Francis Chou - Chou Associates Management Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Chou Associates Management disclosed 31 stock positions valued at approximately $216.59M as of quarter-end June 30, 2026. The largest holdings include BERKSHIRE HATHAWAY INC DEL, ALPHABET INC, and SYNCHRONY FINANCIAL.
- Report Period
- June 30, 2026
- No. of Stocks
- 31
- Portfolio Value
- $216.59M
Holdings by Sector
Chou Associates Management Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 29.73% | 86 | - | - | $64,401,080 |
| ALPHABET INC | GOOG | Communication Services | 11.81% | 72,390 | - | - | $25,577,559 |
| SYNCHRONY FINANCIAL | SYF | Financial Services | 7.84% | 223,202 | - | - | $16,974,508 |
| OCCIDENTAL PETE CORP | OXY | Energy | 7.02% | 313,000 | - | - | $15,202,408 |
| SIRIUSXM HOLDINGS INC | SIRI | Consumer Discretionary | 5.59% | 409,589 | - | - | $12,099,255 |
| APPLE INC | AAPL | Technology | 5.34% | 40,000 | -4,000 | -9.09% | $11,574,400 |
| ALLY FINL INC | ALLY | Financial Services | 4.78% | 225,525 | - | - | $10,362,871 |
| STELLANTIS N.V | STLA | Other | 3.69% | 1,394,194 | - | - | $8,002,672 |
| JEFFERIES FINL GROUP INC | JEF | Financial Services | 3.44% | 149,237 | - | - | $7,458,863 |
| PAYPAL HLDGS INC | PYPL | Financial Services | 3.34% | 167,400 | - | - | $7,228,330 |
| WELLS FARGO CO NEW | WFC | Financial Services | 2.27% | 59,542 | - | - | $4,920,550 |
| CITIGROUP INC | C | Financial Services | 2.11% | 32,695 | - | - | $4,575,990 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 1.86% | 41,900 | - | - | $4,021,562 |
| GENERAL MTRS CO | GM | Consumer Cyclical | 1.85% | 52,000 | - | - | $4,008,159 |
| BANK OF AMER CORP | BAC | Financial Services | 1.32% | 50,000 | - | - | $2,849,000 |
| PATHWARD FINANCIAL INC | CASH | Financial Services | 1.10% | 27,389 | - | - | $2,384,485 |
| POOL CORP | POOL | Industrials | 1.06% | 10,636 | - | - | $2,285,676 |
| MBIA INC | MBI | Financial Services | 0.97% | 321,000 | - | - | $2,092,920 |
| KRAFT HEINZ CO | KHC | Consumer Defensive | 0.76% | 69,500 | - | - | $1,641,590 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.72% | 3,100 | - | - | $1,551,209 |
| ASSURED GUARANTY LTD | AGO | Financial Services | 0.63% | 16,990 | - | - | $1,361,918 |
| CHINA YUCHAI INTL LTD | CYD | Other | 0.51% | 23,364 | - | - | $1,107,687 |
| METHANEX CORP | MEOH | Basic Materials | 0.43% | 20,000 | - | - | $923,814 |
| MOODYS CORP | MCO | Financial Services | 0.31% | 1,500 | - | - | $679,380 |
| MAGNA INTL INC | MGA | Consumer Cyclical | 0.30% | 10,000 | - | - | $656,600 |
| ATKORE INC | ATKR | Industrials | 0.29% | 8,400 | - | - | $638,736 |
| HP INC | HPQ | Technology | 0.27% | 26,500 | - | - | $581,410 |
| IMPERIAL OIL LTD | IMO | Energy | 0.26% | 5,000 | - | - | $561,466 |
| LOUISIANA PAC CORP | LPX | Industrials | 0.21% | 5,886 | - | - | $462,993 |
| RYANAIR HOLDINGS PLC | RYAAY | Industrials | 0.18% | 5,937 | - | - | $384,421 |
Showing 30 of 31 holdings in the latest reporting period.