Francois Rochon - Giverny Capital Portfolio Performance Analysis (Q1 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: March 2015 to March 2026 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+2.71B
+9,999%+
Winning Positions
+78.38%
87 wins / 111 positions
Average Gain (Winners)
$32.12M
+9,999%+ avg per position
Active Positions
50
16 losing positions
Portfolio Value Over Time
Total Positions Tracked
111
All holdings over time
Win/Loss Ratio
5.44
87 gains / 16 losses
Active vs. Exited
50 / 61
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| BRK-B | Berkshire Hathaway Inc. New | Financial Services | Mar 2015 | ACTIVE | $71.30K | $181.44M | $181.37M | +9,999%+ |
| GOOG | Alphabet Inc. | Communication Services | Sep 2016 | ACTIVE | $12.60K | $178.11M | $178.10M | +9,999%+ |
| META | Meta Platforms, Inc. | Communication Services | Jun 2018 | ACTIVE | $23.40K | $176.11M | $176.09M | +9,999%+ |
| HEI-A | Heico Corporation | Industrials | Sep 2016 | ACTIVE | $6.40K | $155.89M | $155.88M | +9,999%+ |
| SCHW | Charles Schwab Corporation (The | Financial Services | Sep 2018 | ACTIVE | $24.88K | $144.37M | $144.35M | +9,999%+ |
| FIVE | Five Below, Inc. | Consumer Cyclical | Mar 2017 | ACTIVE | $257.00 | $141.02M | $141.02M | +9,999%+ |
| AME | AMETEK, Inc. | Industrials | Dec 2016 | ACTIVE | $38.40K | $131.20M | $131.16M | +9,999%+ |
| V | Visa Inc. | Financial Services | Mar 2015 | ACTIVE | $18.73K | $119.79M | $119.78M | +9,999%+ |
| IBP | Installed Building Products, In | Consumer Cyclical | Dec 2021 | ACTIVE | $22.04K | $107.03M | $107.01M | +9,999%+ |
| PGR | Progressive Corporation (The) | Financial Services | Sep 2019 | ACTIVE | $20.72K | $104.74M | $104.72M | +9,999%+ |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.