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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 Oct 2026

Last Update

AUM
$2.97B
Holdings
58
ROI %
7.29%
QoQ%
0.19%
Avg. Holding Period
5y

Sector Breakdown

Top Investments

Performance

Holdings

S&P 500

Stocks

58

Options

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

GOOG

Alphabet Inc Class C
$98.95(257.08%)
30 Jun 2026
HE

HEI-A

HEICO Corporation
$100.27(157.22%)
30 Jun 2026
ME

META

Meta Platforms Inc.
$300.68(87.34%)
30 Jun 2026
SC

SCHW

Charles Schwab Corp
$75.4(22.37%)
30 Jun 2026
AD

ADP

Automatic Data Processing Inc
$210.65(6.31%)
30 Jun 2026
AM

AME

Ametek Inc
$107.41(125.25%)
30 Jun 2026
ME

MEDP

Medpace Holdings Inc
$323.36(63.78%)
30 Jun 2026
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