Francis Chou Holdings Activity

Chou Associates Management Portfolio 13F

Chou Associates Management has disclosed a total of 10 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 4, bought 4 totally new and completely sold out 2 position(s).

What stocks is Francis Chou buying now?

In the recent quarter Francis Chou has bought 8 securities out of which top 5 purchases (by % change to portfolio) are (PYPL) PAYPAL HOLDINGS INC (added shares +308.29%), (JEF) JEFFERIES FINANCIAL GROUP IN (added shares +1258.31%), (KHC) KRAFT HEINZ CO/THE (new buy), (BRK.B) BERKSHIRE HATHAWAY INC CL-B (new buy) and (SYF) SYNCHRONY FINANCIAL (added shares +3.48%).

What does Francis Chou invest in?

Francis Chou's top 5 holdings (by % of portfolio) are (BRK.A) BERKSHIRE HATHAWAY INC CL-A (29.72%), (GOOG) ALPHABET INC-CL C (9.99%), (OXY) OCCIDENTAL PETROLEUM CORP (9.79%), (SYF) SYNCHRONY FINANCIAL (7.31%) and (AAPL) APPLE INC (5.37%).

In the latest report(s) the following change has been made to the top investments: (SYF) SYNCHRONY FINANCIAL (added shares +3.48%).

2024 Q2 (25 results)
JEF
buy
+10,987
+0.39%
$49.76
11.92% $55.69
0.39%
AAPL
buy
+44,000
+6.66%
$210.62
45.92% $307.34
6.66%
VTS
buy
+1,293
+0.02%
$23.70
25.65% $17.62
0.02%
POOL
buy
+10,636
+2.35%
$307.33
39.63% $185.52
2.35%
LPX
buy
+5,886
+0.35%
$82.33
14.25% $70.60
0.35%
LEA
buy
+4,000
+0.33%
$114.21
23.89% $141.50
0.33%
CACC
buy
+262
+0.10%
$514.68
5.83% $544.71
0.10%
AGO
buy
+10,990
+0.61%
$77.15
2.05% $75.57
0.61%
MBI
buy
+321,000
+1.27%
$5.49
11.66% $6.13
1.27%
CASH
buy
+27,389
+1.11%
$56.57
41.22% $79.89
1.11%
BAC
buy
+50,000
+1.43%
$39.77
35.35% $53.83
1.43%
GOOG
buy
+82,390
+10.87%
$183.42
99.41% $365.76
10.87%
MCO
buy
+5,899
+1.79%
$420.93
7.23% $451.35
1.79%
PYPL
buy
+41,000
+1.71%
$58.03
28.85% $41.29
1.71%
STLA
+1,421.29%
+426,388
+6.09%
$19.85
64.18% $7.11
6.51%
WFC
+204.69%
+40,000
+1.71%
$59.39
37.97% $81.94
2.54%
LSXMK
+88.15%
+13,250
+0.21%
$22.16
-
0.00%
SYF
+61.00%
+73,202
+2.48%
$47.19
50.12% $70.84
6.56%
ALLY
+44.86%
+69,839
+1.99%
$39.67
7.81% $42.77
6.43%
NAVI
+44.13%
+80,907
+0.85%
$14.56
46.36% $7.81
2.77%
LBTYA
+25.82%
+25,000
+0.31%
$17.43
-
1.53%
BRK.A
+12.50%
+10
+4.40%
$612,240.73
-
39.62%
HTZWW
-67.34%
-499,366
-0.88%
$2.44
-
0.42%
BHC
-100.00%
-715,000
-5.58%
$10.85
50.49% $5.37
0.00%
BB
-100.00%
-312,900
-0.63%
$2.80
236.08% $9.41
0.00%
2024 Q1 (4 results)
IMO
buy
+5,000
+0.40%
$70.51
72.63% $121.72
0.40%
LBTYA
buy
+96,823
+1.88%
$17.30
-
1.88%
LSXMK
buy
+15,032
+0.51%
$30.37
-
0.51%
LBTYA
-100.00%
-96,823
-1.93%
$17.77
33.82% $11.76
0.00%
2023 Q4 (3 results)
RYAAY
-48.09%
-2,200
-0.39%
$133.36
-
0.42%
MBI
-100.00%
-199,530
-1.89%
$7.21
14.98% $6.13
0.00%
OSTK
-100.00%
-38,405
-0.80%
$15.82
-
0.00%
2023 Q2 (1 result)
BABA
buy
+3,400
+0.36%
$83.35
-
0.36%
2023 Q1 (4 results)
NAVI
buy
+183,338
+4.09%
$15.99
51.16% $7.81
4.09%
SYF
+106.90%
+62,000
+2.52%
$29.08
143.60% $70.84
4.87%
CIXXF
-100.00%
-28,700
-0.40%
$9.98
-
0.00%
RFP
-100.00%
-261,460
-7.88%
$21.59
-
0.00%
2022 Q4 (12 results)
SYF
buy
+58,000
+2.69%
$32.86
115.58% $70.84
2.69%
MEOH
buy
+4,000
+0.21%
$37.86
52.20% $57.62
0.21%
CIXXF
buy
+28,700
+0.40%
$9.98
-
0.00%
ALLY
buy
+155,686
+5.38%
$24.45
74.93% $42.77
5.38%
LBTYA
+706.86%
+84,823
+2.27%
$18.93
37.88% $11.76
2.59%
HTZWW
+662.09%
+644,274
+6.79%
$7.46
-
7.82%
BRK.A
-20.00%
-20
-13.25%
$468,710.73
-
53.01%
RFP
-86.84%
-1,725,000
-52.65%
$21.59
-
0.00%
GS
-100.00%
-7,100
-2.94%
$293.10
254.38% $1,038.68
0.00%
JPM
-100.00%
-24,275
-3.59%
$104.51
198.89% $312.37
0.00%
PKX
-100.00%
-21,000
-1.09%
$36.62
-
0.00%
GNUS
-100.00%
-34,130
-0.29%
$6.01
-
0.00%
49 of 300

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.