What did Francis Chou buy in Q2 2025?

Francis Chou opened 0 new positions and added to 2 existing holdings in the Q2 2025 13F.

What did Francis Chou sell in Q2 2025?

Francis Chou exited 1 position (GRPN 6.25 03/15/27 *) and trimmed 1.

What Francis Chou bought and sold in Q2 2025

In Q2 2025, Francis Chou (Chou Associates) added to 2, trimmed 1, exited 1 (GRPN 6.25 03/15/27 *). The book stood at $183M across 31 positions, filed Aug 13, 2025.

0New2Added1Trimmed1Exited

Share𝕏 in

Added to (2)

OXYOccidental Petroleum Corp+360% shares · 7.2% · $13M
MEOHMethanex Corp+400% shares · 0.4% · $662K

Trimmed (1)

STLAStellantis N.v-50% shares · 3.8% · $7M

Exited (1)

GRPN 6.25 03/15/27 *Groupon Incwas 1.7% of book

Francis Chou's other filings

Q1 2026 changes Q4 2025 changes Q3 2025 changes Q1 2025 changes Q4 2024 changes

Francis Chou's full portfolio →The whole cohort in Q2 2025 →

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.