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 31 of 34 rows. Rows without a quote are marked unavailable.
| 1 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 40.12% | - | 90 | $62.21M | $691180.09 | |
| 2 | GOOG | ALPHABET INC | 8.88% | - | 82,390 | $13.77M | $167.19 | |
| 3 | OXY | OCCIDENTAL PETE CORP | 6.65% | New | 200,000 | $10.31M | $51.54 | |
| 4 | AAPL | APPLE INC | 6.61% | - | 44,000 | $10.25M | $233.00 | |
| 5 | SYF | SYNCHRONY FINANCIAL | 6.22% | - | 193,202 | $9.64M | $49.88 | |
| 6 | ALLY | ALLY FINL INC | 5.18% | - | 225,525 | $8.03M | $35.59 | |
| 7 | STLA | STELLANTIS N.V | 4.14% | - | 456,388 | $6.41M | $14.05 | |
| 8 | NAVI | NAVIENT CORPORATION | 2.66% | - | 264,245 | $4.12M | $15.59 | |
| 9 | POOL | POOL CORP | 2.58% | - | 10,636 | $4.01M | $376.80 | |
| 10 | C | CITIGROUP INC | 2.33% | - | 57,695 | $3.61M | $62.60 | |
| 11 | WFC | WELLS FARGO CO NEW | 2.17% | - | 59,542 | $3.36M | $56.49 | |
| 12 | PYPL | PAYPAL HLDGS INC | 2.06% | - | 41,000 | $3.2M | $78.03 | |
| 13 | MCO | MOODYS CORP | 1.81% | - | 5,899 | $2.8M | $474.59 | |
| 14 | LBTYA | LIBERTY GLOBAL PLC | 1.66% | - | 121,823 | $2.57M | $21.11 | |
| 15 | BAC | BANK AMERICA CORP | 1.28% | - | 50,000 | $1.98M | $39.68 | |
| 16 | CASH | PATHWARD FINANCIAL INC | 1.17% | - | 27,389 | $1.81M | $66.01 | |
| 17 | MBI | MBIA INC | 0.74% | - | 321,000 | $1.15M | $3.57 | |
| 18 | CYD | CHINA YUCHAI INTL LTD | 0.60% | - | 73,364 | $930.26K | $12.68 | |
| 19 | AGO | ASSURED GUARANTY LTD | 0.56% | - | 10,990 | $873.93K | $79.52 | |
| 20 | JEF | JEFFERIES FINL GROUP INC | 0.44% | - | 10,987 | $676.25K | $61.55 | |
| 21 | LPX | LOUISIANA PAC CORP | 0.41% | - | 5,886 | $632.51K | $107.46 | |
| 22 | SIRI | SIRIUS XM HOLDINGS INC | 0.36% | New | 23,686 | $560.17K | $23.65 | |
| 23 | LEA | LEAR CORP | 0.28% | - | 4,000 | $436.6K | $109.15 | |
| 24 | MGA | MAGNA INTL INC | 0.26% | - | 10,000 | $410.4K | $41.04 | |
| 25 | BABA | ALIBABA GROUP HLDG LTD | 0.23% | - | 3,400 | $360.81K | $106.12 | |
| 26 | IMO | IMPERIAL OIL LTD | 0.23% | - | 5,000 | $351.77K | $70.35 | |
| 27 | RYAAY | RYANAIR HOLDINGS PLC | 0.17% | Add +0.0%2.499:1 split | 5,937 | $268.23K | $45.18 | |
| 28 | MEOH | METHANEX CORP | 0.11% | - | 4,000 | $165.27K | $41.32 | |
| 29 | CACC | CREDIT ACCEP CORP MICH | 0.07% | - | 262 | $116.18K | $443.42 | |
| 30 | VTS | VITESSE ENERGY INC | 0.02% | - | 1,293 | $31.06K | $24.02 | |
| 31 | LSXMK | LIBERTY MEDIA CORP DEL | - | Sold | 0 | $0 | No quote | No 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 LTDCALL | CALL | - | 38,500 | $2.15M |
Other instruments
Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.