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

2025 Q1 2024 Q4 · filed 15 May · long equity

BRK.A - Berkshire Hathaway · CL A 37.12% Hold 86 $798,442 $69M
SIRI - Siriusxm 8.56% Add +5479.5% 702,462 $22.55 $16M +689,872 +$16M
STLA - Stellantis 8.46% Add +206.0% 1,396,388 $11.21 $16M +940,000 +$10M
GOOG - Alphabet · CL C 6.96% Hold 82,390 $156.23 $13M
SYF - Synchrony Financial 6.17% Hold 215,702 $52.94 $11M
AAPL - Apple 5.28% Hold 44,000 $222.13 $10M
ALLY - Ally Finl 4.45% Hold 225,525 $36.47 $8M
BABA - Alibaba Group 3.00% Add +1132.4% 41,900 $132.23 $6M +38,500 +$5M
WFC - Wells Fargo 2.31% Hold 59,542 $71.79 $4M
C - Citigroup 2.21% Hold 57,695 $70.99 $4M
POOL - POOL Corp 1.83% Hold 10,636 $318.35 $3M
OXY - Occidental 1.81% New 68,000 $49.36 $3M +68,000 +$3M
MCO - Moodys 1.49% Hold 5,899 $465.69 $3M
PYPL - Paypal 1.45% Hold 41,000 $65.25 $3M
GM - General Mtrs 1.32% New 52,000 $47.03 $2M +52,000 +$2M
BAC - Bank of America 1.13% Hold 50,000 $41.73 $2M
CASH - Pathward Financial 1.08% Hold 27,389 $72.95 $2M
MBI - MBIA 0.86% Hold 321,000 $4.98 $2M
CYD - China Yuchai Intl 0.67% Hold 73,364 $16.99 $1M
Assured Guaranty 0.52% Hold 10,990 $88.10 $968K
JEF - Jefferies Finl Group 0.32% Hold 10,987 $53.57 $589K
LPX - Louisiana Pac 0.29% Hold 5,886 $91.98 $541K
IMO - Imperial Oil 0.20% Hold 5,000 $72.24 $361K
LEA - LEAR 0.19% Hold 4,000 $88.22 $353K
MGA - Magna Intl 0.18% Hold 10,000 $33.99 $340K
RYAAY - Ryanair 0.14% Hold 5,937 $42.37 $252K
MEOH - Methanex 0.08% Hold 4,000 $35.06 $140K
LBTYA - Liberty Global 0.07% Hold 12,000 $11.51 $138K
CACC - Credit Accep Mich 0.07% Hold 262 $516.35 $135K
Sunrise Communications AG · CL A 0.06% Hold 2,400 $48.29 $116K
VTS - Vitesse Energy 0.02% Hold 1,293 $24.59 $32K

* 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 2024 Q4. 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