Francis Chou
Chou Associates Management
Chou Associates Management Portfolio 13F
Francis Chou Holdings Activity
- Portfolio value:
- $210.27M≈ (+$9M≈)
- Previous value:
- $201.55M≈
- # of changes:
- 10
- New positions:
- 4
- Reported for:
- 31 Mar 2026 (Q1)
- Latest filing date:
- 14 May 2026
Chou Associates Management has disclosed a total of 10 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 4, bought 4 totally new and completely sold out 2 position(s).
What stocks is Francis Chou buying now?
In the recent quarter Francis Chou has bought 8 securities out of which top 5 purchases (by % change to portfolio) are (SYF) Synchrony Financial (added shares +3.48%), (PYPL) PayPal Holdings Inc (added shares +308.29%), (JEF) Jefferies Financial Group Inc (added shares +1,258.31%), (KHC) Kraft Heinz Co (new buy) and (BRK-B) Berkshire Hathaway Inc (new buy).
In the latest report(s) the following change has been made to the top investments: (SYF) Synchrony Financial (added shares +3.48%).
10 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Atkore International Group Inc
|
new
|
+8,400
|
8,400
|
+0.24%
|
$58.91
|
+25.50%($73.93)
|
0.24%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
Berkshire Hathaway Inc
|
new
|
+3,100
|
3,100
|
+0.71%
|
$479.20
|
+3.04%($493.77)
|
0.71%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
HP Inc
|
new
|
+26,500
|
26,500
|
+0.24%
|
$19.21
|
+29.44%($24.86)
|
0.24%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
Kraft Heinz Co
|
new
|
+69,500
|
69,500
|
+0.74%
|
$22.49
|
|
0.74%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
Jefferies Financial Group Inc
|
+1,258.31%
|
+138,250
|
149,237
|
+2.71%
|
$41.27
|
+34.00%($55.30)
|
2.93%
|
2024 Q2
|
≈ 2.00 years
|
|
|
|
PayPal Holdings Inc
|
+308.29%
|
+126,400
|
167,400
|
+2.72%
|
$45.23
|
+25.41%($56.72)
|
3.60%
|
2024 Q2
|
≈ 2.00 years
|
|
|
|
ASSURED GUARANTY LTD
|
+54.60%
|
+6,000
|
16,990
|
+0.23%
|
$81.48
|
+3.47%($84.31)
|
0.66%
|
2024 Q2
|
≈ 2.00 years
|
|
|
|
Synchrony Financial
|
+3.48%
|
+7,500
|
223,202
|
+0.24%
|
$68.02
|
+8.48%($73.79)
|
7.22%
|
2022 Q4
|
≈ 3.50 years
|
|
|
|
Hertz Global Hldgs New Equity Warrants
|
-100%
|
-1,000
|
0
|
-0%
|
$2.68
|
-69.40%($0.82)
|
0.00%
|
2022 Q3
|
≈ 3.50 years
|
|
|
|
Vitesse Energy Inc
|
-100%
|
-1,293
|
0
|
-0.01%
|
$19.26
|
-17.60%($15.87)
|
0.00%
|
2024 Q2
|
≈ 1.75 years
|
|
* Shares, change to shares, sold shares, shares held after: 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.