François Rochon Portfolio Analysis: Top Holdings and Concentration
François Rochon's portfolio as of December 31, 2025, shows significant concentration in Financial Services and Communication Services sectors, with notable changes in holdings like BRK-B and META.
As of December 31, 2025, François Rochon's portfolio managed by Giverny Capital stands at a total value of approximately $2.99 billion. The portfolio demonstrates a clear concentration in specific sectors, with the largest holdings accounting for a substantial portion of the total assets.
The largest position is Berkshire Hathaway Inc (BRK-B), a Financial Services company, representing 8.48% of the portfolio. Rochon holds 505,984 shares, with a slight decrease of 0.91% in shares compared to the previous period. For more details on Berkshire Hathaway, visit https://www.insiderset.com/investors/stocks/BRK-B.
Next, Meta Platforms Inc (META), a Communication Services stock, holds a 6.9% allocation. Rochon increased his stake by 0.53% year-over-year. Further information on Meta Platforms can be found at https://www.insiderset.com/investors/stocks/META.
Ametek Inc (AME), an Industrials stock, is the third-largest holding at 6.71% allocation. The position saw a reduction of 1.73% in shares during the period. Learn more about Ametek Inc here: https://www.insiderset.com/investors/stocks/AME.
Alphabet Inc (GOOG), another Communication Services stock, holds a 6.69% allocation. Rochon slightly increased his holdings by 0.2%. Details on Alphabet Inc are available at https://www.insiderset.com/investors/stocks/GOOG.
Heico Corp (HEI-A), an Industrials stock, is positioned at 6.35% of the portfolio. Shares increased by 0.67% year-over-year. More information on Heico Corp can be found here: https://www.insiderset.com/investors/stocks/HEI-A.
The portfolio continues to show significant exposure to Financial Services and Communication Services sectors. Other notable holdings include Schwab Charley Corp (SCHW), Visa Inc (V), Instabuild Products Inc (IBP), and Progressive Corp (PGR), each contributing between 4.08% and 5.28% to the total portfolio value.
To view François Rochon's complete investment profile, including all holdings and additional insights, please visit https://www.insiderset.com/investor/francois-rochon-giverny-capital.