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 2026-09-12 from SEC 13F data.
Live quotes available for 14 of 24 rows. Rows without a quote are marked unavailable.
| 1 | RFP | RESOLUTE FST PRODS INC | 18.43% | - | 4,117,259 | $72.23M | No quote | No quote |
| 2 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 17.77% | - | 300 | $69.63M | $232090.00 | No quote |
| 3 | NOK | NOKIA CORP | 12.11% | - | 5,000,000 | $47.45M | $9.49 | No quote |
| 4 | SNY | SANOFI | 6.62% | - | 410,000 | $25.95M | $63.30 | No quote |
| 5 | JPM | JPMORGAN CHASE & CO | 6.48% | - | 1,126,347 | $25.41M | $22.56 | No quote |
| 6 | C | CITIGROUP INC | 6.08% | - | 410,000 | $23.83M | $58.13 | No quote |
| 7 | SHLD | SEARS HLDGS CORP | 5.80% | - | 803,526 | $22.74M | No quote | No quote |
| 8 | WFCWS | WELLS FARGO & CO NEW | 5.75% | - | 997,500 | $22.55M | No quote | No quote |
| 9 | SHOS | SEARS HOMETOWN & OUTLET STOR | 3.95% | New | 890,170 | $15.48M | No quote | No quote |
| 10 | GS | GOLDMAN SACHS GROUP INC | 3.94% | - | 75,000 | $15.44M | $205.92 | No quote |
| 11 | MBI | MBIA INC | 2.84% | - | 1,080,797 | $11.13M | $10.30 | No quote |
| 12 | OSTK | OVERSTOCK COM INC DEL | 2.81% | - | 582,271 | $11.01M | No quote | No quote |
| 13 | BACWSA | BANK OF AMERICA CORPORATION | 1.80% | - | 836,825 | $7.04M | No quote | No quote |
| 14 | LE | LANDS END INC | 1.79% | Reduce -37.2% | 151,696 | $7M | No quote | No quote |
| 15 | BB | BLACKBERRY LTD | 1.34% | - | 529,040 | $5.26M | $9.95 | No quote |
| 16 | CHT | CHUNGHWA TELECOM CO LTD | 1.13% | - | 132,088 | $4.44M | No quote | No quote |
| 17 | AZN | ASTRAZENECA PLC | 0.43% | - | 13,000 | $1.7M | $131.00 | No quote |
| 18 | RYAAY | RYANAIR HLDGS PLC | 0.27% | - | 17,000 | $1.08M | $63.29 | No quote |
| 19 | GSK | GLAXOSMITHKLINE PLC | 0.19% | - | 18,000 | $750K | $41.67 | No quote |
| 20 | CYD | CHINA YUCHAI INTL LTD | 0.14% | - | 25,537 | $531K | $20.79 | No quote |
| 21 | BP | BP PLC | 0.13% | - | 10,000 | $493K | $49.30 | No quote |
| 22 | UTSI | UTSTARCOM HOLDINGS CORP | 0.10% | - | 113,627 | $390K | No quote | No quote |
| 23 | VOD | VODAFONE GROUP PLC NEW | 0.05% | - | 5,454 | $201K | No quote | No quote |
| 24 | VZ | VERIZON COMMUNICATIONS INC | 0.04% | - | 2,630 | $147K | $55.89 | No quote |