Chou Associates
SuperinvestorChou Associates Management Inc.
- SEC CIK
- 0001389403
- Manager
- Francis Chou
- Style
- Value
- Latest filing
- Aug 12, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 14, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 31
- +3 vs. Q4 2025
- Portfolio value
- $210.3M
- +$8.71M (+4.3%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.ABerkshire Hathaway Inc | CL A | 86 | $61.8M | 29.4% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 72,390 | $20.8M | 9.9% | 00.0% | Unchanged | History |
| OXYOccidental Petroleum Corp | Stock | 313,000 | $20.3M | 9.7% | 00.0% | Unchanged | History |
| SYFSynchrony Financial | COM | 223,202 | $15.2M | 7.2% | +7,500+3.5% | Added | History |
| AAPLApple Inc. | Stock | 44,000 | $11.2M | 5.3% | 00.0% | Unchanged | History |
| STLAStellantis N.V. | SHS | 1,394,194 | $9.88M | 4.7% | 00.0% | Unchanged | History |
| SIRISirius XM Holdings Inc. | COMMON STOCK | 409,589 | $9.45M | 4.5% | 00.0% | Unchanged | History |
| ALLYAlly Financial Inc. | Stock | 225,525 | $8.85M | 4.2% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 167,400 | $7.57M | 3.6% | +126,400+308.3% | Added | History |
| JEFJefferies Financial Group Inc. | COM | 149,237 | $6.16M | 2.9% | +138,250+1,258.3% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 41,900 | $5.26M | 2.5% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 59,542 | $4.74M | 2.3% | 00.0% | Unchanged | History |
| GMGeneral Motors Co | COM | 52,000 | $3.87M | 1.8% | 00.0% | Unchanged | History |
| CCitigroup Inc | Stock | 32,695 | $3.71M | 1.8% | 00.0% | Unchanged | History |
| Braemar Hotels & Resorts Inc.10482BAB7 | NOTE 4.500% 6/0 | – | $2.45M | 1.2% | – | New | – |
| CASHPathward Financial, Inc. | COM | 27,389 | $2.44M | 1.2% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 50,000 | $2.44M | 1.2% | 00.0% | Unchanged | History |
| POOLPool Corp | COM | 10,636 | $2.15M | 1.0% | 00.0% | Unchanged | History |
| MBIMbia Inc | COM | 321,000 | $1.90M | 0.9% | 00.0% | Unchanged | History |
| KHCKraft Heinz Co | Stock | 69,500 | $1.56M | 0.7% | +69,500 | New | History |
| BRK.BBerkshire Hathaway Inc | Stock | 3,100 | $1.49M | 0.7% | +3,100 | New | History |
| AGOAssured Guaranty Ltd | COM | 16,990 | $1.38M | 0.7% | +6,000+54.6% | Added | History |
| MEOHMethanex Corp | COM | 20,000 | $1.19M | 0.6% | 00.0% | Unchanged | History |
| CYDChina Yuchai International Ltd | COM | 23,364 | $899.5K | 0.4% | 00.0% | Unchanged | History |
| IMOImperial Oil Ltd | COM NEW | 5,000 | $654.9K | 0.3% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 1,500 | $654.4K | 0.3% | 00.0% | Unchanged | History |
| MGAMagna International Inc | COM | 10,000 | $558.1K | 0.3% | 00.0% | Unchanged | History |
| HPQHP Inc | Stock | 26,500 | $509.1K | 0.2% | +26,500 | New | History |
| ATKRAtkore Inc. | COM | 8,400 | $494.8K | 0.2% | +8,400 | New | History |
| LPXLouisiana-Pacific Corp | COM | 5,886 | $428.2K | 0.2% | 00.0% | Unchanged | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 5,937 | $343.2K | 0.2% | 00.0% | Unchanged | History |
Sold out since Q4 2025 (2)
Positions held at the end of Q4 2025 that are gone from this filing.