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
top 5 61.9% · top 10 82.6%
- BRK.A - Berkshire Hathaway · CL A 29.7%
- GOOG - Alphabet · CL C 11.8%
- SYF - Synchrony Financial 7.8%
- OXY - Occidental 7.0%
- SIRI - Siriusxm 5.6%
- AAPL - Apple 5.4%
- ALLY - Ally Finl 4.8%
- STLA - Stellantis 3.7%
- JEF - Jefferies Finl Group 3.5%
- PYPL - Paypal 3.3%
- WFC - Wells Fargo 2.3%
- C - Citigroup 2.1%
- Other 13.0%
AUM over time
Book
| BRK.A - Berkshire Hathaway · CL A | 53.01% | Reduce −20.0% | 80 | $468,711 | $37M | −20 | −$3M |
| Resolute Fst Prods | 7.98% | Reduce −86.8% | 261,460 | $21.59 | $6M | −1,725,000 | −$34M |
| BHC - Bausch Health Cos | 6.35% | Hold | 715,000 | $6.28 | $4M | — | — |
| ALLY - Ally Finl | 5.38% | New | 155,686 | $24.45 | $4M | +155,686 | +$4M |
| C - Citigroup | 3.69% | Hold | 57,695 | $45.23 | $3M | — | — |
| MBI - MBIA | 3.62% | Hold | 199,530 | $12.85 | $3M | — | — |
| SYF - Synchrony Financial | 2.69% | New | 58,000 | $32.86 | $2M | +58,000 | +$2M |
| LBTYA - Liberty Global · CL A | 2.59% | Add +706.9% | 96,823 | $18.93 | $2M | +84,823 | +$2M |
| BB - Blackberry | 1.44% | Hold | 312,900 | $3.26 | $1M | — | — |
| WFC - Wells Fargo | 1.14% | Hold | 19,542 | $41.29 | $807K | — | — |
| Overstock | 1.05% | Hold | 38,405 | $19.36 | $744K | — | — |
| MGA - Magna Intl | 0.79% | Hold | 10,000 | $56.18 | $562K | — | — |
| CYD - China Yuchai Intl | 0.73% | Hold | 73,364 | $7.07 | $519K | — | — |
| STLA - Stellantis | 0.60% | Hold | 30,000 | $14.20 | $426K | — | — |
| RYAAY - Ryanair | 0.48% | Hold | 4,575 | $74.76 | $342K | — | — |
| Ci Finl | 0.40% | New | 28,700 | $9.98 | $286K | +28,700 | +$286K |
| MEOH - Methanex | 0.21% | New | 4,000 | $37.86 | $151K | +4,000 | +$151K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| JPM - Jpmorgan Chase & | 1.82% | Exit | 0 | $104.51 | $3M | −24,275 | −$3M |
| GS - Goldman Sachs Group | 1.49% | Exit | 0 | $293.10 | $2M | −7,100 | −$2M |
| Posco | 0.55% | Exit | 0 | $36.62 | $769K | −21,000 | −$769K |
| Genius Brands Intl | 0.15% | Exit | 0 | $0.6006 | $205K | −341,303 | −$205K |
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