What Francis Chou Bought in Q3 2025
Chou Associates Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-09-30 · Filed · Historical
$207.7M
Total Value
31
Holdings
0
New Buys
1
Reduced
In Q3 2025, Francis Chou reported 31 long equity positions worth $207.7M in their Chou Associates Management 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BRK.A | Berkshire Hathaway Inc. Class A | 86 | $64.9M | 31.22% | — |
| 2 | GOOG | ALPHABET INC | 82390 | $20.1M | 9.66% | — |
| 3 | SIRI | SIRIUSXM HOLDINGS INC | 702462 | $16.3M | 7.87% | — |
| 4 | SYF | SYNCHRONY FINANCIAL | 215702 | $15.3M | 7.38% | — |
| 5 | OXY | OCCIDENTAL PETE CORP | 313000 | $14.8M | 7.12% | — |
| 6 | STLA | STELLANTIS N.V | 1394194 | $13.0M | 6.27% | 101.5% |
| 7 | AAPL | APPLE INC | 44000 | $11.2M | 5.39% | — |
| 8 | ALLY | ALLY FINL INC | 225525 | $8.8M | 4.26% | — |
| 9 | BABA | ALIBABA GROUP HLDG LTD | 41900 | $7.5M | 3.60% | — |
| 10 | C | CITIGROUP INC | 57695 | $5.9M | 2.82% | — |
| 11 | WFC | WELLS FARGO CO NEW | 59542 | $5.0M | 2.40% | — |
| 12 | POOL | POOL CORP | 10636 | $3.3M | 1.59% | — |
| 13 | GM | GENERAL MTRS CO | 52000 | $3.2M | 1.53% | — |
| 14 | MCO | MOODYS CORP | 5899 | $2.8M | 1.35% | — |
| 15 | PYPL | PAYPAL HLDGS INC | 41000 | $2.7M | 1.32% | — |
| 16 | BAC | BANK AMERICA CORP | 50000 | $2.6M | 1.24% | — |
| 17 | MBI | MBIA INC | 321000 | $2.4M | 1.15% | — |
| 18 | CASH | PATHWARD FINANCIAL INC | 27389 | $2.0M | 0.98% | — |
| 19 | CYD | CHINA YUCHAI INTL LTD | 23364 | $967K | 0.47% | — |
| 20 | AGO | ASSURED GUARANTY LTD | 10990 | $930K | 0.45% | — |
| 21 | MEOH | METHANEX CORP | 20000 | $795K | 0.38% | — |
| 22 | JEF | JEFFERIES FINL GROUP INC | 10987 | $719K | 0.35% | — |
| 23 | LPX | LOUISIANA PAC CORP | 5886 | $523K | 0.25% | — |
| 24 | MGA | MAGNA INTL INC | 10000 | $474K | 0.23% | — |
| 25 | IMO | IMPERIAL OIL LTD | 5000 | $453K | 0.22% | — |
| 26 | LEA | LEAR CORP | 4000 | $402K | 0.19% | — |
| 27 | RYAOF | RYANAIR HOLDINGS PLC | 5937 | $358K | 0.17% | — |
| 28 | SNNRF | SUNRISE COMMUNICATIONS AG | 2400 | $141K | 0.07% | — |
| 29 | CACC | CREDIT ACCEP CORP MICH | 262 | $122K | 0.06% | — |
| 30 | VTS | VITESSE ENERGY INC | 1293 | $30K | 0.01% | — |
| 31 | HTZWW | HERTZ GLOBAL HLDGS INC | 1000 | $4K | 0.00% | — |