Chou Associates
SuperinvestorChou Associates Management Inc.
- SEC CIK
- 0001389403
- Manager
- Francis Chou
- Style
- Value
- Latest filing
- Aug 12, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 12, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 31
- 0 vs. Q1 2026
- Portfolio value
- $216.6M
- +$6.33M (+3.0%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.ABerkshire Hathaway Inc | CL A | 86 | $64.4M | 29.7% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 72,390 | $25.6M | 11.8% | 00.0% | Unchanged | History |
| SYFSynchrony Financial | COM | 223,202 | $17.0M | 7.8% | 00.0% | Unchanged | History |
| OXYOccidental Petroleum Corp | Stock | 313,000 | $15.2M | 7.0% | 00.0% | Unchanged | History |
| SIRISirius XM Holdings Inc. | COMMON STOCK | 409,589 | $12.1M | 5.6% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 40,000 | $11.6M | 5.3% | −4,000−9.1% | Reduced | History |
| ALLYAlly Financial Inc. | Stock | 225,525 | $10.4M | 4.8% | 00.0% | Unchanged | History |
| STLAStellantis N.V. | SHS | 1,394,194 | $8.00M | 3.7% | 00.0% | Unchanged | History |
| JEFJefferies Financial Group Inc. | COM | 149,237 | $7.46M | 3.4% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 167,400 | $7.23M | 3.3% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 59,542 | $4.92M | 2.3% | 00.0% | Unchanged | History |
| CCitigroup Inc | Stock | 32,695 | $4.58M | 2.1% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 41,900 | $4.02M | 1.9% | 00.0% | Unchanged | History |
| GMGeneral Motors Co | COM | 52,000 | $4.01M | 1.9% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 50,000 | $2.85M | 1.3% | 00.0% | Unchanged | History |
| CASHPathward Financial, Inc. | COM | 27,389 | $2.38M | 1.1% | 00.0% | Unchanged | History |
| POOLPool Corp | COM | 10,636 | $2.29M | 1.1% | 00.0% | Unchanged | History |
| MBIMbia Inc | COM | 321,000 | $2.09M | 1.0% | 00.0% | Unchanged | History |
| KHCKraft Heinz Co | Stock | 69,500 | $1.64M | 0.8% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 3,100 | $1.55M | 0.7% | 00.0% | Unchanged | History |
| AGOAssured Guaranty Ltd | COM | 16,990 | $1.36M | 0.6% | 00.0% | Unchanged | History |
| CYDChina Yuchai International Ltd | COM | 23,364 | $1.11M | 0.5% | 00.0% | Unchanged | History |
| MEOHMethanex Corp | COM | 20,000 | $923.8K | 0.4% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 1,500 | $679.4K | 0.3% | 00.0% | Unchanged | History |
| MGAMagna International Inc | COM | 10,000 | $656.6K | 0.3% | 00.0% | Unchanged | History |
| ATKRAtkore Inc. | COM | 8,400 | $638.7K | 0.3% | 00.0% | Unchanged | History |
| HPQHP Inc | Stock | 26,500 | $581.4K | 0.3% | 00.0% | Unchanged | History |
| IMOImperial Oil Ltd | COM NEW | 5,000 | $561.5K | 0.3% | 00.0% | Unchanged | History |
| LPXLouisiana-Pacific Corp | COM | 5,886 | $463.0K | 0.2% | 00.0% | Unchanged | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 5,937 | $384.4K | 0.2% | 00.0% | Unchanged | History |
| VTSVitesse Energy, Inc. | COMMON STOCK | 1,293 | $20.4K | <0.1% | +1,293 | New | History |
Sold out since Q1 2026 (1)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| Braemar Hotels & Resorts Inc.10482BAB7 | NOTE 4.500% 6/0 | – | $2.45M | 1.2% | – |