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 34 rows. Rows without a quote are marked unavailable.
| 1 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 40.80% | Reduce -4.4% | 86 | $58.56M | $680919.74 | |
| 2 | GOOG | ALPHABET INC | 10.93% | - | 82,390 | $15.69M | $190.44 | |
| 3 | SYF | SYNCHRONY FINANCIAL | 9.77% | Add +11.7% | 215,702 | $14.02M | $65.00 | |
| 4 | AAPL | APPLE INC | 7.68% | - | 44,000 | $11.02M | $250.42 | |
| 5 | ALLY | ALLY FINL INC | 5.66% | - | 225,525 | $8.12M | $36.01 | |
| 6 | STLA | STELLANTIS N.V | 4.15% | - | 456,388 | $5.96M | $13.05 | |
| 7 | WFC | WELLS FARGO CO NEW | 2.91% | - | 59,542 | $4.18M | $70.24 | |
| 8 | C | CITIGROUP INC | 2.83% | - | 57,695 | $4.06M | $70.39 | |
| 9 | POOL | POOL CORP | 2.53% | - | 10,636 | $3.63M | $340.94 | |
| 10 | PYPL | PAYPAL HLDGS INC | 2.44% | - | 41,000 | $3.5M | $85.35 | |
| 11 | MCO | MOODYS CORP | 1.95% | - | 5,899 | $2.79M | $473.37 | |
| 12 | BAC | BANK AMERICA CORP | 1.53% | - | 50,000 | $2.2M | $43.95 | |
| 13 | MBI | MBIA INC | 1.44% | - | 321,000 | $2.07M | $6.46 | |
| 14 | CASH | PATHWARD FINANCIAL INC | 1.40% | - | 27,389 | $2.02M | $73.58 | |
| 15 | AGO | ASSURED GUARANTY LTD | 0.69% | - | 10,990 | $989.21K | $90.01 | |
| 16 | JEF | JEFFERIES FINL GROUP INC | 0.60% | - | 10,987 | $861.38K | $78.40 | |
| 17 | CYD | CHINA YUCHAI INTL LTD | 0.49% | - | 73,364 | $699.16K | $9.53 | |
| 18 | LPX | LOUISIANA PAC CORP | 0.42% | - | 5,886 | $609.5K | $103.55 | |
| 19 | MGA | MAGNA INTL INC | 0.29% | - | 10,000 | $417.9K | $41.79 | |
| 20 | LEA | LEAR CORP | 0.26% | - | 4,000 | $378.8K | $94.70 | |
| 21 | IMO | IMPERIAL OIL LTD | 0.21% | - | 5,000 | $308.15K | $61.63 | |
| 22 | BABA | ALIBABA GROUP HLDG LTD | 0.20% | - | 3,400 | $288.29K | $84.79 | |
| 23 | SIRI | SIRIUSXM HOLDINGS INC | 0.20% | Reduce -46.9% | 12,590 | $287.05K | $22.80 | |
| 24 | RYAAY | RYANAIR HOLDINGS PLC | 0.18% | - | 5,937 | $258.79K | $43.59 | |
| 25 | MEOH | METHANEX CORP | 0.14% | - | 4,000 | $199.88K | $49.97 | |
| 26 | LBTYA | LIBERTY GLOBAL LTD | 0.11% | Reduce -94.9%1.941:1 split | 12,000 | $153.12K | $12.76 | |
| 27 | CACC | CREDIT ACCEP CORP MICH | 0.09% | - | 262 | $123K | $469.46 | |
| 28 | SNRE | SUNRISE COMMUNICATIONS AG | 0.07% | New | 2,400 | $103.39K | No quote | No quote |
| 29 | VTS | VITESSE ENERGY INC | 0.02% | - | 1,293 | $32.33K | $25.00 | |
| 31 | OXY | OCCIDENTAL PETE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 30 | NAVI | NAVIENT CORPORATION | - | 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 | $1.32M |
Other instruments
Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.