Francois Rochon - Giverny Capital Inc.
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    51
Portfolio value:    $2,731,351,278
Holdings Activity Buys Sells    History
Period Portfolio
Value		 Top 20 holdings history (left to right)
2026   Q1 $2.73 B BRK.B GOOG META HEI.A SCHW FIVE AME MEDP V IBP PGR GOOGL KEYS NVR BKNG ADP MKL KNSL BFAM OZK
2025   Q4 $3.00 B BRK.B META AME GOOG HEI.A SCHW MEDP V IBP PGR FIVE BKNG GOOGL NVR MKL KNSL KEYS DIS BRO OZK
2025   Q3 $2.95 B BRK.B META HEI.A AME GOOG SCHW V MEDP PGR IBP BKNG NVR FIVE GOOGL FISV MKL KNSL KMX OZK RMD
2025   Q2 $2.92 B BRK.B META HEI.A AME SCHW V PGR BKNG GOOG FISV KMX NVR IBP MKL KNSL FIVE MEDP SBUX GOOGL OZK
2025   Q1 $2.71 B BRK.B META AME HEI.A PGR FISV V KMX GOOG NVR BKNG IBP KNSL MKL MEDP SCHW SBUX MTB GOOGL OZK
2024   Q4 $2.74 B BRK.B META AME HEI.A KMX PGR FISV V GOOG NVR BKNG IBP MEDP FIVE MKL SCHW MTB SBUX GOOGL LULU
2024   Q3 $2.63 B BRK.B META AME HEI.A PGR NVR KMX IBP GOOG V FISV BKNG KEYS MEDP SBUX MKL FIVE MTB SCHW GOOGL
2024   Q2 $2.37 B BRK.B AME META HEI.A GOOG KMX PGR V NVR IBP BKNG MEDP FIVE FISV KEYS MKL SCHW GOOGL SBUX MTB
2024   Q1 $2.46 B BRK.B AME META KMX MKL FIVE IBP HEI.A PGR V NVR GOOG FISV KEYS MEDP SCHW OZK MTB LULU GOOGL
2023   Q4 $2.13 B BRK.B AME FIVE KMX MKL META HEI.A V GOOG NVR IBP PGR KEYS FBIN LULU FISV SCHW MEDP MTB GOOGL
2023   Q3 $1.84 B BRK.B AME MKL GOOG KMX FIVE HEI.A V META NVR PGR KEYS FBIN IBP LULU SCHW MTB FISV ADI GOOGL
2023   Q2 $1.90 B BRK.B AME KMX FIVE MKL GOOG HEI.A V META NVR KEYS FBIN PGR IBP LULU SCHW MTB EW ADI FISV
2023   Q1 $1.66 B BRK.B FIVE AME MKL KMX GOOG HEI.A V KEYS PGR NVR SCHW META FBIN IBP LULU MTB CIEN EW FISV
2022   Q4 $1.62 B BRK.B AME FIVE MKL SCHW KMX HEI.A KEYS GOOG V PGR NVR FBIN MTB IBP LULU CIEN META EW BAC
2022   Q3 $1.48 B BRK.B AME MKL SCHW GOOG FIVE KMX HEI.A KEYS V MTB PGR NVR META EW FBIN SSNC IBP ICE FRCB
2022   Q2 $1.52 B BRK.B KMX MKL GOOG AME SCHW HEI.A V FIVE PGR NVR KEYS MTB META SSNC EW FBIN IBP ICE JPM
2022   Q1 $1.77 B BRK.B GOOG MKL KMX AME SCHW HEI.A PGR FIVE V NVR KEYS META SSNC MTB EW ICE FBIN CIEN JPM
2021   Q4 $1.87 B BRK.B KMX GOOG AME SCHW MKL NVR KEYS PGR META HEI.A V FIVE FBIN EW SSNC ICE MTB JPM BAC
2021   Q3 $1.68 B BRK.B KMX GOOG AME MKL META SCHW NVR V PGR KEYS HEI.A JPM FIVE BAC FBIN EW ICE DIS SNBR
2021   Q2 $1.64 B BRK.B KMX AME GOOG MKL META V SCHW PGR NVR HEI.A KEYS FIVE JPM BAC FBIN EW SNBR DIS ICE
2021   Q1 $1.50 B BRK.B KMX AME MKL GOOG NVR META V SCHW PGR HEI.A KEYS FIVE JPM FBIN BAC SNBR DIS EW ICE
