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 15 of 19 rows. Rows without a quote are marked unavailable.
| 1 | BHC | BAUSCH HEALTH COS INC | 20.11% | - | 1,495,000 | $41.64M | $27.85 | |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 19.87% | - | 100 | $41.14M | No quote | No quote |
| 3 | RFP | RESOLUTE FST PRODS INC | 18.96% | Reduce -16.3% | 3,299,460 | $39.26M | No quote | No quote |
| 4 | RFP | RESOLUTE FST PRODS INC | 10.84% | Reduce -25.1% | 1,886,000 | $22.44M | No quote | No quote |
| 5 | BHC | BAUSCH HEALTH COS INC | 8.07% | - | 600,000 | $16.71M | $27.85 | |
| 6 | WFC | WELLS FARGO CO NEW | 3.80% | - | 169,542 | $7.87M | $46.41 | |
| 7 | MBI | MBIA INC | 3.72% | - | 599,530 | $7.7M | $12.85 | |
| 8 | JPM | JPMORGAN CHASE & CO | 2.71% | - | 34,275 | $5.61M | $163.68 | |
| 9 | MBI | MBIA INC | 2.48% | - | 400,000 | $5.14M | $12.85 | |
| 10 | C | CITIGROUP INC | 1.96% | - | 57,695 | $4.05M | $70.18 | |
| 11 | BB | BLACKBERRY LTD | 1.80% | Reduce -4.3% | 382,900 | $3.73M | $9.73 | |
| 12 | BB | BLACKBERRY LTD | 1.80% | Reduce -4.3% | 382,600 | $3.73M | $9.74 | |
| 13 | GS | GOLDMAN SACHS GROUP INC | 1.30% | - | 7,100 | $2.68M | $378.03 | |
| 14 | MGA | MAGNA INTL INC | 0.73% | - | 20,000 | $1.51M | $75.25 | |
| 15 | PKX | POSCO | 0.70% | - | 21,000 | $1.45M | No quote | No quote |
| 16 | CYD | CHINA YUCHAI INTL LTD | 0.48% | - | 73,364 | $997K | $13.59 | |
| 17 | STLA | STELLANTIS | 0.28% | - | 30,000 | $573K | $19.10 | |
| 18 | RYAAY | RYANAIR HLDGS PLC | 0.24% | - | 4,575 | $504K | $110.16 | |
| 19 | LBTYA | LIBERTY GLOBAL PLC | 0.17% | - | 12,000 | $358K | $29.83 |