What François Rochon did in Q1 2026

Giverny Capital filed 12 moves in Q1 2026: 2 new, 2 add, 6 trim, 2 exit.

13F filed 2026-05-15. Manager quality score: q9. Philosophy: Buffett-Munger quality compounder investing. Patience. Temperament.

New positions · 2

Fresh money

ADPAUTOMATIC DATA PROC INC

NEW·3.1% book·−17

AAONAAON INC

NEW·0.6% book·−8

Adds · 2

TWFGTWFG INC

ADD +67%·0.4% book·+4

MSFTMICROSOFT CORP

ADD +12%·0.0% book·−8

Trims · 6

BRK.BBERKSHIRE HATHAWAY INC DEL

TRIM -25%·6.9% book·−5

AMEAMETEK INC

TRIM -38%·4.8% book·−7

IBPINSTALLED BLDG PRODS INC

TRIM -22%·3.9% book·−14

AAPLAPPLE INC

TRIM -9%·0.1% book·−20

TSMTAIWAN SEMICONDUCTOR MFG LTD

TRIM -49%·0.1% book·−3

IVVISHARES TR

TRIM -7%·0.0% book·−19

Exits · 2

COFCAPITAL ONE FC

EXIT·0.0% book·−15

IONQINTUITIVE SURGICAL INC

EXIT·0.0% book·−7

Current top holdings

#	Ticker	Weight	Conviction
1	MA Mastercard	11.2%	0
2	V Visa	9.8%	−10
3	GOOGL Alphabet Class A	8.4%	−26
4	CSU.TO Constellation Software	8.1%	0
5	META Meta Platforms	6.2%	+3
6	MCO Moody's	5.5%	+16

Other quarters for François Rochon

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.