% | -22.4% | |
| 18 | 2.5% | $75.55M | 0M | +69% | +18.0% | |
| 19 | ozkBank OZK | 2.1% | $62.41M | 1M | -3% | – |
| 20 | 2.0% | $60.30M | 0M | -28% | -4.3% | |
| 21 | 1.9% | $57.74M | 0M | -20% | -0.6% | |
| 22 | 1.7% | $50.09M | 0M | -56% | -12.2% | |
| 23 | 1.7% | $49.62M | 1M | -4% | +15.3% | |
| 24 | 1.6% | $48.32M | 1M | -0% | +8.7% | |
| 25 | 1.2% | $37.06M | 0M | -45% | +5.0% | |
| 26 | 1.1% | $33.90M | 0M | New | +0.3% | |
| 27 | 1.1% | $33.75M | 0M | -8% | -13.7% | |
| 28 | 1.0% | $29.03M | 0M | New | +2.3% | |
| 29 | 0.9% | $27.49M | 0M | New | -27.2% | |
| 30 | 0.9% | $25.98M | 0M | +1% | -46.9% | |
| 31 | 0.8% | $25.03M | 0M | Unchanged | -3.4% | |
| 32 | 0.7% | $21.59M | 0M | -9% | +11.8% | |
| 33 | 0.6% | $16.85M | 0M | New | +76.3% | |
| 34 | 0.5% | $15.75M | 0M | New | -5.7% | |
| 35 | 0.5% | $15.69M | 1M | +18% | +12.1% | |
| 36 | 0.5% | $15.67M | 0M | -8% | +3.0% | |
| 37 | 0.5% | $14.80M | 0M | +3% | +24.2% | |
| 38 | 0.5% | $14.71M | 0M | -10% | -6.1% | |
| 39 | 0.5% | $13.64M | 0M | -1% | -19.8% | |
| 40 | 0.5% | $13.49M | 0M | New | +7.3% | |
| 41 | 0.3% | $8.87M | 0M | +2% | +0.6% | |
| 42 | 0.3% | $8.18M | 0M | -0% | -27.5% | |
| 43 | brk.aBerkshire Hathaway Inc | 0.2% | $6.74M | 0M | -18% | – |
| 44 | 0.1% | $3.76M | 0M | -14% | +19.1% | |
| 45 | 0.1% | $1.75M | 0M | -55% | -15.0% | |
| 46 | spySPDR S&P 500 ETF Trust | 0.1% | $1.71M | 0M | -7% | – |
| 47 | 0.0% | $1.47M | 0M | Unchanged | +12.0% | |
| 48 | 0.0% | $666.59K | 0M | -6% | +39.9% | |
| 49 | 0.0% | $233.24K | 0M | -70% | +6.9% |