Chou Associates
SuperinvestorChou Associates Management Inc.
- SEC CIK
- 0001389403
- Manager
- Francis Chou
- Style
- Value
- Latest filing
- Aug 12, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 13, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 31
- −2 vs. Q1 2025
- Portfolio value
- $182.8M
- −$2.14M (−1.2%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.ABerkshire Hathaway Inc | CL A | 86 | $62.7M | 34.3% | 00.0% | Unchanged | History |
| SIRISirius XM Holdings Inc. | COMMON STOCK | 702,462 | $16.1M | 8.8% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 82,390 | $14.6M | 8.0% | 00.0% | Unchanged | History |
| SYFSynchrony Financial | COM | 215,702 | $14.4M | 7.9% | 00.0% | Unchanged | History |
| OXYOccidental Petroleum Corp | Stock | 313,000 | $13.1M | 7.2% | +245,000+360.3% | Added | History |
| AAPLApple Inc. | Stock | 44,000 | $9.03M | 4.9% | 00.0% | Unchanged | History |
| ALLYAlly Financial Inc. | Stock | 225,525 | $8.78M | 4.8% | 00.0% | Unchanged | History |
| STLAStellantis N.V. | SHS | 692,000 | $6.94M | 3.8% | −704,388−50.4% | Reduced | History |
| CCitigroup Inc | Stock | 57,695 | $4.91M | 2.7% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 59,542 | $4.77M | 2.6% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 41,900 | $4.75M | 2.6% | 00.0% | Unchanged | History |
| POOLPool Corp | COM | 10,636 | $3.10M | 1.7% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 41,000 | $3.05M | 1.7% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 5,899 | $2.96M | 1.6% | 00.0% | Unchanged | History |
| GMGeneral Motors Co | COM | 52,000 | $2.56M | 1.4% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 50,000 | $2.37M | 1.3% | 00.0% | Unchanged | History |
| CASHPathward Financial, Inc. | COM | 27,389 | $2.17M | 1.2% | 00.0% | Unchanged | History |
| MBIMbia Inc | COM | 321,000 | $1.39M | 0.8% | 00.0% | Unchanged | History |
| AGOAssured Guaranty Ltd | COM | 10,990 | $957.2K | 0.5% | 00.0% | Unchanged | History |
| MEOHMethanex Corp | COM | 20,000 | $662.2K | 0.4% | +16,000+400.0% | Added | History |
| JEFJefferies Financial Group Inc. | COM | 10,987 | $600.9K | 0.3% | 00.0% | Unchanged | History |
| CYDChina Yuchai International Ltd | COM | 23,364 | $558.6K | 0.3% | −50,000−68.2% | Reduced | History |
| LPXLouisiana-Pacific Corp | COM | 5,886 | $506.1K | 0.3% | 00.0% | Unchanged | History |
| IMOImperial Oil Ltd | COM NEW | 5,000 | $397.2K | 0.2% | 00.0% | Unchanged | History |
| MGAMagna International Inc | COM | 10,000 | $386.1K | 0.2% | 00.0% | Unchanged | History |
| LEALear Corp | COM NEW | 4,000 | $379.9K | 0.2% | 00.0% | Unchanged | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 5,937 | $342.4K | 0.2% | 00.0% | Unchanged | History |
| SNNRFSunrise Communications AG | ADS CL A | 2,400 | $135.7K | 0.1% | 00.0% | Unchanged | History |
| CACCCredit Acceptance Corp | COM | 262 | $133.5K | 0.1% | 00.0% | Unchanged | History |
| VTSVitesse Energy, Inc. | COMMON STOCK | 1,293 | $28.6K | <0.1% | 00.0% | Unchanged | History |
| HTZWWHertz Global Holdings, Inc | Common Stock | – | $3.64K | <0.1% | – | – | History |
Sold out since Q1 2025 (2)
Positions held at the end of Q1 2025 that are gone from this filing.