Francois Rochon's FIVE Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 637,747 shares of Five Below, Inc. (FIVE) worth $120.13 M, representing 4.01% of the portfolio. First purchased in 2017-Q1, this long-term strategic position has been held for 36 quarters.
Based on 13F filings, Francois Rochon has maintained a strategic position in FIVE, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2020, adding 258,272 shares. Largest reduction occurred in Q1 2025, reducing 110,520 shares.
Analysis based on 13F filings available since 2013 Q2
Francois Rochon's Five Below (FIVE) Holding Value Over Time
Track share changes against reported price movement
Quarterly Five Below (FIVE) Trades by Francois Rochon
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +657 | Add 0.10% | 637,747 | $188.36 |
| Q3 2025 | +11,219 | Add 1.79% | 637,090 | $154.70 |
| Q2 2025 | +4,281 | Add 0.69% | 625,871 | $131.18 |
| Q1 2025 | -110,520 | Reduce 15.10% | 621,590 | $74.93 |
| Q4 2024 | +6,861 | Add 0.95% | 732,110 | $104.96 |
| Q3 2024 | +27,374 | Add 3.92% | 725,249 | $88.35 |
| Q2 2024 | +30,685 | Add 4.60% | 697,875 | $108.97 |
| Q1 2024 | +13,092 | Add 2.00% | 667,190 | $181.38 |
| Q4 2023 | +9,532 | Add 1.48% | 654,098 | $213.16 |
| Q3 2023 | +10,845 | Add 1.71% | 644,566 | $160.90 |
| Q2 2023 | +31,727 | Add 5.27% | 633,721 | $196.54 |
| Q1 2023 | -16,357 | Reduce 2.65% | 601,994 | $205.97 |
| Q4 2022 | +1,969 | Add 0.32% | 618,351 | $176.87 |
| Q3 2022 | +7,091 | Add 1.16% | 616,382 | $137.67 |
| Q2 2022 | +114,653 | Add 23.18% | 609,291 | $113.43 |
| Q1 2022 | +148,009 | Add 42.70% | 494,638 | $158.37 |
| Q4 2021 | +13,171 | Add 3.95% | 346,629 | $206.89 |
| Q3 2021 | +18,009 | Add 5.71% | 333,458 | $176.81 |
| Q2 2021 | +11,744 | Add 3.87% | 315,449 | $193.27 |
| Q1 2021 | +5,809 | Add 1.95% | 303,705 | $190.79 |
| Q4 2020 | +7,844 | Add 2.70% | 297,896 | $174.98 |
| Q3 2020 | +1,450 | Add 0.50% | 290,052 | $127.00 |
| Q2 2020 | +26,734 | Add 10.21% | 288,602 | $106.91 |
| Q1 2020 | +258,272 | Add 7182.20% | 261,868 | $70.38 |
| Q3 2018 | -7,413 | Reduce 67.34% | 3,596 | $130.14 |
| Q3 2017 | +5,070 | Add 85.37% | 11,009 | $54.86 |
| Q1 2017 | +5,939 | New Buy | 5,939 | $43.27 |
Francois Rochon's Five Below Investment FAQs
Francois Rochon first purchased Five Below, Inc. (FIVE) in Q1 2017, acquiring 5,939 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 Five Below, Inc. (FIVE) for 36 quarters since Q1 2017.
Francois Rochon's largest addition to Five Below, Inc. (FIVE) was in Q1 2020, adding 261,868 shares worth $18.43 M.
According to the latest 13F filing for Q4 2025, Francois Rochon's firm, Giverny Capital Inc., owns 637,747 shares of Five Below, Inc. (FIVE), valued at approximately $120.13 M.
As of the Q4 2025 filing, Five Below, Inc. (FIVE) represents approximately 4.01% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings.
Francois Rochon's peak holding in Five Below, Inc. (FIVE) was 732,110 shares, as reported at the end of Q4 2024.