Francois Rochon - Giverny Capital

History Stock Activity ▼ Share change % change to portfolio
Q1  2026
≡ BFAM - Bright Horizons Family Solutions Inc. Add 80.97% 332,133 1.00
≡ TWFG - Twfg Inc Add 66.54% 220,596 0.15
≡ MSFT - Microsoft Corp. Add 12.09% 206 0.00
≡ KNSL - Kinsale Capital Group Inc. Add 2.18% 4,678 0.06
≡ BLDR - Builders FirstSource Inc. Add 2.03% 1,829 0.01
≡ ANET - Arista Networks Inc. Add 1.00% 4,203 0.02
≡ FERG - Ferguson Enterprises Inc. Add 0.97% 354 0.00
≡ JPM - JPMorgan Chase & Co. Add 0.89% 460 0.00
≡ ADP - Automatic Data Processing Inc. Buy 419,090 3.12
≡ SUNB - Sunbelt Rentals Holdings Inc Buy 270,843 0.65
≡ AAON - AAON Inc. Buy 201,832 0.61
≡ QQQM - Invesco Nasdaq 100 ETF Buy 4,222 0.04
≡ RSP - Invesco S&P 500 Equal Weight Buy 6,105 0.04
Q4  2025
≡ BRO - Brown & Brown Inc. Add 139.73% 450,274 1.19
≡ DIS - Walt Disney Co. Add 109.07% 284,019 1.08
≡ TSM - Taiwan Semiconductor S.A. Add 96.85% 7,906 0.08
≡ KNSL - Kinsale Capital Group Inc. Add 12.50% 23,802 0.31
≡ TWFG - Twfg Inc Add 10.39% 31,194 0.03
≡ MA - Mastercard Inc. Add 3.73% 1,035 0.02
≡ BLDR - Builders FirstSource Inc. Add 3.32% 2,888 0.01
≡ FERG - Ferguson Enterprises Inc. Add 2.45% 871 0.01
≡ JPM - JPMorgan Chase & Co. Add 2.23% 1,133 0.01
≡ ANET - Arista Networks Inc. Add 1.64% 6,759 0.03
≡ ITB - Ishares U.S. Home Constructi Add 1.19% 137 0.00
≡ IBP - Installed Building Products Add 0.87% 4,500 0.04
≡ HEI.A - HEICO Corp. CL A Add 0.67% 5,031 0.04
≡ SCHW - Charles Schwab Corp. Add 0.63% 9,885 0.03
≡ GOOGL - Alphabet Inc. Add 0.63% 2,255 0.02
≡ MEDP - Medpace Holdings Inc. Add 0.58% 1,518 0.03
≡ PGR - Progressive Corp. Add 0.55% 2,943 0.02
≡ META - Meta Platforms Inc. Add 0.53% 1,639 0.04
≡ BKNG - Booking Holdings Inc. Add 0.48% 2,550 0.02
≡ V - Visa Inc. Add 0.45% 1,825 0.02
≡ LFUS - Littelfuse Inc. Add 0.40% 328 0.00
≡ MKL - Markel Group Inc. Add 0.34% 149 0.01
≡ NVR - NVR Inc. Add 0.26% 37 0.01
≡ GOOG - Alphabet Inc. CL C Add 0.20% 1,294 0.01
≡ ADI - Analog Devices Add 0.16% 279 0.00
≡ LULU - Lululemon Athletica Inc. Add 0.16% 236 0.00
≡ OZK - Bank OZK Add 0.16% 2,082 0.00
≡ FIVE - Five Below Inc. Add 0.10% 657 0.00
≡ MSFT - Microsoft Corp. Add 0.06% 1 0.00
≡ KEYS - Keysight Technologies Inc. Add 0.04% 119 0.00
≡ BFAM - Bright Horizons Family Solutions Inc. Buy 410,196 1.39
≡ ISRG - Intuitive Surgical Inc. Buy 405 0.01
Q3  2025
≡ TWFG - Twfg Inc Add 68.86% 122,469 0.11
≡ KNSL - Kinsale Capital Group Inc. Add 6.31% 11,309 0.16
≡ PGR - Progressive Corp. Add 2.60% 13,522 0.11
