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%).

2020 Q1 (4 results)
BHC
-3.71%
-60,000
-0.93%
$15.50
65.35% $5.37
24.18%
JPM
-22.59%
-10,000
-0.90%
$90.04
246.94% $312.37
3.09%
BAC
-35.24%
-10,000
-0.21%
$21.22
153.64% $53.83
0.39%
DVA
-67.50%
-68,000
-5.18%
$76.05
152.69% $192.16
2.49%
2019 Q4 (6 results)
BHC
-1.82%
-30,000
-0.52%
$29.92
82.05% $5.37
28.19%
DVA
-16.56%
-20,000
-0.87%
$75.03
156.10% $192.16
4.40%
WFC
-38.29%
-130,000
-4.07%
$53.80
52.31% $81.94
6.56%
BAC
-69.61%
-65,000
-1.33%
$35.21
52.90% $53.83
0.58%
ENDP
-100.00%
-380,000
-0.71%
$3.21
-
0.00%
TEVA
-100.00%
-15,000
-0.06%
$6.87
-
0.00%
2019 Q3 (7 results)
WFC
-21.86%
-95,000
-2.95%
$50.44
62.46% $81.94
10.55%
MBI
-31.50%
-300,000
-1.71%
$9.23
33.59% $6.13
3.71%
C
-47.93%
-62,305
-2.65%
$69.07
-
2.88%
ENDP
-56.82%
-500,000
-0.99%
$3.21
-
0.00%
JPM
-59.48%
-65,000
-4.71%
$117.70
165.40% $312.37
3.21%
GS
-60.00%
-30,000
-3.83%
$207.25
401.17% $1,038.68
2.55%
SHOS
-100.00%
-1,296,960
-1.90%
$2.38
-
0.00%
2019 Q2 (3 results)
SHOS
-0.38%
-5,000
-0.01%
$2.38
-
0.00%
DVA
-14.21%
-20,000
-0.53%
$56.26
241.56% $192.16
3.21%
SNY
-91.94%
-228,000
-4.67%
$43.25
-
0.41%
2019 Q1 (3 results)
SNY
-16.78%
-50,000
-0.99%
$44.26
-
4.89%
ASCMA
-100.00%
-149,104
-0.03%
$0.39
-
0.00%
SHLDQ
-100.00%
-99,135
-0.01%
$0.27
-
0.00%
2018 Q4 (7 results)
MGA
buy
+20,000
+0.43%
$45.45
45.41% $66.09
0.43%
FCAU
buy
+30,000
+0.21%
$14.47
-
0.21%
MBI
-0.58%
-5,566
-0.02%
$8.92
31.28% $6.13
4.05%
SHOS
-0.76%
-10,000
-0.01%
$2.13
-
1.32%
SNY
-17.22%
-62,000
-1.28%
$43.41
-
6.17%
ASCMA
-44.36%
-118,896
-0.02%
$0.39
-
0.00%
SHLDQ
-80.38%
-406,246
-0.05%
$0.27
-
0.00%
2018 Q3 (17 results)
BHC
buy
+1,648,992
+15.33%
$25.67
79.08% $5.37
15.33%
WFC
buy
+434,542
+8.27%
$52.56
55.89% $81.94
8.27%
JPM
buy
+109,275
+4.46%
$112.84
176.82% $312.37
4.46%
BAC
buy
+93,376
+1.00%
$29.46
82.71% $53.83
1.00%
SHOS
-0.78%
-10,249
-0.01%
$2.85
-
1.35%
MBI
-11.35%
-122,700
-0.47%
$10.69
42.66% $6.13
3.71%
SNY
-12.20%
-50,000
-0.81%
$44.67
-
5.82%
ASCMA
-12.42%
-38,000
-0.02%
$1.77
-
0.17%
GS
-33.33%
-25,000
-2.03%
$224.24
363.20% $1,038.68
4.06%
C
-38.10%
-80,000
-2.08%
$71.74
-
3.38%
SHLDQ
-55.34%
-626,229
-0.22%
$0.97
-
0.18%
JPM.WS
-100.00%
-166,977
-3.83%
$63.43
-
0.00%
WFC.WS
-100.00%
-997,500
-7.95%
$22.02
-
0.00%
NOK
-100.00%
-650,000
-1.35%
$5.75
-
0.00%
OSTK
-100.00%
-6,650
-0.08%
$33.68
-
0.00%
BAC.WS.A
-100.00%
-149,476
-0.88%
$16.32
-
0.00%
VRX
-100.00%
-1,648,992
-13.87%
$23.24
-
0.00%
47 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.