François Rochon · quarter digest
What François Rochon did in Q1 2026
Giverny Capital filed 17 moves in Q1 2026: 5 new, 3 add, 6 trim, 3 exit.
13F filed 2026-05-15. Manager quality score: q9. Philosophy: Buffett-Munger quality compounder investing. Patience. Temperament.
New positions · 5
Fresh money
ADPAUTOMATIC DATA PROC INC
NEW·3.1% book·−14
AAONAAON INC
NEW·0.6% book·−8
SUNBSUNBELT RENTALS HLDGS IN GB SHRS
NEW·0.6% book·+11
RSPINVESCO S&P500 EQ WGT ETF
NEW·0.0% book·+8
QQQMINVESCO EXCH TRADED FD TR II
NEW·0.0% book·+3
Adds · 3
Adding to conviction
BFAMBRIGHT HORIZONSFAMILY SOLUTION
ADD +81%·2.2% book·+5
TWFGTWFG INC
ADD +67%·0.4% book·+4
MSFTMICROSOFT CORP
ADD +12%·0.0% book·−17
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Remove with Pro →Trims · 6
Taking chips off
Exits · 3
Closed positions
COFCAPITAL ONE FC
EXIT·0.0% book·−18
DFHDREAM FINDERS HOMES
EXIT·0.0% book·−9
ISRGINTUITIVE SURGICAL INC
EXIT·0.0% book·−8
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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