Francis Chou Holdings Activity

Chou Associates Management Portfolio 13F

Chou Associates Management has disclosed a total of 6 changes to the portfolio in the latest (2025 Q1) SEC report(s): increased the number of shares of 3, bought 2 totally new and completely sold out 1 position(s).

What stocks is Francis Chou buying now?

In the recent quarter Francis Chou has purchased 5 securities: (SIRI) SIRIUS XM HOLDINGS INC (added shares +5479.52%), (STLA) STELLANTIS NV (added shares +205.97%), (BABA) ALIBABA GROUP HOLDING-SP ADR (added shares +1132.35%), (OXY) OCCIDENTAL PETROLEUM CORP (new buy) and (GM) GENERAL MOTORS CO (new buy).

What does Francis Chou invest in?

Francis Chou's top 5 holdings (by % of portfolio) are (BRK.A) BERKSHIRE HATHAWAY INC CL-A (37.76%), (SIRI) SIRIUS XM HOLDINGS INC (8.71%), (STLA) STELLANTIS NV (8.61%), (GOOG) ALPHABET INC-CL C (7.08%) and (SYF) SYNCHRONY FINANCIAL (6.28%).

In the latest report(s) the following changes have been made to the top investments: (SIRI) SIRIUS XM HOLDINGS INC (added shares +5479.52%) and (STLA) STELLANTIS NV (added shares +205.97%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2025 Q1 (6 results)
OXY
OCCIDENTAL PETROLEUM CORP
buy
+68,000
+1.85%
$49.36
16.90% $41.02
1.85%
GM
GENERAL MOTORS CO
buy
+39,780
+1.34%
$47.03
2.17% $48.05
1.34%
SIRI
SIRIUS XM HOLDINGS INC
+5,479.52%
+689,872
+8.55%
$22.55
7.34% $20.89
8.71%
BABA
ALIBABA GROUP HOLDING-SP ADR
+1,132.35%
+38,500
+2.80%
$132.23
13.72% $114.09
3.05%
STLA
STELLANTIS NV
+205.97%
+634,500
+5.79%
$11.21
12.58% $9.80
8.61%
OXY.WS
OCCIDENTAL PETROLEUM-CW27
-100.00%
-68,000
-1.03%
$27.55
-
0.00%
2024 Q4 (8 results)
SNRE
SUNRISE COMMUNICAT-CL A
buy
+2,400
+0.07%
$43.08
18.55% $51.07
0.07%
SYF
SYNCHRONY FINANCIAL
+11.65%
+13,612
+1.01%
$65.00
12.91% $56.61
9.64%
BRK.A
BERKSHIRE HATHAWAY INC CL-A
-4.44%
-4
-1.87%
$680,919.74
10.66% $753,500.40
40.27%
SIRI
SIRIUS XM HOLDINGS INC
-46.85%
-11,096
-0.17%
$22.80
8.38% $20.89
0.20%
LBTYA
LIBERTY GLOBAL LTD-A
-90.15%
-109,823
-0.96%
$12.76
24.84% $9.59
0.11%
HTZWW
HERTZ GLOBAL HLDGS INC -CW51
-99.48%
-132,822
-0.28%
$2.15
61.86% $3.48
0.00%
NAVI
NAVIENT CORP
-100.00%
-227,250
-2.83%
$15.59
15.46% $13.18
0.00%
OXY
OCCIDENTAL PETROLEUM CORP
-100.00%
-200,000
-7.09%
$51.54
20.41% $41.02
0.00%
2024 Q3 (6 results)
SIRI
SIRIUS XM HOLDINGS INC
buy
+23,686
+0.36%
$23.65
11.67% $20.89
0.36%
OXY
OCCIDENTAL PETROLEUM CORP
buy
+200,000
+6.55%
$51.54
20.41% $41.02
0.00%
OXY.WS
OCCIDENTAL PETROLEUM-CW27
