Francis Chou's Portfolio Shows Significant Quarterly Gains in Financial Services Holdings

Francis Chou's portfolio, valued at $20.8 million as of March 31, 2026, showed notable quarterly activity, with significant increases in several holdings across various sectors.

The most substantial share increase was observed in JEFFERIES FINL GROUP INC (JEF), a Financial Services company. Chou added 138,250 shares, representing a staggering 125,831% increase from the previous period, significantly boosting its position.

Another major mover was PAYPAL HLDGS INC (PYPL), also in Financial Services. Chou increased holdings by 126,400 shares, a 308.29% jump from the prior period.

SYNCHRONY FINANCIAL (SYF), another Financial Services stock, saw an increase of 7,500 shares (3.48%) during the quarter.

Several other positions also experienced substantial growth. KRAFT HEINZ CO (KHC), in Consumer Defensive, and BRKSHIRE HATHAWAY INC DEL (BRK-B), a Financial Services holding, both saw 100.0% increases in shares held, meaning Chou added the same number of shares as previously held.

Additionally, ASSURED GUARANTY LTD (G0585R106) experienced a moderate increase with a 54.6% rise in shares.

HP INC (HPQ) and ATKORE INC (ATKR) also showed significant additions, both with 100.0% increases in shares.

For more detailed information on Francis Chou's investment activities, visit Chou Associates Management's profile. Detailed analysis of individual stocks like JEF can be found at JEFFERIES FINL GROUP INC, PAYPAL HLDGS INC, and other relevant stock profiles.