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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Francois Rochon – Giverny Capital

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
51
Portfolio value:
$2,974,321,000
Filed:
Aug 14, 2026
Style:
Quality Compounder
HistStockActivityShare change% change to portfolio
Q2 2026filed Aug 14, 267 new8 added16 reduced7 exited
≡BRK.B – BERKSHIRE HATHAWAY INC DELReduce 34.38%−130,178−2.46
≡ADP – AUTOMATIC DATA PROC INCAdd 56.19%235,4661.81
≡KEYS – KEYSIGHT TECHNOLOGIES INCReduce 55.73%−180,112−1.66
≡NYT – NEW YORK TIMES CO-A-Buy484,4241.14
≡MKL – MARKEL CORPReduce 28.10%−12,067−0.98
≡MSA – MSA SAFETY INCBuy166,3050.98
≡WSO – WATSCO INCBuy65,9750.92
≡ADI – ANALOG DEVICES INCReduce 45.45%−77,742−0.75
≡RMD – RESMED INCAdd 68.55%157,6600.65
≡VEEV – VEEVA SYSTEMS INC CL-ABuy94,9560.57
≡AXP – AMERICAN EXPRESS COBuy46,7020.53
≡HWKN – HAWKINS INCBuy94,9540.45
≡BFAM – BRIGHT HORIZONSFAMILY SOLUTIONAdd 45.59%338,4640.34
≡LULU – LULULEMON ATHLETICA INCReduce 9.68%−13,797−0.30
≡TWFG – TWFG INCAdd 18.17%100,3450.16
≡LFUS – LITTELFUSE INCReduce 8.17%−6,5940.13
≡BKNG – BOOKING HOLDINGS INC.Add 2375.09%501,547−0.12
≡SUNB – SUNBELT RENTALS HOLDINGSReduce 9.04%−24,4740.08
≡KNSL – KINSALE CAPITAL GROUP INAdd 9.95%21,789−0.07
≡SCHW – SCHWAB CHARLES CORPAdd 9.46%145,361−0.07
≡BRK.A – BERKSHIRE HATHAWAY INC DELReduce 18.18%−2−0.06
≡GOOGL – ALPHABET INCReduce 11.01%−38,3510.06
≡MTB – M & T BK CORPSell−7,535−0.06
≡RSP – INVESCO S&P500 EQ WGT ETFSell−6,105−0.04
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDReduce 55.02%−4,470−0.04
≡ANET – ARISTA NETWORKS INCReduce 19.72%−83,4690.04
≡QQQM – INVESCO EXCH TRADED FD TR IISell−4,222−0.04
≡JPM – JPMORGAN CHASE & COReduce 8.46%−4,422−0.04
≡BIRK – BIRKENSTOCK HLDG PLCSell−27,392−0.04
≡ODFL – OLD DOMINION FREIGHT LINE INSell−5,006−0.04
≡CPRT – COPART INCReduce 69.90%−19,210−0.03
≡SITE – SITEONE LANDSCAPE SUPPLY INCSell−3,753−0.02
≡NVO – NOVO-NORDISK A SSell−12,400−0.02
≡AAPL – APPLE INCReduce 13.60%−2,045−0.01
≡QQQ – INVESCO QQQ TRBuy3910.01
≡ITB – ISHARES TRAdd 7.44%8080.00
≡MSFT – MICROSOFT CORPReduce 6.44%−123−0.00
≡SPY – SPDR S&P 500 ETFReduce 7.28%−180−0.00
Q1 2026filed May 15, 265 new3 added6 reduced4 exited
≡ADP – AUTOMATIC DATA PROC INCBuy419,0903.12
≡AME – AMETEK INCReduce 37.51%−367,400−1.90
