Giverny Capital
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Francois Rochon's Giverny Capital reported 50 stock positions worth $2.4 billion. Its top holding was Berkshire Hathaway Class B (BRK.B) at 8.3% of the portfolio, followed by Ametek (AME, 6.6%) and Meta Platforms Class A (META, 6.3%). Compared with Q1 2024, it sold out of 3, added to 34 and reduced 5. The biggest buy was Booking (BKNG, shares +77%) and the biggest sale Markel (MKL, shares −49%).
- Most Recent 13F
- Q2 2026
- Notable People
- Francois Rochon
- Location
- MONTREAL, A8
- CIK
- 0001641864
- Portfolio Value
- $2.4B (Q2 2024)
- SEC Filing
- 0001641864-24-000006 ↗ filed Aug 14, 2024
Holdings Value
Holdings 50 stocks · $2.4B
| BRK.B Berkshire Hathaway Inc. Class B | 8.33% | 484,470 | $197.1M | Add +0.9% |
| AME Ametek Inc. | 6.60% | 936,696 | $156.2M | Add +0.9% |
| META Meta Platforms Inc. Class A | 6.34% | 297,713 | $150.1M | Add +0.6% |
| HEI.A Heico Corp. Class A | 5.43% | 723,697 | $128.5M | Add +0.7% |
| GOOG Alphabet Inc. Class C | 5.02% | 647,436 | $118.8M | Add +0.3% |
| KMX Carmax Inc. | 4.94% | 1,594,948 | $117.0M | Add +0.8% |
| PGR Progressive Corp. | 4.69% | 534,821 | $111.1M | Add +0.8% |
| V Visa Inc. Class A | 4.29% | 386,967 | $101.6M | Add +1.3% |
| NVR NVR Inc. | 4.23% | 13,179 | $100.0M | Add +0.3% |
| IBP Installed Building Products | 4.10% | 471,552 | $97.0M | Add +1.0% |
| BKNG Booking Holdings Inc. | 3.35% | 20,003 | $79.2M | Add +77.1% |
| MEDP Medpace Holdings Inc. | 3.27% | 188,094 | $77.5M | Add +1.6% |
| FIVE Five Below | 3.21% | 697,875 | $76.0M | Add +4.6% |
| FISV Fiserv Inc. | 3.05% | 484,933 | $72.3M | Add +1.0% |
| KEYS Keysight Technologies Inc. | 2.77% | 479,558 | $65.6M | Add +0.3% |
| MKL Markel Group Inc. | 2.76% | 41,471 | $65.3M | Reduce -48.5% |
| SCHW Schwab (charles) Corp. | 2.71% | 869,813 | $64.1M | Add +1.0% |
| GOOGL Alphabet Inc. Class A | 2.39% | 310,083 | $56.5M | Add +6.0% |
| SBUX Starbucks Corp. | 2.35% | 715,626 | $55.7M | Add +92.6% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 2.21% | 345,262 | $52.3M | Reduce -2.1% |
| OZK Bank Ozk | 2.07% | 1,194,539 | $49.0M | Add +2.5% |
| ADI Analog Devices Inc. | 1.93% | 200,423 | $45.7M | Add +3.6% |
| EW Edwards Lifesciences Corp. | 1.74% | 446,016 | $41.2M | Add +0.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.66% | 986,115 | $39.2M | Reduce -0.1% |
| LULU Lululemon Athletica Inc. | 1.64% | 130,113 | $38.9M | Add +0.7% |
| ANET Arista Networks Inc. | 1.45% | 97,619 | $34.2M | Add +2.1% |
| FBIN Fortune Brands Innovations I | 1.22% | 445,631 | $28.9M | Reduce -1.6% |
| FND Floor & Decor Holdings Inc. Class A | 1.16% | 276,298 | $27.5M | Add +1.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.98% | 233,262 | $23.2M | Add +0.2% |
| LFUS Littelfuse Inc. | 0.85% | 78,692 | $20.1M | Add +0.9% |
| CACC Credit Acceptance Corp. | 0.55% | 25,107 | $12.9M | Add +3.9% |
| KNSL Kinsale Capital Group Inc. | 0.53% | 32,744 | $12.6M | Add +85.9% |
| MA Mastercard Inc. Class A | 0.44% | 23,524 | $10.4M | Add +3.1% |
| JPM JPMorgan Chase & Co. | 0.34% | 40,226 | $8.1M | Add +2.6% |
| ALGN Align Technology Inc. | 0.31% | 29,991 | $7.2M | Add +3.9% |
| FERG Ferguson Jersey Ltd. | 0.24% | 29,765 | $5.8M | Add +3.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.18% | 7 | $4.3M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.11% | 4,752 | $2.6M | No change |
| AAPL Apple Inc. | 0.09% | 10,027 | $2.1M | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.07% | 12,400 | $1.8M | No change |
| CPRT Copart Inc. | 0.06% | 27,484 | $1.5M | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.06% | 8,163 | $1.4M | Reduce -0.4% |
