François Rochon · Giverny Capital

All superinvestors SEC filing

Canadian long-only quality investor. Cites Buffett, Lynch, and the "owner-operator" framing as primary influences. Long holding periods.

Prism interpretation

“Owner-operator quality book — North American focus, long holds.”

Focused — meaningful conviction in a handful of names.

Concentration profile

Positions

Top 1

23%

Top 5

90%

Top 10

100%

Effective N

5.7

Holdings · 6

Curated summary

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01
GOOGLAlphabet +12 others
9.1%
02
METAMeta Platforms +9 others
7.6%
03
VVisa +4 others
6.8%
04
MCOMoody's +4 others
6.1%
05
CPCanadian Pacific Kansas City +1 other
5.4%
06
LULULululemon Athletica
4.1%

How this book compares

5 of François Rochon's holdings also appear in at least one other tracked portfolio. Cross-held names are flagged above with the +N others mark. The full consensus book is available on the Grand Portfolio page.

Tracked alongside 29 other superinvestors.