≡BRK.B – BERKSHIRE HATHAWAY INC DELReduce 25.17%−127,359−1.84
≡BFAM – BRIGHT HORIZONSFAMILY SOLUTIONAdd 80.97%332,133
Q4 2025filed Feb 13, 262 new5 added4 exited
≡FISV – FISERV INCSell−651,257−2.85
≡KMX – CARMAX INCSell−1,670,114−2.54
≡BFAM – BRIGHT HORIZONSFAMILY SOLUTIONBuy410,1961.39
≡DIS – DISNEY WALT COAdd 109.07%284,0191.06
Q3 2025filed Nov 17, 251 new2 added6 reduced4 exited
≡SBUX – STARBUCKS CORPSell−750,248−2.36
≡RMD – RESMED INCBuy235,4182.18
≡BAC – BANK AMERICA CORPSell−1,004,119−1.63
≡GOOGL – ALPHABET INCReduce 5.39%−20,474
Q2 2025filed Aug 13, 253 new10 added2 reduced2 exited
≡MTB – M & T BK CORPReduce 97.95%−359,992−2.37
≡SCHW – SCHWAB CHARLES CORPAdd 65.16%618,4292.17
≡ANET – ARISTA NETWORKS INCBuy482,5611.69
≡ARISTA NETWORKS INCSell−466,528−1.33
Q1 2025filed Aug 12, 253 new5 added7 reduced11 exited
≡KNSL – KINSALE CAPITAL GROUP INAdd 87.27%79,2081.51
≡FBIN – FORTUNE BRANDS HOME & SEC INSell−463,140−1.16
≡FIVE – FIVE BELOW INCReduce 15.10%−110,520−1.09
≡BLDR – BUILDERS FIRSTSOURCE INCBuy82,445
Q4 2024filed Aug 12, 2511 new6 added3 reduced1 exited
≡FISV – FISERV INCAdd 25.73%128,9761.31
≡EW – EDWARDS LIFESCIENCES CORPReduce 99.94%−446,031−1.12
≡BRO – BROWN & BROWNBuy294,8091.10
≡KEYS – KEYSIGHT TECHNOLOGIES INCReduce 31.02%−149,225
Q3 2024filed Nov 13, 245 new13 added2 reduced3 exited
≡KNSL – KINSALE CAPITAL GROUP INAdd 163.61%53,5710.99
≡SCHW – SCHWAB CHARLES CORPAdd 7.58%65,959−0.40
≡MEDP – MEDPACE HOLDINGS INCAdd 20.72%38,978−0.39
≡FERGUSON PLC NEW FSell−29,765−0.24
Q2 2024filed Aug 14, 2448 new
≡BRK.B – BERKSHIRE HATHAWAY INC DELBuy484,4708.33
≡AME – AMETEK INCBuy936,6966.60
≡META – META PLATFORMS INCBuy297,7136.34
≡HEI.A – HEICO CORP NEWBuy723,6975.43
Q1 2024filed Aug 20, 241 new
≡SPY – SPDR S&P 500 ETFBuy4,75263.84
Q4 2023filed Aug 23, 241 new59 exited
≡DFH – DREAM FINDERS HOMESBuy32,202100.00
≡BRK.B – BERKSHIREHATHAWAYINCDELSell−476,290−9.06
≡AME – AMETEKINCSell−897,056−7.19
≡MKL – MARKELCORPSell−84,525−6.76
Q3 2023filed Jan 25, 243 new12 added4 reduced3 exited
≡COHR – COHERENTCORPAdd 606.35%607,5170.99
≡SSNC – SS&C TECHNOLOGIES HLDGS INCSell−161,122−0.51
≡GOOGL – ALPHABETINCAdd 5.04%11,2360.26
≡FERGUSONPLCNEWFBuy26,1850.23
0.84
≡SUNB – SUNBELT RENTALS HLDGS IN GB SHRSBuy270,8430.65
≡AAON – AAON INCBuy201,8320.61
≡IBP – INSTALLED BLDG PRODS INCReduce 22.26%−115,571−0.57