| ITB iShares U.S. Home Constructi | 0.05% | 12,562 | $1.3M | Add +10.7% |
| ABNB Airbnb Inc. Class A | 0.05% | 7,055 | $1.1M | No change |
| GLD SPDR Gold Shares | 0.04% | 4,206 | $904K | No change |
| ODFL Old Dominion Freight Line | 0.04% | 4,724 | $834K | Add +100.0% |
| DFH Dream Finders Homes Inc. Class A | 0.04% | 32,202 | $831K | No change |
| SLV iShares Silver Trust | 0.03% | 23,000 | $611K | No change |
| SITE Siteone Landscape Supply Inc. | 0.02% | 3,753 | $456K | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.02% | 7,442 | $396K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| MKL Markel Group Inc. | Reduce -48.5% | 2.76% | −2.21 |
| FBIN Fortune Brands Innovations I | Reduce -1.6% | 1.22% | −0.33 |
| COHR Coherent Corp. | Sold out | 0.00% | −0.29 |
| TJX TJX Companies Inc. | Sold out | 0.00% | −0.00 |
| CIEN Ciena Corp. | Sold out | 0.00% | −0.00 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.4% | 0.06% | +0.01 |
| MTB M & T Bank Corp. | Reduce -2.1% | 2.21% | +0.13 |
| BAC Bank of America Corp. | Reduce -0.1% | 1.66% | +0.14 |
Portfolio Buys Q1 2024 → Q2 2024
| BKNG Booking Holdings Inc. | Add +77.1% | 3.35% | +1.68 |
| GOOG Alphabet Inc. Class C | Add +0.3% | 5.02% | +1.03 |
| SBUX Starbucks Corp. | Add +92.6% | 2.35% | +0.98 |
| HEI.A Heico Corp. Class A | Add +0.7% | 5.43% | +0.93 |
| GOOGL Alphabet Inc. Class A | Add +6.0% | 2.39% | +0.59 |
| META Meta Platforms Inc. Class A | Add +0.6% | 6.34% | +0.51 |
| ADI Analog Devices Inc. | Add +3.6% | 1.93% | +0.38 |
| ANET Arista Networks Inc. | Add +2.1% | 1.45% | +0.32 |
| PGR Progressive Corp. | Add +0.8% | 4.69% | +0.24 |
| MEDP Medpace Holdings Inc. | Add +1.6% | 3.27% | +0.23 |
| SCHW Schwab (charles) Corp. | Add +1.0% | 2.71% | +0.18 |
| KNSL Kinsale Capital Group Inc. | Add +85.9% | 0.53% | +0.16 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.9% | 8.33% | +0.13 |
| LFUS Littelfuse Inc. | Add +0.9% | 0.85% | +0.08 |
| JPM JPMorgan Chase & Co. | Add +2.6% | 0.34% | +0.03 |
| ODFL Old Dominion Freight Line | Add +100.0% | 0.04% | +0.01 |
| EW Edwards Lifesciences Corp. | Add +0.1% | 1.74% | +0.01 |
| CACC Credit Acceptance Corp. | Add +3.9% | 0.55% | +0.01 |
| ITB iShares U.S. Home Constructi | Add +10.7% | 0.05% | +0.00 |
| MA Mastercard Inc. Class A | Add +3.1% | 0.44% | −0.01 |
| FERG Ferguson Jersey Ltd. | Add +3.0% | 0.24% | −0.01 |
| V Visa Inc. Class A | Add +1.3% | 4.29% | −0.04 |
| FISV Fiserv Inc. | Add +1.0% | 3.05% | −0.06 |
| ALGN Align Technology Inc. | Add +3.9% | 0.31% | −0.08 |
| OZK Bank Ozk | Add +2.5% | 2.07% | −0.08 |
| NVR NVR Inc. | Add +0.3% | 4.23% | −0.09 |
| DIS The Walt Disney Co. | Add +0.2% | 0.98% | −0.18 |
| KEYS Keysight Technologies Inc. | Add +0.3% | 2.77% | −0.27 |
| FND Floor & Decor Holdings Inc. Class A | Add +1.4% | 1.16% | −0.27 |
| AME Ametek Inc. | Add +0.9% | 6.60% | −0.29 |
| LULU Lululemon Athletica Inc. | Add +0.7% | 1.64% | −0.41 |
| KMX Carmax Inc. | Add +0.8% | 4.94% | −0.65 |
| IBP Installed Building Products | Add +1.0% | 4.10% | −0.81 |
| FIVE Five Below | Add +4.6% | 3.21% | −1.70 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026Amended | 51 | $3.0B | GOOG, HEI.A, META, SCHW, ADP |
| Q1 2026 | 51 | $2.7B | BRK.B, GOOG, META, HEI.A, SCHW |
| Q4 2025 | 50 | $3.0B | BRK.B, META, AME, GOOG, HEI.A |
| Q3 2025Amended | 52 | $3.0B | BRK.B, META, HEI.A, AME, GOOG |
| Q2 2025 | 55 | $2.9B | BRK.B, META, HEI.A, AME, SCHW |
| Q1 2025Amended | 54 | $2.7B | BRK.B, META, AME, HEI.A, PGR |
| Q4 2024Amended | 62 | $2.7B | BRK.B, META, AME, HEI.A, KMX |
| Q3 2024 | 52 | $2.6B | BRK.B, META, AME, HEI.A, PGR |
| Q2 2024 | 50 | $2.4B | BRK.B, AME, META, HEI.A, GOOG |
| Q1 2024Amended | 53 | $2.5B | BRK.B, AME, META, KMX, MKL |