Meta Platforms has retired 12.2% of its shares since its peak.
Shares held, 8 quarters
Superinvestors › Francois Rochon
Francois Rochon’s cannibal stocks
Giverny Capital · 13F for Q2 2026
13cannibals held
$881.0Min these positions
Q2 2026latest 13F filing
ADP retired 1.8% of its shares in twelve months, so this stake grew 1.8% without buying a share.
Shares held, 8 quarters
Medpace retired 0.9% of its shares in twelve months, so this stake grew 0.9% without buying a share.
Shares held, 8 quarters
Progressive retired 0.9% of its shares in twelve months, so this stake grew 0.9% without buying a share.
Shares held, 8 quarters
Booking Holdings retired 6.8% of its shares in twelve months, so this stake grew 7.2% without buying a share.
Shares held, 8 quarters
NVR retired 6.1% of its shares in twelve months, so this stake grew 6.6% without buying a share.
Shares held, 8 quarters
Bright Horizons Family Solutions retired 14.0% of its shares in twelve months, so this stake grew 16.3% without buying a share.
Shares held, 8 quarters
American Express retired 2.0% of its shares in twelve months, so this stake grew 2.0% without buying a share.
Shares held, 8 quarters
JPMorgan Chase retired 2.4% of its shares in twelve months, so this stake grew 2.4% without buying a share.
Shares held, 8 quarters
Mastercard retired 3.9% of its shares in twelve months, so this stake grew 4.1% without buying a share.
Shares held, 8 quarters
Apple retired 1.2% of its shares in twelve months, so this stake grew 1.2% without buying a share.
Shares held, 8 quarters
Microsoft retired 0.1% of its shares in twelve months, so this stake grew 0.1% without buying a share.
Shares held, 8 quarters
Copart retired 4.3% of its shares in twelve months, so this stake grew 4.5% without buying a share.
Shares held, 8 quarters
Values as reported in the 13F at quarter end. See the Q2 2026 filing on EDGAR.
Questions
Which cannibal stocks does Francois Rochon own?
In the Q2 2026 13F, Giverny Capital held META, ADP, MEDP, PGR, BKNG, NVR, BFAM, AXP, JPM, MA, AAPL, MSFT, CPRT. 13 of them are on the Buyback Radar leaderboard.
Where does this data come from?
From Giverny Capital's 13F filings with the SEC, the last eight quarters, amendments applied, options excluded. A 13F shows US-listed stock positions at quarter end and is filed up to 45 days later, so it is a record, not a live portfolio.
How do buybacks help Francois Rochon?
Bright Horizons Family Solutions retired 14.0% of its shares in the last twelve months. That alone made every remaining share, including Francois Rochon's 1,080,793, 16.3% bigger as a slice of the company, without buying anything.
Francois Rochon’s moves in companies like these are covered on Cannibal Stocks.
Read Cannibal Stocks All superinvestors →