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 10 of 24 rows. Rows without a quote are marked unavailable.
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 19.29% | - | 150 | $44.87M | No quote | No quote |
| 2 | RFP | RESOLUTE FST PRODS INC | 16.41% | - | 4,596,832 | $38.15M | No quote | No quote |
| 3 | VRX | VALEANT PHARMACEUTICALS INTL | 11.29% | Add +1006.8% | 1,648,992 | $26.25M | No quote | No quote |
| 4 | WFCWS | WELLS FARGO & CO NEW | 8.23% | - | 997,500 | $19.15M | No quote | No quote |
| 5 | GS | GOLDMAN SACHS GROUP INC | 8.12% | - | 75,000 | $18.89M | $251.87 | No quote |
| 6 | SNY | SANOFI | 7.07% | - | 410,000 | $16.43M | $40.08 | No quote |
| 7 | C | CITIGROUP INC | 6.09% | - | 210,000 | $14.18M | $67.50 | No quote |
| 8 | JPMWS | JPMORGAN CHASE & CO | 4.99% | - | 166,977 | $11.61M | No quote | No quote |
| 9 | MBI | MBIA INC | 4.30% | - | 1,080,797 | $10.01M | $9.26 | No quote |
| 10 | BB | BLACKBERRY LTD | 2.61% | - | 529,040 | $6.08M | $11.49 | No quote |
| 11 | ENDPQ | ENDO INTL PLC | 2.25% | Add +1000.0% | 880,000 | $5.23M | No quote | No quote |
| 12 | NOK | NOKIA CORP | 2.00% | - | 850,000 | $4.65M | $5.47 | No quote |
| 13 | SHOS | SEARS HOMETOWN & OUTLET STOR | 1.71% | - | 1,322,209 | $3.97M | No quote | No quote |
| 14 | SHLD | SEARS HLDGS CORP | 1.30% | - | 1,131,610 | $3.02M | No quote | No quote |
| 15 | BACWSA | BANK AMER CORP | 1.17% | - | 149,476 | $2.72M | No quote | No quote |
| 16 | SD | SANDRIDGE ENERGY INC | 0.85% | - | 135,903 | $1.97M | $14.51 | No quote |
| 17 | PKX | POSCO | 0.71% | - | 21,000 | $1.66M | No quote | No quote |
| 18 | CYD | CHINA YUCHAI INTL LTD | 0.67% | - | 73,364 | $1.55M | $21.17 | No quote |
| 19 | ASCMA | ASCENT CAP GROUP INC | 0.48% | - | 306,000 | $1.13M | No quote | No quote |
| 20 | RYAAY | RYANAIR HLDGS PLC | 0.24% | - | 4,575 | $562K | $122.84 | No quote |
| 21 | TEVA | TEVA PHARMACEUTICAL INDS LTD | 0.11% | - | 15,000 | $256K | $17.07 | No quote |
| 22 | OSTK | OVERSTOCK COM INC DEL | 0.10% | - | 6,650 | $241K | No quote | No quote |
Other instruments
Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.
| 1 | ATLC 5.875 11/30/35 | COMPUCREDIT HLDGS CORPNOTE 5.875%11/3 | OTHER | 5,300,000 | $2.62M |
| 2 | - | ASCENT CAP GROUP INCNOTE 4.000% 7/1 | OTHER | 2,683,000 | $2.02M |