Chou Associates
SuperinvestorChou Associates Management Inc.
- SEC CIK
- 0001389403
- Manager
- Francis Chou
- Style
- Value
- Latest filing
- Aug 12, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 13, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 28
- −3 vs. Q3 2025
- Portfolio value
- $201.6M
- −$6.19M (−3.0%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.ABerkshire Hathaway Inc | CL A | 86 | $64.9M | 32.2% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 72,390 | $22.7M | 11.3% | −10,000−12.1% | Reduced | History |
| SYFSynchrony Financial | COM | 215,702 | $18.0M | 8.9% | 00.0% | Unchanged | History |
| STLAStellantis N.V. | SHS | 1,394,194 | $15.2M | 7.5% | 00.0% | Unchanged | History |
| OXYOccidental Petroleum Corp | Stock | 313,000 | $12.9M | 6.4% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 44,000 | $12.0M | 5.9% | 00.0% | Unchanged | History |
| ALLYAlly Financial Inc. | Stock | 225,525 | $10.2M | 5.1% | 00.0% | Unchanged | History |
| SIRISirius XM Holdings Inc. | COMMON STOCK | 409,589 | $8.19M | 4.1% | −292,873−41.7% | Reduced | History |
| BABAAlibaba Group Holding Ltd | ADR | 41,900 | $6.14M | 3.0% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 59,542 | $5.55M | 2.8% | 00.0% | Unchanged | History |
| GMGeneral Motors Co | COM | 52,000 | $4.23M | 2.1% | 00.0% | Unchanged | History |
| CCitigroup Inc | Stock | 32,695 | $3.82M | 1.9% | −25,000−43.3% | Reduced | History |
| BACBank of America Corp | Stock | 50,000 | $2.75M | 1.4% | 00.0% | Unchanged | History |
| POOLPool Corp | COM | 10,636 | $2.43M | 1.2% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 41,000 | $2.39M | 1.2% | 00.0% | Unchanged | History |
| MBIMbia Inc | COM | 321,000 | $2.30M | 1.1% | 00.0% | Unchanged | History |
| CASHPathward Financial, Inc. | COM | 27,389 | $1.94M | 1.0% | 00.0% | Unchanged | History |
| AGOAssured Guaranty Ltd | COM | 10,990 | $987.7K | 0.5% | 00.0% | Unchanged | History |
| CYDChina Yuchai International Ltd | COM | 23,364 | $829.4K | 0.4% | 00.0% | Unchanged | History |
| MEOHMethanex Corp | COM | 20,000 | $793.3K | 0.4% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 1,500 | $766.3K | 0.4% | −4,399−74.6% | Reduced | History |
| JEFJefferies Financial Group Inc. | COM | 10,987 | $680.9K | 0.3% | 00.0% | Unchanged | History |
| MGAMagna International Inc | COM | 10,000 | $533.0K | 0.3% | 00.0% | Unchanged | History |
| LPXLouisiana-Pacific Corp | COM | 5,886 | $475.4K | 0.2% | 00.0% | Unchanged | History |
| IMOImperial Oil Ltd | COM NEW | 5,000 | $432.0K | 0.2% | 00.0% | Unchanged | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 5,937 | $428.6K | 0.2% | 00.0% | Unchanged | History |
| VTSVitesse Energy, Inc. | COMMON STOCK | 1,293 | $24.9K | <0.1% | 00.0% | Unchanged | History |
| HTZWWHertz Global Holdings, Inc | Common Stock | – | $2.68K | <0.1% | – | – | History |
Sold out since Q3 2025 (3)
Positions held at the end of Q3 2025 that are gone from this filing.