Giverny Capital Inc.
Managed by Francois Rochon. $3.00B disclosed long-equity portfolio across 49 positions.
| # | Stock | Value | % of Portfolio |
|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | $262.6M | 8.76% |
| 2 | META PLATFORMS INC | $206.9M | 6.90% |
| 3 | AMETEK INC | $201.1M | 6.71% |
| 4 | ALPHABET INC C | $200.7M | 6.69% |
| 5 | HEICO CORP NEW | $190.5M | 6.35% |
| 6 | SCHWAB CHARLES CORP | $158.4M | 5.28% |
| 7 | MEDPACE HOLDINGS INC | $147.9M | 4.93% |
| 8 | VISA INC | $142.9M | 4.77% |
| 9 | INSTALLED BLDG PRODS INC | $134.7M | 4.49% |
| 10 | PROGRESSIVE CORP | $122.2M | 4.08% |
| 11 | FIVE BELOW INC | $120.1M | 4.01% |
| 12 | BOOKING HOLDINGS INC. | $114.8M | 3.83% |
| 13 | ALPHABET INC | $113.1M | 3.77% |
| 14 | NVR INC | $102.9M | 3.43% |
| 15 | MARKEL CORP | $94.5M | 3.15% |
| 16 | KINSALE CAPITAL GROUP IN | $83.8M | 2.80% |
| 17 | KEYSIGHT TECHNOLOGIES INC | $67.9M | 2.26% |
| 18 | DISNEY WALT CO | $61.9M | 2.07% |
| 19 | BROWN & BROWN | $61.6M | 2.05% |
| 20 | BANK OZK LITTLE ROCK ARK | $58.2M | 1.94% |
| 21 | RESMED INC | $56.7M | 1.89% |
| 22 | ARISTA NETWORKS INC | $54.9M | 1.83% |
| 23 | ANALOG DEVICES INC | $47.9M | 1.60% |
| 24 | BRIGHT HORIZONSFAMILY SOLUTION | $41.6M | 1.39% |
| 25 | LULULEMON ATHLETICA INC | $30.0M | 1.00% |
For full quarterly history, transactions, and the investor profile, see Francois Rochon's page →
More related to Francois Rochon 0001641864
Compare with other superinvestors
Other superinvestors
By investing strategy
Giverny Capital Inc. — overview
Francois Rochon runs Giverny Capital Inc., a multi-strategy investment firm tracked here via SEC 13F filings. As of the Q4 2025 13F filing, the disclosed long-equity portfolio is valued at $3.0B across 49 positions. The largest holdings are BERKSHIRE HATHAWAY INC DEL, META PLATFORMS INC, and AMETEK INC (BERKSHIRE HATHAWAY INC DEL alone is 8.8% of the book).
Key takeaways
- Disclosed Q4 2025 portfolio: $3.0B.
- Top holdings: BERKSHIRE HATHAWAY INC DEL, META PLATFORMS INC, and AMETEK INC.