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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, 246 added1 reduced3 exited
≡MKL – MARKEL CORPReduce 48.51%−39,078−2.21
≡BKNG – BOOKING HOLDINGS INC.Add 77.11%8,7091.68
≡SBUX – STARBUCKS CORPAdd 92.61%344,0750.98
≡GOOGL – ALPHABET INCAdd 5.95%17,4190.59
Q1 2024filed May 13, 243 new11 added5 reduced9 exited
≡FBIN – FORTUNE BRANDS HOME & SEC INReduce 49.79%−449,022−1.67
≡BKNG – BOOKING HOLDINGS INC.Buy11,2941.66
≡OZK – BANK OZK LITTLE ROCK ARKAdd 387.96%926,3391.59
≡SBUX – STARBUCKS CORPAdd 5880.22%365,338
Q4 2023filed Feb 9, 242 new7 added9 reduced2 exited
≡GOOG – ALPHABET INCReduce 29.61%−268,374−2.26
≡MEDP – MEDPACE HOLDINGS INCAdd 4093.19%153,9042.22
≡MKL – MARKEL CORPReduce 6.32%−5,345−1.47
≡COHR – COHERENT CORPReduce 84.72%−599,573
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
≡COHR – COHERENT CORPSell−116,314−0.29
≡KNSL – KINSALE CAPITAL GROUP INAdd 85.94%15,1340.16
≡ODFL – OLD DOMINION FREIGHT LINE INAdd 100.00%2,3620.01
≡TJX – TJX COS INC NEWSell−1,085−0.00
≡CIEN – CIENA CORPSell−661−0.00
≡ITB – ISHARES TRAdd 10.68%1,2120.00
1.35
≡CIEN – CIENA CORPReduce 99.89%−625,275−1.32
≡LULU – LULULEMON ATHLETICA INCAdd 6.14%7,474−0.87
≡MEDP – MEDPACE HOLDINGS INCAdd 17.49%27,5680.77
≡MBC – MASTERBRAND INCSell−912,988−0.64
≡ATHM – AUTOHOME INCSell−312,582−0.41
≡FISV – FISERV INCAdd 5.58%25,3720.28
≡FND – FLOOR & DECOR HLDGS INCReduce 5.14%−14,754−0.07
≡COHR – COHERENT CORPAdd 7.56%8,1770.07
≡ABNB – AIRBNB INC CL-ABuy7,0550.05
≡ALGN – ALIGN TECHNOLOGY INCAdd 6.29%1,7090.03
≡ROP – ROPER TECHNOLOGIES INCSell−1,330−0.03
≡TJX – TJX COS INC NEWReduce 87.47%−7,572−0.03
≡BOOT – BOOT BARN HLDGS INCSell−8,253−0.03
≡CACC – CREDIT ACCEP CORP MICHAdd 6.83%1,544−0.02
≡JPM – JPMORGAN CHASE & COAdd 6.61%2,4300.02
≡FAST – FASTENAL COSell−8,154−0.02
≡KNX – KNIGHT-SWIFT TRANSN HLDGS INSell−7,789−0.02
≡GBTC – GRAYSCALE BITCOIN TR BTCBuy7,4420.02
≡BABA – ALIBABA GROUP HLDG LTDSell−4,976−0.02
≡MA – MASTERCARD INCORPORATEDAdd 6.69%1,4310.02
≡ITB – ISHARES TRReduce 22.67%−3,327−0.02
≡FERGUSON PLC NEW FAdd 7.20%1,9420.01
≡GIB – CGI INCSell−1,585−0.01
≡MSFT – MICROSOFT CORPSell−288−0.01
−1.03
≡IBP – INSTALLED BLDG PRODS INCAdd 5.20%22,5280.98
≡FISV – FISERV INCAdd 42.55%135,7800.88
≡ALGN – ALIGN TECHNOLOGY INCBuy27,1620.35
≡KNSL – KINSALE CAPITAL GROUP INAdd 589.24%15,0550.22
≡GOOGL – ALPHABET INCAdd 19.33%45,2620.17
≡ATHM – AUTOHOME INCReduce 8.90%−30,555−0.15
≡MSFT – MICROSOFT CORPReduce 92.00%−3,312−0.06
≡DFH – DREAM FINDERS HOMESBuy32,2020.05
≡ODFL – OLD DOMINION FREIGHT LINE INReduce 41.92%−1,705−0.05
≡AAPL – APPLE INCReduce 29.05%−4,168−0.04
≡BN – BROOKFIELDCORPSell−14,671−0.02
≡IYF – ISHARESTRSell−2,803−0.01
≡ITB – ISHARES TRAdd 5.12%7150.01
≡BRK.A – BERKSHIRE HATHAWAY INC DELAdd 16.67%10.01
≡GIB – CGI INCReduce 5.54%−93−0.00
≡FAST – FASTENAL COReduce 8.93%−800−0.00
≡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