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%).

2026 Q1 (10 results)
ATKR
buy
+8,400
+0.24%
$58.91
36.84% $80.61
0.24%
KHC
buy
+69,500
+0.75%
$22.49
0.40% $22.58
0.75%
BRK.B
buy
+3,100
+0.71%
$479.20
-
0.71%
HPQ
buy
+26,500
+0.24%
$19.21
33.16% $25.58
0.24%
JEF
+1,258.31%
+138,250
+2.75%
$41.27
34.94% $55.69
2.96%
PYPL
+308.29%
+126,400
+2.75%
$45.23
8.71% $41.29
3.64%
AGO
+54.60%
+6,000
+0.24%
$81.48
7.25% $75.57
0.67%
SYF
+3.48%
+7,500
+0.25%
$68.02
4.15% $70.84
7.31%
HTZWW
-100.00%
-1,000
-0.00%
$2.68
-
0.00%
VTS
-100.00%
-1,293
-0.01%
$19.26
8.51% $17.62
0.00%
2025 Q4 (7 results)
GOOG
-12.14%
-10,000
-1.56%
$313.80
16.56% $365.76
11.27%
SIRI
-41.69%
-292,873
-2.91%
$20.00
-
4.06%
C
-43.33%
-25,000
-1.45%
$116.69
-
1.89%
MCO
-74.57%
-4,399
-1.11%
$510.85
11.65% $451.35
0.38%
LEA
-100.00%
-4,000
-0.20%
$100.61
40.64% $141.50
0.00%
SNRE
-100.00%
-2,400
-0.07%
$58.78
-
0.00%
CACC
-100.00%
-262
-0.06%
$466.93
16.66% $544.71
0.00%
2025 Q3 (1 result)
STLA
+101.47%
+702,194
+3.16%
$9.34
23.88% $7.11
6.27%
2025 Q2 (5 results)
MEOH
+400.00%
+16,000
+0.29%
$33.11
74.02% $57.62
0.36%
OXY
+360.29%
+245,000
+5.63%
$42.01
35.52% $56.93
7.19%
STLA
-50.44%
-704,388
-3.86%
$10.03
29.11% $7.11
3.80%
CYD
-68.15%
-50,000
-0.65%
$23.91
137.18% $56.71
0.31%
LBTYA
-100.00%
-12,000
-0.08%
$11.51
-
0.00%
2025 Q1 (6 results)
OXY
buy
+68,000
+1.85%
$49.36
15.34% $56.93
1.85%
GM
buy
+52,000
+1.34%
$47.03
74.59% $82.11
1.34%
SIRI
+5,479.52%
+689,872
+8.55%
$22.55
-
8.71%
BABA
+1,132.35%
+38,500
+2.80%
$132.23
-
3.05%
STLA
+205.97%
+940,000
+5.79%
$11.21
36.57% $7.11
8.61%
OXY.WS
-100.00%
-68,000
-1.03%
$27.55
-
0.00%
2024 Q4 (8 results)
SNRE
buy
+2,400
+0.07%
$43.08
-
0.07%
SYF
+11.65%
+22,500
+1.01%
$65.00
8.98% $70.84
9.64%
BRK.A
-4.44%
-4
-1.87%
$680,919.74
-
40.27%
SIRI
-46.85%
-11,096
-0.17%
$22.80
-
0.20%
LBTYA
-90.15%
-109,823
-0.96%
$12.76
-
0.11%
HTZWW
-99.48%
-191,111
-0.28%
$2.15
-
0.00%
NAVI
-100.00%
-264,245
-2.83%
$15.59
49.90% $7.81
0.00%
OXY
-100.00%
-200,000
-7.09%
$51.54
10.46% $56.93
0.00%
2024 Q3 (6 results)
SIRI
buy
+23,686
+0.36%
$23.65
-
0.36%
OXY
buy
+200,000
+6.55%
$51.54
10.46% $56.93
0.00%
OXY.WS
buy
+68,000
+1.28%
$29.72
-
1.28%
RYAAY
+149.98%
+3,562
+0.10%
$45.18
-
0.17%
HTZWW
-20.69%
-50,106
-0.07%
$2.19
-
0.27%
LSXMK
-100.00%
-28,282
-0.40%
$22.16
-
0.00%
43 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.