François Rochon · quarter digest
What François Rochon did in Q2 2026
Giverny Capital filed 37 moves in Q2 2026: 7 new, 8 add, 15 trim, 7 exit.
13F filed 2026-08-14. Manager quality score: q9. Philosophy: Buffett-Munger quality compounder investing. Patience. Temperament.
New positions · 7
Fresh money
NYTNEW YORK TIMES CO-A-
NEW·1.1% book·+4
MSAMSA SAFETY INC
NEW·1.0% book·−8
WSOWATSCO INC
NEW·0.9% book·−1
VEEVVEEVA SYSTEMS INC CL-A
NEW·0.6% book·−2
AXPAMERICAN EXPRESS CO
NEW·0.5% book·−7
HWKNHAWKINS INC
NEW·0.5% book·−4
QQQINVESCO QQQ TR
NEW·0.0% book·+3
Adds · 8
Adding to conviction
SCHWSCHWAB CHARLES CORP
ADD +9%·5.2% book·+25
ADPAUTOMATIC DATA PROC INC
ADD +56%·4.9% book·−14
BKNGBOOKING HOLDINGS INC.
ADD +2375%·3.1% book·−8
KNSLKINSALE CAPITAL GROUP IN
ADD +10%·2.7% book·+2
BFAMBRIGHT HORIZONSFAMILY SOLUTION
ADD +46%·2.6% book·+5
RMDRESMED INC
ADD +69%·2.5% book·+1
TWFGTWFG INC
ADD +18%·0.5% book·+4
ITBISHARES TR
ADD +7%·0.0% book·−2
Advertisement
Remove with Pro →Trims · 15
Taking chips off
BRK.BBERKSHIRE HATHAWAY INC DEL
TRIM -34%·4.4% book·−2
GOOGLALPHABET INC
TRIM -11%·3.7% book·−27
MKLMARKEL CORP
TRIM -28%·2.0% book·−12
ANETARISTA NETWORKS INC
TRIM -20%·1.9% book·−9
KEYSKEYSIGHT TECHNOLOGIES INC
TRIM -56%·1.7% book·−9
ADIANALOG DEVICES INC
TRIM -45%·1.2% book·−11
LFUSLITTELFUSE INC
TRIM -8%·1.1% book·0
SUNBSUNBELT RENTALS HOLDINGS
TRIM -9%·0.7% book·+11
JPMJPMORGAN CHASE & CO
TRIM -8%·0.5% book·−4
LULULULULEMON ATHLETICA INC
TRIM -10%·0.5% book·+7
AAPLAPPLE INC
TRIM -14%·0.1% book·−21
SPYSPDR S&P 500 ETF
TRIM -7%·0.1% book·−2
TSMTAIWAN SEMICONDUCTOR MFG LTD
TRIM -55%·0.1% book·−2
CPRTCOPART INC
TRIM -70%·0.0% book·+6
MSFTMICROSOFT CORP
TRIM -6%·0.0% book·−17
Exits · 7
Closed positions
MTBM & T BK CORP
EXIT·0.0% book·−12
RSPINVESCO S&P500 EQ WGT ETF
EXIT·0.0% book·+8
QQQMINVESCO EXCH TRADED FD TR II
EXIT·0.0% book·+3
BIRKBIRKENSTOCK HLDG PLC
EXIT·0.0% book·−6
ODFLOLD DOMINION FREIGHT LINE IN
EXIT·0.0% book·+3
SITESITEONE LANDSCAPE SUPPLY INC
EXIT·0.0% book·−9
NVONOVO-NORDISK A S
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.
Amazon affiliate links — as an Amazon Associate, HoldLens earns from qualifying purchases and membership trials at no extra cost to you. These are books we genuinely recommend. Not investment advice; always do your own research.
Benjamin Graham
The Intelligent Investor
The foundational text. Buffett calls it 'by far the best book about investing ever written.'
See price on Amazon
Benjamin Graham & David Dodd
Security Analysis
The deep dive behind The Intelligent Investor — how to actually read a filing and value a business.
See price on Amazon
See the full investing reading list
More by topic:Foundations