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)
GM
GENERAL MOTORS CO
buy
+39,780
+1.34%
$47.03
12.01% $52.68
1.34%
OXY
OCCIDENTAL PETROLEUM CORP
buy
+68,000
+1.85%
$49.36
11.00% $43.93
1.85%
SIRI
SIRIUS XM HOLDINGS INC
+5,479.52%
+689,872
+8.55%
$22.55
6.23% $23.95
8.71%
BABA
ALIBABA GROUP HOLDING-SP ADR
+1,132.35%
+38,500
+2.80%
$132.23
16.27% $110.71
3.05%
STLA
STELLANTIS NV
+205.97%
+634,500
+5.79%
$11.21
7.85% $10.33
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
30.94% $56.41
0.07%
SYF
SYNCHRONY FINANCIAL
+11.65%
+13,612
+1.01%
$65.00
6.88% $69.47
9.64%
BRK.A
BERKSHIRE HATHAWAY INC CL-A
-4.44%
-4
-1.87%
$680,919.74
5.81% $720,500.00
40.27%
SIRI
SIRIUS XM HOLDINGS INC
-46.85%
-11,096
-0.17%
$22.80
5.04% $23.95
0.20%
LBTYA
LIBERTY GLOBAL LTD-A
-90.15%
-109,823
-0.96%
$12.76
21.55% $10.01
0.11%
HTZWW
HERTZ GLOBAL HLDGS INC -CW51
-99.48%
-132,822
-0.28%
$2.15
77.21% $3.81
0.00%
NAVI
NAVIENT CORP
-100.00%
-227,250
-2.83%
$15.59
5.52% $14.73
0.00%
OXY
OCCIDENTAL PETROLEUM CORP
-100.00%
-200,000
-7.09%
$51.54
14.77% $43.93
0.00%
2024 Q3 (6 results)
SIRI
SIRIUS XM HOLDINGS INC
buy
+23,686
+0.36%
$23.65
1.27% $23.95
0.36%
OXY
OCCIDENTAL PETROLEUM CORP
buy
+200,000
+6.55%
$51.54
14.77% $43.93
0.00%
OXY.WS
OCCIDENTAL PETROLEUM-CW27
buy
+68,000
+1.28%
$29.72
-
1.28%
RYAAY
RYANAIR HOLDINGS PLC-SP ADR
+149.98%
+2,956
+0.10%
$45.18
28.97% $58.27
0.17%
HTZWW
HERTZ GLOBAL HLDGS INC -CW51
-20.69%
-50,106
-0.07%
$2.19
73.97% $3.81
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)
CASH
PATHWARD FINANCIAL INC
buy
+14,105
+1.11%
$56.57
45.98% $82.58
1.11%
MBI
MBIA INC
buy
+321,000
+1.27%
$5.49
21.68% $4.30
1.27%
BAC
BANK OF AMERICA CORP
buy
+50,000
+1.43%
$39.77
22.48% $48.71
1.43%
GOOG
ALPHABET INC-CL C
buy
+82,390
+10.87%
$183.42
2.00% $179.76
10.87%
PYPL
PAYPAL HOLDINGS INC
buy
+41,000
+1.71%
$58.03
31.50% $76.31
1.71%
MCO
MOODY'S CORP
buy
+5,899
+1.79%
$420.93
18.10% $497.12
1.79%
JEF
JEFFERIES FINANCIAL GROUP IN
buy
+10,987
+0.39%
$49.76
13.79% $56.62
0.39%
VTS
VITESSE ENERGY INC
buy
+1,273
+0.02%
$23.70
2.11% $23.20
0.02%
AAPL
APPLE INC
buy
+44,000
+6.66%
$210.62
0.86% $212.44
6.66%
POOL
POOL CORP
buy
+10,636
+2.35%
$307.33
1.52% $302.67
2.35%
LPX
LOUISIANA-PACIFIC CORP
buy
+3,207
+0.35%
$82.33
12.45% $92.58
0.35%
LEA
LEAR CORP
buy
+2,240
+0.33%
$114.21
9.64% $103.20
0.33%
CACC
CREDIT ACCEPTANCE CORP
buy
+262
+0.10%
$514.68
5.65% $543.74
0.10%
AGO
ASSURED GUARANTY LTD
buy
+6,648
+0.61%
$77.15
10.14% $84.97
0.61%
STLA
STELLANTIS NV
+1,421.29%
+426,388
+6.09%
$19.85
47.96% $10.33
6.51%
WFC
WELLS FARGO & CO
+204.69%
+40,000
+1.71%
$59.39
38.68% $82.36
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
47.21% $69.47
6.56%
ALLY
ALLY FINANCIAL INC
+44.86%
+43,300
+1.99%
$39.67
3.10% $40.90
6.43%
NAVI
NAVIENT CORP
+44.13%
+80,907
+0.85%
$14.56
1.17% $14.73
2.77%
LBTYA
LIBERTY GLOBAL LTD-A
+25.82%
+25,000
+0.31%
$17.43
42.57% $10.01
1.53%
BRK.A
BERKSHIRE HATHAWAY INC CL-A
+12.50%
+10
+4.40%
$612,240.73
17.68% $720,500.00
39.62%
HTZWW
HERTZ GLOBAL HLDGS INC -CW51
-67.34%
-287,135
-0.88%
$2.44
56.17% $3.81
0.42%
BHC
BAUSCH HEALTH COS INC
-100.00%
-715,000
-5.58%
$10.85
34.35% $7.12
0.00%
BB
BLACKBERRY LTD
-100.00%
-312,900
-0.63%
$2.80
51.08% $4.23
0.00%
2024 Q1 (4 results)
LBTYA
LIBERTY GLOBAL LTD-A
buy
+96,823
+1.88%
$17.30
42.13% $10.01
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
14.85% $80.98
0.40%
LBTYA
LIBERTY GLOBAL PLC-A
-100.00%
-96,823
-1.93%
$17.77
43.67% $10.01
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.