Francois Rochon's BFAM Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 742,329 shares of Bright Horizons Family Solutions Inc. (BFAM) worth $60.97 M, representing 2.23% of the portfolio. First purchased in 2025-Q4, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Francois Rochon has initiated a new position in BFAM, representing a fresh investment thesis on this company. Largest addition occurred in Q1 2026, adding 332,133 shares.
Analysis based on 13F filings available since 2013 Q2
Francois Rochon's Bright Horizons Family Solutions (BFAM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Bright Horizons Family Solutions (BFAM) Trades by Francois Rochon
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +332,133 | Add 80.97% | 742,329 | $82.13 |
| Q4 2025 | +410,196 | New Buy | 410,196 | $101.40 |
Francois Rochon's Bright Horizons Family Solutions Investment FAQs
Francois Rochon first purchased Bright Horizons Family Solutions Inc. (BFAM) in Q4 2025, acquiring 410,196 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 Bright Horizons Family Solutions Inc. (BFAM) for 2 quarters since Q4 2025.
Francois Rochon's largest addition to Bright Horizons Family Solutions Inc. (BFAM) was in Q4 2025, adding 410,196 shares worth $41.59 M.
According to the latest 13F filing for Q1 2026, Francois Rochon's firm, Giverny Capital Inc., owns 742,329 shares of Bright Horizons Family Solutions Inc. (BFAM), valued at approximately $60.97 M.
As of the Q1 2026 filing, Bright Horizons Family Solutions Inc. (BFAM) represents approximately 2.23% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings.
Francois Rochon's peak holding in Bright Horizons Family Solutions Inc. (BFAM) was 742,329 shares, as reported at the end of Q1 2026.