François Rochon Portfolio Update: March 2026 Holdings Review

François Rochon, managing the Giverny Capital portfolio worth $2.71 billion as of March 31, 2026, experienced reductions across all top holdings during the reporting period.

BRK-B (BERKSHIRE HATHAWAY INC DEL) allocation decreased by 0.26 percentage points, reflecting a reduction of 127,359 shares (-25.17%)

GOOG (ALPHABET INC C) allocation decreased by 0.08 percentage points, reflecting a reduction of 18,598 shares (-2.91%)

META (META PLATFORMS INC) allocation decreased by 0.13 percentage points, reflecting a reduction of 5,628 shares (-1.8%)

HEI-A (HEICO CORP NEW) allocation decreased by 0.29 percentage points, reflecting a reduction of 16,050 shares (-2.13%)

SCHW (SCHWAB CHARLES CORP) allocation decreased by 0.42 percentage points, reflecting a reduction of 49,455 shares (-3.12%)

FIVE (FIVE BELOW INC) allocation decreased by 0.34 percentage points, reflecting a reduction of 20,556 shares (-3.22%)

AME (AMETEK INC) allocation decreased by 0.44 percentage points, reflecting a reduction of 367,400 shares (-37.51%)

MEDP (MEDPACE HOLDINGS INC) allocation decreased by 0.25 percentage points, reflecting a reduction of 7,239 shares (-2.75%)

V (VISA INC) allocation decreased by 0.25 percentage points, reflecting a reduction of 10,988 shares (-2.7%)

IBP (INSTALLED BLDG PRODS INC) allocation decreased by 0.38 percentage points, reflecting a reduction of 115,571 shares (-22.26%)