≡COF – CAPITAL ONE FCSell−8,274−0.07
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDReduce 49.44%−7,944−0.06
≡TWFG – TWFG INCAdd 66.54%220,5960.05
≡RSP – INVESCO S&P500 EQ WGT ETFBuy6,1050.04
≡QQQM – INVESCO EXCH TRADED FD TR IIBuy4,2220.04
≡DFH – DREAM FINDERS HOMESSell−32,202−0.02
≡AAPL – APPLE INCReduce 8.95%−1,478−0.01
≡INTU – INTUITIVE SURGICAL INCSell−405−0.01
≡COST – COSTCO WHSL CORP NEWSell−240−0.01
≡ITB – ISHARES TRReduce 7.21%−844−0.00
≡MSFT – MICROSOFT CORPAdd 12.09%206−0.00
≡BRO – BROWN & BROWNAdd 139.73%450,2741.03
≡ALGN – ALIGN TECHNOLOGY INCSell−45,691−0.19
≡CACC – CREDIT ACCEP CORP MICHSell−6,874−0.09
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDAdd 96.85%7,9060.08
≡KNSL – KINSALE CAPITAL GROUP INAdd 12.50%23,8020.05
≡TWFG – TWFG INCAdd 10.39%31,1940.04
≡INTU – INTUITIVE SURGICAL INCBuy4050.01
0.66
≡CACC – CREDIT ACCEP CORP MICHReduce 77.46%−23,627−0.45
≡ANET – ARISTA NETWORKS INCReduce 14.54%−70,1620.34
≡KNSL – KINSALE CAPITAL GROUP INAdd 6.31%11,309−0.23
≡TWFG – TWFG INCAdd 68.86%122,4690.07
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDReduce 29.32%−3,387−0.01
≡MSFT – MICROSOFT CORPReduce 26.05%−600−0.01
≡AMZN – AMAZON COM INCSell−1,174−0.01
≡COF – CAPITAL ONE FCReduce 10.77%−999−0.01
≡ISRG – INTUITIVE SURGICAL INCSell−405−0.01
≡GOOGL – ALPHABET INCAdd 5.57%20,0140.24
≡TWFG – TWFG INCBuy177,8480.21
≡DIS – DISNEY WALT COAdd 5.24%12,9720.21
≡BRO – BROWN & BROWNAdd 9.18%27,034−0.13
≡JPM – JPMORGAN CHASE & COAdd 14.54%6,4670.10
≡KNSL – KINSALE CAPITAL GROUP INAdd 5.40%9,186−0.08
≡PMMF – BLACKROCK ISHS PRM MM ETFSell−12,876−0.05
≡AAPL – APPLE INCAdd 81.23%7,6090.04
≡BLDR – BUILDERS FIRSTSOURCE INCAdd 5.91%4,872−0.03
≡COF – CAPITAL ONE FCReduce 24.44%−3,000−0.01
≡MSFT – MICROSOFT CORPAdd 15.90%3160.01
≡AMZN – AMAZON COM INCBuy1,1740.01
≡ITB – ISHARES TRAdd 5.08%557−0.00
0.38
≡ARISTA NETWORKS INCAdd 13.67%56,100−0.33
≡BRK.A – BERKSHIRE HATHAWAY INC DELAdd 37.50%30.12
≡ICE – INTERCONTINENTAL EXCHANGE INSell−16,799−0.09
≡AAPL – APPLE INCReduce 44.82%−7,609−0.08
≡SPY – SPDR S&P 500 ETFReduce 45.98%−2,185−0.05
≡PMMF – BLACKROCK ISHS PRM MM ETFBuy12,8760.05
≡UNH – UNITEDHEALTH GRP INCSell−2,364−0.04
≡LBRDK – LIBERTY BROADBAND CORPSell−15,000−0.04
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDReduce 21.10%−3,088−0.03
≡SLV – ISHARES SILVER TRSell−23,000−0.02
