Francis Chou Holdings Activity

Chou Associates Management Portfolio 13F

Chou Associates Management has disclosed a total of 25 changes to the portfolio in the latest (2024 Q2) SEC report(s): increased the number of shares of 8, bought 14 totally new, decreased the number of shares of 1 and completely sold out 2 position(s).

What stocks is Francis Chou buying now?

In the recent quarter Francis Chou has bought 22 securities out of which top 5 purchases (by % change to portfolio) are (GOOG) ALPHABET INC-CL C (new buy), (AAPL) APPLE INC (new buy), (STLA) STELLANTIS NV (added shares +1421.29%), (BRK.A) BERKSHIRE HATHAWAY INC CL-A (added shares +12.5%) and (SYF) SYNCHRONY FINANCIAL (added shares +61%).

What does Francis Chou invest in?

Francis Chou's top 5 holdings (by % of portfolio) are (BRK.A) BERKSHIRE HATHAWAY INC CL-A (39.62%), (GOOG) ALPHABET INC-CL C (10.87%), (AAPL) APPLE INC (6.66%), (SYF) SYNCHRONY FINANCIAL (6.56%) and (STLA) STELLANTIS NV (6.51%).

In the latest report(s) the following changes have been made to the top investments: (BRK.A) BERKSHIRE HATHAWAY INC CL-A (added shares +12.5%), (GOOG) ALPHABET INC-CL C (new buy), (AAPL) APPLE INC (new buy), (SYF) SYNCHRONY FINANCIAL (added shares +61%) and (STLA) STELLANTIS NV (added shares +1421.29%).

2024 Q2 (25 results)
AGO
buy
+10,990
+0.61%
$77.15
5.31% $81.25
0.61%
MBI
buy
+321,000
+1.27%
$5.49
33.88% $3.63
1.27%
CASH
buy
+27,389
+1.11%
$56.57
19.82% $67.78
1.11%
BAC
buy
+50,000
+1.43%
$39.77
0.38% $39.62
1.43%
GOOG
buy
+82,390
+10.87%
$183.42
12.33% $160.81
10.87%
MCO
buy
+5,899
+1.79%
$420.93
15.14% $484.67
1.79%
PYPL
buy
+41,000
+1.71%
$58.03
26.00% $73.12
1.71%
JEF
buy
+10,987
+0.39%
$49.76
22.15% $60.78
0.39%
AAPL
buy
+44,000
+6.66%
$210.62
4.78% $220.69
6.66%
VTS
buy
+1,293
+0.02%
$23.70
3.42% $24.51
0.02%
POOL
buy
+10,636
+2.35%
$307.33
20.04% $368.93
2.35%
LPX
buy
+5,886
+0.35%
$82.33
23.33% $101.54
0.35%
LEA
buy
+4,000
+0.33%
$114.21
6.13% $107.21
0.33%
CACC
buy
+262
+0.10%
$514.68
12.55% $450.10
0.10%
STLA
+1,421.29%
+426,388
+6.09%
$19.85
23.43% $15.20
6.51%
WFC
+204.69%
+40,000
+1.71%
$59.39
8.64% $54.26
2.54%
LSXMK
+88.15%
+13,250
+0.21%
$22.16
0.59% $22.29
0.45%
SYF
+61.00%
+73,202
+2.48%
$47.19
3.60% $48.89
6.56%
ALLY
+44.86%
+69,839
+1.99%
$39.67
14.17% $34.05
6.43%
NAVI
+44.13%
+80,907
+0.85%
$14.56
9.96% $16.01
2.77%
LBTYA
+25.82%
+25,000
+0.31%
$17.43
17.50% $20.48
1.53%
BRK.A
+12.50%
+10
+4.40%
$612,240.73
12.19% $686,859.00
39.62%
HTZWW
-67.34%
-499,366
-0.88%
$2.44
2.88% $2.51
0.42%
BHC
-100.00%
-715,000
-5.58%
$10.85
26.06% $8.02
0.00%
BB
-100.00%
-312,900
-0.63%
$2.80
15.00% $2.38
0.00%
2024 Q1 (4 results)
LBTYA
buy
+96,823
+1.88%
$17.30
18.40% $20.48
1.88%
LSXMK
buy
+15,032
+0.51%
$30.37
26.61% $22.29
0.51%
IMO
buy
+5,000
+0.40%
$70.51
5.06% $66.94
0.40%
LBTYA
-100.00%
-96,823
-1.93%
$17.77
15.25% $20.48
0.00%
2023 Q4 (3 results)
RYAAY
-48.09%
-2,200
-0.39%
$133.36
17.36% $110.21
0.42%
MBI
-100.00%
-199,530
-1.89%
$7.21
49.65% $3.63
0.00%
OSTK
-100.00%
-38,405
-0.80%
$15.82
6.07% $16.78
0.00%
2023 Q2 (1 result)
BABA
buy
+3,400
+0.36%
$83.35
1.28% $84.42
0.36%
2023 Q1 (4 results)
NAVI
buy
+183,338
+4.09%
$15.99
0.13% $16.01
4.09%
SYF
+106.90%
+62,000
+2.52%
$29.08
68.12% $48.89
4.87%
CIXXF
-100.00%
-28,700
-0.40%
$9.98
-
0.00%
RFP
-100.00%
-261,460
-7.88%
$21.59
1.53% $21.92
0.00%
2022 Q4 (12 results)
CIXXF
buy
+28,700
+0.40%
$9.98
-
0.00%
ALLY
buy
+155,686
+5.38%
$24.45
39.26% $34.05
5.38%
SYF
buy
+58,000
+2.69%
$32.86
48.78% $48.89
2.69%
MEOH
buy
+4,000
+0.21%
$37.86
4.42% $39.53
0.21%
LBTYA
+706.86%
+84,823
+2.27%
$18.93
8.19% $20.48
2.59%
HTZWW
+662.09%
+644,274
+6.79%
$7.46
66.33% $2.51
7.82%
BRK.A
-20.00%
-20
-13.25%
$468,710.73
46.54% $686,859.00
53.01%
RFP
-86.84%
-1,725,000
-52.65%
$21.59
1.53% $21.92
0.00%
PKX
-100.00%
-21,000
-1.09%
$36.62
88.75% $69.12
0.00%
GNUS
-100.00%
-34,130
-0.29%
$6.01
46.06% $3.24
0.00%
GS
-100.00%
-7,100
-2.94%
$293.10
65.33% $484.58
0.00%
JPM
-100.00%
-24,275
-3.59%
$104.51
98.57% $207.53
0.00%
49 of 257

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.