Francis Chou - Chou Associates
As of Q2 2026, Francis Chou reported 31 long-equity positions worth $216.59M in aggregate.
Copy-investor backtest
- Latest quarter
- +2.11%
- 1-year
- +14.39%
- 3-year
- +45.08%
- 5-year
- +16.55%
- 3-year vs S&P 500
- -27.31%
- 5-year vs S&P 500
- -56.68%
- 5-year top 5
- +21.83%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 9 of 32 rows. Rows without a quote are marked unavailable.
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DEL CL ACUSIP 084670108 | 12.33% | - | 300 | $46.88M | No quote | No quote |
| 2 | RFP | RESOLUTE FST PRODS INC COM | 11.74% | Reduce -4.0% | 2,759,620 | $44.65M | No quote | No quote |
| 3 | DELL | DELL INC COM | 9.42% | - | 2,500,000 | $35.83M | $14.33 | No quote |
| 4 | SHLD | SEARS HLDGS CORP COM | 8.98% | - | 683,700 | $34.16M | No quote | No quote |
| 5 | - | ACTAVIS INC COM | 8.12% | New | 335,400 | $30.89M | No quote | No quote |
| 6 | OSTK | OVERSTOCK COM INC DEL COM | 7.48% | - | 2,310,209 | $28.46M | No quote | No quote |
| 7 | SNY | SANOFI SPONSORED ADR | 5.51% | - | 410,000 | $20.94M | $51.08 | No quote |
| 8 | C | CITIGROUP INC COM NEW | 4.77% | - | 410,000 | $18.14M | $44.24 | No quote |
| 9 | GS | GOLDMAN SACHS GROUP INC COM | 4.45% | Reduce -30.3% | 115,000 | $16.92M | $147.15 | No quote |
| 10 | NOK | NOKIA CORP SPONSORED ADR | 4.31% | - | 5,000,000 | $16.4M | $3.28 | No quote |
| 11 | JPMWS | JPMORGAN CHASE & CO W EXP 10/28/201 | 4.22% | - | 1,126,347 | $16.05M | No quote | No quote |
| 12 | WFCWS | WELLS FARGO & CO NEW W EXP 10/28/201 | 3.14% | - | 997,500 | $11.93M | No quote | No quote |
| 13 | MBI | MBIA INC COM | 2.92% | - | 1,080,797 | $11.1M | $10.27 | No quote |
| 14 | S | SPRINT NEXTEL CORP COM SER 1 | 2.65% | Reduce -23.6% | 1,623,200 | $10.08M | No quote | No quote |
| 15 | - | MANNKIND CORP NOTE 3.750%12/1CUSIP 56400PAA0 | 1.92% | Reduce -6.7% | 8,300,000 | $7.29M | No quote | No quote |
| 16 | PTGI | PRIMUS TELECOMMUNICATIONS GR COM | 1.31% | - | 451,022 | $4.98M | No quote | No quote |
| 17 | ATLC 5.875 11/30/35 | COMPUCREDIT HLDGS CORP NOTE 5.875%11/3CUSIP 20478NAD2 | 1.31% | Reduce -6.5% | 12,300,000 | $4.98M | No quote | No quote |
| 18 | BACWSA | BANK OF AMERICA CORPORATION W EXP 01/16/201 | 1.25% | - | 836,825 | $4.77M | No quote | No quote |
| 19 | RSH | RADIOSHACK CORP COM | 1.14% | - | 1,294,071 | $4.35M | No quote | No quote |
| 20 | CHT | CHUNGHWA TELECOM CO LTD SPON ADR NEW11 | 1.08% | - | 132,088 | $4.11M | No quote | No quote |
| 21 | RIMM | RESEARCH IN MOTION LTD COM | 0.73% | Reduce -7.5% | 185,000 | $2.79M | No quote | No quote |
| 22 | - | LEVEL 3 COMMUNICATIONS INC NOTE 6.500%10/0CUSIP 52729NBR0 | 0.51% | - | 1,470,000 | $1.95M | No quote | No quote |
| 23 | RYAAY | RYANAIR HLDGS PLC SPONSORED ADR | 0.30% | - | 27,000 | $1.13M | $41.78 | No quote |
| 24 | BP | BP PLC SPONSORED ADR | 0.11% | - | 10,000 | $424K | $42.40 | No quote |
| 25 | CYD | CHINA YUCHAI INTL LTD COM | 0.11% | - | 25,537 | $408K | $15.98 | No quote |
| 26 | UTSI | UTSTARCOM HOLDINGS CORP USD ORD SHS | 0.08% | Reduce -79.8% | 113,627 | $318K | No quote | No quote |
| 27 | VOD | VODAFONE GROUP PLC NEW SPONS ADR NEW | 0.07% | - | 10,000 | $284K | No quote | No quote |
| 28 | OSH | ORCHARD SUPPLY HARDWARE STOR CL A | 0.02% | - | 21,845 | $87K | No quote | No quote |
| 32 | WPI | WATSON PHARMACEUTICALS INC COM | - | Sold | 0 | $0 | No quote | No quote |
| 31 | SYA | SYMETRA FINL CORP COM | - | Sold | 0 | $0 | No quote | No quote |
| 30 | MEG | MEDIA GEN INC CL A | - | Sold | 0 | $0 | No quote | No quote |
| 29 | - | LEVEL 3 COMMUNICATIONS INC NOTE 15.000% 1/1CUSIP 52729NBM1 | - | Sold | 0 | $0 | No quote | No quote |