Francis Chou's Portfolio

Chou Associates Management 13F holdings

What is Francis Chou's portfolio?

Chou Associates Management has disclosed a total of 30 security holdings in their (2024 Q2) SEC 13F filing(s) with portfolio value of $139,064,710.

What stocks does Francis Chou own?

In Francis Chou's portfolio as of 30 Jun 2024, the top 5 holdings 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%).

To see the historical data of Chou Associates Management's portfolio holdings please click on the "2024 Q2" dropdown menu and select the date.

To see Chou Associates Management's original 13F reports (2024 Q2), please click on the "important" button.

Portfolio value: $139M+
Period: 2024 Q2
Number of stock: 30
Update: 14 Aug 2024
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
BABA
ALIBABA GROUP HOLDING-SP ADR
0.18%
3,400
$72.00
14.28% $82.28
$244,800
ALLY
ALLY FINANCIAL INC
6.43%
225,525
$39.67
12.13% $34.86
$8,946,573
+44.86% (+69,839)
+1.99%
GOOG
ALPHABET INC-CL C
10.87%
82,390
$183.42
5.20% $192.96
$15,111,974
buy
+10.87%
AAPL
APPLE INC
6.66%
44,000
$210.62
20.83% $254.49
$9,267,280
buy
+6.66%
AGO
ASSURED GUARANTY LTD
0.61%
10,990
$77.15
13.67% $87.70
$847,879
buy
+0.61%
BAC
BANK OF AMERICA CORP
1.43%
50,000
$39.77
11.06% $44.17
$1,988,500
buy
+1.43%
BRK.A
BERKSHIRE HATHAWAY INC CL-A
39.62%
90
$612,240.73
11.48% $682,500.00
$55,101,666
+12.50% (+10)
+4.40%
CYD
CHINA YUCHAI INTL LTD
0.48%
73,364
$9.10
3.41% $8.79
$667,612
C
CITIGROUP INC COM NEW
2.63%
57,695
$63.46
9.03% $69.19
$3,661,323
CACC
CREDIT ACCEPTANCE CORP
0.10%
262
$514.68
10.39% $461.19
$134,846
buy
+0.10%
HTZWW
HERTZ GLOBAL HLDGS INC -CW51
0.42%
242,217
$2.44
17.61% $2.01
$590,926
-67.34% (-499,366)
-0.88%
IMO
IMPERIAL OIL LTD
0.25%
5,000
$68.18
9.47% $61.73
$340,923
JEF
JEFFERIES FINANCIAL GROUP IN
0.39%
10,987
$49.76
53.18% $76.22
$546,713
buy
+0.39%
LEA
LEAR CORP
0.33%
4,000
$114.21
17.01% $94.78
$456,840
buy
+0.33%
LBTYA
LIBERTY GLOBAL LTD-A
1.53%
121,823
$17.43
28.51% $12.46
$2,123,374
+25.82% (+25,000)
+0.31%
LSXMK
LIBERTY MEDIA CORP-LIBER-NEW
0.45%
28,282
$22.16
0.59% $22.29
$626,729
+88.15% (+13,250)
+0.21%
LPX
LOUISIANA-PACIFIC CORP
0.35%
5,886
$82.33
26.81% $104.40
$484,594
buy
+0.35%
MGA
MAGNA INTERNATIONAL INC
0.30%
10,000
$41.90
0.76% $42.22
$419,000
MBI
MBIA INC
1.27%
321,000
$5.49
10.38% $6.06
$1,762,290
buy
+1.27%
MEOH
METHANEX CORP
0.14%
4,000
$48.28
3.94% $46.38
$193,121
20 of 30

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
BHC
BAUSCH HEALTH COS INC
715,000
-5.58%
BB
BLACKBERRY LTD
312,900
-0.63%

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.