2020   Q4 $1 M BRK.B KMX AME V GOOG PGR HEI.A META NVR KEYS SCHW FIVE MKL FBIN JPM BAC EW DIS ICE ATHM
2020   Q3 $1.09 B BRK.B KMX AME V PGR NVR META GOOG HEI.A MKL FBIN KEYS FIVE SCHW JPM BAC EW ICE DIS ATHM
2020   Q2 $1.01 B BRK.B KMX AME V GOOG PGR META NVR HEI.A MKL KEYS FBIN SCHW JPM FIVE BAC EW ICE DIS ATHM
2020   Q1 $785 M BRK.B KMX AME V PGR GOOG MKL NVR KEYS HEI.A SCHW JPM META BAC EW FBIN FIVE DIS ATHM LFUS
2019   Q4 $1.11 B BRK.B KMX AME V NVR GOOG JPM SCHW HEI.A MKL FBIN KEYS META BAC PGR EW UNP DIS MTB LFUS
2019   Q3 $1.00 B BRK.B KMX AME NVR V HEI.A MKL GOOG JPM SCHW FBIN META KEYS EW BAC UNP DIS MTB PGR LFUS
2019   Q2 $990 M BRK.B KMX AME V HEI.A NVR MKL GOOG JPM SCHW FBIN META DIS UNP BAC KEYS MHK EW MTB OZK
2019   Q1 $872 M BRK.B KMX AME V GOOG HEI.A NVR MKL JPM SCHW FBIN MHK META UNP EW DIS BAC OZK MTB LFUS
2018   Q4 $759 M BRK.B KMX AME V MKL GOOG NVR JPM HEI.A SCHW UNP MHK FBIN DIS LM09 EW MTB LFUS ORLY OZK
2018   Q3 $832 M BRK.B KMX AME V UNP MKL GOOG DIS HEI.A EW LM09 SCHW JPM MHK LFUS MTB FBIN META ORLY NVR
2018   Q2 $711 M BRK.B KMX AME V UNP MKL GOOG DIS HEI.A ORLY EW LM09 MHK LFUS META MTB WFC FBIN LKQ GOOGL
2018   Q1 $687 M BRK.B KMX AME V MKL UNP LKQ GOOG DIS HEI.A MHK EW ORLY CACC MTB LM09 FBIN WFC GOOGL JPM
2017   Q4 $670 M BRK.B KMX AME V LKQ UNP MKL GOOG DIS MHK HEI.A ORLY LM09 FBIN WFC CACC MTB EW GOOGL JPM
2017   Q3 $626 M BRK.B KMX AME LKQ V DIS MKL UNP WFC MHK MTB LM09 GOOG HEI.A FBIN ORLY GOOGL JPM SPY BRK.A
2017   Q2 $564 M BRK.B KMX AME DIS LKQ V MKL WFC UNP MHK MTB LM09 GOOG FBIN ORLY HEI.A GOOGL JPM BAM.A STN
2017   Q1 $544 M BRK.B KMX DIS AME LKQ V MKL WFC MTB UNP MHK ORLY FBIN GOOG HEI.A GOOGL JPM STN BAM.A FIVE
2016   Q4 $532 M BRK.B KMX DIS LKQ AME MTB WFC UNP MKL V ORLY MHK FBIN GOOG BWLD SRCL HEI.A KT2 GOOGL JPM
2016   Q3 $361 M LKQ KMX DIS V MKL UNP WFC ORLY MTB MHK FBIN GOOG BWLD SRCL HEI.A KT2 GOOGL STN JPM BAM.A
2016   Q2 $343 M KMX LKQ DIS MKL WFC V MTB UNP ORLY MHK FBIN KT2 BWLD SRCL GGQ7 GGQ1 STN JPM BAM.A FAST
2016   Q1 $336 M KMX LKQ DIS WFC V MKL ORLY MTB UNP MHK KT2 SRCL BWLD FBIN GGQ7 GGQ1 STN BAM.A FAST MA
2015   Q4 $345 M DIS KMX LKQ WFC V MKL MTB ORLY UNP MHK KT2 IBM BWLD FAST GGQ7 SRCL PRAA GGQ1 STN BAM.A
2015   Q3 $341 M KMX DIS LKQ WFC MTB UNP V MKL ORLY MHK KT2 IBM BWLD CAB PRAA FAST GGQ7 GGQ1 STN SRCL
2015   Q2 $352 M DIS WFC KMX LKQ MTB V MKL PCP ORLY UNP MHK IBM CAB PRAA FAST BWLD KT2 GGQ7 GGQ1 STN
2015   Q1 $395 M BRK.B KMX DIS WFC LKQ MTB V MKL ORLY PCP UNP IBM MHK CAB BWLD FAST PRAA GGQ7 GGQ1 STN
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