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 | 38.97% | Hold | 90 | $691,180 | $62M | — | — |
| GOOG - Alphabet · CL C | 8.63% | Hold | 82,390 | $167.19 | $14M | — | — |
| OXY - Occidental | 6.46% | New | 200,000 | $51.54 | $10M | +200,000 | +$10M |
| AAPL - Apple | 6.42% | Hold | 44,000 | $233.00 | $10M | — | — |
| SYF - Synchrony Financial | 6.04% | Hold | 193,202 | $49.88 | $10M | — | — |
| ALLY - Ally Finl | 5.03% | Hold | 225,525 | $35.59 | $8M | — | — |
| STLA - Stellantis | 4.02% | Hold | 456,388 | $14.05 | $6M | — | — |
| Navient | 2.58% | Hold | 264,245 | $15.59 | $4M | — | — |
| POOL - POOL Corp | 2.51% | Hold | 10,636 | $376.80 | $4M | — | — |
| C - Citigroup | 2.26% | Hold | 57,695 | $62.60 | $4M | — | — |
| WFC - Wells Fargo | 2.11% | Hold | 59,542 | $56.49 | $3M | — | — |
| PYPL - Paypal | 2.00% | Hold | 41,000 | $78.03 | $3M | — | — |
| MCO - Moodys | 1.75% | Hold | 5,899 | $474.59 | $3M | — | — |
| LBTYA - Liberty Global | 1.61% | Hold | 121,823 | $21.11 | $3M | — | — |
| BAC - Bank of America | 1.24% | Hold | 50,000 | $39.68 | $2M | — | — |
| CASH - Pathward Financial | 1.13% | Hold | 27,389 | $66.01 | $2M | — | — |
| MBI - MBIA | 0.72% | Hold | 321,000 | $3.57 | $1M | — | — |
| CYD - China Yuchai Intl | 0.58% | Hold | 73,364 | $12.68 | $930K | — | — |
| Assured Guaranty | 0.55% | Hold | 10,990 | $79.52 | $874K | — | — |
| JEF - Jefferies Finl Group | 0.42% | Hold | 10,987 | $61.55 | $676K | — | — |
| LPX - Louisiana Pac | 0.40% | Hold | 5,886 | $107.46 | $633K | — | — |
| SIRI - Sirius Xm | 0.35% | New | 23,686 | $23.65 | $560K | +23,686 | +$560K |
| LEA - LEAR | 0.27% | Hold | 4,000 | $109.15 | $437K | — | — |
| MGA - Magna Intl | 0.26% | Hold | 10,000 | $41.04 | $410K | — | — |
| BABA - Alibaba Group | 0.23% | Hold | 3,400 | $106.12 | $361K | — | — |
| IMO - Imperial Oil | 0.22% | Hold | 5,000 | $70.35 | $352K | — | — |
| RYAAY - Ryanair | 0.17% | Add +150.0% | 5,937 | $45.18 | $268K | +3,562 | −$8K |
| MEOH - Methanex | 0.10% | Hold | 4,000 | $41.32 | $165K | — | — |
| CACC - Credit Accep Mich | 0.07% | Hold | 262 | $443.42 | $116K | — | — |
| VTS - Vitesse Energy | 0.02% | Hold | 1,293 | $24.02 | $31K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Liberty Media Del | 0.45% | Exit | 0 | $22.17 | $627K | −28,282 | −$627K |
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