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.
Get email alerts when Francis Chou files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 15 of 25 rows. Rows without a quote are marked unavailable.
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 20.86% | - | 150 | $45.9M | No quote | No quote |
| 2 | RFP | RESOLUTE FST PRODS INC | 18.46% | - | 5,121,960 | $40.62M | No quote | No quote |
| 3 | BHC | BAUSCH HEALTH COS INC | 13.84% | - | 1,648,992 | $30.46M | $18.47 | No quote |
| 4 | WFC | WELLS FARGO CO NEW | 9.10% | - | 434,542 | $20.02M | $46.08 | No quote |
| 5 | SNY | SANOFI | 5.88% | Reduce -17.2% | 298,000 | $12.94M | $43.41 | No quote |
| 6 | ENDPQ | ENDO INTL PLC | 5.24% | - | 1,580,000 | $11.53M | No quote | No quote |
| 7 | JPM | JPMORGAN CHASE & CO | 4.85% | - | 109,275 | $10.67M | $97.62 | No quote |
| 8 | MBI | MBIA INC | 3.86% | Reduce -0.6% | 952,531 | $8.5M | $8.92 | No quote |
| 9 | GS | GOLDMAN SACHS GROUP INC | 3.80% | - | 50,000 | $8.35M | $167.04 | No quote |
| 10 | DVA | DAVITA INC | 3.29% | - | 140,743 | $7.24M | $51.46 | No quote |
| 11 | C | CITIGROUP INC | 3.08% | - | 130,000 | $6.77M | $52.06 | No quote |
| 12 | BB | BLACKBERRY LTD | 1.71% | - | 529,040 | $3.76M | $7.11 | No quote |
| 13 | SHOS | SEARS HOMETOWN & OUTLET STOR | 1.65% | Add +29.7% | 1,701,960 | $3.63M | No quote | No quote |
| 14 | SAVE | SPIRIT AIRLS INC | 1.32% | - | 50,000 | $2.9M | No quote | No quote |
| 15 | BAC | BANK AMER CORP | 1.05% | - | 93,376 | $2.3M | $24.64 | No quote |
| 16 | PKX | POSCO | 0.52% | - | 21,000 | $1.15M | No quote | No quote |
| 17 | CYD | CHINA YUCHAI INTL LTD | 0.41% | - | 73,364 | $913K | $12.44 | No quote |
| 18 | MGA | MAGNA INTL INC | 0.41% | New | 20,000 | $909K | $45.45 | No quote |
| 19 | FCAU | FIAT CHRYSLER AUTOMOBILES N | 0.20% | New | 30,000 | $434K | No quote | No quote |
| 20 | ALGT | ALLEGIANT TRAVEL CO | 0.20% | - | 4,317 | $433K | $100.30 | No quote |
| 21 | RYAAY | RYANAIR HLDGS PLC | 0.15% | - | 4,575 | $326K | $71.26 | No quote |
| 22 | TEVA | TEVA PHARMACEUTICAL INDS LTD | 0.10% | - | 15,000 | $231K | $15.40 | No quote |
| 23 | ASCMA | ASCENT CAP GROUP INC | 0.03% | Reduce -44.4% | 149,104 | $58K | No quote | No quote |
| 24 | SHLD | SEARS HLDGS CORP | 0.01% | Reduce -80.4% | 99,135 | $27K | 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 | 4,800,000 | $2.66M |