Francois Rochon
Giverny Capital
Value
3.0B
Stocks
50 Stocks (2 new)
Turnover
16.24%
CIK
1641864
Top Holdings
BRK.B(8.48%) META(6.90%) AME(6.71%) GOOG(6.69%) HEI.A(6.35%)
About Investor
Established investor leading Giverny Capital, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.
Investor Philosophy
Specializes in fundamental analysis and long-term value creation through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.
Francois Rochon Top Holdings
| Ticker | Put/Call | Company Name | Industry | Value (M) | Shares | Weight % | Shares Purchased/Sold (M) | Change in Share % | Market Cap (M) |
|---|---|---|---|---|---|---|---|---|---|
| BRK.B | - | BERKSHIRE HATHAWAY INC DEL | Financials | 254.3M | 506.0K | 8.5% | -1,025,948 | -67.0% | 1,076,833.6M |
| META | - | META PLATFORMS INC | Communication Services | 206.9M | 313.4K | 6.9% | -621,981 | -66.5% | 1,614,716.5M |
| AME | - | AMETEK INC | Industrials | 201.1M | 979.5K | 6.7% | -2,010,570 | -67.2% | 53,934.7M |
| GOOG | - | ALPHABET INC C | Communication Services | 200.7M | 639.5K | 6.7% | -1,275,132 | -66.6% | 3,665,633.0M |
| HEI.A | - | HEICO CORP NEW | Industrials | 190.5M | 754.5K | 6.4% | -1,493,971 | -66.4% | 40,127.4M |
| SCHW | - | SCHWAB CHARLES CORP | Financials | 158.4M | 1.6M | 5.3% | -3,141,667 | -66.5% | 173,607.6M |
| MEDP | - | MEDPACE HOLDINGS INC | Health Care | 147.9M | 263.3K | 4.9% | -522,086 | -66.5% | 12,609.8M |
| V | - | VISA INC | Financials | 142.9M | 407.3K | 4.8% | -809,215 | -66.5% | 620,674.5M |
| IBP | - | INSTALLED BLDG PRODS INC | Consumer Discretionary | 134.7M | 519.2K | 4.5% | -1,024,972 | -66.4% | 8,770.8M |
| PGR | - | PROGRESSIVE CORP | Financials | 122.2M | 536.8K | 4.1% | -1,064,835 | -66.5% | 119,473.4M |
Recent Buys (13F)
| Ticker | Put/Call | Amount Bought | Shares Bought | % Change | Weight % | Status |
|---|---|---|---|---|---|---|
| No top buys data available | ||||||
Recent Sells (13F)
| Ticker | Put/Call | Amount Sold | Shares Sold | % Change | Weight % | Status |
|---|---|---|---|---|---|---|
| No top buys data available | ||||||
13F Sector Summary
| Industry | Prev Quarter % | Current Quarter % | Change |
|---|---|---|---|
| Industrials | 18.4% | 13.7% | -4.6% |
| Communication Services | 15.8% | 19.4% | +3.7% |
| Information Technology | 10.0% | 6.7% | -3.2% |
| Financials | 31.2% | 34.4% | +3.2% |
| Consumer Discretionary | 18.1% | 18.8% | +0.6% |
| Health Care | 6.5% | 6.9% | +0.4% |
| Other | 0.1% | 0.2% | +0.0% |