≡J – JACOBS SOLUTIONS INCSell−4,394−0.02
≡GBTC – GRAYSCALE BITCOIN TR BTCSell−7,442−0.02
≡COF – CAPITAL ONE FCReduce 16.92%−2,500−0.02
≡MEDP – MEDPACE HOLDINGS INCAdd 7.53%17,650−0.02
≡CAPE – DOUBLELINE SHILLER ENHANCED CAPE ISell−10,645−0.01
≡VOO – VANGUARD 500 INDX ETF-NEWSell−584−0.01
≡MSFT – MICROSOFT CORPReduce 15.59%−367−0.01
≡INTUITIVE SURGICAL INCSell−405−0.01
≡ISRG – INTUITIVE SURGICAL INCBuy4050.01
≡GLD – SPDR GOLD TRReduce 7.32%−3080.00
≡ITB – ISHARES TRAdd 5.07%529−0.00
≡EW – EDWARDS LIFESCIENCES CORPSell−257−0.00
−0.96
≡ADI – ANALOG DEVICES INCReduce 16.66%−34,336−0.47
≡FERG – FERGUSON ENTERPRISES INCBuy33,7080.21
≡ARISTA NETWORKS INCAdd 284.76%303,7580.10
≡AAPL – APPLE INCAdd 72.31%7,1240.07
≡BIRK – BIRKENSTOCK HLDG PLCBuy27,3920.06
≡LIBERTY MEDIA CORP SERIES C LIBERTY MEDIASell−15,000−0.04
≡UNH – UNITEDHEALTH GRP INCBuy2,3640.04
≡LBRDK – LIBERTY BROADBAND CORPBuy15,0000.04
≡MSFT – MICROSOFT CORPBuy2,3540.04
≡J – JACOBS SOLUTIONS INCBuy4,3940.02
≡GBTC – GRAYSCALE BITCOIN TR BTCBuy7,4420.02
≡KNSL – KINSALE CAPITAL GROUP INAdd 5.15%4,4440.02
≡BRK.A – BERKSHIRE HATHAWAY INC DELAdd 14.29%10.02
≡CAPE – DOUBLELINE SHILLER ENHANCED CAPE IBuy10,6450.01
≡VOO – VANGUARD 500 INDX ETF-NEWBuy5840.01
≡ALGN – ALIGN TECHNOLOGY INCAdd 30.35%10,0130.01
≡INTUITIVE SURGICAL INCBuy4050.01
≡GOOGL – ALPHABET INCAdd 11.81%36,621−0.20
≡LULU – LULULEMON ATHLETICA INCAdd 8.73%11,364−0.18
≡ARISTA NETWORKS INCAdd 9.27%9,0510.11
≡ICE – INTERCONTINENTAL EXCHANGE INBuy16,7990.10
≡COF – CAPITAL ONE FCBuy14,7740.08
≡DIS – DISNEY WALT COAdd 5.27%12,286−0.08
≡FND – FLOOR & DECOR HLDGS INCReduce 16.51%−45,617−0.07
≡YUMC – YUM CHINA HLDGS INCBuy36,0360.06
≡CACC – CREDIT ACCEP CORP MICHAdd 16.53%4,151−0.05
≡ABNB – AIRBNB INC CL-ASell−7,055−0.05
≡LIBERTY MEDIA CORP SERIES C LIBERTY MEDIABuy15,0000.04
≡MA – MASTERCARD INCORPORATEDAdd 8.60%2,0220.04
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDAdd 78.24%6,3870.04
≡GBTC – GRAYSCALE BITCOIN TR BTCSell−7,442−0.02
≡ALGN – ALIGN TECHNOLOGY INCAdd 10.01%3,0020.01
≡COST – COSTCO WHSL CORP NEWBuy2400.01
≡ODFL – OLD DOMINION FREIGHT LINE INAdd 11.24%5310.00
≡ITB – ISHARES TRReduce 18.01%−2,263−0.00
≡JPM – JPMORGAN CHASE & COAdd 7.70%3,0980.00
≡
GOOG – ALPHABET INC C
Buy
647,436
5.02
≡KMX – CARMAX INCBuy1,594,9484.94
≡PGR – PROGRESSIVE CORPBuy534,8214.69
