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 | 29.37% | Hold | 86 | $718,140 | $62M | — | — |
| GOOG - Alphabet · CL C | 9.88% | Hold | 72,390 | $286.86 | $21M | — | — |
| OXY - Occidental | 9.68% | Hold | 313,000 | $65.00 | $20M | — | — |
| SYF - Synchrony Financial | 7.22% | Add +3.5% | 223,202 | $68.02 | $15M | +7,500 | −$3M |
| AAPL - Apple | 5.31% | Hold | 44,000 | $253.79 | $11M | — | — |
| STLA - Stellantis | 4.70% | Hold | 1,394,194 | $7.09 | $10M | — | — |
| SIRI - Siriusxm | 4.50% | Hold | 409,589 | $23.08 | $9M | — | — |
| ALLY - Ally Finl | 4.21% | Hold | 225,525 | $39.23 | $9M | — | — |
| PYPL - Paypal | 3.60% | Add +308.3% | 167,400 | $45.23 | $8M | +126,400 | +$5M |
| JEF - Jefferies Finl Group | 2.93% | Add +1258.3% | 149,237 | $41.27 | $6M | +138,250 | +$5M |
| BABA - Alibaba Group | 2.50% | Hold | 41,900 | $125.46 | $5M | — | — |
| WFC - Wells Fargo | 2.25% | Hold | 59,542 | $79.61 | $5M | — | — |
| GM - General Mtrs | 1.84% | Hold | 52,000 | $74.50 | $4M | — | — |
| C - Citigroup | 1.76% | Hold | 32,695 | $113.41 | $4M | — | — |
| CASH - Pathward Financial | 1.16% | Hold | 27,389 | $89.23 | $2M | — | — |
| BAC - Bank of America | 1.16% | Hold | 50,000 | $48.75 | $2M | — | — |
| POOL - POOL Corp | 1.02% | Hold | 10,636 | $202.33 | $2M | — | — |
| MBI - MBIA | 0.90% | Hold | 321,000 | $5.91 | $2M | — | — |
| KHC - Kraft Heinz | 0.74% | New | 69,500 | $22.49 | $2M | +69,500 | +$2M |
| BRK.B - Berkshire Hathaway · CL B | 0.71% | New | 3,100 | $479.20 | $1M | +3,100 | +$1M |
| Assured Guaranty | 0.66% | Add +54.6% | 16,990 | $81.48 | $1M | +6,000 | +$397K |
| MEOH - Methanex | 0.57% | Hold | 20,000 | $59.59 | $1M | — | — |
| CYD - China Yuchai Intl | 0.43% | Hold | 23,364 | $38.50 | $900K | — | — |
| IMO - Imperial Oil | 0.31% | Hold | 5,000 | $130.98 | $655K | — | — |
| MCO - Moodys | 0.31% | Hold | 1,500 | $436.25 | $654K | — | — |
| MGA - Magna Intl | 0.27% | Hold | 10,000 | $55.81 | $558K | — | — |
| HPQ - HP | 0.24% | New | 26,500 | $19.21 | $509K | +26,500 | +$509K |
| ATKR - Atkore | 0.24% | New | 8,400 | $58.91 | $495K | +8,400 | +$495K |
| LPX - Louisiana Pac | 0.20% | Hold | 5,886 | $72.75 | $428K | — | — |
| RYAAY - Ryanair | 0.16% | Hold | 5,937 | $57.80 | $343K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| VTS - Vitesse Energy | 0.01% | Exit | 0 | $19.33 | $25K | −1,293 | −$25K |
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