What Francois Rochon bought and sold in Q1 2026

In Q1 2026, Francois Rochon (Giverny Capital) opened 5 new positions — including ADP (3.1%), SUNB (0.6%), AAON (0.6%), added to 2, trimmed 4, exited 4 (COF, DFH, ISRG). The book stood at $2.73B across 51 positions, filed May 15, 2026.

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.