What did Francis Chou buy in Q4 2024?

Francis Chou opened 1 new position (SNREN) and added to 0 existing holdings in the Q4 2024 13F.

What did Francis Chou sell in Q4 2024?

Francis Chou exited 2 positions (OXY, NAVI) and trimmed 2.

What Francis Chou bought and sold in Q4 2024

In Q4 2024, Francis Chou (Chou Associates) opened 1 new position — including SNREN (0.1%), trimmed 2, exited 2 (OXY, NAVI). The book stood at $145M across 31 positions, filed Feb 13, 2025.

1New0Added2Trimmed2Exited

Share𝕏 in

New positions (1)

SNRENSunrise Communicat-cl A0.1% · $103K

Trimmed (2)

SIRISirius XM Holdings Inc-47% shares · 0.2% · $287K
HTZWWHertz Global Hldgs Inc -cw51-99% shares · <0.1% · $2K

Exited (2)

OXYOccidental Petroleum Corpwas 6.5% of book
NAVINavient Corpwas 2.6% of book

Francis Chou's other filings

Q1 2026 changes Q4 2025 changes Q3 2025 changes Q2 2025 changes Q1 2025 changes

Francis Chou's full portfolio →The whole cohort in Q4 2024 →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.