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Francis Chou · Chou Associates Management Inc.

Period:Q1 2025
Portfolio date:Mar 31, 2025
No. of stocks:33
Portfolio value:$185M
CIK 0001389403·SEC EDGAR
Quarter:Q4 2025· latestQ3 2025Q2 2025Q1 2025Q4 2024
Viewing historical Q1 2025 data. Holdings + moves reflect that quarter — not current.← Back to latest
Stock% of PortfolioRecent ActivitySharesReported Price *ValueCurrent Price+/- Reported Price52 Week Low52 Week High
BRK-A · Berkshire Hathaway Inc. Del37.1286$798441.69$68,665,985$717387.00-10.15%$685150.00$779853.00
SIRI · Sirius Xm Holdings Inc.8.56Add 5479.52%702,462$22.55$15,837,007$27.10+20.20%$19.77$28.77
STLA · Stellantis N.V8.46Add 205.97%1,396,388$11.21$15,653,510$7.74-30.95%$6.28$12.22
GOOGL · Alphabet Inc.6.9682,390$156.23$12,871,790$400.71+156.49%$156.16$402.00
SYF · Synchrony Financial6.17215,702$52.94$11,419,265$73.14+38.16%$55.67$88.77
AAPL · Apple Inc.5.2844,000$222.13$9,773,720$293.26+32.02%$193.46$294.76
ALLY · Ally Finl Inc.4.45225,525$36.47$8,224,898$44.24+21.31%$32.50$47.27
BABA · Alibaba Group Holding Limited3.00Add 1132.35%41,900$132.23$5,540,437$140.06+5.92%$103.71$192.67
WFC · Wells Fargo Co. New2.3159,542$71.79$4,274,520$75.64+5.36%$71.90$97.76
C · Citigroup Inc.2.2157,695$70.99$4,095,769$125.55+76.86%$71.65$135.29
POOL · Pool Corp.1.8310,636$318.35$3,385,971$187.77-41.02%$184.50$345.00
674599105 · Occidental Pete Corp.1.81New68,000$49.36$3,356,481
GRPN · Groupon Inc.1.69New3,000,000$1.04$3,118,394
MCO · Moodys Corp.1.495,899$465.69$2,747,105$451.32-3.09%$402.28$546.88
PYPL · Paypal Holdings, Inc.1.4541,000$65.25$2,675,250$45.37-30.47%$38.46$79.50
GM · General Motors Company1.32New52,000$47.03$2,445,560$78.80+67.55%$46.82$87.62
BAC · Bank America Corp.1.1350,000$41.73$2,086,500$51.31+22.96%$42.35$57.55
CASH · Pathward Financial Inc.1.0827,389$72.95$1,998,028$86.32+18.33%$65.87$101.26
MBI · Mbia Inc.0.86321,000$4.98$1,598,580$5.71+14.66%$4.11$8.26
CYD · China Yuchai Intl Ltd.0.6773,364$16.99$1,246,455$46.24+172.16%$16.21$56.55
AGO · Assured Guaranty Ltd.0.5210,990$88.10$968,219$75.05-14.81%$74.18$92.40
JEF · Jefferies Finl Group Inc.0.3210,987$53.57$588,574$52.98-1.10%$35.53$71.04
546347105 · Louisiana Pac Corp.0.295,886$91.98$541,394
IMO · Imperial Oil Ltd.0.205,000$72.24$361,176$126.98+75.79%$70.29$134.31
LEA · Lear Corp.0.194,000$88.22$352,880$139.69+58.34%$86.14$142.84
MGA · Magna Intl Inc.0.1810,000$33.99$339,900$63.11+85.67%$34.94$69.94
RYAAY · Ryanair Holdings Plc0.145,937$42.37$251,551$58.07+37.05%$49.40$74.24
MEOH · Methanex Corp.0.084,000$35.06$140,259$60.19+71.65%$31.57$66.75
LBTYA · Liberty Global Ltd.0.0712,000$11.51$138,120$12.15+5.56%$9.03$13.52
225310101 · Credit Accep Corp. Mich0.07262$516.35$135,284
867975104 · Sunrise Communications Ag0.062,400$48.29$115,896
VTS · Vitesse Energy Inc.0.021,293$24.59$31,795$17.81-27.57%$17.22$27.15
HTZ · Hertz Global Hldgs Inc.0.001,000$2.26$2,260$6.05+167.70%$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
Financial Services
59.11
Communication Services
15.59
Consumer Cyclical
13.83
Technology
5.28
Unclassified
3.93
Industrials
1.97
Energy
0.21
Basic Materials
0.08
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Articles & Commentaries
Coming soon
Curated press + commentary about Francis Chou arrives in v2 — interviews, shareholder-letter highlights, and 13D/13G activist filings auto-aggregated from public sources.
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