Francis Chou's Portfolio

Chou Associates Management 13F holdings

What is Francis Chou's portfolio?

Chou Associates Management has disclosed a total of 28 security holdings in their (2025 Q4) SEC 13F filing(s) with portfolio value of $201,552,122.

What stocks does Francis Chou own?

In Francis Chou's portfolio as of 31 Dec 2025, the top 5 holdings are (BRK.A) BERKSHIRE HATHAWAY INC CL-A (32.21%), (GOOG) ALPHABET INC-CL C (11.27%), (SYF) SYNCHRONY FINANCIAL (8.93%), (STLA) STELLANTIS NV (7.53%) and (OXY) OCCIDENTAL PETROLEUM CORP (6.39%).

To see the historical data of Chou Associates Management's portfolio holdings please click on the "2025 Q4" dropdown menu and select the date.

To see Chou Associates Management's original 13F reports (2025 Q4), please click on the "important" button.

Portfolio value: $201M+
Period: 2025 Q4
Number of stock: 28
Update: 13 Feb 2026
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
BABA
ALIBABA GROUP HOLDING-SP ADR
3.05%
41,900
$146.58
-
$6,141,702
ALLY
ALLY FINANCIAL INC
5.07%
225,525
$45.29
5.56% $42.77
$10,214,028
GOOG
ALPHABET INC-CL C
11.27%
72,390
$313.80
16.56% $365.76
$22,715,982
-12.14% (-10,000)
-1.56%
AAPL
APPLE INC
5.93%
44,000
$271.86
13.05% $307.34
$11,961,840
AGO
ASSURED GUARANTY LTD
0.49%
10,990
$89.87
15.91% $75.57
$987,671
BAC
BANK OF AMERICA CORP
1.36%
50,000
$55.00
2.13% $53.83
$2,750,000
BRK.A
BERKSHIRE HATHAWAY INC CL-A
32.21%
86
$754,800.07
-
$64,912,806
CYD
CHINA YUCHAI INTL LTD
0.41%
23,364
$35.50
59.75% $56.71
$829,422
C
CITIGROUP INC COM NEW
1.89%
32,695
$116.69
-
$3,815,180
-43.33% (-25,000)
-1.45%
GM
GENERAL MOTORS CO
2.10%
52,000
$81.32
0.97% $82.11
$4,228,640
HTZWW
HERTZ GLOBAL HLDGS INC -CW51
0.00%
1,000
$2.68
-
$2,680
IMO
IMPERIAL OIL LTD
0.21%
5,000
$86.39
40.89% $121.72
$431,970
JEF
JEFFERIES FINANCIAL GROUP IN
0.34%
10,987
$61.97
10.13% $55.69
$680,864
LPX
LOUISIANA-PACIFIC CORP
0.24%
5,886
$80.76
12.58% $70.60
$475,353
MGA
MAGNA INTERNATIONAL INC
0.26%
10,000
$53.30
24.00% $66.09
$533,000
MBI
MBIA INC
1.14%
321,000
$7.16
14.39% $6.13
$2,298,360
MEOH
METHANEX CORP
0.39%
20,000
$39.66
45.27% $57.62
$793,268
MCO
MOODY'S CORP
0.38%
1,500
$510.85
11.65% $451.35
$766,275
-74.57% (-4,399)
-1.11%
OXY
OCCIDENTAL PETROLEUM CORP
6.39%
313,000
$41.12
38.45% $56.93
$12,870,561
CASH
PATHWARD FINANCIAL INC
0.96%
27,389
$71.00
12.52% $79.89
$1,944,619
20 of 28

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
SNRE
SUNRISE COMMUNICAT-CL A
2,400
-0.07%
LEA
LEAR CORP
4,000
-0.20%
CACC
CREDIT ACCEPTANCE CORP
262
-0.06%

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.