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
3.74% $34.35
0.36%
OXY
+360.29%
+245,000
+5.63%
$42.01
6.19% $44.61
7.19%
STLA
-50.44%
-704,388
-3.86%
$10.03
2.39% $9.79
3.80%
CYD
-68.15%
-50,000
-0.65%
$23.91
20.74% $28.87
0.31%
LBTYA
-100.00%
-12,000
-0.08%
$11.51
0.17% $11.53
0.00%
2025 Q1 (6 results)
OXY
buy
+68,000
+1.85%
$49.36
9.62% $44.61
1.85%
GM
buy
+52,000
+1.34%
$47.03
19.73% $56.31
1.34%
SIRI
+5,479.52%
+689,872
+8.55%
$22.55
2.15% $23.03
8.71%
BABA
+1,132.35%
+38,500
+2.80%
$132.23
8.30% $121.26
3.05%
STLA
+205.97%
+940,000
+5.79%
$11.21
12.67% $9.79
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
9.98% $71.49
9.64%
BRK.A
-4.44%
-4
-1.87%
$680,919.74
5.34% $717,250.00
40.27%
SIRI
-46.85%
-11,096
-0.17%
$22.80
1.01% $23.03
0.20%
LBTYA
-90.15%
-109,823
-0.96%
$12.76
9.64% $11.53
0.11%
HTZWW
-99.48%
-191,111
-0.28%
$2.15
32.09% $2.84
0.00%
OXY
-100.00%
-200,000
-7.09%
$51.54
13.45% $44.61
0.00%
NAVI
-100.00%
-264,245
-2.83%
$15.59
18.02% $12.78
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
2.62% $23.03
0.36%
OXY
buy
+200,000
+6.55%
$51.54
13.45% $44.61
0.00%
RYAAY
+149.98%
+3,562
+0.10%
$45.18
47.48% $66.63
0.17%
HTZWW
-20.69%
-50,106
-0.07%
$2.19
29.68% $2.84
0.27%
LSXMK
-100.00%
-28,282
-0.40%
$22.16
0.59% $22.29
0.00%
2024 Q2 (25 results)
VTS
buy
+1,293
+0.02%
$23.70
6.75% $25.30
0.02%
AAPL
buy
+44,000
+6.66%
$210.62
9.96% $231.59
6.66%
POOL
buy
+10,636
+2.35%
$307.33
4.69% $321.75
2.35%
LPX
buy
+5,886
+0.35%
$82.33
20.87% $99.51
0.35%
LEA
buy
+4,000
+0.33%
$114.21
10.32% $102.42
0.33%
CACC
buy
+262
+0.10%
$514.68
7.76% $474.74
0.10%
AGO
buy
+10,990
+0.61%
$77.15
4.34% $80.50
0.61%
CASH
buy
+27,389
+1.11%
$56.57
33.11% $75.30
1.11%
MBI
buy
+321,000
+1.27%
$5.49
14.39% $6.28
1.27%
BAC
buy
+50,000
+1.43%
$39.77
18.03% $46.94
1.43%
GOOG
buy
+82,390
+10.87%
$183.42
11.72% $204.91
10.87%
PYPL
buy
+41,000
+1.71%
$58.03
19.30% $69.23
1.71%
MCO
buy
+5,899
+1.79%
$420.93
22.69% $516.46
1.79%
JEF
buy
+10,987
+0.39%
$49.76
21.06% $60.24
0.39%
STLA
+1,421.29%
+426,388
+6.09%
$19.85
50.68% $9.79
6.51%
WFC
+204.69%
+40,000
+1.71%
$59.39
29.82% $77.10
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
51.49% $71.49
6.56%
ALLY
+44.86%
+69,839
+1.99%
$39.67
2.07% $38.85
6.43%
NAVI
+44.13%
+80,907
+0.85%
$14.56
12.23% $12.78
2.77%
LBTYA
+25.82%
+25,000
+0.31%
$17.43
33.85% $11.53
1.53%
BRK.A
+12.50%
+10
+4.40%
$612,240.73
17.15% $717,250.00
39.62%
HTZWW
-67.34%
-499,366
-0.88%
$2.44
16.41% $2.84
0.42%
BB
-100.00%
-312,900
-0.63%
$2.80
30.72% $3.66
0.00%
BHC
-100.00%
-715,000
-5.58%
$10.85
23.11% $8.34
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.