As of Q1 2026, this manager reported 30 long-equity positions worth $207.81M in aggregate.
As of Q1 2026, Francis Chou's Chou Associates held 30 long-equity positions with a reported value of $207.81M.
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This tab shows every position the manager opened, added to, reduced, or exited compared with the prior quarter, so you can see exactly what changed. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| JEF | JEFFERIES FINL GROUP INC | Add +1258.3% | 2.96% | 149,237 | $6.16M | $41.27 | $35.53 - $66.60(18%)$63.46 -> $41.27 |
| PYPL | PAYPAL HLDGS INC | Add +308.3% | 3.64% | 167,400 | $7.57M | $45.23 | $38.46 - $60.13(31%)$58.14 -> $45.23 |
| AGO | ASSURED GUARANTY LTD | Add +54.6% | 0.67% | 16,990 | $1.38M | $81.48 | $79.16 - $91.44(19%)$88.74 -> $81.48 |
| SYF | SYNCHRONY FINANCIAL | Add +3.5% | 7.31% | 223,202 | $15.18M | $68.02 | $63.08 - $88.77(19%)$84.65 -> $68.02 |
| BHRPRB | BRAEMAR HOTELS & RESORTS INC | New | — | 2,500,000 | $2.45M | $0.98 | $12.46 - $18.30(0%)$14.79 -> $14.54 |
| KHC | KRAFT HEINZ CO | New | 0.75% | 69,500 | $1.56M | $22.49 | $21.04 - $25.20(35%)$24.39 -> $22.49 |
| BRK-B | BERKSHIRE HATHAWAY INC DEL | New | 0.71% | 3,100 | $1.49M | $479.20 | $467.21 - $512.13(27%)$496.85 -> $479.20 |
| HPQ | HP INC | New | 0.24% | 26,500 | $509.07K | $19.21 | $17.56 - $22.60(33%)$22.12 -> $19.21 |
| ATKR | ATKORE INC | New | 0.24% | 8,400 | $494.84K | $58.91 | $53.75 - $74.58(25%)$64.43 -> $58.91 |
| HTZWW | HERTZ GLOBAL HLDGS INC | Sold | — | 0 | $0 | — | - |
| VTS | VITESSE ENERGY INC | Sold | — | 0 | $0 | — | - |