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
8.69% $45.07
1.85%
GM
GENERAL MOTORS CO
buy
+52,000
+1.34%
$47.03
13.40% $53.33
1.34%
SIRI
SIRIUS XM HOLDINGS INC
+5,479.52%
+689,872
+8.55%
$22.55
7.78% $24.30
8.71%
BABA
ALIBABA GROUP HOLDING-SP ADR
+1,132.35%
+38,500
+2.80%
$132.23
18.16% $108.22
3.05%
STLA
STELLANTIS NV
+205.97%
+940,000
+5.79%
$11.21
11.95% $9.87
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
31.10% $56.48
0.07%
SYF
SYNCHRONY FINANCIAL
+11.65%
+22,500
+1.01%
$65.00
9.05% $70.88
9.64%
BRK.A
BERKSHIRE HATHAWAY INC CL-A
-4.44%
-4
-1.87%
$680,919.74
4.43% $711,100.00
40.27%
SIRI
SIRIUS XM HOLDINGS INC
-46.85%
-11,096
-0.17%
$22.80
6.58% $24.30
0.20%
LBTYA
LIBERTY GLOBAL LTD-A
-90.15%
-109,823
-0.96%
$12.76
20.61% $10.13
0.11%
HTZWW
HERTZ GLOBAL HLDGS INC -CW51
-99.48%
-191,111
-0.28%
$2.15
89.77% $4.08
0.00%
NAVI
NAVIENT CORP
-100.00%
-264,245
-2.83%
$15.59
3.40% $15.06
0.00%
OXY
OCCIDENTAL PETROLEUM CORP
-100.00%
-200,000
-7.09%
$51.54
12.55% $45.07
0.00%
2024 Q3 (6 results)
OXY.WS
OCCIDENTAL PETROLEUM-CW27
buy
+68,000
+1.28%
$29.72
-
1.28%
SIRI
SIRIUS XM HOLDINGS INC
buy
+23,686
+0.36%
$23.65
2.75% $24.30
0.36%
OXY
OCCIDENTAL PETROLEUM CORP
buy
+200,000
+6.55%
$51.54
12.55% $45.07
0.00%
RYAAY
RYANAIR HOLDINGS PLC-SP ADR
+149.98%
+3,562
+0.10%
$45.18
27.14% $57.44
0.17%
HTZWW
HERTZ GLOBAL HLDGS INC -CW51
-20.69%
-50,106
-0.07%
$2.19
86.30% $4.08
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)
LEA
LEAR CORP
buy
+4,000
+0.33%
$114.21
6.16% $107.18
0.33%
CACC
CREDIT ACCEPTANCE CORP
buy
+262
+0.10%
$514.68
0.09% $514.22
0.10%
AGO
ASSURED GUARANTY LTD
buy
+10,990
+0.61%
$77.15
9.01% $84.10
0.61%
CASH
PATHWARD FINANCIAL INC
buy
+27,389
+1.11%
$56.57
47.82% $83.62
1.11%
MBI
MBIA INC
buy
+321,000
+1.27%
$5.49
18.40% $4.48
1.27%
BAC
BANK OF AMERICA CORP
buy
+50,000
+1.43%
$39.77
18.36% $47.07
1.43%
GOOG
ALPHABET INC-CL C
buy
+82,390
+10.87%
$183.42
0.33% $182.81
10.87%
PYPL
PAYPAL HOLDINGS INC
buy
+41,000
+1.71%
$58.03
27.33% $73.89
1.71%
MCO
MOODY'S CORP
buy
+5,899
+1.79%
$420.93
19.60% $503.42
1.79%
JEF
JEFFERIES FINANCIAL GROUP IN
buy
+10,987
+0.39%
$49.76
12.24% $55.85
0.39%
VTS
VITESSE ENERGY INC
buy
+1,293
+0.02%
$23.70
1.10% $23.44
0.02%
AAPL
APPLE INC
buy
+44,000
+6.66%
$210.62
0.95% $208.62
6.66%
POOL
POOL CORP
buy
+10,636
+2.35%
$307.33
2.00% $301.18
2.35%
LPX
LOUISIANA-PACIFIC CORP
buy
+5,886
+0.35%
$82.33
10.49% $90.97
0.35%
STLA
STELLANTIS NV
+1,421.29%
+426,388
+6.09%
$19.85
50.28% $9.87
6.51%
WFC
WELLS FARGO & CO
+204.69%
+40,000
+1.71%
$59.39
40.48% $83.43
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
50.20% $70.88
6.56%
ALLY
ALLY FINANCIAL INC
+44.86%
+69,839
+1.99%
$39.67
2.47% $40.65
6.43%
NAVI
NAVIENT CORP
+44.13%
+80,907
+0.85%
$14.56
3.43% $15.06
2.77%
LBTYA
LIBERTY GLOBAL LTD-A
+25.82%
+25,000
+0.31%
$17.43
41.88% $10.13
1.53%
BRK.A
BERKSHIRE HATHAWAY INC CL-A
+12.50%
+10
+4.40%
$612,240.73
16.15% $711,100.00
39.62%
HTZWW
HERTZ GLOBAL HLDGS INC -CW51
-67.34%
-499,366
-0.88%
$2.44
67.23% $4.08
0.42%
BHC
BAUSCH HEALTH COS INC
-100.00%
-715,000
-5.58%
$10.85
41.55% $6.34
0.00%
BB
BLACKBERRY LTD
-100.00%
-312,900
-0.63%
$2.80
43.93% $4.03
0.00%
2024 Q1 (4 results)
LBTYA
LIBERTY GLOBAL LTD-A
buy
+96,823
+1.88%
$17.30
41.43% $10.13
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
17.94% $83.16
0.40%
LBTYA
LIBERTY GLOBAL PLC-A
-100.00%
-96,823
-1.93%
$17.77
42.99% $10.13
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.