François Rochon Portfolio Analysis: Top Holdings and Concentration Trends
This analysis examines François Rochon's portfolio concentration as of March 31, 2026, highlighting key holdings and their allocation percentages.
As of March 31, 2026, François Rochon's portfolio at Giverny Capital shows significant concentration in a select group of stocks, with the largest holdings accounting for a substantial portion of the total portfolio value. The analysis below details the top holdings and their allocation percentages.
BRK-B, representing Berkshire Hathaway Inc (BRK-B), is a Financial Services stock with a portfolio allocation of 6.64%. The holding saw a decrease of 25.17% in shares from the prior period.
GOOG, representing Alphabet Inc C (GOOG), is a Communication Services stock with a portfolio allocation of 6.52%. The holding experienced a 2.91% decrease in shares from the prior period.
META, representing Meta Platforms Inc (META), is a Communication Services stock with a portfolio allocation of 6.45%. The holding saw a 1.8% decrease in shares from the prior period.
HEI-A, representing Heico Corp New (HEI-A), is an Industrials stock with a portfolio allocation of 5.71%. The holding experienced a 2.13% decrease in shares from the prior period.
SCHW, representing Schwab Charles Corp (SCHW), is a Financial Services stock with a portfolio allocation of 5.29%. The holding saw a 3.12% decrease in shares from the prior period.
FIVE, representing Five Below Inc (FIVE), is a Consumer Cyclical stock with a portfolio allocation of 5.16%. The holding experienced a 3.22% decrease in shares from the prior period.
AME, representing Ametek Inc (AME), is an Industrials stock with a portfolio allocation of 4.8%. The holding saw a significant 37.51% decrease in shares from the prior period.
MEDP, representing Medpace Holdings Inc (MEDP), is a Healthcare stock with a portfolio allocation of 4.5%. The holding experienced a 2.75% decrease in shares from the prior period.
V, representing Visa Inc (V), is a Financial Services stock with a portfolio allocation of 4.39%. The holding saw a 2.7% decrease in shares from the prior period.
IBP, representing Installed Building Products Inc (IBP), is a Consumer Cyclical stock with a portfolio allocation of 3.92%. The holding experienced a 22.26% decrease in shares from the prior period.