Manager activity
Francis Chou
This quarter’s activity: 2026 Q1 vs 2025 Q4 · filed 5/14/2026 · full comparison · all filings
New · 5
Add · 4
Exit · 2
| Action | Issuer | Δ Shares | Δ Shares % | Δ Port % | Filed |
|---|---|---|---|---|---|
| Add | JEFFERIES FINL GROUP INC | +138,250 | +1258.3% | +2.59 pp | 5/14/2026 |
| Add | PAYPAL HLDGS INC | +126,400 | +308.3% | +2.41 pp | 5/14/2026 |
| Add | SYNCHRONY FINANCIAL | +7,500 | +3.5% | -1.71 pp | 5/14/2026 |
| New | BRAEMAR HOTELS & RESORTS INC | +2,500,000 | New | +1.17 pp | 5/14/2026 |
| New | KRAFT HEINZ CO | +69,500 | New | +0.74 pp | 5/14/2026 |
| New | BERKSHIRE HATHAWAY INC DEL | +3,100 | New | +0.71 pp | 5/14/2026 |
| New | HP INC | +26,500 | New | +0.24 pp | 5/14/2026 |
| New | ATKORE INC | +8,400 | New | +0.24 pp | 5/14/2026 |
| Add | ASSURED GUARANTY LTD | +6,000 | +54.6% | +0.17 pp | 5/14/2026 |
| Exit | VITESSE ENERGY INC | -1,293 | Exit | -0.01 pp | 5/14/2026 |
| Exit | HERTZ GLOBAL HLDGS INC | -1,000 | Exit | 0.00 pp | 5/14/2026 |