Francis Chou's Top Holdings: Financial Services Focus with Notable Changes in 2026
Francis Chou's portfolio as of March 31, 2026, highlights significant holdings in financial services, including PayPal, JPMorgan, and Berkshire Hathaway, with notable share increases in several stocks.
Francis Chou, managing investments through Chou Associates Management, has maintained a portfolio with a strong emphasis on financial services as of March 31, 2026. His top holdings reflect strategic decisions and market movements, with several companies showing significant changes in share count compared to the previous period.
Leading the portfolio is a position in SYNCHRONY FINANCIAL (SYF), a Financial Services company. Chou holds 223,202 shares, representing approximately 7.22% of the total portfolio value of $20,781,204.30. There was a modest increase of 7,500 shares (3.48%) from the prior period.
Next is PAYPAL HLDGS INC (PYPL), another Financial Services stock. With 167,400 shares, it accounts for about 3.6% of the portfolio. This holding shows the most significant increase, with a 126,400 share jump (308.29%) from the previous period.
At 0.74% allocation comes KRAFT HEINZ CO (KHC)") which is categorized under Consumer Defensive. Chou added 69,500 shares (100.0%) during the period.
BERKSHIRE HATHAWAY INC DEL (BRK-B) holds a substantial 0.71% allocation. This stock also saw a 100.0% increase in shares held by Chou.
ASSURED GUARANTY LTD (G0585R106) is held at a 0.66% allocation. Chou increased his stake by 6,000 shares (54.6%) from the prior period.
Two other holdings round out the top eight, each representing 0.24% of the portfolio. HP INC (HPQ)") in Technology and ATKORE INC (ATKR)") in Industrials both saw 100.0% increases in shares held during the period.
For a complete view of Francis Chou's investment profile, including all holdings and performance, visit Chou Associates Management's investor profile on Insiderset.