François Rochon · quarter digest
What François Rochon did in Q2 2026
Giverny Capital filed 25 moves in Q2 2026: 3 new, 5 add, 13 trim, 4 exit.
13F filed 2026-08-14. Manager quality score: q9. Philosophy: Buffett-Munger quality compounder investing. Patience. Temperament.
New positions · 3
Fresh money
NYTNEW YORK TIMES CO-A-
NEW·1.1% book·+3
AXPAMERICAN EXPRESS CO
NEW·0.5% book·−7
QQQINVESCO QQQ TR
NEW·0.0% book·+3
Adds · 5
Adding to conviction
SCHWSCHWAB CHARLES CORP
ADD +9%·5.2% book·+25
ADPAUTOMATIC DATA PROC INC
ADD +56%·4.9% book·−13
BKNGBOOKING HOLDINGS INC.
ADD +2375%·3.1% book·−10
TWFGTWFG INC
ADD +18%·0.5% book·+4
IVVISHARES TR
ADD +7%·0.0% book·−19
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Remove with Pro →Trims · 13
Taking chips off
BRK.BBERKSHIRE HATHAWAY INC DEL
TRIM -34%·4.4% book·−1
GOOGLALPHABET INC
TRIM -11%·3.7% book·−27
ANETARISTA NETWORKS INC
TRIM -20%·1.9% book·−2
KEYKEYSIGHT TECHNOLOGIES INC
TRIM -56%·1.7% book·−12
ADIANALOG DEVICES INC
TRIM -45%·1.2% book·−10
LFUSLITTELFUSE INC
TRIM -8%·1.1% book·0
JPMJPMORGAN CHASE & CO
TRIM -8%·0.5% book·−5
LULULULULEMON ATHLETICA INC
TRIM -10%·0.5% book·+7
AAPLAPPLE INC
TRIM -14%·0.1% book·−20
SPGSPDR S&P 500 ETF
TRIM -7%·0.1% book·−3
TSMTAIWAN SEMICONDUCTOR MFG LTD
TRIM -55%·0.1% book·−2
CPRTCOPART INC
TRIM -70%·0.0% book·+6
MSFTMICROSOFT CORP
TRIM -6%·0.0% book·−11
Exits · 4
Closed positions
MTBM & T BK CORP
EXIT·0.0% book·−11
ODFLOLD DOMINION FREIGHT LINE IN
EXIT·0.0% book·+3
SITESITEONE LANDSCAPE SUPPLY INC
EXIT·0.0% book·−9
NVONOVO-NORDISK A S
EXIT·0.0% book·−8
Current top holdings
François Rochon’s book, latest snapshot
Other quarters for François Rochon
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.