Francis Chou · Chou Associates Management Inc.
| Period: | Q2 2025 |
| Portfolio date: | Jun 30, 2025 |
| No. of stocks: | 31 |
| Portfolio value: | $183M |
Viewing historical Q2 2025 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 | 34.28 | 86 | $728799.87 | $62,676,789 | $717387.00 | -1.57% | $685150.00 | $779853.00 | |
| SIRI · Sirius Xm Holdings Inc. | 8.82 | 702,462 | $22.97 | $16,135,550 | $27.10 | +17.98% | $19.77 | $28.77 | |
| GOOGL · Alphabet Inc. | 7.99 | 82,390 | $177.39 | $14,615,162 | $400.71 | +125.89% | $156.16 | $402.00 | |
| SYF · Synchrony Financial | 7.87 | 215,702 | $66.74 | $14,395,949 | $73.14 | +9.59% | $55.67 | $88.77 | |
| 674599105 · Occidental Pete Corp. | 7.19 | Add 360.29% | 313,000 | $42.01 | $13,149,129 | — | — | — | — |
| AAPL · Apple Inc. | 4.94 | 44,000 | $205.17 | $9,027,480 | $293.26 | +42.93% | $193.46 | $294.76 | |
| ALLY · Ally Finl Inc. | 4.80 | 225,525 | $38.95 | $8,784,197 | $44.24 | +13.58% | $32.50 | $47.27 | |
| STLA · Stellantis N.V | 3.80 | Reduce 50.44% | 692,000 | $10.03 | $6,940,760 | $7.74 | -22.83% | $6.28 | $12.22 |
| C · Citigroup Inc. | 2.69 | 57,695 | $85.12 | $4,910,997 | $125.55 | +47.50% | $71.65 | $135.29 | |
| WFC · Wells Fargo Co. New | 2.61 | 59,542 | $80.12 | $4,770,505 | $75.64 | -5.59% | $71.90 | $97.76 | |
| BABA · Alibaba Group Holding Limited | 2.60 | 41,900 | $113.41 | $4,751,879 | $140.06 | +23.50% | $103.71 | $192.67 | |
| POOL · Pool Corp. | 1.70 | 10,636 | $291.48 | $3,100,181 | $187.77 | -35.58% | $184.50 | $345.00 | |
| PYPL · Paypal Holdings, Inc. | 1.67 | 41,000 | $74.32 | $3,047,120 | $45.37 | -38.95% | $38.46 | $79.50 | |
| MCO · Moodys Corp. | 1.62 | 5,899 | $501.59 | $2,958,879 | $451.32 | -10.02% | $402.28 | $546.88 | |
| GM · General Motors Company | 1.40 | 52,000 | $49.21 | $2,558,920 | $78.80 | +60.13% | $46.82 | $87.62 | |
| BAC · Bank America Corp. | 1.29 | 50,000 | $47.32 | $2,366,000 | $51.31 | +8.43% | $42.35 | $57.55 | |
| CASH · Pathward Financial Inc. | 1.19 | 27,389 | $79.12 | $2,167,017 | $86.32 | +9.10% | $65.87 | $101.26 | |
| MBI · Mbia Inc. | 0.76 | 321,000 | $4.34 | $1,393,140 | $5.71 | +31.57% | $4.11 | $8.26 | |
| AGO · Assured Guaranty Ltd. | 0.52 | 10,990 | $87.10 | $957,229 | $75.05 | -13.83% | $74.18 | $92.40 | |
| MEOH · Methanex Corp. | 0.36 | Add 400.00% | 20,000 | $33.11 | $662,236 | $60.19 | +81.78% | $31.57 | $66.75 |
| JEF · Jefferies Finl Group Inc. | 0.33 | 10,987 | $54.69 | $600,879 | $52.98 | -3.13% | $35.53 | $71.04 | |
| CYD · China Yuchai Intl Ltd. | 0.31 | Reduce 68.15% | 23,364 | $23.91 | $558,633 | $46.24 | +93.39% | $16.21 | $56.55 |
| 546347105 · Louisiana Pac Corp. | 0.28 | 5,886 | $85.99 | $506,137 | — | — | — | — | |
| IMO · Imperial Oil Ltd. | 0.22 | 5,000 | $79.44 | $397,209 | $126.98 | +59.84% | $70.29 | $134.31 | |
| MGA · Magna Intl Inc. | 0.21 | 10,000 | $38.61 | $386,100 | $63.11 | +63.46% | $34.94 | $69.94 | |
| LEA · Lear Corp. | 0.21 | 4,000 | $94.98 | $379,920 | $139.69 | +47.07% | $86.14 | $142.84 | |
| RYAAY · Ryanair Holdings Plc | 0.19 | 5,937 | $57.67 | $342,387 | $58.07 | +0.69% | $49.40 | $74.24 | |
| 867975104 · Sunrise Communications Ag | 0.07 | 2,400 | $56.55 | $135,720 | — | — | — | — | |
| 225310101 · Credit Accep Corp. Mich | 0.07 | 262 | $509.43 | $133,471 | — | — | — | — | |
| VTS · Vitesse Energy Inc. | 0.02 | 1,293 | $22.09 | $28,562 | $17.81 | -19.37% | $17.22 | $27.15 | |
| HTZ · Hertz Global Hldgs Inc. | 0.00 | 1,000 | $3.64 | $3,640 | $6.05 | +66.21% | $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
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