Francois Rochon - Giverny Capital – Largest Buy Additions (2026 Q1)
A detailed view of the stocks most significantly increased by Francois Rochon - Giverny Capital during the 2026 Q1 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| ADP | 419,090 | $203.18 | Buy | 100.00% | 3.12% | $85.15M | 2026 Q1 |
| KNSL | 218,942 | $341.66 | Increased | 2.18% | 2.74% | $74.8M | 2026 Q1 |
| BFAM | 742,329 | $82.13 | Increased | 80.97% | 2.23% | $60.97M | 2026 Q1 |
| ANET | 423,361 | $122.78 | Increased | 1.00% | 1.90% | $51.98M | 2026 Q1 |
| SUNB | 270,843 | $65.09 | Buy | 100.00% | 0.65% | $17.63M | 2026 Q1 |
| AAON | 201,832 | $82.75 | Buy | 100.00% | 0.61% | $16.7M | 2026 Q1 |
| JPM | 52,298 | $294.16 | Increased | 0.89% | 0.56% | $15.38M | 2026 Q1 |
| TWFG | 552,107 | $18.39 | Increased | 66.54% | 0.37% | $10.15M | 2026 Q1 |
| FERG | 36,728 | $233.26 | Increased | 0.97% | 0.31% | $8.57M | 2026 Q1 |
| BLDR | 91,813 | $82.33 | Increased | 2.03% | 0.28% | $7.56M | 2026 Q1 |
| RSP | 6,105 | $191.97 | Buy | 100.00% | 0.04% | $1.17M | 2026 Q1 |
| QQQM | 4,222 | $237.57 | Buy | 100.00% | 0.04% | $1M | 2026 Q1 |
| MSFT | 1,910 | $370.16 | Increased | 12.09% | 0.03% | $707.01K | 2026 Q1 |
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