What Francis Chou Bought in Q2 2024

Chou Associates Management · Quarterly 13F recap as filed with the SEC.

Period: 2024-06-30 · Filed · Historical

$140.0M

Total Value

31

Holdings

15

New Buys

2

Reduced

In Q2 2024, Francis Chou reported 31 long equity positions worth $140.0M in their Chou Associates Management 13F filing, including 15 new positions (largest: ALPHABET INC at $15.1M) and 7 increased positions.

RankTickerCompanySharesValue% PortfolioChange
1BRK.ABerkshire Hathaway Inc. Class A90$55.1M39.35%+12.5%
2GOOGALPHABET INC82390$15.1M10.79%NEW
3AAPLAPPLE INC44000$9.3M6.62%NEW
4SYFSYNCHRONY FINANCIAL193202$9.1M6.51%+61.0%
5STLASTELLANTIS N.V456388$9.1M6.47%+1421.3%
6ALLYALLY FINL INC225525$8.9M6.39%+44.9%
7JSMNAVIENT CORPORATION264245$3.8M2.75%+44.1%
8CCITIGROUP INC57695$3.7M2.61%—
9WFCWELLS FARGO CO NEW59542$3.5M2.53%+204.7%
10POOLPOOL CORP10636$3.3M2.33%NEW
11MCOMOODYS CORP5899$2.5M1.77%NEW
12PYPLPAYPAL HLDGS INC41000$2.4M1.70%NEW
13LBTYKLIBERTY GLOBAL PLC121823$2.1M1.52%25.8%
14BACBANK AMERICA CORP50000$2.0M1.42%NEW
15MBIMBIA INC321000$1.8M1.26%NEW
16CASHPATHWARD FINANCIAL INC27389$1.5M1.11%NEW
17BABAALIBABA GROUP HLDG LTD38500$963K0.69%NEW
18AGOASSURED GUARANTY LTD10990$848K0.61%NEW
19CYDCHINA YUCHAI INTL LTD73364$668K0.48%—
20LM0CLIBERTY MEDIA CORP DEL28282$627K0.45%+88.1%
21HTZWWHERTZ GLOBAL HLDGS INC242217$591K0.42%-67.3%
22JEFJEFFERIES FINL GROUP INC10987$547K0.39%NEW
23LPXLOUISIANA PAC CORP5886$485K0.35%NEW
24LEALEAR CORP4000$457K0.33%NEW
25MGAMAGNA INTL INC10000$419K0.30%—
26IMOIMPERIAL OIL LTD5000$341K0.24%—
27RYAOFRYANAIR HOLDINGS PLC2375$277K0.20%—
28BABAALIBABA GROUP HLDG LTD3400$245K0.17%—
29MEOHMETHANEX CORP4000$193K0.14%—
30CACCCREDIT ACCEP CORP MICH262$135K0.10%NEW
31VTSVITESSE ENERGY INC1293$31K0.02%NEW