François Rochon · quarter digest
What François Rochon did in Q1 2025
Giverny Capital filed 20 moves in Q1 2025: 2 new, 3 add, 7 trim, 8 exit.
13F filed 2025-05-15. Manager quality score: q9. Philosophy: Buffett-Munger quality compounder investing. Patience. Temperament.
New positions · 2
Fresh money
BLDRBUILDERS FIRSTSOURCE INC
NEW·0.4% book·+2
PMMFBLACKROCK ISHS PRM MM ETF
NEW·0.0% book·0
Adds · 3
Adding to conviction
KNSLKINSALE CAPITAL GROUP IN
ADD +87%·3.0% book·+2
MEDPMEDPACE HOLDINGS INC
ADD +8%·2.8% book·−24
ANETARISTA NETWORKS INC
ADD +14%·1.3% book·−9
Trims · 7
Taking chips off
Exits · 8
Closed positions
FBINFORTUNE BRANDS HOME & SEC IN
EXIT·0.0% book·−8
ICEINTERCONTINENTAL EXCHANGE IN
EXIT·0.0% book·0
GBTCGRAYSCALE BITCOIN TR BTC
EXIT·0.0% book·0
CAPEDOUBLELINE SHILLER ENHANCED CAPE I
EXIT·0.0% book·0
EWEDWARDS LIFESCIENCES CORP
EXIT·0.0% book·−12
SLVISHARES SILVER TR
EXIT·0.0% book·−5
JJACOBS SOLUTIONS INC
EXIT·0.0% book·−6
UNHUNITEDHEALTH GRP INC
EXIT·0.0% book·−24
Current top holdings
François Rochon’s book, latest snapshot
Other quarters for François Rochon
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.
Deep dive
Reading for your research
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