Francis Chou portfolio: what Chou Associates holds
A Canadian value investor from Toronto and the founder of Chou Associates.
Stock portfolio value
$216.6M
Stock positions
31
Report date
30 June 2026
Filed
12 August 2026
Largest positions
| # | Company | Weight | Value | Last quarter |
|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del (Cl A)BRK.A | 29.7% | $64.4M | — |
| 2 | Alphabet IncGOOGL | 11.8% | $25.6M | — |
| 3 | Synchrony FinancialSYF | 7.8% | $17.0M | — |
| 4 | Occidental Pete CorpOXY | 7% | $15.2M | — |
| 5 | Siriusxm Holdings IncSIRI | 5.6% | $12.1M | — |
| 6 | Apple IncAAPL | 5.3% | $11.6M | Trimmed -9% |
| 7 | Ally Finl IncALLY | 4.8% | $10.4M | — |
| 8 | Stellantis N.V | 3.7% | $8.0M | — |
| 9 | Jefferies Finl Group IncJEF | 3.4% | $7.5M | — |
| 10 | Paypal Hldgs IncPYPL | 3.3% | $7.2M | — |
| 11 | Wells Fargo Co NewWFC | 2.3% | $4.9M | — |
| 12 | Citigroup IncC | 2.1% | $4.6M | — |
| 13 | Alibaba Group Hldg LtdBABA | 1.9% | $4.0M | — |
| 14 | General Mtrs CoGM | 1.9% | $4.0M | — |
| 15 | Bank Of Amer CorpBAC | 1.3% | $2.8M | — |
| 16 | Pathward Financial IncCASH | 1.1% | $2.4M | — |
| 17 | Pool CorpPOOL | 1.1% | $2.3M | — |
| 18 | Mbia IncMBI | 1% | $2.1M | — |
| 19 | Kraft Heinz CoKHC | 0.8% | $1.6M | — |
| 20 | Berkshire Hathaway Inc Del (Cl B New)BRK.B | 0.7% | $1.6M | — |
New positions last quarter
- Vitesse Energy Ord$20,391
Positions sold
- Braemar Hotels & Resorts Inc$2.5M
Source: SEC filing. Values count stock positions only; options are left out of the totals and tables.
How to use this page
A 13F filing shows what a manager held on the last day of a quarter, published up to 45 days later. It is a snapshot, not a trading signal: the manager may already have bought or sold since. Learn more in How to read 13F filings.
For information only, not investment advice. 13F filings are delayed by up to 45 days and do not show cash, bonds, short positions or non-US stocks.