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 11 of 26 rows. Rows without a quote are marked unavailable.
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 20.26% | - | 300 | $58.59M | No quote | No quote |
| 2 | RFP | RESOLUTE FST PRODS INC | 12.30% | Add +4.9% | 4,281,218 | $35.59M | No quote | No quote |
| 3 | NOK | NOKIA CORP | 8.79% | Reduce -25.0% | 3,750,000 | $25.43M | $6.78 | No quote |
| 4 | JPMWS | JPMORGAN CHASE & CO | 7.76% | - | 1,126,347 | $22.43M | No quote | No quote |
| 5 | C | CITIGROUP INC | 7.03% | - | 410,000 | $20.35M | $49.62 | No quote |
| 6 | SHLD | SEARS HLDGS CORP | 7.00% | - | 896,088 | $20.26M | No quote | No quote |
| 7 | SNY | SANOFI | 6.73% | - | 410,000 | $19.47M | $47.48 | No quote |
| 8 | WFCWS | WELLS FARGO & CO NEW | 6.24% | - | 997,500 | $18.05M | No quote | No quote |
| 9 | GS | GOLDMAN SACHS GROUP INC | 4.51% | - | 75,000 | $13.04M | $173.81 | No quote |
| 10 | SHOS | SEARS HOMETOWN & OUTLET STOR | 3.66% | - | 1,322,209 | $10.59M | No quote | No quote |
| 11 | OSTK | OVERSTOCK COM INC DEL | 3.46% | - | 582,271 | $10M | No quote | No quote |
| 12 | - | ASCENT CAP GROUP INCCUSIP 43632108 | 3.00% | New | 316,591 | $8.67M | No quote | No quote |
| 13 | MBI | MBIA INC | 2.27% | - | 1,080,797 | $6.57M | $6.08 | No quote |
| 14 | SRSCQ | SEARS CDA INC | 1.75% | - | 775,149 | $5.05M | No quote | No quote |
| 15 | BACWSA | BANK OF AMERICA CORPORATION | 1.66% | - | 836,825 | $4.8M | No quote | No quote |
| 16 | BB | BLACKBERRY LTD | 1.12% | - | 529,040 | $3.24M | $6.11 | No quote |
| 17 | - | CHICAGO BRIDGE & IRON CO N CCUSIP 16725109 | 0.93% | New | 67,446 | $2.68M | No quote | No quote |
| 18 | RYAAY | RYANAIR HLDGS PLC | 0.46% | - | 17,000 | $1.33M | $78.29 | No quote |
| 19 | CYD | CHINA YUCHAI INTL LTD | 0.31% | Add +187.3% | 73,364 | $908K | $12.38 | No quote |
| 20 | AZN | ASTRAZENECA PLC | 0.28% | - | 13,000 | $822K | $63.23 | No quote |
| 21 | PKX | POSCO | 0.25% | New | 21,000 | $736K | No quote | No quote |
| 22 | GSK | GLAXOSMITHKLINE PLC | 0.12% | - | 18,000 | $344K | $19.11 | No quote |
| 23 | BP | BP PLC | 0.11% | - | 10,000 | $306K | $30.60 | No quote |
| 25 | CBI | CHICAGO BRIDGE & IRON CO N C | - | Sold | 0 | $0 | No quote | No quote |
| 24 | ASCMA | ASCENT CAP GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
Other instruments
Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.
| 1 | - | ASCENT CAP GROUP INCNOTE 4.000% 7/1 | OTHER | 2,683,000 | $1.94M |