Francis Chou - Chou Associates Management 13F Activity & Position Changes (Q2 2026)
According to the SEC 13F filed on Aug 12, 2026, the Chou Associates Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2026, the filing reported:
New Buys - Vitesse Energy, Inc.
Increases - None reported
Reductions - Apple Inc.
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2026
|
AAPL
Apple Inc.
|
Sell |
-4,000
|
|
Q2 2026
|
VTS
Vitesse Energy, Inc.
|
Buy - Position Entry |
+1,293
|
|
Q1 2026
|
ATKR
Atkore Inc.
|
Buy - Position Entry |
+8,400
|
|
Q1 2026
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy - Position Entry |
+3,100
|
|
Q1 2026
|
G0585R106
Assured Guaranty
|
Buy |
+6,000
|
|
Q1 2026
|
HPQ
HP Inc.
|
Buy - Position Entry |
+26,500
|
|
Q1 2026
|
HTZWW
Hertz Global Holdings, Inc Warrant
|
Sell - Position Exit |
-1,000
|
|
Q1 2026
|
JEF
Jefferies Financial Group Inc.
|
Buy |
+138,250
|
|
Q1 2026
|
KHC
The Kraft Heinz Company
|
Buy - Position Entry |
+69,500
|
|
Q1 2026
|
PYPL
PayPal Holdings, Inc.
|
Buy |
+126,400
|
|
Q1 2026
|
SYF
Synchrony Financial
|
Buy |
+7,500
|
|
Q1 2026
|
VTS
Vitesse Energy, Inc.
|
Sell - Position Exit |
-1,293
|