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 12 of 24 rows. Rows without a quote are marked unavailable.
| 1 | RFP | RESOLUTE FST PRODS INC | 22.87% | Reduce -2.6% | 4,117,259 | $82.72M | No quote | No quote |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 15.54% | - | 300 | $56.21M | No quote | No quote |
| 3 | SHLD | SEARS HLDGS CORP | 10.61% | - | 803,526 | $38.38M | No quote | No quote |
| 4 | NOK | NOKIA CORP | 10.15% | - | 5,000,000 | $36.7M | $7.34 | No quote |
| 5 | JPMWS | JPMORGAN CHASE & CO | 6.29% | - | 1,126,347 | $22.75M | No quote | No quote |
| 6 | SNY | SANOFI | 5.93% | - | 410,000 | $21.44M | $52.28 | No quote |
| 7 | C | CITIGROUP INC | 5.40% | - | 410,000 | $19.52M | $47.60 | No quote |
| 8 | WFCWS | WELLS FARGO & CO NEW | 5.14% | - | 997,500 | $18.59M | No quote | No quote |
| 9 | MBI | MBIA INC | 4.18% | - | 1,080,797 | $15.12M | $13.99 | No quote |
| 10 | GS | GOLDMAN SACHS GROUP INC | 3.40% | - | 75,000 | $12.29M | $163.85 | No quote |
| 11 | OSTK | OVERSTOCK COM INC DEL | 3.17% | - | 582,271 | $11.47M | No quote | No quote |
| 12 | ACTZZZZ | ACTAVIS PLC | 2.01% | - | 35,400 | $7.29M | No quote | No quote |
| 13 | BACWSA | BANK OF AMERICA CORPORATION | 1.90% | - | 836,825 | $6.88M | No quote | No quote |
| 14 | BB | BLACKBERRY LTD | 1.18% | - | 529,040 | $4.28M | $8.10 | No quote |
| 15 | CHT | CHUNGHWA TELECOM CO LTD | 1.12% | - | 132,088 | $4.05M | No quote | No quote |
| 16 | RYAAY | RYANAIR HLDGS PLC | 0.28% | - | 17,000 | $1M | $58.82 | No quote |
| 17 | AZN | ASTRAZENECA PLC | 0.23% | - | 13,000 | $840K | $64.62 | No quote |
| 18 | CYD | CHINA YUCHAI INTL LTD | 0.15% | - | 25,537 | $541K | $21.18 | No quote |
| 19 | GSK | GLAXOSMITHKLINE PLC | 0.13% | - | 18,000 | $484K | $26.89 | No quote |
| 20 | BP | BP PLC | 0.13% | - | 10,000 | $481K | $48.10 | No quote |
| 21 | UTSI | UTSTARCOM HOLDINGS CORP | 0.09% | - | 113,627 | $309K | No quote | No quote |
| 22 | VOD | VODAFONE GROUP PLC NEW | 0.06% | Reduce -45.5% | 5,454 | $201K | No quote | No quote |
| 23 | VZ | VERIZON COMMUNICATIONS INC | 0.03% | New | 2,630 | $125K | $47.53 | No quote |
Other instruments
Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.
| 1 | - | LEVEL 3 COMMUNICATIONS INCNOTE 6.500%10/0 | OTHER | 0 | $0 |