What Francis Chou Bought in Q3 2024
Chou Associates Management · Quarterly 13F recap as filed with the SEC.
Period: 2024-09-30 · Filed · Historical
$159.6M
Total Value
33
Holdings
3
New Buys
1
Reduced
In Q3 2024, Francis Chou reported 33 long equity positions worth $159.6M in their Chou Associates Management 13F filing, including 3 new positions (largest: OCCIDENTAL PETE CORP at $10.3M) and 1 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BRK.A | Berkshire Hathaway Inc. Class A | 90 | $62.2M | 38.97% | — |
| 2 | GOOG | ALPHABET INC | 82390 | $13.8M | 8.63% | — |
| 3 | OXY | OCCIDENTAL PETE CORP | 200000 | $10.3M | 6.46% | NEW |
| 4 | AAPL | APPLE INC | 44000 | $10.3M | 6.42% | — |
| 5 | SYF | SYNCHRONY FINANCIAL | 193202 | $9.6M | 6.04% | — |
| 6 | ALLY | ALLY FINL INC | 225525 | $8.0M | 5.03% | — |
| 7 | STLA | STELLANTIS N.V | 456388 | $6.4M | 4.02% | — |
| 8 | JSM | NAVIENT CORPORATION | 264245 | $4.1M | 2.58% | — |
| 9 | POOL | POOL CORP | 10636 | $4.0M | 2.51% | — |
| 10 | C | CITIGROUP INC | 57695 | $3.6M | 2.26% | — |
| 11 | WFC | WELLS FARGO CO NEW | 59542 | $3.4M | 2.11% | — |
| 12 | PYPL | PAYPAL HLDGS INC | 41000 | $3.2M | 2.00% | — |
| 13 | MCO | MOODYS CORP | 5899 | $2.8M | 1.75% | — |
| 14 | LBTYK | LIBERTY GLOBAL PLC | 121823 | $2.6M | 1.61% | — |
| 15 | BABA | ALIBABA GROUP HLDG LTD | 38500 | $2.1M | 1.35% | — |
| 16 | OXY | OCCIDENTAL PETE CORP | 68000 | $2.0M | 1.27% | NEW |
| 17 | BAC | BANK AMERICA CORP | 50000 | $2.0M | 1.24% | — |
| 18 | CASH | PATHWARD FINANCIAL INC | 27389 | $1.8M | 1.13% | — |
| 19 | MBI | MBIA INC | 321000 | $1.1M | 0.72% | — |
| 20 | CYD | CHINA YUCHAI INTL LTD | 73364 | $930K | 0.58% | — |
| 21 | AGO | ASSURED GUARANTY LTD | 10990 | $874K | 0.55% | — |
| 22 | JEF | JEFFERIES FINL GROUP INC | 10987 | $676K | 0.42% | — |
| 23 | LPX | LOUISIANA PAC CORP | 5886 | $633K | 0.40% | — |
| 24 | SIRI | SIRIUS XM HOLDINGS INC | 23686 | $560K | 0.35% | NEW |
| 25 | LEA | LEAR CORP | 4000 | $437K | 0.27% | — |
| 26 | HTZWW | HERTZ GLOBAL HLDGS INC | 192111 | $421K | 0.26% | -20.7% |
| 27 | MGA | MAGNA INTL INC | 10000 | $410K | 0.26% | — |
| 28 | BABA | ALIBABA GROUP HLDG LTD | 3400 | $361K | 0.23% | — |
| 29 | IMO | IMPERIAL OIL LTD | 5000 | $352K | 0.22% | — |
| 30 | RYAOF | RYANAIR HOLDINGS PLC | 5937 | $268K | 0.17% | +150.0% |
| 31 | MEOH | METHANEX CORP | 4000 | $165K | 0.10% | — |
| 32 | CACC | CREDIT ACCEP CORP MICH | 262 | $116K | 0.07% | — |
| 33 | VTS | VITESSE ENERGY INC | 1293 | $31K | 0.02% | — |