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 (2024 Q3) SEC report(s): increased the number of shares of 1, bought 3 totally new, decreased the number of shares of 1 and completely sold out 1 position(s).

What stocks is Francis Chou buying now?

In the recent quarter Francis Chou has purchased 4 securities: (OXY) OCCIDENTAL PETROLEUM CORP (new buy), (OXY.WS) OCCIDENTAL PETROLEUM-CW27 (new buy), (SIRI) SIRIUS XM HOLDINGS INC (new buy) and (RYAAY) RYANAIR HOLDINGS PLC-SP ADR (added shares +149.98%).

What does Francis Chou invest in?

Francis Chou's top 5 holdings (by % of portfolio) are (BRK.A) BERKSHIRE HATHAWAY INC CL-A (39.5%), (GOOG) ALPHABET INC-CL C (8.75%), (OXY) OCCIDENTAL PETROLEUM CORP (6.55%), (AAPL) APPLE INC (6.51%) and (SYF) SYNCHRONY FINANCIAL (6.12%).

In the latest report(s) the following change has been made to the top investments: (OXY) OCCIDENTAL PETROLEUM CORP (new buy).

2024 Q3 (6 results)
SIRI
buy
+23,686
+0.36%
$23.65
2.41% $23.08
0.36%
OXY
buy
+200,000
+6.55%
$51.54
8.56% $47.13
6.55%
OXY.WS
buy
+68,000
+1.28%
$29.72
-
1.28%
RYAAY
+149.98%
+3,562
+0.10%
$45.18
1.06% $44.70
0.17%
HTZWW
-20.69%
-50,106
-0.07%
$2.19
8.22% $2.01
0.27%
LSXMK
-100.00%
-28,282
-0.40%
$22.16
0.59% $22.29
0.00%
2024 Q2 (25 results)
JEF
buy
+10,987
+0.39%
$49.76
53.18% $76.22
0.39%
VTS
buy
+1,293
+0.02%
$23.70
1.86% $24.14
0.02%
AAPL
buy
+44,000
+6.66%
$210.62
20.83% $254.49
6.66%
POOL
buy
+10,636
+2.35%
$307.33
13.57% $349.04
2.35%
LPX
buy
+5,886
+0.35%
$82.33
26.81% $104.40
0.35%
LEA
buy
+4,000
+0.33%
$114.21
17.01% $94.78
0.33%
CACC
buy
+262
+0.10%
$514.68
10.39% $461.19
0.10%
AGO
buy
+10,990
+0.61%
$77.15
13.67% $87.70
0.61%
CASH
buy
+27,389
+1.11%
$56.57
30.14% $73.62
1.11%
MBI
buy
+321,000
+1.27%
$5.49
10.38% $6.06
1.27%
BAC
buy
+50,000
+1.43%
$39.77
11.06% $44.17
1.43%
PYPL
buy
+41,000
+1.71%
$58.03
50.15% $87.13
1.71%
GOOG
buy
+82,390
+10.87%
$183.42
5.20% $192.96
10.87%
MCO
buy
+5,899
+1.79%
$420.93
10.79% $466.35
1.79%
STLA
+1,421.29%
+426,388
+6.09%
$19.85
35.06% $12.89
6.51%
WFC
+204.69%
+40,000
+1.71%
$59.39
18.44% $70.34
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
38.69% $65.45
6.56%
ALLY
+44.86%
+69,839
+1.99%
$39.67
12.13% $34.86
6.43%
NAVI
+44.13%
+80,907
+0.85%
$14.56
2.06% $14.26
2.77%
LBTYA
+25.82%
+25,000
+0.31%
$17.43
28.51% $12.46
1.53%
BRK.A
+12.50%
+10
+4.40%
$612,240.73
11.48% $682,500.00
39.62%
HTZWW
-67.34%
-499,366
-0.88%
$2.44
17.61% $2.01
0.42%
BB
-100.00%
-312,900
-0.63%
$2.80
31.79% $3.69
0.00%
BHC
-100.00%
-715,000
-5.58%
$10.85
31.13% $7.47
0.00%
2024 Q1 (4 results)
IMO
buy
+5,000
+0.40%
$70.51
12.45% $61.73
0.40%
LBTYA
buy
+96,823
+1.88%
$17.30
27.96% $12.46
1.88%
LSXMK
buy
+15,032
+0.51%
$30.37
26.61% $22.29
0.51%
LBTYA
-100.00%
-96,823
-1.93%
$17.77
29.88% $12.46
0.00%
2023 Q4 (3 results)
RYAAY
-48.09%
-2,200
-0.39%
$133.36
66.48% $44.70
0.42%
OSTK
-100.00%
-38,405
-0.80%
$15.82
6.07% $16.78
0.00%
MBI
-100.00%
-199,530
-1.89%
$7.21
15.95% $6.06
0.00%
2023 Q2 (1 result)
BABA
buy
+3,400
+0.36%
$83.35
1.28% $82.28
0.36%
2023 Q1 (4 results)
NAVI
buy
+183,338
+4.09%
$15.99
10.82% $14.26
4.09%
SYF
+106.90%
+62,000
+2.52%
$29.08
125.07% $65.45
4.87%
CIXXF
-100.00%
-28,700
-0.40%
$9.98
-
0.00%
RFP
-100.00%
-261,460
-7.88%
$21.59
1.53% $21.92
0.00%
43 of 263

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.