13F Portfolio · Q1 2026
François Rochon
Giverny Capital · 49% top-10 concentration
Value
Top 3 holdings
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 6.9% |
| GOOG | ALPHABET INC C | 6.5% |
| META | META PLATFORMS INC | 6.4% |
Closest replicating ETF:XLF · overlap 140.0 · 2 shared