Follow-The-Filings

Featured 13F manager

Chou Associates Management Inc. Francis Chou

Toronto, A6 20 processed 13Fs on this site · 2021 Q3–2026 Q2

  • $217M
  • 31 Positions
  • 2026 Q2
  • +3.3% QoQ
  • Top 5 61.9%

Portfolio

2026 Q2 · filed 8/12/2026 · 31 long · top 12 shown

top 5 61.9% · top 10 82.6%

AUM over time

2026 Q2 $217M +3.3% QoQ
2021 Q3 · $207M 2021 Q3 · $207M
Q3 2021
2021 Q4 · $191M · −7.7% QoQ 2021 Q4 · $191M · −7.7% QoQ
Q4
2022 Q1 · $188M · −1.6% QoQ 2022 Q1 · $188M · −1.6% QoQ
Q1 2022
2022 Q2 · $140M · −25.5% QoQ 2022 Q2 · $140M · −25.5% QoQ
Q2
2022 Q3 · $140M · 0.0% QoQ 2022 Q3 · $140M · 0.0% QoQ
Q3
2022 Q4 · $71M · −49.3% QoQ 2022 Q4 · $71M · −49.3% QoQ
Q4
2023 Q1 · $72M · +1.4% QoQ 2023 Q1 · $72M · +1.4% QoQ
Q1 2023
2023 Q2 · $79M · +9.7% QoQ 2023 Q2 · $79M · +9.7% QoQ
Q2
2023 Q3 · $75M · −5.1% QoQ 2023 Q3 · $75M · −5.1% QoQ
Q3
2023 Q4 · $76M · +1.3% QoQ 2023 Q4 · $76M · +1.3% QoQ
Q4
2024 Q1 · $89M · +17.1% QoQ 2024 Q1 · $89M · +17.1% QoQ
Q1 2024
2024 Q2 · $140M · +57.3% QoQ 2024 Q2 · $140M · +57.3% QoQ
Q2
2024 Q3 · $160M · +14.3% QoQ 2024 Q3 · $160M · +14.3% QoQ
Q3
2024 Q4 · $147M · −8.1% QoQ 2024 Q4 · $147M · −8.1% QoQ
Q4
2025 Q1 · $185M · +25.9% QoQ 2025 Q1 · $185M · +25.9% QoQ
Q1 2025
2025 Q2 · $183M · −1.1% QoQ 2025 Q2 · $183M · −1.1% QoQ
Q2
2025 Q3 · $208M · +13.7% QoQ 2025 Q3 · $208M · +13.7% QoQ
Q3
2025 Q4 · $202M · −2.9% QoQ 2025 Q4 · $202M · −2.9% QoQ
Q4
2026 Q1 · $210M · +4.0% QoQ 2026 Q1 · $210M · +4.0% QoQ
Q1 2026
2026 Q2 · $217M · +3.3% QoQ 2026 Q2 · $217M · +3.3% QoQ
Q2

Book

2021 Q4 2021 Q3 · filed 14 Feb · long equity

Resolute Fst Prods 24.75% Reduce −6.2% 3,096,460 $15.27 $47M −203,000 +$8M
BRK.A - Berkshire Hathaway · CL A 23.59% Hold 100 $450,660 $45M
BHC - Bausch Health Cos 11.05% Reduce −48.8% 765,000 $27.61 $21M −730,000 −$21M
MBI - MBIA 4.95% Hold 599,530 $15.79 $9M
JPM - Jpmorgan Chase & 2.84% Hold 34,275 $158.34 $5M
BB - Blackberry 1.87% Hold 382,900 $9.34 $4M
C - Citigroup 1.82% Hold 57,695 $60.39 $3M
GS - Goldman Sachs Group 1.42% Hold 7,100 $382.54 $3M
MGA - Magna Intl 0.85% Hold 20,000 $80.95 $2M
Posco 0.64% Hold 21,000 $58.29 $1M
CYD - China Yuchai Intl 0.57% Hold 73,364 $14.93 $1M
WFC - Wells Fargo 0.49% Reduce −88.5% 19,542 $48.00 $938K −150,000 −$7M
STLA - Stellantis 0.29% Hold 30,000 $18.77 $563K
RYAAY - Ryanair 0.24% Hold 4,575 $102.30 $468K
LBTYA - Liberty Global · CL A 0.17% Hold 12,000 $27.75 $333K

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2021 Q3. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top.

Filings history

20 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 31 $217M +3.3% 13F-HR 8/12/2026 000110465926094668
2026 Q1 31 $210M +4.0% 13F-HR 5/14/2026 000110465926060931
2025 Q4 28 $202M −2.9% 13F-HR 2/13/2026 000110465926015054
2025 Q3 31 $208M +13.7% 13F-HR 11/14/2025 000110465925112218
2025 Q2 31 $183M −1.1% 13F-HR 8/13/2025 000110465925077432
2025 Q1 33 $185M +25.9% 13F-HR 5/15/2025 000110465925049383
2024 Q4 32 $147M −8.1% 13F-HR 2/13/2025 000110465925012614
2024 Q3 33 $160M +14.3% 13F-HR 11/8/2024 000110465924115940
2024 Q2 31 $140M +57.3% 13F-HR 8/14/2024 000110465924089315
2024 Q1 18 $89M +17.1% 13F-HR 5/14/2024 000110465924061246
2023 Q4 16 $76M +1.3% 13F-HR 2/14/2024 000110465924022879
2023 Q3 18 $75M −5.1% 13F-HR 11/14/2023 000110465923117924
2023 Q2 18 $79M +9.7% 13F-HR 8/14/2023 000110465923090662
2023 Q1 17 $72M +1.4% 13F-HR 5/15/2023 000110465923059969
2022 Q4 18 $71M −49.3% 13F-HR 2/14/2023 000110465923021493
2022 Q3 20 $140M 0.0% 13F-HR 11/15/2022 000110465922119059
2022 Q2 19 $140M −25.5% 13F-HR 8/15/2022 000110465922090265
2022 Q1 18 $188M −1.6% 13F-HR 5/16/2022 000110465922061073
2021 Q4 19 $191M −7.7% 13F-HR 2/14/2022 000110465922022069
2021 Q3 19 $207M 13F-HR 11/15/2021 000110465921138960

About

Chou Associates Management Inc.

20 processed 13Fs on this site · 2021 Q3–2026 Q2

Notable person
Francis Chou
SEC filing name
Chou Associates Management Inc.
Location
Toronto, A6
All SEC filings
View on sec.gov