buy
+68,000
+1.28%
$29.72
-
1.28%
RYAAY
RYANAIR HOLDINGS PLC-SP ADR
+149.98%
+2,956
+0.10%
$45.18
23.70% $55.89
0.17%
HTZWW
HERTZ GLOBAL HLDGS INC -CW51
-20.69%
-50,106
-0.07%
$2.19
58.90% $3.48
0.27%
LSXMK
LIBERTY MEDIA CORP-LIBER-NEW
-100.00%
-28,282
-0.40%
$22.16
0.59% $22.29
0.00%
2024 Q2 (25 results)
CASH
PATHWARD FINANCIAL INC
buy
+14,105
+1.11%
$56.57
36.08% $76.98
1.11%
MBI
MBIA INC
buy
+321,000
+1.27%
$5.49
21.31% $4.32
1.27%
BAC
BANK OF AMERICA CORP
buy
+50,000
+1.43%
$39.77
9.35% $43.49
1.43%
GOOG
ALPHABET INC-CL C
buy
+82,390
+10.87%
$183.42
7.44% $169.77
10.87%
PYPL
PAYPAL HOLDINGS INC
buy
+41,000
+1.71%
$58.03
20.06% $69.67
1.71%
MCO
MOODY'S CORP
buy
+5,899
+1.79%
$420.93
11.96% $471.27
1.79%
JEF
JEFFERIES FINANCIAL GROUP IN
buy
+10,987
+0.39%
$49.76
4.20% $47.67
0.39%
VTS
VITESSE ENERGY INC
buy
+1,273
+0.02%
$23.70
10.84% $21.13
0.02%
AAPL
APPLE INC
buy
+44,000
+6.66%
$210.62
4.52% $201.10
6.66%
POOL
POOL CORP
buy
+10,636
+2.35%
$307.33
2.83% $298.63
2.35%
LPX
LOUISIANA-PACIFIC CORP
buy
+3,207
+0.35%
$82.33
9.06% $89.79
0.35%
LEA
LEAR CORP
buy
+2,240
+0.33%
$114.21
23.76% $87.07
0.33%
CACC
CREDIT ACCEPTANCE CORP
buy
+262
+0.10%
$514.68
9.28% $466.90
0.10%
AGO
ASSURED GUARANTY LTD
buy
+6,648
+0.61%
$77.15
7.80% $83.17
0.61%
STLA
STELLANTIS NV
+1,421.29%
+426,388
+6.09%
$19.85
50.63% $9.80
6.51%
WFC
WELLS FARGO & CO
+204.69%
+40,000
+1.71%
$59.39
23.51% $73.35
2.54%
LSXMK
LIBERTY MEDIA CORP-LIBER-NEW
+88.15%
+13,250
+0.21%
$22.16
0.59% $22.29
0.00%
SYF
SYNCHRONY FINANCIAL
+61.00%
+73,202
+2.48%
$47.19
19.96% $56.61
6.56%
ALLY
ALLY FINANCIAL INC
+44.86%
+43,300
+1.99%
$39.67
13.34% $34.38
6.43%
NAVI
NAVIENT CORP
+44.13%
+80,907
+0.85%
$14.56
9.48% $13.18
2.77%
LBTYA
LIBERTY GLOBAL LTD-A
+25.82%
+25,000
+0.31%
$17.43
44.98% $9.59
1.53%
BRK.A
BERKSHIRE HATHAWAY INC CL-A
+12.50%
+10
+4.40%
$612,240.73
23.07% $753,500.40
39.62%
HTZWW
HERTZ GLOBAL HLDGS INC -CW51
-67.34%
-287,135
-0.88%
$2.44
42.64% $3.48
0.42%
BHC
BAUSCH HEALTH COS INC
-100.00%
-715,000
-5.58%
$10.85
58.60% $4.49
0.00%
BB
BLACKBERRY LTD
-100.00%
-312,900
-0.63%
$2.80
40.72% $3.94
0.00%
2024 Q1 (4 results)
LBTYA
LIBERTY GLOBAL LTD-A
buy
+96,823
+1.88%
$17.30
44.56% $9.59
1.88%
LSXMK
LIBERTY MEDIA CORP-LIBER-NEW
buy
+15,032
+0.51%
$30.37
26.61% $22.29
0.51%
IMO
IMPERIAL OIL LTD
buy
+5,000
+0.40%
$70.51
1.79% $71.77
0.40%
LBTYA
LIBERTY GLOBAL PLC-A
-100.00%
-96,823
-1.93%
$17.77
46.03% $9.59
0.00%
49 of 277

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.