Francis Chou · Chou Associates Management Inc.
| Period: | Q4 2024 |
| Portfolio date: | Dec 31, 2024 |
| No. of stocks: | 32 |
| Portfolio value: | $147M |
Viewing historical Q4 2024 data. Holdings + moves reflect that quarter — not current.← Back to latest
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| BRK-A · Berkshire Hathaway Inc. Del | 39.91 | New | 86 | $680919.74 | $58,559,098 | $717387.00 | +5.36% | $685150.00 | $779853.00 |
| GOOG · Alphabet Inc. | 10.69 | New | 82,390 | $190.44 | $15,690,352 | $400.71 | +110.41% | $156.16 | $402.00 |
| SYF · Synchrony Financial | 9.56 | New | 215,702 | $65.00 | $14,020,626 | $73.14 | +12.52% | $55.67 | $88.77 |
| AAPL · Apple Inc. | 7.51 | New | 44,000 | $250.42 | $11,018,480 | $293.26 | +17.11% | $193.46 | $294.76 |
| ALLY · Ally Finl Inc. | 5.54 | New | 225,525 | $36.01 | $8,121,152 | $44.24 | +22.85% | $32.50 | $47.27 |
| STLA · Stellantis N.V | 4.06 | New | 456,388 | $13.05 | $5,955,863 | $7.74 | -40.69% | $6.28 | $12.22 |
| WFC · Wells Fargo Co. New | 2.85 | New | 59,542 | $70.24 | $4,182,229 | $75.64 | +7.69% | $71.90 | $97.76 |
| C · Citigroup Inc. | 2.77 | New | 57,695 | $70.39 | $4,061,149 | $125.55 | +78.36% | $71.65 | $135.29 |
| POOL · Pool Corp. | 2.47 | New | 10,636 | $340.94 | $3,626,238 | $187.77 | -44.93% | $184.50 | $345.00 |
| PYPL · Paypal Holdings, Inc. | 2.39 | New | 41,000 | $85.35 | $3,499,350 | $45.37 | -46.84% | $38.46 | $79.50 |
| MCO · Moodys Corp. | 1.90 | New | 5,899 | $473.37 | $2,792,410 | $451.32 | -4.66% | $402.28 | $546.88 |
| BAC · Bank America Corp. | 1.50 | New | 50,000 | $43.95 | $2,197,500 | $51.31 | +16.75% | $42.35 | $57.55 |
| MBI · Mbia Inc. | 1.41 | New | 321,000 | $6.46 | $2,073,660 | $5.71 | -11.61% | $4.11 | $8.26 |
| CASH · Pathward Financial Inc. | 1.37 | New | 27,389 | $73.58 | $2,015,282 | $86.32 | +17.31% | $65.87 | $101.26 |
| OXY · Ocidental Petroleum Corp. | 1.28 | New | 68,000 | $27.55 | $1,873,399 | — | — | — | — |
| BABA · Alibaba Group Hldg Ltd. | 0.90 | New | 38,500 | $34.25 | $1,318,625 | — | — | — | — |
| AGO · Assured Guaranty Ltd. | 0.67 | New | 10,990 | $90.01 | $989,210 | $75.05 | -16.62% | $74.18 | $92.40 |
| JEF · Jefferies Finl Group Inc. | 0.59 | New | 10,987 | $78.40 | $861,381 | $52.98 | -32.42% | $35.53 | $71.04 |
| CYD · China Yuchai Intl Ltd. | 0.48 | New | 73,364 | $9.53 | $699,159 | $46.24 | +385.20% | $16.21 | $56.55 |
| 546347105 · Louisiana Pac Corp. | 0.42 | New | 5,886 | $103.55 | $609,495 | — | — | — | — |
| MGA · Magna Intl Inc. | 0.28 | New | 10,000 | $41.79 | $417,900 | $63.11 | +51.02% | $34.94 | $69.94 |
| LEA · Lear Corp. | 0.26 | New | 4,000 | $94.70 | $378,800 | $139.69 | +47.51% | $86.14 | $142.84 |
| IMO · Imperial Oil Ltd. | 0.21 | New | 5,000 | $61.63 | $308,150 | $126.98 | +106.04% | $70.29 | $134.31 |
| BABA · Alibaba Group Holding Limited | 0.20 | New | 3,400 | $84.79 | $288,286 | $140.06 | +65.18% | $103.71 | $192.67 |
| SIRI · Sirius Xm Holdings Inc. | 0.20 | New | 12,590 | $22.80 | $287,049 | $27.10 | +18.86% | $19.77 | $28.77 |
| RYAAY · Ryanair Holdings Plc | 0.18 | New | 5,937 | $43.59 | $258,794 | $58.07 | +33.22% | $49.40 | $74.24 |
| MEOH · Methanex Corp. | 0.14 | New | 4,000 | $49.97 | $199,882 | $60.19 | +20.45% | $31.57 | $66.75 |
| LBTYA · Liberty Global Ltd. | 0.10 | New | 12,000 | $12.76 | $153,120 | $12.15 | -4.78% | $9.03 | $13.52 |
| 225310101 · Credit Accep Corp. Mich | 0.08 | New | 262 | $469.46 | $122,999 | — | — | — | — |
| 867975104 · Sunrise Communications Ag | 0.07 | New | 2,400 | $43.08 | $103,392 | — | — | — | — |
| VTS · Vitesse Energy Inc. | 0.02 | New | 1,293 | $25.00 | $32,325 | $17.81 | -28.76% | $17.22 | $27.15 |
| HTZ · Hertz Global Hldgs Inc. | 0.00 | New | 1,000 | $2.15 | $2,150 | $6.05 | +181.40% | $3.77 | $8.44 |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
Sector % analysis
8 sectors represented
Whales with similar holdings to Francis Chou
Ranked by number of overlapping positions in current portfolios
Articles & Commentaries
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