What Francis Chou Bought in Q1 2025
Chou Associates Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-03-31 · Filed · Historical
$185.0M
Total Value
33
Holdings
4
New Buys
1
Reduced
In Q1 2025, Francis Chou reported 33 long equity positions worth $185.0M in their Chou Associates Management 13F filing, including 4 new positions (largest: OCCIDENTAL PETE CORP at $3.4M) and 2 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BRK.A | Berkshire Hathaway Inc. Class A | 86 | $68.7M | 37.12% | — |
| 2 | SIRI | SIRIUSXM HOLDINGS INC | 702462 | $15.8M | 8.56% | +5479.5% |
| 3 | STLA | STELLANTIS N.V | 1396388 | $15.7M | 8.46% | 206.0% |
| 4 | GOOG | ALPHABET INC | 82390 | $12.9M | 6.96% | — |
| 5 | SYF | SYNCHRONY FINANCIAL | 215702 | $11.4M | 6.17% | — |
| 6 | AAPL | APPLE INC | 44000 | $9.8M | 5.28% | — |
| 7 | ALLY | ALLY FINL INC | 225525 | $8.2M | 4.45% | — |
| 8 | BABA | ALIBABA GROUP HLDG LTD | 41900 | $5.5M | 3.00% | +1132.4% |
| 9 | WFC | WELLS FARGO CO NEW | 59542 | $4.3M | 2.31% | — |
| 10 | C | CITIGROUP INC | 57695 | $4.1M | 2.21% | — |
| 11 | POOL | POOL CORP | 10636 | $3.4M | 1.83% | — |
| 12 | OXY | OCCIDENTAL PETE CORP | 68000 | $3.4M | 1.81% | NEW |
| 13 | GRPN | GROUPON INC | 3000000 | $3.1M | 1.69% | NEW |
| 14 | MCO | MOODYS CORP | 5899 | $2.7M | 1.49% | — |
| 15 | PYPL | PAYPAL HLDGS INC | 41000 | $2.7M | 1.45% | — |
| 16 | GM | GENERAL MTRS CO | 52000 | $2.4M | 1.32% | NEW |
| 17 | BAC | BANK AMERICA CORP | 50000 | $2.1M | 1.13% | — |
| 18 | CASH | PATHWARD FINANCIAL INC | 27389 | $2.0M | 1.08% | — |
| 19 | MBI | MBIA INC | 321000 | $1.6M | 0.86% | — |
| 20 | CYD | CHINA YUCHAI INTL LTD | 73364 | $1.2M | 0.67% | — |
| 21 | AGO | ASSURED GUARANTY LTD | 10990 | $968K | 0.52% | — |
| 22 | JEF | JEFFERIES FINL GROUP INC | 10987 | $589K | 0.32% | — |
| 23 | LPX | LOUISIANA PAC CORP | 5886 | $541K | 0.29% | — |
| 24 | IMO | IMPERIAL OIL LTD | 5000 | $361K | 0.20% | — |
| 25 | LEA | LEAR CORP | 4000 | $353K | 0.19% | — |
| 26 | MGA | MAGNA INTL INC | 10000 | $340K | 0.18% | — |
| 27 | RYAOF | RYANAIR HOLDINGS PLC | 5937 | $252K | 0.14% | — |
| 28 | MEOH | METHANEX CORP | 4000 | $140K | 0.08% | — |
| 29 | LBTYK | LIBERTY GLOBAL LTD | 12000 | $138K | 0.07% | — |
| 30 | CACC | CREDIT ACCEP CORP MICH | 262 | $135K | 0.07% | — |
| 31 | SNNRF | SUNRISE COMMUNICATIONS AG | 2400 | $116K | 0.06% | — |
| 32 | VTS | VITESSE ENERGY INC | 1293 | $32K | 0.02% | — |
| 33 | HTZWW | HERTZ GLOBAL HLDGS INC | 1000 | $2K | 0.00% | NEW |