Francis Chou - Chou Associates

Portfolio

$216.59 M

Positionen

Stichtag

2026-06-30

Quartal

Q2 2026


BRK-A	BRK-ABERKSHIRE HATHAWAY INC DEL	29.73%		86	$748,849.77	$64.40 M	$758,186.01	+1.25%
GOOG	GOOGALPHABET INC	11.81%		72,390	$353.33	$25.58 M	$329.11	-6.85%
SYF	SYFSYNCHRONY FINANCIAL	7.84%		223,202	$76.05	$16.97 M	$79.93	+5.10%
OXY	OXYOCCIDENTAL PETE CORP	7.02%		313,000	$48.57	$15.20 M	$60.59	+24.75%
SIRI	SIRISIRIUSXM HOLDINGS INC	5.59%		409,589	$29.54	$12.10 M	$28.51	-3.49%
AAPL	AAPLAPPLE INC	5.34%	Reduce 9.09%	40,000	$289.36	$11.57 M	$322.60	+11.49%
—	ALLY FINL INC	4.78%		225,525	$45.95	$10.36 M	—	—
—	STELLANTIS N.V	3.69%		1,394,194	$5.74	$8.00 M	—	—
—	JEFFERIES FINL GROUP INC	3.44%		149,237	$49.98	$7.46 M	—	—
PYPL	PYPLPAYPAL HLDGS INC	3.34%		167,400	$43.18	$7.23 M	$52.60	+21.82%
WFC	WFCWELLS FARGO CO NEW	2.27%		59,542	$82.64	$4.92 M	$89.96	+8.86%
C	CCITIGROUP INC	2.11%		32,695	$139.96	$4.58 M	$136.74	-2.30%
BABA	BABAALIBABA GROUP HLDG LTD	1.86%		41,900	$95.98	$4.02 M	$108.80	+13.36%
GM	GMGENERAL MTRS CO	1.85%		52,000	$77.08	$4.01 M	$86.33	+12.00%
—	BANK OF AMER CORP	1.32%		50,000	$56.98	$2.85 M	—	—
CASH	CASHPATHWARD FINANCIAL INC	1.10%		27,389	$87.06	$2.38 M	—	—
POOL	POOLPOOL CORP	1.06%		10,636	$214.90	$2.29 M	$188.07	-12.48%
—	MBIA INC	0.97%		321,000	$6.52	$2.09 M	—	—
—	KRAFT HEINZ CO	0.76%		69,500	$23.62	$1.64 M	$25.51	+8.00%
BRK-B	BRK-BBERKSHIRE HATHAWAY INC DEL	0.72%		3,100	$500.39	$1.55 M	$505.74	+1.07%
—	ASSURED GUARANTY LTD	0.63%		16,990	$80.16	$1.36 M	—	—
—	CHINA YUCHAI INTL LTD	0.51%		23,364	$47.41	$1.11 M	—	—
—	METHANEX CORP	0.43%		20,000	$46.19	$923,814	—	—
—	MOODYS CORP	0.31%		1,500	$452.92	$679,380	—	—
—	MAGNA INTL INC	0.30%		10,000	$65.66	$656,600	—	—

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