Francis Chou Holdings Activity

Chou Associates Management Portfolio 13F

Chou Associates Management has disclosed a total of 5 changes to the portfolio in the latest (2025 Q2) SEC report(s): increased the number of shares of 2, decreased the number of shares of 2 and completely sold out 1 position(s).

What stocks is Francis Chou buying now?

In the recent quarter Francis Chou has purchased 2 securities: (OXY) OCCIDENTAL PETROLEUM CORP (added shares +360.29%) and (MEOH) METHANEX CORP (added shares +400%).

What does Francis Chou invest in?

Francis Chou's top 5 holdings (by % of portfolio) are (BRK.A) BERKSHIRE HATHAWAY INC CL-A (34.28%), (SIRI) SIRIUS XM HOLDINGS INC (8.82%), (GOOG) ALPHABET INC-CL C (7.99%), (SYF) SYNCHRONY FINANCIAL (7.87%) and (OXY) OCCIDENTAL PETROLEUM CORP (7.19%).

In the latest report(s) the following change has been made to the top investments: (OXY) OCCIDENTAL PETROLEUM CORP (added shares +360.29%).

2025 Q2 (5 results)
MEOH
+400.00%
+16,000
+0.29%
$33.11
16.60% $38.61
0.36%
OXY
+360.29%
+245,000
+5.63%
$42.01
9.28% $45.91
7.19%
STLA
-50.44%
-704,388
-3.86%
$10.03
9.47% $9.08
3.80%
CYD
-68.15%
-50,000
-0.65%
$23.91
44.08% $34.45
0.31%
LBTYA
-100.00%
-12,000
-0.08%
$11.51
3.21% $11.88
0.00%
2025 Q1 (6 results)
GM
buy
+52,000
+1.34%
$47.03
23.90% $58.27
1.34%
OXY
buy
+68,000
+1.85%
$49.36
6.99% $45.91
1.85%
SIRI
+5,479.52%
+689,872
+8.55%
$22.55
6.72% $24.06
8.71%
BABA
+1,132.35%
+38,500
+2.80%
$132.23
2.53% $135.58
3.05%
STLA
+205.97%
+940,000
+5.79%
$11.21
19.00% $9.08
8.61%
OXY.WS
-100.00%
-68,000
-1.03%
$27.55
-
0.00%
2024 Q4 (8 results)
SNRE
buy
+2,400
+0.07%
$43.08
29.76% $55.90
0.07%
SYF
+11.65%
+22,500
+1.01%
$65.00
16.32% $75.61
9.64%
BRK.A
-4.44%
-4
-1.87%
$680,919.74
10.16% $750,103.50
40.27%
SIRI
-46.85%
-11,096
-0.17%
$22.80
5.53% $24.06
0.20%
LBTYA
-90.15%
-109,823
-0.96%
$12.76
6.90% $11.88
0.11%
HTZWW
-99.48%
-191,111
-0.28%
$2.15
39.07% $2.99
0.00%
NAVI
-100.00%
-264,245
-2.83%
$15.59
11.93% $13.73
0.00%
OXY
-100.00%
-200,000
-7.09%
$51.54
10.92% $45.91
0.00%
2024 Q3 (6 results)
OXY.WS
buy
+68,000
+1.28%
$29.72
-
1.28%
SIRI
buy
+23,686
+0.36%
$23.65
1.73% $24.06
0.36%
OXY
buy
+200,000
+6.55%
$51.54
10.92% $45.91
0.00%
RYAAY
+149.98%
+3,562
+0.10%
$45.18
33.93% $60.51
0.17%
HTZWW
-20.69%
-50,106
-0.07%
$2.19
36.53% $2.99
0.27%
LSXMK
-100.00%
-28,282
-0.40%
$22.16
0.59% $22.29
0.00%
2024 Q2 (25 results)
LEA
buy
+4,000
+0.33%
$114.21
2.77% $111.05
0.33%
CACC
buy
+262
+0.10%
$514.68
1.54% $522.61
0.10%
AGO
buy
+10,990
+0.61%
$77.15
6.52% $82.18
0.61%
CASH
buy
+27,389
+1.11%
$56.57
35.05% $76.40
1.11%
MBI
buy
+321,000
+1.27%
$5.49
36.07% $7.47
1.27%
BAC
buy
+50,000
+1.43%
$39.77
25.14% $49.77
1.43%
GOOG
buy
+82,390
+10.87%
$183.42
28.21% $235.17
10.87%
PYPL
buy
+41,000
+1.71%
$58.03
17.63% $68.26
1.71%
MCO
buy
+5,899
+1.79%
$420.93
18.55% $499.03
1.79%
JEF
buy
+10,987
+0.39%
$49.76
27.61% $63.50
0.39%
VTS
buy
+1,293
+0.02%
$23.70
7.76% $25.54
0.02%
AAPL
buy
+44,000
+6.66%
$210.62
13.80% $239.69
6.66%
POOL
buy
+10,636
+2.35%
$307.33
8.38% $333.09
2.35%
LPX
buy
+5,886
+0.35%
$82.33
20.27% $99.02
0.35%
STLA
+1,421.29%
+426,388
+6.09%
$19.85
54.26% $9.08
6.51%
WFC
+204.69%
+40,000
+1.71%
$59.39
32.95% $78.96
2.54%
LSXMK
+88.15%
+13,250
+0.21%
$22.16
0.59% $22.29
0.00%
SYF
+61.00%
+73,202
+2.48%
$47.19
60.22% $75.61
6.56%
ALLY
+44.86%
+69,839
+1.99%
$39.67
4.26% $41.36
6.43%
NAVI
+44.13%
+80,907
+0.85%
$14.56
5.70% $13.73
2.77%
LBTYA
+25.82%
+25,000
+0.31%
$17.43
31.84% $11.88
1.53%
BRK.A
+12.50%
+10
+4.40%
$612,240.73
22.52% $750,103.50
39.62%
HTZWW
-67.34%
-499,366
-0.88%
$2.44
22.56% $2.99
0.42%
BB
-100.00%
-312,900
-0.63%
$2.80
38.58% $3.88
0.00%
BHC
-100.00%
-715,000
-5.58%
$10.85
32.23% $7.35
0.00%
50 of 282

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.