What François Rochon did in Q2 2025

Giverny Capital filed 11 moves in Q2 2025: 2 new, 6 add, 3 trim, 0 exit.

13F filed 2025-08-14. Manager quality score: q9. Philosophy: Buffett-Munger quality compounder investing. Patience. Temperament.

New positions · 2

Fresh money

TWFGTWFG INC

NEW·0.2% book·+4

AMZNAMAZON COM INC

NEW·0.0% book·−13

Adds · 6

SCHWSCHWAB CHARLES CORP

ADD +65%·4.9% book·+26

GOOGLALPHABET INC

ADD +48%·2.3% book·−22

JPMJPMORGAN CHASE & CO

ADD +15%·0.5% book·−3

BLDRBUILDERS FIRSTSOURCE INC

ADD +6%·0.3% book·−1

AAPLAPPLE INC

ADD +81%·0.1% book·−29

MSFTMICROSOFT CORP

ADD +16%·0.0% book·+2

Trims · 3

GOOGALPHABET INC C

TRIM -13%·4.0% book·−13

COFCAPITAL ONE FC

TRIM -24%·0.1% book·−13

MTBM & T BK CORP

TRIM -98%·0.1% book·−7

Current top holdings

#	Ticker	Weight	Conviction
1	MA Mastercard	11.2%	+13
2	V Visa	9.8%	+8
3	GOOGL Alphabet Class A	8.4%	−22
4	CSU.TO Constellation Software	8.1%	0
5	META Meta Platforms	6.2%	−4
6	MCO Moody's	5.5%	+9

Other quarters for François Rochon

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.