Francois Rochon's BRK.B Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 510.6K shares of Berkshire Hathaway Inc. (BRK.B) worth $256.72 M, representing 7.87% of the portfolio. First purchased in 2015-Q1, this long-term strategic position has been held for 43 quarters.
Based on 13F filings since 2013, Francois Rochon has maintained a long-term strategic position in BRK.B, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2016, adding 168.6K shares. Largest reduction occurred in Q4 2021, reducing 193.0K shares.
Analysis based on 13F filings available since 2013 Q2
Francois Rochon's Berkshire Hathaway (BRK.B) Holding Value Over Time
Track share changes against reported price movement
Quarterly Berkshire Hathaway (BRK.B) Trades by Francois Rochon
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2015 | +494,075 | Add 0.00% | 494,074 | $144.32 |
| Q2 2015 | -494,074 | Sold Out | 494,074 | $0.00 |
| Q4 2016 | +662,629 | New Buy | 662,629 | $162.98 |
| Q1 2017 | +13,420 | Add 2.03% | 676,049 | $166.68 |
| Q2 2017 | +15,312 | Add 2.26% | 691,361 | $169.37 |
| Q3 2017 | +16,243 | Add 2.35% | 707,604 | $183.32 |
| Q4 2017 | +8,612 | Add 1.22% | 716,216 | $198.22 |
| Q1 2018 | +23,412 | Add 3.27% | 739,628 | $199.48 |
| Q2 2018 | +21,802 | Add 2.95% | 761,430 | $186.65 |
| Q3 2018 | +51,106 | Add 6.71% | 812,536 | $214.11 |
| Q4 2018 | -4,518 | Reduce 0.56% | 808,018 | $204.18 |
| Q1 2019 | +24,107 | Add 2.98% | 832,125 | $200.89 |
| Q2 2019 | +32,318 | Add 3.88% | 864,443 | $213.17 |
| Q3 2019 | +6,525 | Add 0.75% | 870,968 | $208.02 |
| Q4 2019 | +19,806 | Add 2.27% | 890,774 | $226.50 |
| Q1 2020 | -59,955 | Reduce 6.73% | 830,819 | $182.83 |
| Q2 2020 | +13,627 | Add 1.64% | 844,446 | $178.51 |
| Q3 2020 | -170,289 | Reduce 20.17% | 674,157 | $212.94 |
| Q4 2020 | +16,160 | Add 2.40% | 690,317 | $231.87 |
| Q1 2021 | +15,402 | Add 2.23% | 705,719 | $255.47 |
| Q2 2021 | +30,025 | Add 4.25% | 735,744 | $277.92 |
| Q3 2021 | +11,800 | Add 1.60% | 747,544 | $272.94 |
| Q4 2021 | -192,956 | Reduce 25.81% | 554,588 | $299.00 |
| Q1 2022 | -116,682 | Reduce 21.04% | 437,906 | $352.91 |
| Q2 2022 | +19,796 | Add 4.52% | 457,702 | $273.02 |
| Q3 2022 | +5,105 | Add 1.12% | 462,807 | $267.02 |
| Q4 2022 | -1,403 | Reduce 0.30% | 461,404 | $308.90 |
| Q1 2023 | -16,434 | Reduce 3.56% | 444,970 | $308.77 |
| Q2 2023 | +25,223 | Add 5.67% | 470,193 | $341.00 |
| Q3 2023 | -470,193 | Sold Out | 470,193 | $0.00 |
| Q4 2023 | +483,856 | New Buy | 483,856 | $356.66 |
| Q1 2024 | -3,881 | Reduce 0.80% | 479,975 | $420.52 |
| Q2 2024 | +4,495 | Add 0.94% | 484,470 | $406.80 |
| Q3 2024 | +4,841 | Add 1.00% | 489,311 | $460.26 |
| Q4 2024 | +16,239 | Add 3.32% | 505,550 | $453.28 |
| Q1 2025 | -2,218 | Reduce 0.44% | 503,332 | $532.58 |
| Q2 2025 | +8,452 | Add 1.68% | 511,784 | $485.77 |
| Q3 2025 | -1,140 | Reduce 0.22% | 510,644 | $502.74 |
Francois Rochon's Berkshire Hathaway Investment FAQs
Francois Rochon first purchased Berkshire Hathaway Inc. (BRK.B) in Q1 2015, acquiring 494,074 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 Berkshire Hathaway Inc. (BRK.B) for 43 quarters since Q1 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon's largest addition to Berkshire Hathaway Inc. (BRK.B) was in Q4 2016, adding 662,629 shares worth $108 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Francois Rochon's firm, Giverny Capital Inc., owns 510,644 shares of Berkshire Hathaway Inc. (BRK.B), valued at approximately $256.72 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Berkshire Hathaway Inc. (BRK.B) represents approximately 7.87% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon's peak holding in Berkshire Hathaway Inc. (BRK.B) was 890,774 shares, as reported at the end of Q4 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.