Francois Rochon - Giverny Capital Holdings – 2025 Q3
Explore the latest portfolio disclosure for Francois Rochon - Giverny Capital, with insights into sector exposure, position sizes, and overall investment structure for 2025 Q3.
The latest 2025 Q3 filing shows that Francois Rochon - Giverny Capital maintains its largest exposure in Technology, which represents approximately 24.58% of the portfolio. This sector forms the core of Francois Rochon - Giverny Capital's investment stance during this reporting period.
Additional major allocations include Unclassified Sector (about 22.10%) and Financial Services (approximately 16.58%) , reflecting how Francois Rochon - Giverny Capital diversifies beyond its primary sector focus.
These sector weightings provide a clear view into Francois Rochon - Giverny Capital's positioning and conviction areas for the 2025 Q3 quarter.
Breakdown by Sector
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| LULU | 144,001 | $177.93 | Increased | 0.02% | 0.87% | $25.62M | 2025 Q3 |
| LFUS | 81,257 | $259.01 | Increased | 0.18% | 0.71% | $21.05M | 2025 Q3 |
| FND | 236,148 | $73.7 | Increased | 0.13% | 0.59% | $17.4M | 2025 Q3 |
| JPM | 50,705 | $315.43 | Reduced | -0.48% | 0.54% | $15.99M | 2025 Q3 |
| MA | 27,724 | $568.82 | Reduced | -0.42% | 0.53% | $15.77M | 2025 Q3 |
| BLDR | 87,096 | $121.25 | Reduced | -0.25% | 0.36% | $10.56M | 2025 Q3 |
| BRK.A | 11 | $770181.82 | No Change | No Change | 0.29% | $8.47M | 2025 Q3 |
| TWFG | 300,317 | $27.44 | Increased | 68.86% | 0.28% | $8.24M | 2025 Q3 |
| FERG | 35,503 | $224.57 | Reduced | -0.49% | 0.27% | $7.97M | 2025 Q3 |
| ALGN | 45,691 | $125.21 | Reduced | -1.44% | 0.19% | $5.72M | 2025 Q3 |
| AAPL | 16,875 | $254.64 | Reduced | -0.59% | 0.15% | $4.3M | 2025 Q3 |
| CACC | 6,874 | $376.05 | Reduced | -77.46% | 0.09% | $2.58M | 2025 Q3 |
| TSM | 8,163 | $279.31 | Reduced | -29.32% | 0.08% | $2.28M | 2025 Q3 |
| COF | 8,275 | $212.57 | Reduced | -10.77% | 0.06% | $1.76M | 2025 Q3 |
| SPY | 2,474 | $666.13 | No Change | No Change | 0.06% | $1.65M | 2025 Q3 |
| YUMC | 36,036 | $42.93 | No Change | No Change | 0.05% | $1.55M | 2025 Q3 |
| MTB | 7,540 | $197.61 | No Change | No Change | 0.05% | $1.49M | 2025 Q3 |
| GLD | 3,876 | $355.52 | No Change | No Change | 0.05% | $1.38M | 2025 Q3 |
| ITB | 11,561 | $107.26 | Increased | 0.37% | 0.04% | $1.24M | 2025 Q3 |
| BIRK | 27,392 | $45.23 | No Change | No Change | 0.04% | $1.24M | 2025 Q3 |
| CPRT | 27,484 | $44.97 | No Change | No Change | 0.04% | $1.24M | 2025 Q3 |
| MSFT | 1,703 | $517.91 | Reduced | -26.05% | 0.03% | $882K | 2025 Q3 |
| DFH | 32,202 | $25.93 | No Change | No Change | 0.03% | $835K | 2025 Q3 |
| ODFL | 5,255 | $140.82 | No Change | No Change | 0.03% | $740.01K | 2025 Q3 |
| NVO | 12,400 | $55.48 | No Change | No Change | 0.02% | $687.95K | 2025 Q3 |