Francois Rochon Portfolio Holdings

Giverny Capital Inc.

$2.63 Billion
Q2 2025

Giverny Capital Inc., under direction of Francois Rochon has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.63 Billion distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $249M, Meta Platforms, Inc. with a value of $235M, Ametek Inc with a value of $180M, Schwab Charles Corp with a value of $143M, and Visa Inc. with a value of $142M.

Examining the 13F form we can see an increase of $139M in the current position value, from $2.49B to 2.63B.

Giverny Capital Inc. is based out at Montreal, A8

Below you can find more details about Francois Rochon portfolio as well as his latest detailed transactions.

Portfolio value $2.63 Billion

Financial Services: $1.05 Billion

Consumer Cyclical: $638 Million

Communication Services: $451 Million

Technology: $203 Million

Industrials: $192 Million

Healthcare: $92 Million

ETFs: $3.78 Million

Consumer Defensive: $237,000

Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DFH Dream Finders Homes, Inc. Consumer Cyclical	$841M	$809,000 0.03% of portfolio	32,202	Q2 2024 New

Summary

Portfolio
No. of Stocks 55
Current Value $2.63 Billion
Prior Value $2.49 Billion
Filing
Period Q2 2025
Filing Date August 13, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 3 stocks
Additional Purchases 36 stocks
Sold out of 0 stocks
Reduced holdings in 5 stocks

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