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← Francis Chou

Francis Chou's 2026Q1 portfolio

Francis Chou (Chou Associates) held 31 positions as of Mar 31, 2026, with the largest position at 29.4% of the portfolio. This is the latest 13F filing on record.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2026Q1but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Mar 31, 2026 (31)

  1. 1BRK/ABerkshire Hathaway Inc-cl A
    % port
    29.4%
    -2.8pp vs prior Q
  2. 2GOOGAlphabet Inc-cl C
    % port
    9.9%
    -1.4pp vs prior Q
  3. 3OXYOccidental Petroleum Corp
    % port
    9.7%
    +3.3pp vs prior Q
  4. 4SYFSynchrony Financial
    % port
    7.2%
    -1.7pp vs prior Q
  5. 5AAPLApple Inc
    % port
    5.3%
    -0.6pp vs prior Q
  6. 6STLAStellantis N.v
    % port
    4.7%
    -2.8pp vs prior Q
  7. 7SIRISirius XM Holdings Inc
    % port
    4.5%
    +0.4pp vs prior Q
  8. 8ALLYAlly Financial Inc
    % port
    4.2%
    -0.9pp vs prior Q
  9. 9PYPLPaypal Holdings Inc
    % port
    3.6%
    +2.4pp vs prior Q
  10. 10JEFJefferies Financial Group IN
    % port
    2.9%
    +2.6pp vs prior Q
  11. 11BABAAlibaba Group Holding-sp Adr
    % port
    2.5%
    -0.5pp vs prior Q
  12. 12WFCWells Fargo & CO
    % port
    2.3%
    -0.5pp vs prior Q
  13. 13GMGeneral Motors CO
    % port
    1.8%
    -0.3pp vs prior Q
  14. 14CCitigroup Inc
    % port
    1.8%
    -0.1pp vs prior Q
  15. 15BHR 4.5 06/01/26Braemar Hotels & Resorts
    % port
    1.2%
  16. 16CASHPathward Financial Inc
    % port
    1.2%
    +0.2pp vs prior Q
  17. 17BACBank OF America Corp
    % port
    1.2%
    -0.2pp vs prior Q
  18. 18POOLPool Corp
    % port
    1.0%
    -0.2pp vs prior Q
  19. 19MBIMbia Inc
    % port
    0.9%
    -0.2pp vs prior Q
  20. 20KHCKraft Heinz Co/the
    % port
    0.7%
  21. 21BRK/BBerkshire Hathaway Inc-cl B
    % port
    0.7%
  22. 22(cusip)Assured Guaranty Ltd
    % port
    0.7%
    +0.2pp vs prior Q
  23. 23MEOHMethanex Corp
    % port
    0.6%
    +0.2pp vs prior Q
  24. 24(cusip)China Yuchai Intl Ltd
    % port
    0.4%
  25. 25IMOImperial Oil Ltd
    % port
    0.3%
  26. 26MCOMoody's Corp
    % port
    0.3%
  27. 27MGAMagna International Inc
    % port
    0.3%
  28. 28HPQHP Inc
    % port
    0.2%
  29. 29ATKRAtkore Inc
    % port
    0.2%
  30. 30LPXLouisiana-pacific Corp
    % port
    0.2%
  31. 31RYAAYRyanair Holdings Plc-sp Adr
    % port
    0.2%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.