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 24 rows. Rows without a quote are marked unavailable.
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 20.44% | - | 300 | $59.34M | No quote | No quote |
| 2 | RFP | RESOLUTE FST PRODS INC | 12.27% | Add +9.9% | 4,704,909 | $35.62M | No quote | No quote |
| 3 | JPMWS | JPMORGAN CHASE & CO | 9.19% | - | 1,126,347 | $26.68M | No quote | No quote |
| 4 | NOK | NOKIA CORP | 9.07% | - | 3,750,000 | $26.33M | $7.02 | No quote |
| 5 | C | CITIGROUP INC | 7.31% | - | 410,000 | $21.22M | $51.75 | No quote |
| 6 | WFCWS | WELLS FARGO & CO NEW | 7.04% | - | 997,500 | $20.44M | No quote | No quote |
| 7 | SHLD | SEARS HLDGS CORP | 6.35% | - | 896,088 | $18.42M | No quote | No quote |
| 8 | SNY | SANOFI | 6.02% | - | 410,000 | $17.49M | $42.65 | No quote |
| 9 | GS | GOLDMAN SACHS GROUP INC | 4.66% | - | 75,000 | $13.52M | $180.23 | No quote |
| 10 | SHOS | SEARS HOMETOWN & OUTLET STOR | 3.64% | - | 1,322,209 | $10.58M | No quote | No quote |
| 11 | OSTK | OVERSTOCK COM INC DEL | 2.46% | - | 582,271 | $7.15M | No quote | No quote |
| 12 | MBI | MBIA INC | 2.41% | - | 1,080,797 | $7M | $6.48 | No quote |
| 13 | - | ASCENT CAP GROUP INCCUSIP 43632108 | 1.96% | Add +7.4% | 340,000 | $5.69M | No quote | No quote |
| 14 | BB | BLACKBERRY LTD | 1.69% | - | 529,040 | $4.91M | $9.28 | No quote |
| 15 | BACWSA | BANK OF AMERICA CORPORATION | 1.67% | - | 836,825 | $4.86M | No quote | No quote |
| 16 | SRSCQ | SEARS CDA INC | 1.36% | - | 775,149 | $3.96M | No quote | No quote |
| 17 | - | CHICAGO BRIDGE & IRON CO N CCUSIP 16725109 | 0.91% | - | 67,446 | $2.63M | No quote | No quote |
| 18 | RYAAY | RYANAIR HLDGS PLC | 0.49% | Reduce -2.5% | 16,575 | $1.43M | $86.46 | No quote |
| 19 | AZN | ASTRAZENECA PLC | 0.30% | - | 13,000 | $885K | $68.08 | No quote |
| 20 | CYD | CHINA YUCHAI INTL LTD | 0.27% | - | 73,364 | $789K | $10.75 | No quote |
| 21 | PKX | POSCO | 0.26% | - | 21,000 | $743K | No quote | No quote |
| 22 | GSK | GLAXOSMITHKLINE PLC | 0.13% | - | 18,000 | $364K | $20.22 | No quote |
| 23 | BP | BP PLC | 0.11% | - | 10,000 | $313K | $31.30 | 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 | $176.58M |