≡V – VISA INCBuy386,9674.29
≡NVR – NVR INCBuy13,1794.23
≡IBP – INSTALLED BLDG PRODS INCBuy471,5524.10
≡BKNG – BOOKING HOLDINGS INC.Buy20,0033.35
≡MEDP – MEDPACE HOLDINGS INCBuy188,0943.27
≡FIVE – FIVE BELOW INCBuy697,8753.21
≡FISV – FISERV INCBuy484,9333.05
≡KEYS – KEYSIGHT TECHNOLOGIES INCBuy479,5582.77
≡MKL – MARKEL CORPBuy41,4712.76
≡SCHW – SCHWAB CHARLES CORPBuy869,8132.71
≡GOOGL – ALPHABET INCBuy310,0832.39
≡SBUX – STARBUCKS CORPBuy715,6262.35
≡MTB – M & T BK CORPBuy345,2622.21
≡OZK – BANK OZK LITTLE ROCK ARKBuy1,194,5392.07
≡ADI – ANALOG DEVICES INCBuy200,4231.93
≡EW – EDWARDS LIFESCIENCES CORPBuy446,0161.74
≡BAC – BANK AMERICA CORPBuy986,1151.66
≡LULU – LULULEMON ATHLETICA INCBuy130,1131.64
≡ARISTA NETWORKS INCBuy97,6191.45
≡FBIN – FORTUNE BRANDS HOME & SEC INBuy445,6311.22
≡FND – FLOOR & DECOR HLDGS INCBuy276,2981.16
≡DIS – DISNEY WALT COBuy233,2620.98
≡LFUS – LITTELFUSE INCBuy78,6920.85
≡CACC – CREDIT ACCEP CORP MICHBuy25,1070.55
≡KNSL – KINSALE CAPITAL GROUP INBuy32,7440.53
≡MA – MASTERCARD INCORPORATEDBuy23,5240.44
≡JPM – JPMORGAN CHASE & COBuy40,2260.34
≡ALGN – ALIGN TECHNOLOGY INCBuy29,9910.31
≡FERGUSON PLC NEW FBuy29,7650.24
≡BRK.A – BERKSHIRE HATHAWAY INC DELBuy70.18
≡AAPL – APPLE INCBuy10,0270.09
≡NVO – NOVO-NORDISK A SBuy12,4000.07
≡CPRT – COPART INCBuy27,4840.06
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDBuy8,1630.06
≡ITB – ISHARES TRBuy12,5620.05
≡ABNB – AIRBNB INC CL-ABuy7,0550.05
≡GLD – SPDR GOLD TRBuy4,2060.04
≡ODFL – OLD DOMINION FREIGHT LINE INBuy4,7240.04
≡SLV – ISHARES SILVER TRBuy23,0000.03
≡SITE – SITEONE LANDSCAPE SUPPLY INCBuy3,7530.02
≡GBTC – GRAYSCALE BITCOIN TR BTCBuy7,4420.02
≡GOOG – ALPHABETINCSell−906,324−6.49
≡KMX – CARMAXINCSell−1,520,438−5.84
≡FIVE – FIVEBELOWINCSell−644,566−5.63
≡HEI.A – HEICOCORPNEWSell−712,453−5.00
≡V – VISAINCSell−371,370−4.64
≡META – METAPLATFORMSINCSell−282,449−4.60
≡NVR – NVRINCSell−12,674−4.10
≡PGR – PROGRESSIVECORPSell−501,431−3.79
≡KEYS – KEYSIGHTTECHNOLOGIESINCSell−469,888−3.37
≡FBIN – FORTUNEBRANDSHOME&SECINSell−900,458−3.04
≡IBP – INSTALLEDBLDGPRODSINCSell−432,898−2.93
≡LULU – LULULEMONATHLETICAINCSell−120,589−2.52
≡SCHW – SCHWABCHARLESCORPSell−804,561−2.40
≡MTB – M&TBKCORPSell−342,119−2.35
≡FISV – FISERVINCSell−319,094−1.96
≡ADI – ANALOGDEVICESINCSell−186,113−1.77
≡GOOGL – ALPHABETINCSell−234,124−1.66
