What did Francois Rochon buy in Q1 2026?

Francois Rochon opened 5 new positions (ADP, SUNB, AAON, RSP, QQQM) and added to 2 existing holdings in the Q1 2026 13F.

What did Francois Rochon sell in Q1 2026?

Francois Rochon exited 4 positions (COF, DFH, ISRG, COST) and trimmed 4.

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.

5New2Added4Trimmed4Exited

Share𝕏 in

New positions (5)

ADPAutomatic Data Processing3.1% · $85M
SUNBSunbelt Rentals Holdings Inc0.6% · $18M
AAONAaon Inc0.6% · $17M
RSPInvesco S&p 500 Equal Weight<0.1% · $1M
QQQMInvesco Nasdaq 100 Etf<0.1% · $1M

Added to (2)

BFAMBright Horizons Family Solut+81% shares · 2.2% · $61M
TWFGTwfg Inc+67% shares · 0.4% · $10M

Trimmed (4)

BRK/BBerkshire Hathaway Inc-cl B-25% shares · 6.6% · $181M
AMEAmetek Inc-38% shares · 4.8% · $131M
IBPInstalled Building Products-22% shares · 3.9% · $107M
TSMTaiwan Semiconductor-sp Adr-49% shares · 0.1% · $3M

Exited (4)

COFCapital One Financial Corpwas 0.1% of book
DFHDream Finders Homes Inc - Awas <0.1% of book
ISRGIntuitive Surgical Incwas <0.1% of book
COSTCostco Wholesale Corpwas <0.1% of book

Francois Rochon's other filings

Q2 2026 changes Q4 2025 changes Q3 2025 changes Q2 2025 changes Q1 2025 changes

Francois Rochon's full portfolio →The whole cohort in Q1 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.