Giverny Capital, a Montreal-based investment advisor renowned for its expertise in private wealth management and comprehensive financial planning services, distinguishes itself by treating its clients not merely as customers but as valued partners. The firm's philosophy revolves around mirroring the investment choices of its founder and lead manager, François Rochon, ensuring that the same rigorously selected holdings are acquired for its clients' portfolios.
François Rochon, President and Portfolio Manager, initially trained as an engineer at the École Polytechnique of Montreal, where he earned his Masters Degree in Science. He began his professional journey as a researcher and network engineer at INRS-Telecom and Teleglobe Canada. Driven by his deep-rooted passion for investing, François transitioned his career towards professional money management. From 1993 to 1996, he successfully managed family accounts before joining Montrusco & Associates as an analyst. Recognized for his expertise, François was swiftly promoted to Portfolio Manager, overseeing US accounts exceeding $250 million. In December 1998, François Rochon founded Giverny Capital, driven by his investment philosophy centered on long-term ownership of exceptional companies, aiming to provide exemplary investment management services to clients.
Giverny Capital serves 4,135 clients, managing discretionary assets totaling $1,760,715,644 as of December 2023, according to their Form ADV. Their latest 13F filing for Q1 2024 disclosed managing $2,459,186,949 in 13F securities, with a notable concentration in their top 10 holdings comprising 54.67% of their portfolio. Giverny Capital's largest holding is 479,975 shares of Berkshire Hathaway Inc. Class B.
| Fund Name: | Giverny Capital |
| Manager | François Rochon |
| Portfolio Value | $2,630,384,762 |
| Change This QTR | +1.11% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | BRK.A | 489,311 | $225,210,281 | +1% | 8.56% | ||
| 2. | META | 309,942 | $177,423,198 | +5% | 6.74% | ||
| 3. | AME | 959,222 | $164,708,010 | +3% | 6.26% | ||
| 4. | HEI, HEI.A | 732,993 | $149,354,654 | +2% | 5.67% | ||
| 5. | PGR | 536,693 | $136,191,216 | +1% | 5.17% |
