← All Investors
FR
FR
Francois Rochon
Giverny Capital
Quality growth — Canada
Montreal-based investor who learned from studying Buffett's letters. Focuses on high-ROE, low-debt compounders he plans to hold for decades.
Portfolio Map
Sized by portfolio weight · colored by quarter-over-quarter change · click ticker to view analysis
New position
Increased
Reduced
Sold / Closed
Unchanged
CALLBullish options bet
PUTBearish options bet
Full Portfolio · 2026-05-15
51 positions — click any ticker to open its analysis page
| # | Ticker | Company | Type | Value | % Portfolio | Δ % | Shares | Status |
|---|
Quarter-over-Quarter Changes
2026-02-13 → 2026-05-15 · 47 positions moved
| Action | Ticker | Company | Shares Δ | Value | Wt. Δ | Portfolio % |
|---|