What Francis Chou Bought in Q2 2025
Chou Associates Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-06-30 · Filed · Historical
$182.8M
Total Value
31
Holdings
1
New Buys
3
Reduced
In Q2 2025, Francis Chou reported 31 long equity positions worth $182.8M in their Chou Associates Management 13F filing, including 1 new positions (largest: HERTZ GLOBAL HLDGS INC at $4K) and 1 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BRK.A | Berkshire Hathaway Inc. Class A | 86 | $62.7M | 34.28% | — |
| 2 | SIRI | SIRIUSXM HOLDINGS INC | 702462 | $16.1M | 8.82% | — |
| 3 | GOOG | ALPHABET INC | 82390 | $14.6M | 7.99% | — |
| 4 | SYF | SYNCHRONY FINANCIAL | 215702 | $14.4M | 7.87% | — |
| 5 | OXY | OCCIDENTAL PETE CORP | 313000 | $13.1M | 7.19% | 360.3% |
| 6 | AAPL | APPLE INC | 44000 | $9.0M | 4.94% | — |
| 7 | ALLY | ALLY FINL INC | 225525 | $8.8M | 4.80% | — |
| 8 | STLA | STELLANTIS N.V | 692000 | $6.9M | 3.80% | +-50.4% |
| 9 | C | CITIGROUP INC | 57695 | $4.9M | 2.69% | — |
| 10 | WFC | WELLS FARGO CO NEW | 59542 | $4.8M | 2.61% | — |
| 11 | BABA | ALIBABA GROUP HLDG LTD | 41900 | $4.8M | 2.60% | — |
| 12 | POOL | POOL CORP | 10636 | $3.1M | 1.70% | — |
| 13 | PYPL | PAYPAL HLDGS INC | 41000 | $3.0M | 1.67% | — |
| 14 | MCO | MOODYS CORP | 5899 | $3.0M | 1.62% | — |
| 15 | GM | GENERAL MTRS CO | 52000 | $2.6M | 1.40% | — |
| 16 | BAC | BANK AMERICA CORP | 50000 | $2.4M | 1.29% | — |
| 17 | CASH | PATHWARD FINANCIAL INC | 27389 | $2.2M | 1.19% | — |
| 18 | MBI | MBIA INC | 321000 | $1.4M | 0.76% | — |
| 19 | AGO | ASSURED GUARANTY LTD | 10990 | $957K | 0.52% | — |
| 20 | MEOH | METHANEX CORP | 20000 | $662K | 0.36% | 400.0% |
| 21 | JEF | JEFFERIES FINL GROUP INC | 10987 | $601K | 0.33% | — |
| 22 | CYD | CHINA YUCHAI INTL LTD | 23364 | $559K | 0.31% | -68.2% |
| 23 | LPX | LOUISIANA PAC CORP | 5886 | $506K | 0.28% | — |
| 24 | IMO | IMPERIAL OIL LTD | 5000 | $397K | 0.22% | — |
| 25 | MGA | MAGNA INTL INC | 10000 | $386K | 0.21% | — |
| 26 | LEA | LEAR CORP | 4000 | $380K | 0.21% | — |
| 27 | RYAOF | RYANAIR HOLDINGS PLC | 5937 | $342K | 0.19% | — |
| 28 | SNNRF | SUNRISE COMMUNICATIONS AG | 2400 | $136K | 0.07% | — |
| 29 | CACC | CREDIT ACCEP CORP MICH | 262 | $133K | 0.07% | — |
| 30 | VTS | VITESSE ENERGY INC | 1293 | $29K | 0.02% | — |
| 31 | HTZWW | HERTZ GLOBAL HLDGS INC | 1000 | $4K | 0.00% | NEW |