Francois Rochon - Giverny Capital Portfolio Allocation (Dec 31, 2025)
As of Dec 31, 2025, the Giverny Capital portfolio managed by Francois Rochon was diversified across 8 sectors, according to the most recent SEC 13F filing dated Feb 13, 2026. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.
The Financial Services sector represents the largest share at 34.1% of total portfolio value, followed by Financial Services and Communication Services and Consumer Cyclical. Together, the top three sectors account for 72.2% of the portfolio, reflecting Francois Rochon's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.
| Sector | Percentage of portfolio (%) |
|---|---|
| Financial Services | 34.06% |
| Communication Services | 19.43% |
| Consumer Cyclical | 18.71% |
| Industrials | 13.73% |
| Healthcare | 6.85% |
| Technology | 4.89% |
| ETF | 2.34% |
| Consumer Defensive | 0.01% |