Francois Rochon's AME Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 612,058 shares of AMETEK, Inc. (AME) worth $131.2 M, representing 4.80% of the portfolio. First purchased in 2016-Q4, this long-term strategic position has been held for 38 quarters.
Based on 13F filings, Francois Rochon has maintained a strategic position in AME, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2023, adding 50,892 shares. Largest reduction occurred in Q1 2026, reducing 367,400 shares.
Analysis based on 13F filings available since 2013 Q2
Francois Rochon's AMETEK (AME) Holding Value Over Time
Track share changes against reported price movement
Quarterly AMETEK (AME) Trades by Francois Rochon
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -367,400 | Reduce 37.51% | 612,058 | $214.36 |
| Q4 2025 | -17,218 | Reduce 1.73% | 979,458 | $205.31 |
| Q3 2025 | +332 | Add 0.03% | 996,676 | $188.00 |
| Q2 2025 | +18,910 | Add 1.93% | 996,344 | $180.96 |
| Q1 2025 | +2,975 | Add 0.31% | 977,434 | $172.14 |
| Q4 2024 | +15,237 | Add 1.59% | 974,459 | $180.26 |
| Q3 2024 | +22,526 | Add 2.40% | 959,222 | $171.71 |
| Q2 2024 | +8,719 | Add 0.94% | 936,696 | $166.71 |
| Q1 2024 | +17,686 | Add 1.94% | 927,977 | $182.90 |
| Q4 2023 | +13,235 | Add 1.48% | 910,291 | $164.89 |
| Q3 2023 | +4,556 | Add 0.51% | 897,056 | $147.76 |
| Q2 2023 | +50,892 | Add 6.05% | 892,500 | $161.88 |
| Q1 2023 | -11,690 | Reduce 1.37% | 841,608 | $145.33 |
| Q4 2022 | +6,450 | Add 0.76% | 853,298 | $139.72 |
| Q3 2022 | +19,179 | Add 2.32% | 846,848 | $113.41 |
| Q2 2022 | +21,751 | Add 2.70% | 827,669 | $109.89 |
| Q1 2022 | +12,485 | Add 1.57% | 805,918 | $133.18 |
| Q4 2021 | +27,184 | Add 3.55% | 793,433 | $147.04 |
| Q3 2021 | +25,406 | Add 3.43% | 766,249 | $124.01 |
| Q2 2021 | +22,889 | Add 3.19% | 740,843 | $133.50 |
| Q1 2021 | +5,417 | Add 0.76% | 717,954 | $127.73 |
| Q4 2020 | -43,389 | Reduce 5.74% | 712,537 | $120.94 |
| Q3 2020 | +8,323 | Add 1.11% | 755,926 | $99.40 |
| Q2 2020 | +19,909 | Add 2.74% | 747,603 | $89.37 |
| Q1 2020 | -105,154 | Reduce 12.63% | 727,694 | $72.02 |
| Q4 2019 | +35,424 | Add 4.44% | 832,848 | $99.74 |
| Q3 2019 | +4,559 | Add 0.58% | 797,424 | $91.82 |
| Q2 2019 | +30,238 | Add 3.96% | 792,865 | $90.84 |
| Q1 2019 | -2,999 | Reduce 0.39% | 762,627 | $82.97 |
| Q4 2018 | -5,530 | Reduce 0.72% | 765,626 | $67.70 |
| Q3 2018 | +50,170 | Add 6.96% | 771,156 | $79.12 |
| Q2 2018 | +21,743 | Add 3.11% | 720,986 | $72.16 |
| Q1 2018 | +16,248 | Add 2.38% | 699,243 | $75.97 |
| Q4 2017 | -5,271 | Reduce 0.77% | 682,995 | $72.47 |
| Q3 2017 | +12,550 | Add 1.86% | 688,266 | $66.04 |
| Q2 2017 | -108,239 | Reduce 13.81% | 675,716 | $60.57 |
| Q1 2017 | -6,085 | Reduce 0.77% | 783,955 | $54.08 |
| Q4 2016 | +790,040 | New Buy | 790,040 | $48.60 |
Francois Rochon's AMETEK Investment FAQs
Francois Rochon first purchased AMETEK, Inc. (AME) in Q4 2016, acquiring 790,040 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon has held AMETEK, Inc. (AME) for 38 quarters since Q4 2016.
Francois Rochon's largest addition to AMETEK, Inc. (AME) was in Q4 2016, adding 790,040 shares worth $38.4 M.
According to the latest 13F filing for Q1 2026, Francois Rochon's firm, Giverny Capital Inc., owns 612,058 shares of AMETEK, Inc. (AME), valued at approximately $131.2 M.
As of the Q1 2026 filing, AMETEK, Inc. (AME) represents approximately 4.80% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings.
Francois Rochon's peak holding in AMETEK, Inc. (AME) was 996,676 shares, as reported at the end of Q3 2025.