Francis Chou Holdings Activity

Chou Associates Management Portfolio 13F

Chou Associates Management has disclosed a total of 8 changes to the portfolio in the latest (2024 Q4) SEC report(s): increased the number of shares of 1, bought 1 totally new, decreased the number of shares of 4 and completely sold out 2 position(s).

What stocks is Francis Chou buying now?

In the recent quarter Francis Chou has purchased 2 securities: (SYF) SYNCHRONY FINANCIAL (added shares +11.65%) and (SNRE) SUNRISE COMMUNICAT-CL A (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 (40.27%), (GOOG) ALPHABET INC-CL C (10.79%), (SYF) SYNCHRONY FINANCIAL (9.64%), (AAPL) APPLE INC (7.58%) and (ALLY) ALLY FINANCIAL INC (5.59%).

In the latest report(s) the following changes have been made to the top investments: (BRK.A) BERKSHIRE HATHAWAY INC CL-A (reduced shares -4.44%) and (SYF) SYNCHRONY FINANCIAL (added shares +11.65%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2024 Q4 (8 results)
SNRE
SUNRISE COMMUNICAT-CL A
buy
+2,400
+0.07%
$43.08
10.61% $47.65
0.07%
SYF
SYNCHRONY FINANCIAL
+11.65%
+22,500
+1.01%
$65.00
6.82% $60.57
9.64%
BRK.A
BERKSHIRE HATHAWAY INC CL-A
-4.44%
-4
-1.87%
$680,919.74
9.78% $747,485.50
40.27%
SIRI
SIRIUS XM HOLDINGS INC
-46.85%
-11,096
-0.17%
$22.80
9.65% $25.00
0.20%
LBTYA
LIBERTY GLOBAL LTD-A
-90.15%
-109,823
-0.96%
$12.76
10.89% $11.37
0.11%
HTZWW
HERTZ GLOBAL HLDGS INC -CW51
-99.48%
-191,111
-0.28%
$2.15
5.58% $2.27
0.00%
NAVI
NAVIENT CORP
-100.00%
-264,245
-2.83%
$15.59
10.26% $13.99
0.00%
OXY
OCCIDENTAL PETROLEUM CORP
-100.00%
-200,000
-7.09%
$51.54
3.26% $49.86
0.00%
2024 Q3 (6 results)
OXY
OCCIDENTAL PETROLEUM CORP
buy
+200,000
+6.55%
$51.54
3.26% $49.86
0.00%
SIRI
SIRIUS XM HOLDINGS INC
buy
+23,686
+0.36%
$23.65
5.71% $25.00
0.36%
OXY.WS
OCCIDENTAL PETROLEUM-CW27
buy
+68,000
+1.28%
$29.72
-
1.28%
RYAAY
RYANAIR HOLDINGS PLC-SP ADR
+149.98%
+3,562
+0.10%
$45.18
0.24% $45.29
0.17%
HTZWW
HERTZ GLOBAL HLDGS INC -CW51
-20.69%
-50,106
-0.07%
$2.19
3.65% $2.27
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)
MBI
MBIA INC
buy
+321,000
+1.27%
$5.49
25.68% $6.90
1.27%
BAC
BANK OF AMERICA CORP
buy
+50,000
+1.43%
$39.77
11.79% $44.46
1.43%
GOOG
ALPHABET INC-CL C
buy
+82,390
+10.87%
$183.42
1.17% $181.27
10.87%
PYPL
PAYPAL HOLDINGS INC
buy
+41,000
+1.71%
$58.03
29.67% $75.25
1.71%
MCO
MOODY'S CORP
buy
+5,899
+1.79%
$420.93
19.01% $500.95
1.79%
JEF
JEFFERIES FINANCIAL GROUP IN
buy
+10,987
+0.39%
$49.76
30.97% $65.17
0.39%
VTS
VITESSE ENERGY INC
buy
+1,293
+0.02%
$23.70
10.63% $26.22
0.02%
AAPL
APPLE INC
buy
+44,000
+6.66%
$210.62
17.35% $247.17
6.66%
POOL
POOL CORP
buy
+10,636
+2.35%
$307.33
12.17% $344.73
2.35%
LPX
LOUISIANA-PACIFIC CORP
buy
+5,886
+0.35%
$82.33
18.67% $97.70
0.35%
LEA
LEAR CORP
buy
+4,000
+0.33%
$114.21
15.05% $97.02
0.33%
CACC
CREDIT ACCEPTANCE CORP
buy
+262
+0.10%
$514.68
4.75% $490.21
0.10%
AGO
ASSURED GUARANTY LTD
buy
+10,990
+0.61%
$77.15
17.69% $90.80
0.61%
CASH
PATHWARD FINANCIAL INC
buy
+27,389
+1.11%
$56.57
35.39% $76.59
1.11%
STLA
STELLANTIS NV
+1,421.29%
+426,388
+6.09%
$19.85
29.62% $13.97
6.51%
WFC
WELLS FARGO & CO
+204.69%
+40,000
+1.71%
$59.39
30.02% $77.22
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
28.35% $60.57
6.56%
ALLY
ALLY FINANCIAL INC
+44.86%
+69,839
+1.99%
$39.67
6.98% $36.90
6.43%
NAVI
NAVIENT CORP
+44.13%
+80,907
+0.85%
$14.56
3.91% $13.99
2.77%
LBTYA
LIBERTY GLOBAL LTD-A
+25.82%
+25,000
+0.31%
$17.43
34.77% $11.37
1.53%
BRK.A
BERKSHIRE HATHAWAY INC CL-A
+12.50%
+10
+4.40%
$612,240.73
22.09% $747,485.50
39.62%
HTZWW
HERTZ GLOBAL HLDGS INC -CW51
-67.34%
-499,366
-0.88%
$2.44
6.96% $2.27
0.42%
BHC
BAUSCH HEALTH COS INC
-100.00%
-715,000
-5.58%
$10.85
33.89% $7.17
0.00%
BB
BLACKBERRY LTD
-100.00%
-312,900
-0.63%
$2.80
91.44% $5.36
0.00%
2024 Q1 (4 results)
LBTYA
LIBERTY GLOBAL LTD-A
buy
+96,823
+1.88%
$17.30
34.26% $11.37
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
2.18% $68.97
0.40%
LBTYA
LIBERTY GLOBAL PLC-A
-100.00%
-96,823
-1.93%
$17.77
36.02% $11.37
0.00%
2023 Q4 (3 results)
RYAAY
RYANAIR HOLDINGS PLC-SP ADR
-48.09%
-2,200
-0.39%
$133.36
66.04% $45.29
0.42%
MBI
MBIA INC
-100.00%
-199,530
-1.89%
$7.21
4.30% $6.90
0.00%
OSTK
OVERSTOCKCOM INC
-100.00%
-38,405
-0.80%
$15.82
6.07% $16.78
0.00%
2023 Q2 (1 result)
BABA
ALIBABA GROUP HOLDING-SP ADR
buy
+3,400
+0.36%
$83.35
54.82% $129.04
0.36%
47 of 271

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.