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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Filing period

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 17 of 18 rows. Rows without a quote are marked unavailable.


1	BRK-A	BERKSHIRE HATHAWAY INC DEL	58.22%	-	80	$51.89M	$648565.16
2	BHC	BAUSCH HEALTH COS INC	8.70%	-	715,000	$7.76M	$10.85
3	ALLY	ALLY FINL INC	7.25%	-	155,686	$6.46M	$41.49
4	SYF	SYNCHRONY FINANCIAL	5.94%	-	120,000	$5.29M	$44.08
5	C	CITIGROUP INC	4.19%	-	57,695	$3.73M	$64.65
6	HTZWW	HERTZ GLOBAL HLDGS INC	3.78%	-	741,583	$3.37M	$4.54	No quote
7	NAVI	NAVIENT CORPORATION	3.66%	-	183,338	$3.26M	$17.79
8	LBTYA	LIBERTY GLOBAL PLC	1.88%	-	96,823	$1.67M	$17.30
9	WFC	WELLS FARGO CO NEW	1.30%	-	19,542	$1.16M	$59.25
10	BB	BLACKBERRY LTD	0.98%	-	312,900	$876.09K	$2.80
11	STLA	STELLANTIS N.V	0.97%	-	30,000	$867.9K	$28.93
12	CYD	CHINA YUCHAI INTL LTD	0.72%	-	73,364	$639.73K	$8.72
13	MGA	MAGNA INTL INC	0.62%	-	10,000	$556.93K	$55.69
14	LSXMK	LIBERTY MEDIA CORP DEL	0.51%	New	15,032	$456.54K	No quote	No quote
15	RYAAY	RYANAIR HOLDINGS PLC	0.40%	-	2,375	$353.48K	$148.83
16	IMO	IMPERIAL OIL LTD	0.40%	New	5,000	$352.55K	$70.51
17	BABA	ALIBABA GROUP HLDG LTD	0.28%	-	3,400	$251.5K	$73.97
18	MEOH	METHANEX CORP	0.20%	-	4,000	$182.24K	$45.56