François Rochon · quarter digest
What François Rochon did in Q2 2025
Giverny Capital filed 13 moves in Q2 2025: 2 new, 7 add, 3 trim, 1 exit.
13F filed 2025-08-14. Manager quality score: q9. Philosophy: Buffett-Munger quality compounder investing. Patience. Temperament.
New positions · 2
Fresh money
TWFGTWFG INC
NEW·0.2% book·+4
AMZNAMAZON COM INC
NEW·0.0% book·−6
Adds · 7
Adding to conviction
Trims · 3
Taking chips off
Exits · 1
Closed positions
PMMFBLACKROCK ISHS PRM MM ETF
EXIT·0.0% book·0
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
Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.
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Benjamin Graham
The Intelligent Investor
The foundational text. Buffett calls it 'by far the best book about investing ever written.'
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Benjamin Graham & David Dodd
Security Analysis
The deep dive behind The Intelligent Investor — how to actually read a filing and value a business.
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