François Rochon Portfolio Update: March 2026 Holdings Review

François Rochon, managing director at Giverny Capital, saw his portfolio valued at $2.71 billion as of March 31, 2026.

All top holdings in the portfolio experienced a reduction in shares during the reporting period.

BRK-B (Berkshire Hathaway Inc. Class B) saw its share count decrease by 25.17%, while GOOG (Alphabet Inc. Class C) and META (Meta Platforms Inc.) also reduced their positions by 2.91% and 1.8%, respectively.

HEI-A (Heico Corp.) shares decreased by 2.13%, and SCHW (Schwab Charley Corp.) saw a 3.12% reduction in holdings.

Additionally, FIVE (Five Below Inc.), AME (Ametek Inc.), MEDP (Medpace Holdings Inc.), V (Visa Inc.), and IBP (Installed Building Products Inc.) all saw their share counts decline by 3.22%, 37.51%, 2.75%, 2.7%, and 22.26%, respectively.