What Francis Chou Bought in Q2 2026
Chou Associates Management · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$216.6M
Total Value
31
Holdings
1
New Buys
1
Reduced
In Q2 2026, Francis Chou reported 31 long equity positions worth $216.6M in their Chou Associates Management 13F filing, including 1 new positions (largest: VITESSE ENERGY ORD at $20K).
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BRK.A | Berkshire Hathaway Inc. Class A | 86 | $64.4M | 29.73% | — |
| 2 | GOOG | ALPHABET INC | 72390 | $25.6M | 11.81% | — |
| 3 | SYF | SYNCHRONY FINANCIAL | 223202 | $17.0M | 7.84% | — |
| 4 | OXY | OCCIDENTAL PETE CORP | 313000 | $15.2M | 7.02% | — |
| 5 | SIRI | SIRIUSXM HOLDINGS INC | 409589 | $12.1M | 5.59% | — |
| 6 | AAPL | APPLE INC | 40000 | $11.6M | 5.34% | -9.1% |
| 7 | ALLY | ALLY FINL INC | 225525 | $10.4M | 4.78% | — |
| 8 | STLA | STELLANTIS N.V | 1394194 | $8.0M | 3.69% | — |
| 9 | JEF | JEFFERIES FINL GROUP INC | 149237 | $7.5M | 3.44% | — |
| 10 | PYPL | PAYPAL HLDGS INC | 167400 | $7.2M | 3.34% | — |
| 11 | WFC | WELLS FARGO CO NEW | 59542 | $4.9M | 2.27% | — |
| 12 | C | CITIGROUP INC | 32695 | $4.6M | 2.11% | — |
| 13 | BABA | ALIBABA GROUP HLDG LTD | 41900 | $4.0M | 1.86% | — |
| 14 | GM | GENERAL MTRS CO | 52000 | $4.0M | 1.85% | — |
| 15 | BAC | BANK OF AMER CORP | 50000 | $2.8M | 1.32% | — |
| 16 | CASH | PATHWARD FINANCIAL INC | 27389 | $2.4M | 1.10% | — |
| 17 | POOL | POOL CORP | 10636 | $2.3M | 1.06% | — |
| 18 | MBI | MBIA INC | 321000 | $2.1M | 0.97% | — |
| 19 | KHC | KRAFT HEINZ CO | 69500 | $1.6M | 0.76% | — |
| 20 | BRK.B | Berkshire Hathaway Inc. Class B | 3100 | $1.6M | 0.72% | — |
| 21 | AGO | ASSURED GUARANTY LTD | 16990 | $1.4M | 0.63% | — |
| 22 | CYD | CHINA YUCHAI INTL LTD | 23364 | $1.1M | 0.51% | — |
| 23 | MEOH | METHANEX CORP | 20000 | $924K | 0.43% | — |
| 24 | MCO | MOODYS CORP | 1500 | $679K | 0.31% | — |
| 25 | MGA | MAGNA INTL INC | 10000 | $657K | 0.30% | — |
| 26 | ATKR | ATKORE INC | 8400 | $639K | 0.29% | — |
| 27 | HPQ | HP INC | 26500 | $581K | 0.27% | — |
| 28 | IMO | IMPERIAL OIL LTD | 5000 | $561K | 0.26% | — |
| 29 | LPX | LOUISIANA PAC CORP | 5886 | $463K | 0.21% | — |
| 30 | RYAOF | RYANAIR HOLDINGS PLC | 5937 | $384K | 0.18% | — |
| 31 | VTS | VITESSE ENERGY ORD | 1293 | $20K | 0.01% | NEW |