What Francois Rochon bought and sold in Q2 2026

In Q2 2026, Francois Rochon (Giverny Capital) opened 7 new positions — including NYT (1.1%), MSA (1.0%), WSO (0.9%), added to 3, trimmed 6, exited 6 (MTB, RSP, QQQM). The book stood at $2.97B across 51 positions, filed Aug 26, 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.