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Francis Chou · Chou Associates Management Inc.

Period:Q3 2025
Portfolio date:Sep 30, 2025
No. of stocks:31
Portfolio value:$208M
CIK 0001389403·SEC EDGAR
Quarter:Q4 2025· latestQ3 2025Q2 2025Q1 2025Q4 2024
Viewing historical Q3 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. Del31.2286$754200.26$64,861,222$717387.00-4.88%$685150.00$779853.00
GOOG · Alphabet Inc.9.6682,390$243.55$20,066,085$400.71+64.53%$156.16$402.00
SIRI · Sirius Xm Holdings Inc.7.87702,462$23.28$16,349,807$27.10+16.43%$19.77$28.77
SYF · Synchrony Financial7.38215,702$71.05$15,325,631$73.14+2.94%$55.67$88.77
674599105 · Occidental Pete Corp.7.12313,000$47.25$14,789,253
STLA · Stellantis N.V6.27Add 101.47%1,394,194$9.34$13,021,775$7.74-17.13%$6.28$12.22
AAPL · Apple Inc.5.3944,000$254.63$11,203,720$293.26+15.17%$193.46$294.76
ALLY · Ally Finl Inc.4.26225,525$39.20$8,840,583$44.24+12.86%$32.50$47.27
BABA · Alibaba Group Holding Limited3.6041,900$178.73$7,488,787$140.06-21.64%$103.71$192.67
C · Citigroup Inc.2.8257,695$101.50$5,856,045$125.55+23.69%$71.65$135.29
WFC · Wells Fargo Co. New2.4059,542$83.82$4,990,811$75.64-9.76%$71.90$97.76
POOL · Pool Corp.1.5910,636$310.07$3,297,905$187.77-39.44%$184.50$345.00
GM · General Motors Company1.5352,000$60.97$3,170,441$78.80+29.24%$46.82$87.62
MCO · Moodys Corp.1.355,899$476.48$2,810,756$451.32-5.28%$402.28$546.88
PYPL · Paypal Holdings, Inc.1.3241,000$67.06$2,749,460$45.37-32.34%$38.46$79.50
BAC · Bank America Corp.1.2450,000$51.59$2,579,500$51.31-0.54%$42.35$57.55
MBI · Mbia Inc.1.15321,000$7.45$2,391,450$5.71-23.36%$4.11$8.26
CASH · Pathward Financial Inc.0.9827,389$74.01$2,027,061$86.32+16.63%$65.87$101.26
CYD · China Yuchai Intl Ltd.0.4723,364$41.37$966,569$46.24+11.77%$16.21$56.55
AGO · Assured Guaranty Ltd.0.4510,990$84.65$930,304$75.05-11.34%$74.18$92.40
MEOH · Methanex Corp.0.3820,000$39.76$795,143$60.19+51.39%$31.57$66.75
JEF · Jefferies Finl Group Inc.0.3510,987$65.42$718,770$52.98-19.02%$35.53$71.04
546347105 · Louisiana Pac Corp.0.255,886$88.84$522,912
MGA · Magna Intl Inc.0.2310,000$47.38$473,800$63.11+33.20%$34.94$69.94
IMO · Imperial Oil Ltd.0.225,000$90.67$453,367$126.98+40.04%$70.29$134.31
LEA · Lear Corp.0.194,000$100.61$402,440$139.69+38.84%$86.14$142.84
RYAAY · Ryanair Holdings Plc0.175,937$60.22$357,526$58.07-3.57%$49.40$74.24
867975104 · Sunrise Communications Ag0.072,400$58.78$141,072
225310101 · Credit Accep Corp. Mich0.06262$466.93$122,336
VTS · Vitesse Energy Inc.0.011,293$23.23$30,036$17.81-23.33%$17.22$27.15
HTZ · Hertz Global Hldgs Inc.0.001,000$3.71$3,705$6.05+63.29%$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
54.92
Communication Services
17.53
Consumer Cyclical
12.29
Unclassified
7.50
Technology
5.39
Industrials
1.76
Basic Materials
0.38
Energy
0.23
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Articles & Commentaries
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