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 13 of 25 rows. Rows without a quote are marked unavailable.
| 1 | RFP | RESOLUTE FST PRODS INC | 20.23% | - | 4,117,259 | $73.76M | No quote | No quote |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 16.68% | - | 300 | $60.82M | No quote | No quote |
| 3 | NOK | NOKIA CORP | 11.07% | - | 5,000,000 | $40.35M | $8.07 | No quote |
| 4 | SHLD | SEARS HLDGS CORP | 9.40% | - | 803,526 | $34.28M | No quote | No quote |
| 5 | SNY | SANOFI | 6.38% | - | 410,000 | $23.27M | $56.76 | No quote |
| 6 | JPM | JPMORGAN CHASE & CO | 6.37% | New | 1,126,347 | $23.24M | $20.64 | No quote |
| 7 | WFCWS | WELLS FARGO & CO NEW | 6.26% | - | 997,500 | $22.83M | No quote | No quote |
| 8 | C | CITIGROUP INC | 5.65% | - | 410,000 | $20.62M | $50.28 | No quote |
| 9 | GS | GOLDMAN SACHS GROUP INC | 3.68% | - | 75,000 | $13.41M | $178.75 | No quote |
| 10 | MBI | MBIA INC | 3.49% | - | 1,080,797 | $12.74M | $11.79 | No quote |
| 11 | OSTK | OVERSTOCK COM INC DEL | 2.69% | - | 582,271 | $9.8M | No quote | No quote |
| 12 | LE | LANDS END INC | 2.38% | New | 241,697 | $8.66M | No quote | No quote |
| 13 | BACWSA | BANK OF AMERICA CORPORATION | 1.69% | - | 836,825 | $6.16M | No quote | No quote |
| 14 | BB | BLACKBERRY LTD | 1.59% | - | 529,040 | $5.79M | $10.94 | No quote |
| 15 | CHT | CHUNGHWA TELECOM CO LTD | 1.24% | - | 132,088 | $4.52M | No quote | No quote |
| 16 | AZN | ASTRAZENECA PLC | 0.28% | - | 13,000 | $1.03M | $79.23 | No quote |
| 17 | RYAAY | RYANAIR HLDGS PLC | 0.28% | - | 17,000 | $1.01M | $59.59 | No quote |
| 18 | CYD | CHINA YUCHAI INTL LTD | 0.16% | - | 25,537 | $579K | $22.67 | No quote |
| 19 | BP | BP PLC | 0.15% | - | 10,000 | $563K | $56.30 | No quote |
| 20 | GSK | GLAXOSMITHKLINE PLC | 0.14% | - | 18,000 | $514K | $28.56 | No quote |
| 21 | UTSI | UTSTARCOM HOLDINGS CORP | 0.10% | - | 113,627 | $355K | No quote | No quote |
| 22 | VOD | VODAFONE GROUP PLC NEW | 0.05% | - | 5,454 | $194K | No quote | No quote |
| 23 | VZ | VERIZON COMMUNICATIONS INC | 0.04% | - | 2,630 | $137K | $52.09 | No quote |
| 25 | JPMWS | JPMORGAN CHASE & CO | - | Sold | 0 | $0 | No quote | No quote |
| 24 | ACTZZZZ | ACTAVIS PLC | - | Sold | 0 | $0 | No quote | No quote |