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 28 rows. Rows without a quote are marked unavailable.
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 14.17% | - | 300 | $50.58M | No quote | No quote |
| 2 | RFP | RESOLUTE FST PRODS INC | 13.82% | Add +35.7% | 3,745,350 | $49.33M | No quote | No quote |
| 3 | DELL | DELL INC | 9.35% | - | 2,500,000 | $33.38M | $13.35 | No quote |
| 4 | OSTK | OVERSTOCK COM INC DEL | 8.58% | Reduce -53.0% | 1,086,725 | $30.65M | No quote | No quote |
| 5 | SHLD | SEARS HLDGS CORP | 8.06% | - | 683,700 | $28.77M | No quote | No quote |
| 6 | - | ACTAVIS INC | 6.56% | Reduce -44.7% | 185,400 | $23.4M | No quote | No quote |
| 7 | SNY | SANOFI | 5.92% | - | 410,000 | $21.12M | $51.51 | No quote |
| 8 | C | CITIGROUP INC | 5.51% | - | 410,000 | $19.67M | $47.97 | No quote |
| 9 | NOK | NOKIA CORP | 5.24% | - | 5,000,000 | $18.7M | $3.74 | No quote |
| 10 | JPMWS | JPMORGAN CHASE & CO | 4.92% | - | 1,126,347 | $17.57M | No quote | No quote |
| 11 | MBI | MBIA INC | 4.03% | - | 1,080,797 | $14.39M | $13.31 | No quote |
| 12 | WFCWS | WELLS FARGO & CO NEW | 3.82% | - | 997,500 | $13.64M | No quote | No quote |
| 13 | GS | GOLDMAN SACHS GROUP INC | 3.18% | Reduce -34.8% | 75,000 | $11.34M | $151.25 | No quote |
| 14 | PTGI | PRIMUS TELECOMMUNICATIONS GR | 1.51% | - | 451,022 | $5.39M | No quote | No quote |
| 15 | BACWSA | BANK OF AMERICA CORPORATION | 1.28% | - | 836,825 | $4.57M | No quote | No quote |
| 16 | CHT | CHUNGHWA TELECOM CO LTD | 1.19% | - | 132,088 | $4.24M | No quote | No quote |
| 17 | S | SPRINT NEXTEL CORP | 0.83% | Reduce -73.9% | 423,200 | $2.97M | No quote | No quote |
| 18 | RSH | RADIOSHACK CORP | 0.70% | Reduce -38.6% | 794,071 | $2.51M | No quote | No quote |
| 19 | RIMM | RESEARCH IN MOTION LTD | 0.54% | - | 185,000 | $1.94M | No quote | No quote |
| 20 | RYAAY | RYANAIR HLDGS PLC | 0.39% | - | 27,000 | $1.39M | $51.52 | No quote |
| 21 | CYD | CHINA YUCHAI INTL LTD | 0.13% | - | 25,537 | $450K | $17.62 | No quote |
| 22 | BP | BP PLC | 0.12% | - | 10,000 | $417K | $41.70 | No quote |
| 23 | UTSI | UTSTARCOM HOLDINGS CORP | 0.08% | - | 113,627 | $302K | No quote | No quote |
| 24 | VOD | VODAFONE GROUP PLC NEW | 0.08% | - | 10,000 | $287K | No quote | No quote |
| 25 | OSH | ORCHARD SUPPLY HARDWARE STOR CL A | - | Sold | 0 | $0 | No quote | No quote |
Other instruments
Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.
| 1 | - | MANNKIND CORPNOTE 3.750%12/1 | OTHER | 7,300,000 | $6.92M |
| 2 | ATLC 5.875 11/30/35 | COMPUCREDIT HLDGS CORPNOTE 5.875%11/3 | OTHER | 12,300,000 | $4.98M |
| 3 | - | LEVEL 3 COMMUNICATIONS INCNOTE 6.500%10/0 | OTHER | 1,470,000 | $1.99M |