Francis Chou Holdings Activity

Chou Associates Management Portfolio 13F

Chou Associates Management has disclosed a total of 10 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 4, bought 4 totally new and completely sold out 2 position(s).

What stocks is Francis Chou buying now?

In the recent quarter Francis Chou has bought 8 securities out of which top 5 purchases (by % change to portfolio) are (PYPL) PAYPAL HOLDINGS INC (added shares +308.29%), (JEF) JEFFERIES FINANCIAL GROUP IN (added shares +1258.31%), (KHC) KRAFT HEINZ CO/THE (new buy), (BRK.B) BERKSHIRE HATHAWAY INC CL-B (new buy) and (SYF) SYNCHRONY FINANCIAL (added shares +3.48%).

What does Francis Chou invest in?

Francis Chou's top 5 holdings (by % of portfolio) are (BRK.A) BERKSHIRE HATHAWAY INC CL-A (29.72%), (GOOG) ALPHABET INC-CL C (9.99%), (OXY) OCCIDENTAL PETROLEUM CORP (9.79%), (SYF) SYNCHRONY FINANCIAL (7.31%) and (AAPL) APPLE INC (5.37%).

In the latest report(s) the following change has been made to the top investments: (SYF) SYNCHRONY FINANCIAL (added shares +3.48%).

2018 Q2 (6 results)
DVA
buy
+140,743
+3.76%
$69.44
176.73% $192.16
3.76%
ALGT
buy
+4,317
+0.23%
$138.99
39.48% $84.12
0.23%
SAVE
buy
+50,000
+0.70%
$36.36
-
0.70%
RFP
-0.54%
-24,872
-0.10%
$10.35
-
18.23%
NOK
-23.53%
-200,000
-0.44%
$5.75
-
0.00%
SD
-100.00%
-135,903
-0.76%
$14.51
-
0.00%
2018 Q1 (2 results)
VRX
+1,006.77%
+1,500,000
+10.27%
$15.92
-
11.29%
ENDP
+1,000.00%
+800,000
+2.04%
$5.94
-
2.25%
2017 Q4 (10 results)
RFP
-7.39%
-366,591
-1.77%
$11.05
-
22.18%
SD
-13.23%
-20,720
-0.19%
$21.07
-
1.25%
JPM.WS
-54.42%
-199,370
-5.78%
$66.43
-
4.84%
BAC.WS.A
-65.78%
-287,349
-2.20%
$17.56
-
1.15%
RYAAY
-72.40%
-12,000
-0.55%
$104.26
-
0.21%
ENDP
-91.58%
-870,000
-2.94%
$7.75
-
0.27%
VRX
-95.12%
-2,904,851
-26.36%
$20.78
-
1.35%
TEVA
-97.03%
-490,000
-4.05%
$18.93
-
0.12%
OSTK
-97.68%
-280,000
-7.81%
$63.91
-
0.19%
CBI
-100.00%
-67,446
-0.49%
$16.80
-
0.00%
2017 Q3 (7 results)
BAC.WS.A
-18.63%
-100,000
-0.47%
$13.24
-
2.06%
NOK
-32.00%
-400,000
-0.85%
$5.98
-
1.81%
C
-32.26%
-100,000
-2.59%
$72.74
-
5.43%
JPM.WS
-41.51%
-260,000
-4.99%
$54.00
-
7.03%
OSTK
-50.77%
-295,621
-3.12%
$29.70
-
3.03%
SRSCQ
-100.00%
-775,149
-0.19%
$0.68
100.00% $0.00
0.00%
GM.WS.B
-100.00%
-13,019
-0.08%
$17.36
-
0.00%
2017 Q2 (4 results)
TEVA
+134.88%
+290,000
+3.03%
$33.34
-
5.28%
VRX
+29.74%
+700,000
+3.81%
$17.37
-
16.64%
C
-24.39%
-100,000
-2.11%
$67.13
-
6.53%
NOK
-54.55%
-1,500,000
-2.91%
$6.18
-
2.42%
2017 Q1 (9 results)
TEVA
buy
+215,000
+2.33%
$32.09
-
2.33%
ENDP
buy
+950,000
+3.58%
$11.16
-
3.58%
SD
+224.67%
+108,383
+0.68%
$18.49
-
0.98%
VRX
+20.04%
+393,000
+1.46%
$11.03
-
8.76%
NOK
-26.67%
-1,000,000
-1.83%
$5.42
-
5.03%
BAC.WS.A
-35.85%
-300,000
-1.14%
$11.30
-
2.05%
JPM.WS
-44.39%
-500,000
-7.81%
$46.31
-
9.78%
AZN
-100.00%
-13,000
-0.24%
$54.69
-
0.00%
GSK
-100.00%
-14,400
-0.12%
$24.10
-
0.00%
2016 Q4 (6 results)
SD
buy
+48,240
+0.37%
$23.55
-
0.37%
VRX
+35.53%
+514,000
+2.45%
$14.52
-
9.35%
RFP
+1.20%
+58,671
+0.10%
$5.35
-
8.72%
ASCMA
-10.00%
-34,000
-0.18%
$16.26
-
1.63%
SHLDQ
-20.96%
-300,000
-0.92%
$9.29
-
3.45%
BP
-100.00%
-10,000
-0.12%
$35.20
-
0.00%
2016 Q2 (4 results)
GM.WS.B
buy
+13,019
+0.05%
$10.45
-
0.05%
VRX
+48.11%
+470,000
+3.68%
$20.14
-
11.33%
SHLDQ
+38.77%
+400,000
+2.12%
$13.61
-
7.58%
WLBAQ
-100.00%
-2,523,000
-57.24%
$58.33
-
0.00%
48 of 300

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.