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Focused investors/Francis Chou

Francis Chou - Chou Associates

As of Q1 2026, this manager reported 30 long-equity positions worth $207.81M in aggregate.

As of Q1 2026, Francis Chou's Chou Associates held 30 long-equity positions with a reported value of $207.81M.

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

Live quotes available for 29 of 33 rows. Rows without a quote are marked unavailable.

1BRK-ABERKSHIRE HATHAWAY INC DEL39.79%Add +12.5%90$55.1M$612240.7352w: $502000.00 - $741971.00; reported $612240.73
2GOOGALPHABET INC10.91%New82,390$15.11M$183.4252w: $115.83 - $187.50; reported $183.42
3AAPLAPPLE INC6.69%New44,000$9.27M$210.6252w: $164.08 - $220.20; reported $210.62
4SYFSYNCHRONY FINANCIAL6.58%Add +61.0%193,202$9.12M$47.1952w: $27.30 - $47.24; reported $47.19
5STLASTELLANTIS N.V6.54%Add +1421.3%456,388$9.06M$19.8552w: $17.19 - $29.51; reported $19.85
6ALLYALLY FINL INC6.46%Add +44.9%225,525$8.95M$39.6752w: $22.54 - $41.77; reported $39.67
7NAVINAVIENT CORPORATION2.78%Add +44.1%264,245$3.85M$14.5652w: $13.96 - $19.69; reported $14.56
8CCITIGROUP INC2.64%-57,695$3.66M$63.4652w: $38.17 - $64.98; reported $63.46
9WFCWELLS FARGO CO NEW2.55%Add +204.7%59,542$3.54M$59.3952w: $38.39 - $62.55; reported $59.39
10POOLPOOL CORP2.36%New10,636$3.27M$307.3352w: $299.24 - $422.73; reported $307.33
11MCOMOODYS CORP1.79%New5,899$2.48M$420.9352w: $298.86 - $428.79; reported $420.93
12PYPLPAYPAL HLDGS INC1.72%New41,000$2.38M$58.0352w: $50.25 - $76.54; reported $58.03
13LBTYALIBERTY GLOBAL PLC1.53%Add +25.8%121,823$2.12M$17.4352w: $7.73 - $10.59; reported $17.43
14BACBANK AMERICA CORP1.44%New50,000$1.99M$39.7752w: $24.96 - $40.34; reported $39.77
15MBIMBIA INC1.27%New321,000$1.76M$5.4952w: $5.10 - $14.37; reported $5.49
16CASHPATHWARD FINANCIAL INC1.12%New27,389$1.55M$56.5752w: $41.79 - $60.49; reported $56.57
17AGOASSURED GUARANTY LTD0.61%New10,990$847.88K$77.1552w: $54.30 - $96.60; reported $77.15
18CYDCHINA YUCHAI INTL LTD0.48%-73,364$667.61K$9.1052w: $7.83 - $12.50; reported $9.10
19LSXMKLIBERTY MEDIA CORP DEL0.45%Add +88.2%28,282$626.73KNo quoteNo quote
20JEFJEFFERIES FINL GROUP INC0.39%New10,987$546.71K$49.7652w: $31.38 - $50.49; reported $49.76
21LPXLOUISIANA PAC CORP0.35%New5,886$484.59K$82.3352w: $49.47 - $95.70; reported $82.33
22LEALEAR CORP0.33%New4,000$456.84K$114.2152w: $112.55 - $157.91; reported $114.21
23MGAMAGNA INTL INC0.30%-10,000$419K$41.9052w: $40.83 - $65.27; reported $41.90
24IMOIMPERIAL OIL LTD0.25%-5,000$340.92K$68.1852w: $48.26 - $74.58; reported $68.18
25RYAAYRYANAIR HOLDINGS PLC0.20%-2,375$276.55K$116.4452w: $34.89 - $60.32; reported $116.44
26BABAALIBABA GROUP HLDG LTD0.18%-3,400$244.8K$72.0052w: $66.63 - $102.50; reported $72.00
27MEOHMETHANEX CORP0.14%-4,000$193.12K$48.2852w: $38.31 - $56.43; reported $48.28
28CACCCREDIT ACCEP CORP MICH0.10%New262$134.85K$514.6852w: $379.77 - $616.66; reported $514.68
29VTSVITESSE ENERGY INC0.02%New1,293$30.64K$23.7052w: $19.63 - $25.68; reported $23.70
31BBBLACKBERRY LTD-Sold0$0No quoteNo quote
30BHCBAUSCH HEALTH COS INC-Sold0$0No quoteNo quote

Options positions

Put = right to sell at strike (a bearish bet). Call = right to buy at strike (bullish via leverage). The notional column shows the underlying market value reported to the SEC, not the option premium paid - these don't add to the long-equity % portfolio above.

1-ALIBABA GROUP HLDG LTDCALLCALLNew38,500$962.5K

Other instruments

Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.

1HTZWWHERTZ GLOBAL HLDGS INCWARRANTOTHER242,217$590.93K