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Francois Rochon

Giverny Capital Inc.

·

CIK

1641864

Value investor and portfolio manager known for his long-term investment horizon and his focus on high-quality companies with sustainable growth potential.

29 Jun 2026

Last Update

AUM
$2.73B
Holdings
55
ROI %
8.36%
QoQ%
8.01%
Avg. Holding Period
5y

Sector Breakdown

Top Investments

Performance

Holdings

S&P 500

Stocks

55

Options

0
Ticker
Name
Shares
Shares value
% Portfolio
Change
Change %
History
Avg. Buy Price
Current price
Report Date
BR

BRK-B

Berkshire Hathaway Inc
$247.92(93.29%)
31 Mar 2026
GO

GOOG

Alphabet Inc Class C
$98.95(189.90%)
31 Mar 2026
ME

META

Meta Platforms Inc.
$300.68(90.28%)
31 Mar 2026
HE

HEI-A

HEICO Corporation
$100.27(110.52%)
31 Mar 2026
SC

SCHW

Charles Schwab Corp
$73.8(27.34%)
31 Mar 2026
FI

FIVE

Five Below Inc
$137.35(66.35%)
31 Mar 2026
AM

AME

Ametek Inc
$107.41(99.57%)
31 Mar 2026
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