What Francois Rochon bought and sold in Q2 2026
In Q2 2026, Francois Rochon (Giverny Capital) exited 50 (BRK/B, GOOG, META).
0New0Added0Trimmed50Exited
Exited (50)
- BRK/BBerkshire Hathaway Inc-cl Bwas 6.6% of book
- GOOGAlphabet Inc-cl Cwas 6.5% of book
- METAMeta Platforms Inc-class Awas 6.4% of book
- HEI/AHeico Corp-class Awas 5.7% of book
- SCHWSchwab (charles) Corpwas 5.3% of book
- FIVEFive Belowwas 5.2% of book
- AMEAmetek Incwas 4.8% of book
- MEDPMedpace Holdings Incwas 4.5% of book
- VVisa Inc-class A Shareswas 4.4% of book
- IBPInstalled Building Productswas 3.9% of book
- PGRProgressive Corpwas 3.8% of book
- GOOGLAlphabet Inc-cl Awas 3.7% of book
- KEYSKeysight Technologies INwas 3.3% of book
- NVRNvr Incwas 3.3% of book
- BKNGBooking Holdings Incwas 3.3% of book
- ADPAutomatic Data Processingwas 3.1% of book
- MKLMarkel Group Incwas 3.0% of book
- KNSLKinsale Capital Group Incwas 2.7% of book
- BFAMBright Horizons Family Solutwas 2.2% of book
- OZKBank Ozkwas 2.1% of book
- ADIAnalog Devices Incwas 2.0% of book
- ANETArista Networks Incwas 1.9% of book
- DISWalt Disney Co/thewas 1.9% of book
- RMDResmed Incwas 1.9% of book
- BROBrown & Brown Incwas 1.8% of book
- LFUSLittelfuse Incwas 1.0% of book
- LULULululemon Athletica Incwas 0.8% of book
- SUNBSunbelt Rentals Holdings Incwas 0.6% of book
- AAONAaon Incwas 0.6% of book
- JPMJpmorgan Chase & COwas 0.6% of book
- MAMastercard Inc - Awas 0.5% of book
- FNDFloor & Decor Holdings Inc-awas 0.4% of book
- TWFGTwfg Incwas 0.4% of book
- FERGFerguson Enterprises Incwas 0.3% of book
- BRK/ABerkshire Hathaway Inc-cl Awas 0.3% of book
- BLDRBuilders Firstsource Incwas 0.3% of book
- AAPLApple Incwas 0.1% of book
- TSMTaiwan Semiconductor-sp Adrwas 0.1% of book
- YUMCYum China Holdings Incwas 0.1% of book
- GLDSpdr Gold Shareswas 0.1% of book
- SPYSS Spdr S&p 500 Etf Trust-uswas 0.1% of book
- MTBM & T Bank Corpwas 0.1% of book
- RSPInvesco S&p 500 Equal Weightwas <0.1% of book
- QQQMInvesco Nasdaq 100 Etfwas <0.1% of book
- ODFLOld Dominion Freight Linewas <0.1% of book
- ITBIshares U.s. Home Constructiwas <0.1% of book
- CPRTCopart Incwas <0.1% of book
- MSFTMicrosoft Corpwas <0.1% of book
- SITESiteone Landscape Supply Incwas <0.1% of book
- NVONovo-nordisk A/s-spons Adrwas <0.1% of book
Francois Rochon's other filings
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.