What Francis Chou Bought in Q1 2026
Chou Associates Management · Quarterly 13F recap as filed with the SEC.
Period: 2026-03-31 · Filed · Historical
$210.3M
Total Value
31
Holdings
5
New Buys
1
Reduced
In Q1 2026, Francis Chou reported 31 long equity positions worth $210.3M in their Chou Associates Management 13F filing, including 5 new positions (largest: BRAEMAR HOTELS & RESORTS INC at $2.5M) and 3 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BRK.A | Berkshire Hathaway Inc. Class A | 86 | $61.8M | 29.37% | — |
| 2 | GOOG | ALPHABET INC | 72390 | $20.8M | 9.88% | — |
| 3 | OXY | OCCIDENTAL PETE CORP | 313000 | $20.3M | 9.68% | — |
| 4 | SYF | SYNCHRONY FINANCIAL | 223202 | $15.2M | 7.22% | +3.5% |
| 5 | AAPL | APPLE INC | 44000 | $11.2M | 5.31% | — |
| 6 | STLA | STELLANTIS N.V | 1394194 | $9.9M | 4.70% | — |
| 7 | SIRI | SIRIUSXM HOLDINGS INC | 409589 | $9.5M | 4.50% | — |
| 8 | ALLY | ALLY FINL INC | 225525 | $8.8M | 4.21% | — |
| 9 | PYPL | PAYPAL HLDGS INC | 167400 | $7.6M | 3.60% | 308.3% |
| 10 | JEF | JEFFERIES FINL GROUP INC | 149237 | $6.2M | 2.93% | +1258.3% |
| 11 | BABA | ALIBABA GROUP HLDG LTD | 41900 | $5.3M | 2.50% | — |
| 12 | WFC | WELLS FARGO CO NEW | 59542 | $4.7M | 2.25% | — |
| 13 | GM | GENERAL MTRS CO | 52000 | $3.9M | 1.84% | — |
| 14 | C | CITIGROUP INC | 32695 | $3.7M | 1.76% | — |
| 15 | BHR-PD | BRAEMAR HOTELS & RESORTS INC | 2500000 | $2.5M | 1.17% | NEW |
| 16 | CASH | PATHWARD FINANCIAL INC | 27389 | $2.4M | 1.16% | — |
| 17 | BAC | BANK AMERICA CORP | 50000 | $2.4M | 1.16% | — |
| 18 | POOL | POOL CORP | 10636 | $2.2M | 1.02% | — |
| 19 | MBI | MBIA INC | 321000 | $1.9M | 0.90% | — |
| 20 | KHC | KRAFT HEINZ CO | 69500 | $1.6M | 0.74% | NEW |
| 21 | BRK.B | Berkshire Hathaway Inc. Class B | 3100 | $1.5M | 0.71% | NEW |
| 22 | AGO | ASSURED GUARANTY LTD | 16990 | $1.4M | 0.66% | +54.6% |
| 23 | MEOH | METHANEX CORP | 20000 | $1.2M | 0.57% | — |
| 24 | CYD | CHINA YUCHAI INTL LTD | 23364 | $900K | 0.43% | — |
| 25 | IMO | IMPERIAL OIL LTD | 5000 | $655K | 0.31% | — |
| 26 | MCO | MOODYS CORP | 1500 | $654K | 0.31% | — |
| 27 | MGA | MAGNA INTL INC | 10000 | $558K | 0.27% | — |
| 28 | HPQ | HP INC | 26500 | $509K | 0.24% | NEW |
| 29 | ATKR | ATKORE INC | 8400 | $495K | 0.24% | NEW |
| 30 | LPX | LOUISIANA PAC CORP | 5886 | $428K | 0.20% | — |
| 31 | RYAOF | RYANAIR HOLDINGS PLC | 5937 | $343K | 0.16% | — |