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
2023 Q4 (3 results)
RYAAY
RYANAIR HOLDINGS PLC-SP ADR
-48.09%
-1,111
-0.39%
$133.36
52.17% $63.79
0.42%
MBI
MBIA INC
-100.00%
-199,530
-1.89%
$7.21
31.35% $4.95
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
+2,074
+0.36%
$83.35
44.01% $120.03
0.36%
2023 Q1 (4 results)
NAVI
NAVIENT CORP
buy
+108,169
+4.09%
$15.99
12.57% $13.98
4.09%
SYF
SYNCHRONY FINANCIAL
+106.90%
+62,000
+2.52%
$29.08
150.69% $72.90
4.87%
CIXXF
CI FINANCIAL CORP
-100.00%
-14,924
-0.40%
$9.98
-
0.00%
RFP
RESOLUTE FOREST PRODUCTS
-100.00%
-261,460
-7.88%
$21.59
1.53% $21.92
0.00%
2022 Q4 (12 results)
CIXXF
CI FINANCIAL CORP
buy
+14,924
+0.40%
$9.98
-
0.00%
ALLY
ALLY FINANCIAL INC
buy
+155,686
+5.38%
$24.45
57.63% $38.54
5.38%
SYF
SYNCHRONY FINANCIAL
buy
+58,000
+2.69%
$32.86
121.85% $72.90
2.69%
MEOH
METHANEX CORP
buy
+3,960
+0.21%
$37.86
9.48% $34.27
0.21%
LBTYA
LIBERTY GLOBAL PLC-A
+706.86%
+42,835
+2.27%
$18.93
47.02% $10.03
2.59%
HTZWW
HERTZ GLOBAL HLDGS INC -CW51
+662.09%
+644,274
+6.79%
$7.46
47.02% $3.95
7.82%
BRK.A
BERKSHIRE HATHAWAY INC CL-A
-20.00%
-10
-13.25%
$468,710.73
54.94% $726,220.00
53.01%
RFP
RESOLUTE FOREST PRODUCTS
-86.84%
-1,725,000
-52.65%
$21.59
1.53% $21.92
0.00%
JPM
JPMORGAN CHASE & CO
-100.00%
-24,275
-3.59%
$104.51
185.73% $298.62
0.00%
PKX
POSCO- SPON ADR
-100.00%
-21,000
-1.09%
$36.62
64.04% $60.07
0.00%
GNUS
GENIUS BRANDS INTERNATIONAL
-100.00%
-28,327
-0.29%
$6.01
46.06% $3.24
0.00%
GS
GOLDMAN SACHS GROUP INC
-100.00%
-7,100
-2.94%
$293.10
148.71% $728.98
0.00%
2022 Q3 (4 results)
HTZWW
HERTZ GLOBAL HLDGS INC -CW51
buy
+97,309
+0.85%
$8.80
55.10% $3.95
0.85%
OSTK
OVERSTOCKCOM INC
-12.76%
-4,492
-0.14%
$24.35
31.08% $16.78
0.93%
BB
BLACKBERRY LTD
-18.28%
-59,150
-0.33%
$4.71
17.06% $3.91
1.46%
RFP
RESOLUTE FOREST PRODUCTS
-35.85%
-1,110,000
-21.98%
$20.00
9.60% $21.92
39.33%
2022 Q2 (6 results)
OSTK
OVERSTOCKCOM INC
buy
+44,021
+1.06%
$25.01
32.91% $16.78
1.06%
GNUS
GENIUS BRANDS INTERNATIONAL
buy
+34,130
+0.25%
$7.56
57.14% $3.24
0.25%
PKX
POSCO- SPON ADR
buy
+21,000
+0.90%
$44.52
34.92% $60.07
0.90%
BHC
BAUSCH HEALTH COS INC
-6.54%
-50,000
-0.40%
$8.36
19.01% $6.77
5.77%
MGA
MAGNA INTERNATIONAL INC
-50.00%
-10,000
-0.53%
$54.90
22.40% $42.60
0.53%
MBI
MBIA INC
-66.72%
-206,000
-4.77%
$12.35
59.92% $4.95
2.38%
2022 Q1 (2 results)
JPM
JPMORGAN CHASE & CO
-29.18%
-10,000
-1.01%
$136.31
119.07% $298.62
2.44%
PKX
POSCO- SPON ADR
-100.00%
-13,020
-0.90%
$58.29
3.06% $60.07
0.00%
2021 Q4 (3 results)
RFP
RESOLUTE FOREST PRODUCTS
-6.15%
-203,000
-2.15%
$15.27
43.55% $21.92
32.75%
BHC
BAUSCH HEALTH COS INC
-48.83%
-441,650
-13.96%
$27.61
75.48% $6.77
14.63%
WFC
WELLS FARGO & CO
-88.47%
-150,000
-4.99%
$48.00
75.67% $84.32
0.65%
2021 Q3 (2 results)
BB
BLACKBERRY LTD
-4.28%
-12,397
-0.10%
$9.73
59.83% $3.91
2.34%
RFP
RESOLUTE FOREST PRODUCTS
-16.27%
-641,000
-4.80%
$11.90
84.20% $21.92
24.68%
2021 Q2 (9 results)
RFP
RESOLUTE FOREST PRODUCTS
-13.58%
-619,000
-4.41%
$12.20
79.67% $21.92
28.10%
C
CITIGROUP INC COM NEW
-14.77%
-10,000
-0.41%
$70.75
35.79% $96.07
2.39%
GS
GOLDMAN SACHS GROUP INC
-49.29%
-5,416
-1.53%
$379.58
92.05% $728.98
1.58%
DVA
DAVITA INC
-100.00%
-32,743
-1.46%
$76.05
90.90% $145.17
0.00%
SNY
SANOFI-ADR
-100.00%
-20,000
-0.51%
$43.70
15.26% $50.37
0.00%
FCAU
FIAT CHRYSLER AUTOMOBILES N V
-100.00%
-26,700
-0.13%
$7.20
-
0.00%
ALGT
ALLEGIANT TRAVEL CO
-100.00%
-4,317
-0.21%
$81.77
38.08% $50.63
0.00%
BAC
BANK OF AMERICA CORP
-100.00%
-8,376
-0.19%
$38.68
25.25% $48.45
0.00%
SAVE
SPIRIT AIRLINES INC
-100.00%
-45,250
-0.38%
$12.90
91.63% $1.08
0.00%
46 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.