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 25 rows. Rows without a quote are marked unavailable.
| 1 | RFP | RESOLUTE FST PRODS INC | 21.02% | Reduce -13.8% | 3,940,460 | $48.07M | No quote | No quote |
| 2 | BHC | BAUSCH HEALTH COS INC | 19.17% | Reduce -4.1% | 1,495,000 | $43.83M | $29.32 | |
| 3 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 18.30% | Reduce -33.3% | 100 | $41.86M | No quote | No quote |
| 4 | RFP | RESOLUTE FST PRODS INC | 13.44% | New | 2,518,500 | $30.73M | No quote | No quote |
| 5 | BHC | BAUSCH HEALTH COS INC | 7.69% | New | 600,000 | $17.59M | $29.32 | |
| 6 | WFC | WELLS FARGO CO NEW | 3.36% | Reduce -19.1% | 169,542 | $7.68M | $45.29 | |
| 7 | MBI | MBIA INC | 2.88% | Reduce -8.1% | 599,530 | $6.6M | $11.00 | |
| 8 | JPM | JPMORGAN CHASE & CO | 2.33% | - | 34,275 | $5.33M | $155.54 | |
| 10 | BB | BLACKBERRY LTD | 2.14% | New | 400,000 | $4.89M | $12.22 | |
| 9 | BB | BLACKBERRY LTD | 2.14% | Reduce -24.4% | 400,000 | $4.89M | $12.22 | |
| 11 | MBI | MBIA INC | 1.92% | New | 400,000 | $4.4M | $11.00 | |
| 12 | C | CITIGROUP INC | 1.78% | Reduce -14.8% | 57,695 | $4.08M | $70.75 | |
| 13 | GS | GOLDMAN SACHS GROUP INC | 1.18% | Reduce -64.5% | 7,100 | $2.7M | $379.58 | |
| 14 | MGA | MAGNA INTL INC | 0.81% | - | 20,000 | $1.85M | $92.65 | |
| 15 | PKX | POSCO | 0.70% | - | 21,000 | $1.61M | No quote | No quote |
| 16 | CYD | CHINA YUCHAI INTL LTD | 0.51% | - | 73,364 | $1.18M | $16.04 | |
| 17 | STLA | STELLANTIS | 0.26% | New | 30,000 | $591K | $19.70 | |
| 18 | RYAAY | RYANAIR HLDGS PLC | 0.22% | - | 4,575 | $495K | $108.20 | |
| 19 | LBTYA | LIBERTY GLOBAL PLC | 0.14% | New | 12,000 | $326K | $27.17 | |
| 25 | SAVE | SPIRIT AIRLS INC | - | Sold | 0 | $0 | No quote | No quote |
| 24 | SNY | SANOFI | - | Sold | 0 | $0 | No quote | No quote |
| 23 | FCAU | FIAT CHRYSLER AUTOMOBILES N | - | Sold | 0 | $0 | No quote | No quote |
| 22 | DVA | DAVITA INC | - | Sold | 0 | $0 | No quote | No quote |
| 21 | BAC | BANK AMER CORP | - | Sold | 0 | $0 | No quote | No quote |
| 20 | ALGT | ALLEGIANT TRAVEL CO | - | Sold | 0 | $0 | No quote | No quote |