≡ FIVE - Five Below Inc. Add 1.79% 11,219 0.06
≡ V - Visa Inc. Add 1.05% 4,223 0.05
≡ KMX - CarMax Inc. Add 0.86% 14,184 0.02
≡ SCHW - Charles Schwab Corp. Add 0.53% 8,281 0.03
≡ FISV - Fiserv Inc. Add 0.41% 2,683 0.01
≡ ITB - Ishares U.S. Home Constructi Add 0.37% 43 0.00
≡ MKL - Markel Group Inc. Add 0.30% 133 0.01
≡ NVR - NVR Inc. Add 0.26% 37 0.01
≡ BKNG - Booking Holdings Inc. Add 0.25% 1,325 0.01
≡ OZK - Bank OZK Add 0.24% 2,964 0.01
≡ ADI - Analog Devices Add 0.20% 357 0.00
≡ BRO - Brown & Brown Inc. Add 0.19% 609 0.00
≡ LFUS - Littelfuse Inc. Add 0.18% 145 0.00
≡ FND - Floor & Decor Holdings Add 0.13% 317 0.00
≡ KEYS - Keysight Technologies Inc. Add 0.10% 342 0.00
≡ IBP - Installed Building Products Add 0.05% 277 0.00
≡ AME - Ametek Inc. Add 0.03% 332 0.00
≡ LULU - Lululemon Athletica Inc. Add 0.02% 24 0.00
≡ MEDP - Medpace Holdings Inc. Add 0.02% 47 0.00
≡ HEI.A - HEICO Corp. CL A Add 0.00% 9 0.00
≡ RMD - ResMed Inc. Buy 235,418 2.18
Q2  2025
≡ AAPL - Apple Inc. Add 81.23% 7,609 0.05
≡ SCHW - Charles Schwab Corp. Add 65.16% 618,429 1.93
≡ MSFT - Microsoft Corp. Add 15.90% 316 0.01
≡ JPM - JPMorgan Chase & Co. Add 14.54% 6,467 0.06
≡ BRO - Brown & Brown Inc. Add 9.18% 27,034 0.10
≡ BLDR - Builders FirstSource Inc. Add 5.91% 4,872 0.02
≡ GOOGL - Alphabet Inc. Add 5.57% 20,014 0.12
≡ KNSL - Kinsale Capital Group Inc. Add 5.40% 9,186 0.15
≡ DIS - Walt Disney Co. Add 5.24% 12,972 0.06
≡ ITB - Ishares U.S. Home Constructi Add 5.08% 557 0.00
≡ OZK - Bank OZK Add 4.09% 49,483 0.08
≡ NVR - NVR Inc. Add 4.06% 548 0.14
≡ MEDP - Medpace Holdings Inc. Add 3.90% 9,818 0.11
≡ FERG - Ferguson Enterprises Inc. Add 3.76% 1,293 0.01
≡ ANET - Arista Networks Inc. Add 3.44% 16,033 0.06
≡ FISV - Fiserv Inc. Add 3.01% 18,941 0.11
≡ MA - Mastercard Inc. Add 2.95% 798 0.02
≡ ADI - Analog Devices Add 2.78% 4,771 0.04
≡ ALGN - Align Technology Inc. Add 2.71% 1,223 0.01
≡ CACC - Credit Acceptance Corp. Add 2.18% 650 0.01
≡ V - Visa Inc. Add 1.97% 7,748 0.09
≡ AME - Ametek Inc. Add 1.93% 18,910 0.12
≡ BRK.B - Berkshire Hathaway CL B Add 1.68% 8,452 0.14
≡ IBP - Installed Building Products Add 1.26% 6,386 0.04
≡ META - Meta Platforms Inc. Add 1.19% 3,758 0.10
≡ HEI.A - HEICO Corp. CL A Add 1.01% 7,481 0.07
≡ KMX - CarMax Inc. Add 0.87% 14,308 0.03
≡ FND - Floor & Decor Holdings Add 0.84% 1,953 0.01
≡ KEYS - Keysight Technologies Inc. Add 0.78% 2,574 0.01
≡ LFUS - Littelfuse Inc. Add 0.76% 608 0.00
≡ BKNG - Booking Holdings Inc. Add 0.75% 3,950 0.03