Francois Rochon - Giverny Capital Portfolio Allocation (Sep 30, 2025)
As of Sep 30, 2025, the Giverny Capital portfolio managed by Francois Rochon was diversified across 8 sectors, according to the most recent SEC 13F filing dated Nov 14, 2025. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.
The Financial Services sector represents the largest share at 30.1% of total portfolio value, followed by Financial Services and Industrials and Consumer Cyclical. Together, the top three sectors account for 65.6% of the portfolio, reflecting Francois Rochon's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Financial Services | 30.12% | |
| Industrials | 17.88% | |
| Consumer Cyclical | 17.61% | |
| Communication Services | 15.38% | |
| Technology | 10.43% | |
| Healthcare | 6.31% | |
| ETF | 2.26% | |
| Consumer Defensive | 0.01% | |