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 | 34.28% | Hold | 86 | $728,800 | $63M | — | — |
| SIRI - Siriusxm | 8.82% | Hold | 702,462 | $22.97 | $16M | — | — |
| GOOG - Alphabet · CL C | 7.99% | Hold | 82,390 | $177.39 | $15M | — | — |
| SYF - Synchrony Financial | 7.87% | Hold | 215,702 | $66.74 | $14M | — | — |
| OXY - Occidental | 7.19% | Add +360.3% | 313,000 | $42.01 | $13M | +245,000 | +$10M |
| AAPL - Apple | 4.94% | Hold | 44,000 | $205.17 | $9M | — | — |
| ALLY - Ally Finl | 4.80% | Hold | 225,525 | $38.95 | $9M | — | — |
| STLA - Stellantis | 3.80% | Reduce −50.4% | 692,000 | $10.03 | $7M | −704,388 | −$9M |
| C - Citigroup | 2.69% | Hold | 57,695 | $85.12 | $5M | — | — |
| WFC - Wells Fargo | 2.61% | Hold | 59,542 | $80.12 | $5M | — | — |
| BABA - Alibaba Group | 2.60% | Hold | 41,900 | $113.41 | $5M | — | — |
| POOL - POOL Corp | 1.70% | Hold | 10,636 | $291.48 | $3M | — | — |
| PYPL - Paypal | 1.67% | Hold | 41,000 | $74.32 | $3M | — | — |
| MCO - Moodys | 1.62% | Hold | 5,899 | $501.59 | $3M | — | — |
| GM - General Mtrs | 1.40% | Hold | 52,000 | $49.21 | $3M | — | — |
| BAC - Bank of America | 1.29% | Hold | 50,000 | $47.32 | $2M | — | — |
| CASH - Pathward Financial | 1.19% | Hold | 27,389 | $79.12 | $2M | — | — |
| MBI - MBIA | 0.76% | Hold | 321,000 | $4.34 | $1M | — | — |
| Assured Guaranty | 0.52% | Hold | 10,990 | $87.10 | $957K | — | — |
| MEOH - Methanex | 0.36% | Add +400.0% | 20,000 | $33.11 | $662K | +16,000 | +$522K |
| JEF - Jefferies Finl Group | 0.33% | Hold | 10,987 | $54.69 | $601K | — | — |
| CYD - China Yuchai Intl | 0.31% | Reduce −68.2% | 23,364 | $23.91 | $559K | −50,000 | −$688K |
| LPX - Louisiana Pac | 0.28% | Hold | 5,886 | $85.99 | $506K | — | — |
| IMO - Imperial Oil | 0.22% | Hold | 5,000 | $79.44 | $397K | — | — |
| MGA - Magna Intl | 0.21% | Hold | 10,000 | $38.61 | $386K | — | — |
| LEA - LEAR | 0.21% | Hold | 4,000 | $94.98 | $380K | — | — |
| RYAAY - Ryanair | 0.19% | Hold | 5,937 | $57.67 | $342K | — | — |
| Sunrise Communications AG · CL A | 0.07% | Hold | 2,400 | $56.55 | $136K | — | — |
| CACC - Credit Accep Mich | 0.07% | Hold | 262 | $509.43 | $133K | — | — |
| VTS - Vitesse Energy | 0.02% | Hold | 1,293 | $22.09 | $29K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| LBTYA - Liberty Global | 0.07% | Exit | 0 | $11.50 | $138K | −12,000 | −$138K |
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