Chou Associates
SuperinvestorChou Associates Management Inc.
- SEC CIK
- 0001389403
- Manager
- Francis Chou
- Style
- Value
- Latest filing
- Aug 12, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 30
- +12 vs. Q1 2024
- Portfolio value
- $139.1M
- +$49.9M (+56.0%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.ABerkshire Hathaway Inc | CL A | 90 | $55.1M | 39.6% | +10+12.5% | Added | History |
| GOOGAlphabet Inc. | Stock | 82,390 | $15.1M | 10.9% | +82,390 | New | History |
| AAPLApple Inc. | Stock | 44,000 | $9.27M | 6.7% | +44,000 | New | History |
| SYFSynchrony Financial | COM | 193,202 | $9.12M | 6.6% | +73,202+61.0% | Added | History |
| STLAStellantis N.V. | SHS | 456,388 | $9.06M | 6.5% | +426,388+1,421.3% | Added | History |
| ALLYAlly Financial Inc. | Stock | 225,525 | $8.95M | 6.4% | +69,839+44.9% | Added | History |
| NAVINavient Corp | COM | 264,245 | $3.85M | 2.8% | +80,907+44.1% | Added | History |
| CCitigroup Inc | Stock | 57,695 | $3.66M | 2.6% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 59,542 | $3.54M | 2.5% | +40,000+204.7% | Added | History |
| POOLPool Corp | COM | 10,636 | $3.27M | 2.4% | +10,636 | New | History |
| MCOMoodys Corp | Stock | 5,899 | $2.48M | 1.8% | +5,899 | New | History |
| PYPLPayPal Holdings, Inc. | Stock | 41,000 | $2.38M | 1.7% | +41,000 | New | History |
| LBTYALiberty Global Ltd. | COM CL A | 121,823 | $2.12M | 1.5% | +25,000+25.8% | Added | History |
| BACBank of America Corp | Stock | 50,000 | $1.99M | 1.4% | +50,000 | New | History |
| MBIMbia Inc | COM | 321,000 | $1.76M | 1.3% | +321,000 | New | History |
| CASHPathward Financial, Inc. | COM | 27,389 | $1.55M | 1.1% | +27,389 | New | History |
| AGOAssured Guaranty Ltd | COM | 10,990 | $847.9K | 0.6% | +10,990 | New | History |
| CYDChina Yuchai International Ltd | COM | 73,364 | $667.6K | 0.5% | 00.0% | Unchanged | History |
| Liberty Media Corp531229789 | Stock | 28,282 | $626.7K | 0.5% | +13,250+88.1% | Added | – |
| HTZWWHertz Global Holdings, Inc | Common Stock | 242,217 | $590.9K | 0.4% | −499,366−67.3% | Reduced | History |
| JEFJefferies Financial Group Inc. | COM | 10,987 | $546.7K | 0.4% | +10,987 | New | History |
| LPXLouisiana-Pacific Corp | COM | 5,886 | $484.6K | 0.3% | +5,886 | New | History |
| LEALear Corp | COM NEW | 4,000 | $456.8K | 0.3% | +4,000 | New | History |
| MGAMagna International Inc | COM | 10,000 | $419.0K | 0.3% | 00.0% | Unchanged | History |
| IMOImperial Oil Ltd | COM NEW | 5,000 | $340.9K | 0.2% | 00.0% | Unchanged | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 2,375 | $276.5K | 0.2% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 3,400 | $244.8K | 0.2% | 00.0% | Unchanged | History |
| MEOHMethanex Corp | COM | 4,000 | $193.1K | 0.1% | 00.0% | Unchanged | History |
| CACCCredit Acceptance Corp | COM | 262 | $134.8K | 0.1% | +262 | New | History |
| VTSVitesse Energy, Inc. | COMMON STOCK | 1,293 | $30.6K | <0.1% | +1,293 | New | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| Alibaba Group Hldg Ltd01609W902 | CALL | – | $962.5K |
Sold out since Q1 2024 (2)
Positions held at the end of Q1 2024 that are gone from this filing.