What stocks does Francois Rochon own? — Giverny Capital Inc. portfolio & 13F holdings

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).

New positions opened in the latest quarter include BRIGHT HORIZONSFAMILY SOLUTION and INTUITIVE SURGICAL INC. Recently exited names: ALIGN TECHNOLOGY INC, CARMAX INC, and CREDIT ACCEP CORP MICH.