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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
≡KEYS – KEYSIGHT TECHNOLOGIES INCReduce 55.73%−180,112−1.66
≡MKL – MARKEL CORPReduce 28.10%−12,067−0.98
≡ADI – ANALOG DEVICES INCReduce 45.45%−77,742−0.75
≡LULU – LULULEMON ATHLETICA INCReduce 9.68%−13,797−0.30
≡LFUS – LITTELFUSE INCReduce 8.17%−6,5940.13
≡SUNB – SUNBELT RENTALS HOLDINGSReduce 9.04%−24,4740.08
≡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
≡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
≡AME – AMETEK INCReduce 37.51%−367,400−1.90
≡BRK.B – BERKSHIRE HATHAWAY INC DELReduce 25.17%−127,359−1.84
≡IBP – INSTALLED BLDG PRODS INCReduce 22.26%−115,571−0.57
≡COF – CAPITAL ONE FCSell−8,274
Q4 2025filed Feb 13, 262 new5 added4 exited
≡FISV – FISERV INCSell−651,257−2.85
≡KMX – CARMAX INCSell−1,670,114−2.54
≡ALGN – ALIGN TECHNOLOGY INCSell−45,691−0.19
≡CACC – CREDIT ACCEP CORP MICHSell−6,874−0.09
Q3 2025filed Nov 17, 251 new2 added6 reduced4 exited
≡SBUX – STARBUCKS CORPSell−750,248−2.36
≡BAC – BANK AMERICA CORPSell−1,004,119−1.63
≡GOOGL – ALPHABET INCReduce 5.39%−20,4740.66
≡CACC – CREDIT ACCEP CORP MICHReduce 77.46%−23,627
Q2 2025filed Aug 13, 253 new10 added2 reduced2 exited
≡MTB – M & T BK CORPReduce 97.95%−359,992−2.37
≡ARISTA NETWORKS INCSell−466,528−1.33
≡PMMF – BLACKROCK ISHS PRM MM ETFSell−12,876−0.05
≡COF – CAPITAL ONE FCReduce 24.44%−3,000−0.01
Q1 2025filed Aug 12, 253 new5 added7 reduced11 exited
≡FBIN – FORTUNE BRANDS HOME & SEC INSell−463,140−1.16
≡FIVE – FIVE BELOW INCReduce 15.10%−110,520−1.09
≡ICE – INTERCONTINENTAL EXCHANGE INSell−16,799−0.09
≡AAPL – APPLE INCReduce 44.82%−7,609
Q4 2024filed Aug 12, 2511 new6 added3 reduced1 exited
≡EW – EDWARDS LIFESCIENCES CORPReduce 99.94%−446,031−1.12
≡KEYS – KEYSIGHT TECHNOLOGIES INCReduce 31.02%−149,225−0.96
≡ADI – ANALOG DEVICES INCReduce 16.66%−34,336−0.47
≡LIBERTY MEDIA CORP SERIES C LIBERTY MEDIASell−15,000−0.04
Q3 2024filed Nov 13, 245 new13 added2 reduced3 exited
≡FERGUSON PLC NEW FSell−29,765−0.24
≡FND – FLOOR & DECOR HLDGS INCReduce 16.51%−45,617−0.07
≡ABNB – AIRBNB INC CL-ASell−7,055−0.05
≡GBTC – GRAYSCALE BITCOIN TR BTCSell−7,442−0.02
Q2 2024filed Aug 14, 246 added1 reduced3 exited
≡MKL – MARKEL CORPReduce 48.51%−39,078−2.21
≡COHR – COHERENT CORPSell−116,314−0.29
≡TJX – TJX COS INC NEWSell−1,085−0.00
≡CIEN – CIENA CORPSell−661−0.00
Q1 2024filed May 13, 243 new11 added5 reduced9 exited
≡FBIN – FORTUNE BRANDS HOME & SEC INReduce 49.79%−449,022−1.67
≡CIEN – CIENA CORPReduce 99.89%−625,275−1.32
≡MBC – MASTERBRAND INCSell−912,988−0.64
≡ATHM – AUTOHOME INCSell−312,582
Q4 2023filed Feb 9, 242 new7 added9 reduced2 exited
≡GOOG – ALPHABET INCReduce 29.61%−268,374−2.26
≡MKL – MARKEL CORPReduce 6.32%−5,345−1.47
≡COHR – COHERENT CORPReduce 84.72%−599,573−1.03
≡ATHM – AUTOHOME INCReduce 8.90%−30,555
Q3 2023filed Jan 25, 243 new12 added4 reduced3 exited
≡SSNC – SS&C TECHNOLOGIES HLDGS INCSell−161,122−0.51
≡ARISTANETWORKSINCReduce 5.06%−5,2570.10
≡BRK.A – BERKSHIREHATHAWAYINCDELReduce 33.33%−3−0.07
≡CIEN – CIENACORPReduce 9.68%−68,0690.06
−0.07
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDReduce 49.44%−7,944−0.06
≡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
−0.45
≡ANET – ARISTA NETWORKS INCReduce 14.54%−70,1620.34
≡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
−0.08
≡SPY – SPDR S&P 500 ETFReduce 45.98%−2,185−0.05
≡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
≡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
≡GLD – SPDR GOLD TRReduce 7.32%−3080.00
≡EW – EDWARDS LIFESCIENCES CORPSell−257−0.00
≡ITB – ISHARES TRReduce 18.01%−2,263−0.00
−0.41
≡FND – FLOOR & DECOR HLDGS INCReduce 5.14%−14,754−0.07
≡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
≡FAST – FASTENAL COSell−8,154−0.02
≡KNX – KNIGHT-SWIFT TRANSN HLDGS INSell−7,789−0.02
≡BABA – ALIBABA GROUP HLDG LTDSell−4,976−0.02
≡ITB – ISHARES TRReduce 22.67%−3,327−0.02
≡GIB – CGI INCSell−1,585−0.01
≡MSFT – MICROSOFT CORPSell−288−0.01
−0.15
≡MSFT – MICROSOFT CORPReduce 92.00%−3,312−0.06
≡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
≡GIB – CGI INCReduce 5.54%−93−0.00
≡FAST – FASTENAL COReduce 8.93%−800−0.00
≡SNBR – SLEEP NUMBER CORPSell−21,057−0.03
≡LEVI – LEVI STRAUSS & CO NEWSell−32,939−0.02
≡BN – BROOKFIELDCORPReduce 9.57%−1,552−0.00