Francis Chou - Chou Associates Management Portfolio Stock Holdings
Chou Associates Management disclosed 31 stock positions valued at approximately $210.3 million in its latest SEC 13F filing. The largest holdings include BERKSHIRE HATHAWAY INC DEL, ALPHABET INC, and OCCIDENTAL PETE CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 31
- Portfolio Value
- $210.3M
Holdings by Sector
Chou Associates Management Portfolio Holdings in Q1 2026
30 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 29.37% | 86 | - | - | $61,760,065 |
| ALPHABET INC | GOOG | Communication Services | 9.88% | 72,390 | - | - | $20,765,795 |
| OCCIDENTAL PETE CORP | OXY | Energy | 9.68% | 313,000 | - | - | $20,345,004 |
| SYNCHRONY FINANCIAL | SYF | Financial Services | 7.22% | 223,202 | +7,500 | +3.48% | $15,182,205 |
| APPLE INC | AAPL | Technology | 5.31% | 44,000 | - | - | $11,166,760 |
| STELLANTIS N.V | STLA | Other | 4.70% | 1,394,194 | - | - | $9,884,838 |
| SIRIUSXM HOLDINGS INC | SIRI | Consumer Discretionary | 4.50% | 409,589 | - | - | $9,453,319 |
| ALLY FINL INC | ALLY | Financial Services | 4.21% | 225,525 | - | - | $8,847,349 |
| PAYPAL HLDGS INC | PYPL | Financial Services | 3.60% | 167,400 | +126,400 | +308.29% | $7,571,505 |
| JEFFERIES FINL GROUP INC | JEF | Financial Services | 2.93% | 149,237 | +138,250 | +1258.31% | $6,159,014 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 2.50% | 41,900 | - | - | $5,256,774 |
| WELLS FARGO CO NEW | WFC | Financial Services | 2.25% | 59,542 | - | - | $4,740,140 |
| GENERAL MTRS CO | GM | Consumer Cyclical | 1.84% | 52,000 | - | - | $3,874,001 |
| CITIGROUP INC | C | Financial Services | 1.76% | 32,695 | - | - | $3,707,942 |
| PATHWARD FINANCIAL INC | CASH | Financial Services | 1.16% | 27,389 | - | - | $2,443,922 |
| BANK AMERICA CORP | BAC | Financial Services | 1.16% | 50,000 | - | - | $2,437,500 |
| POOL CORP | POOL | Industrials | 1.02% | 10,636 | - | - | $2,151,982 |
| MBIA INC | MBI | Financial Services | 0.90% | 321,000 | - | - | $1,897,110 |
| KRAFT HEINZ CO | KHC | Consumer Defensive | 0.74% | 69,500 | +69,500 | +100.00% | $1,563,055 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.71% | 3,100 | +3,100 | +100.00% | $1,485,520 |
| ASSURED GUARANTY LTD | G0585R106 | Other | 0.66% | 16,990 | +6,000 | +54.60% | $1,384,345 |
| METHANEX CORP | MEOH | Basic Materials | 0.57% | 20,000 | - | - | $1,191,719 |
| CHINA YUCHAI INTL LTD | CYD | Other | 0.43% | 23,364 | - | - | $899,515 |
| IMPERIAL OIL LTD | IMO | Energy | 0.31% | 5,000 | - | - | $654,914 |
| MOODYS CORP | MCO | Financial Services | 0.31% | 1,500 | - | - | $654,375 |
| MAGNA INTL INC | MGA | Consumer Cyclical | 0.27% | 10,000 | - | - | $558,100 |
| HP INC | HPQ | Technology | 0.24% | 26,500 | +26,500 | +100.00% | $509,065 |
| ATKORE INC | ATKR | Industrials | 0.24% | 8,400 | +8,400 | +100.00% | $494,844 |
| LOUISIANA PAC CORP | LPX | Industrials | 0.20% | 5,886 | - | - | $428,207 |
| RYANAIR HOLDINGS PLC | RYAAY | Industrials | 0.16% | 5,937 | - | - | $343,159 |