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C
Chou
Chou Associates Management Inc
Latest 13F: Q1 2026
Filed May 14, 2026
Francis Chou — Canadian deep value, Buffett-style
13F filings have a ~45-day lag. Positions may have changed since the filing date.
Positions
30
New Buys
4
Sold
4
Increased
4
Decreased
0
Total Value
$207.8M
Sector Allocation
Latest Trades (Quarter-over-Quarter Changes)
| ACTION | SYMBOL | NAME | SHARES CHG | VALUE | WEIGHT % |
|---|---|---|---|---|---|
| INCREASED | JEF | JEFFERIES FINL GROUP INC |
+138,250
avg ~$41.27
·
~$5.7M
|
$6.2M | 2.9% |
| INCREASED | PYPL | PAYPAL HLDGS INC |
+126,400
avg ~$45.23
·
~$5.7M
|
$7.6M | 3.6% |
| NEW | KHC | KRAFT HEINZ CO |
+69,500
avg ~$22.49
·
~$1.6M
|
$1.6M | 0.7% |
| NEW | HPQ | HP INC |
+26,500
avg ~$19.21
·
~$509,065
|
$509,065 | 0.2% |
| NEW | ATKR | ATKORE INC |
+8,400
avg ~$58.91
·
~$494,844
|
$494,844 | 0.2% |
| INCREASED | SYF | SYNCHRONY FINANCIAL |
+7,500
avg ~$68.02
·
~$510,150
|
$15.2M | 7.2% |
| INCREASED | AGO | ASSURED GUARANTY LTD |
+6,000
avg ~$81.48
·
~$488,879
|
$1.4M | 0.7% |
| NEW | BRK-B | BERKSHIRE HATHAWAY INC DEL |
+3,100
avg ~$479.20
·
~$1.5M
|
$1.5M | 0.7% |
| SOLD | VTS | -1,293 | -- | -- | |
| SOLD | HTZWW | -1,000 | -- | -- | |
| SOLD | CACC | -- | -- | -- | |
| SOLD | LEA | -- | -- | -- |
Full Holdings (30 positions)
| SYMBOL | NAME | SHARES | VALUE | WEIGHT % | ACTION |
|---|---|---|---|---|---|
| BRK-A | BERKSHIRE HATHAWAY INC DEL |
86
$718140.29/sh
cost $176672.64 (+306.5%)
|
$61.8M | 29.4% | UNCHANGED |
| GOOG | ALPHABET INC |
72,390
$286.86/sh
cost $186.37 (+53.9%)
|
$20.8M | 9.9% | UNCHANGED |
| OXY | OCCIDENTAL PETE CORP |
313,000
$65.00/sh
cost $46.54 (+39.7%)
|
$20.3M | 9.7% | UNCHANGED |
| SYF | SYNCHRONY FINANCIAL |
223,202
$68.02/sh
cost $50.89 (+33.7%)
|
$15.2M | 7.2% | INCREASED |
| AAPL | APPLE INC |
44,000
$253.79/sh
cost $229.33 (+10.7%)
|
$11.2M | 5.3% | UNCHANGED |
| STLA | STELLANTIS N.V |
1,394,194
$7.09/sh
cost $12.24 (-42.1%)
|
$9.9M | 4.7% | UNCHANGED |
| SIRI | SIRIUSXM HOLDINGS INC |
409,589
$23.08/sh
cost $22.94 (+0.6%)
|
$9.5M | 4.5% | UNCHANGED |
| ALLY | ALLY FINL INC |
225,525
$39.23/sh
cost $34.53 (+13.6%)
|
$8.8M | 4.2% | UNCHANGED |
| PYPL | PAYPAL HLDGS INC |
167,400
$45.23/sh
cost $62.48 (-27.6%)
|
$7.6M | 3.6% | INCREASED |
| JEF | JEFFERIES FINL GROUP INC |
149,237
$41.27/sh
cost $47.50 (-13.1%)
|
$6.2M | 2.9% | INCREASED |
| BABA | ALIBABA GROUP HLDG LTD |
41,900
$125.46/sh
cost $132.23 (-5.1%)
|
$5.3M | 2.5% | UNCHANGED |
| WFC | WELLS FARGO CO NEW |
59,542
$79.61/sh
cost $45.13 (+76.4%)
|
$4.7M | 2.3% | UNCHANGED |
| GM | GENERAL MTRS CO |
52,000
$74.50/sh
cost $52.40 (+42.2%)
|
$3.9M | 1.8% | UNCHANGED |
| C | CITIGROUP INC |
32,695
$113.41/sh
cost $40.27 (+181.6%)
|
$3.7M | 1.8% | UNCHANGED |
| CASH | PATHWARD FINANCIAL INC |
27,389
$89.23/sh
cost $70.37 (+26.8%)
|
$2.4M | 1.2% | UNCHANGED |
| BAC | BANK AMERICA CORP |
50,000
$48.75/sh
cost $33.16 (+47.0%)
|
$2.4M | 1.2% | UNCHANGED |
| POOL | POOL CORP |
10,636
$202.33/sh
cost $324.16 (-37.6%)
|
$2.2M | 1.0% | UNCHANGED |
| MBI | MBIA INC |
321,000
$5.91/sh
cost $8.05 (-26.6%)
|
$1.9M | 0.9% | UNCHANGED |
| KHC | KRAFT HEINZ CO |
69,500
$22.49/sh
cost $22.49 (+0.0%)
|
$1.6M | 0.7% | NEW |
| BRK-B | BERKSHIRE HATHAWAY INC DEL |
3,100
$479.20/sh
cost $479.20 (+0.0%)
|
$1.5M | 0.7% | NEW |
| AGO | ASSURED GUARANTY LTD |
16,990
$81.48/sh
cost $84.18 (-3.2%)
|
$1.4M | 0.7% | INCREASED |
| MEOH | METHANEX CORP |
20,000
$59.59/sh
cost $40.13 (+48.5%)
|
$1.2M | 0.6% | UNCHANGED |
| CYD | CHINA YUCHAI INTL LTD |
23,364
$38.50/sh
cost $13.22 (+191.2%)
|
$899,515 | 0.4% | UNCHANGED |
| IMO | IMPERIAL OIL LTD |
5,000
$130.98/sh
cost $73.29 (+78.7%)
|
$654,914 | 0.3% | UNCHANGED |
| MCO | MOODYS CORP |
1,500
$436.25/sh
cost $468.77 (-6.9%)
|
$654,375 | 0.3% | UNCHANGED |