≡EW – EDWARDSLIFESCIENCESCORPSell−440,602−1.66
≡CIEN – CIENACORPSell−635,463−1.63
≡BAC – BANKAMERICACORPSell−1,027,404−1.53
≡FND – FLOOR&DECORHLDGSINCSell−283,455−1.39
≡COHR – COHERENTCORPSell−707,710−1.25
≡LFUS – LITTELFUSEINCSell−76,018−1.02
≡DIS – DISNEYWALTCOSell−230,818−1.02
≡ARISTANETWORKSINCSell−98,700−0.99
≡MBC – MASTERBRANDINCSell−909,378−0.60
≡ATHM – AUTOHOMEINCSell−343,137−0.57
≡CACC – CREDITACCEPCORPMICHSell−22,104−0.55
≡OZK – BANKOZKLITTLEROCKARKSell−235,926−0.47
≡MA – MASTERCARDINCORPORATEDSell−20,760−0.45
≡JPM – JPMORGANCHASE&COSell−36,606−0.29
≡FERGUSONPLCNEWFSell−26,185−0.23
≡BRK.A – BERKSHIREHATHAWAYINCDELSell−6−0.17
≡AAPL – APPLEINCSell−14,349−0.13
≡SPY – SPDRS&P500ETFTRSell−4,752−0.11
≡ODFL – OLDDOMINIONFREIGHTLINEINSell−4,067−0.09
≡CPRT – COPARTINCSell−27,484−0.06
≡MSFT – MICROSOFTCORPSell−3,600−0.06
≡NVO – NOVO-NORDISKASSell−12,400−0.06
≡ITB – ISHARESTRSell−13,962−0.06
≡KNSL – KINSALECAPITALGROUPINCSell−2,555−0.06
≡MEDP – MEDPACEHOLDINGSINCSell−3,760−0.05
≡TJX – TJXCOSINCNEWSell−8,697−0.04
≡GLD – SPDRGOLDTRSell−4,206−0.04
≡TSM – TAIWANSEMICONDUCTORMFGLTDSell−8,240−0.04
≡BOOT – BOOTBARNHLDGSINCSell−8,253−0.04
≡ROP – ROPERTECHNOLOGIESINCSell−1,335−0.04
≡SITE – SITEONELANDSCAPESUPPLYINCSell−3,753−0.03
≡SBUX – STARBUCKSCORPSell−6,213−0.03
≡FAST – FASTENALCOSell−8,954−0.03
≡SLV – ISHARESSILVERTRSell−23,000−0.03
≡BN – BROOKFIELDCORPSell−14,671−0.02
≡BABA – ALIBABAGROUPHLDGLTDSell−5,004−0.02
≡KNX – KNIGHT-SWIFTTRANSNHLDGSINSell−7,789−0.02
≡GIB – CGIINCSell−1,678−0.01
≡IYF – ISHARESTRSell−2,803−0.01
≡FISV – FISERVINCAdd 17.74%48,0880.16
≡SCHW – SCHWABCHARLESCORPAdd 6.97%52,4300.15
≡ARISTANETWORKSINCReduce 5.06%−5,2570.10
≡BRK.A – BERKSHIREHATHAWAYINCDELReduce 33.33%−3−0.07
≡KNSL – KINSALECAPITALGROUPINCBuy2,5550.06
≡CIEN – CIENACORPReduce 9.68%−68,0690.06
≡MEDP – MEDPACEHOLDINGSINCBuy3,7600.05
≡MA – MASTERCARDINCORPORATEDAdd 7.52%1,4520.05
≡SNBR – SLEEP NUMBER CORPSell−21,057−0.03
≡OZK – BANKOZKLITTLEROCKARKAdd 12.07%25,4040.03
≡JPM – JPMORGANCHASE&COAdd 7.36%2,5110.03
≡LEVI – LEVI STRAUSS & CO NEWSell−32,939−0.02
≡NVO – NOVO-NORDISKASAdd 100.00%6,2000.01
≡BN – BROOKFIELDCORPReduce 9.57%−1,552−0.00
≡ROP – ROPERTECHNOLOGIESINCAdd 7.23%900.00
≡CACC – CREDITACCEPCORPMICHAdd 6.54%1,356−0.00
≡CPRT – COPARTINCAdd 100.00%13,742−0.00
≡ITB – ISHARESTRAdd 5.73%7570.00