What Francis Chou Bought in Q4 2024
Chou Associates Management · Quarterly 13F recap as filed with the SEC.
Period: 2024-12-31 · Filed · Historical
$146.7M
Total Value
32
Holdings
1
New Buys
4
Reduced
In Q4 2024, Francis Chou reported 32 long equity positions worth $146.7M in their Chou Associates Management 13F filing, including 1 new positions (largest: SUNRISE COMMUNICATIONS AG at $103K) and 1 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BRK.A | Berkshire Hathaway Inc. Class A | 86 | $58.6M | 39.91% | -4.4% |
| 2 | GOOG | ALPHABET INC | 82390 | $15.7M | 10.69% | — |
| 3 | SYF | SYNCHRONY FINANCIAL | 215702 | $14.0M | 9.56% | +11.6% |
| 4 | AAPL | APPLE INC | 44000 | $11.0M | 7.51% | — |
| 5 | ALLY | ALLY FINL INC | 225525 | $8.1M | 5.54% | — |
| 6 | STLA | STELLANTIS N.V | 456388 | $6.0M | 4.06% | — |
| 7 | WFC | WELLS FARGO CO NEW | 59542 | $4.2M | 2.85% | — |
| 8 | C | CITIGROUP INC | 57695 | $4.1M | 2.77% | — |
| 9 | POOL | POOL CORP | 10636 | $3.6M | 2.47% | — |
| 10 | PYPL | PAYPAL HLDGS INC | 41000 | $3.5M | 2.39% | — |
| 11 | MCO | MOODYS CORP | 5899 | $2.8M | 1.90% | — |
| 12 | BAC | BANK AMERICA CORP | 50000 | $2.2M | 1.50% | — |
| 13 | MBI | MBIA INC | 321000 | $2.1M | 1.41% | — |
| 14 | CASH | PATHWARD FINANCIAL INC | 27389 | $2.0M | 1.37% | — |
| 15 | OXY | OCCIDENTAL PETE CORP | 68000 | $1.9M | 1.28% | — |
| 16 | BABA | ALIBABA GROUP HLDG LTD | 38500 | $1.3M | 0.90% | — |
| 17 | AGO | ASSURED GUARANTY LTD | 10990 | $989K | 0.67% | — |
| 18 | JEF | JEFFERIES FINL GROUP INC | 10987 | $861K | 0.59% | — |
| 19 | CYD | CHINA YUCHAI INTL LTD | 73364 | $699K | 0.48% | — |
| 20 | LPX | LOUISIANA PAC CORP | 5886 | $609K | 0.42% | — |
| 21 | MGA | MAGNA INTL INC | 10000 | $418K | 0.28% | — |
| 22 | LEA | LEAR CORP | 4000 | $379K | 0.26% | — |
| 23 | IMO | IMPERIAL OIL LTD | 5000 | $308K | 0.21% | — |
| 24 | BABA | ALIBABA GROUP HLDG LTD | 3400 | $288K | 0.20% | — |
| 25 | SIRI | SIRIUSXM HOLDINGS INC | 12590 | $287K | 0.20% | -46.8% |
| 26 | RYAOF | RYANAIR HOLDINGS PLC | 5937 | $259K | 0.18% | — |
| 27 | MEOH | METHANEX CORP | 4000 | $200K | 0.14% | — |
| 28 | LBTYK | LIBERTY GLOBAL LTD | 12000 | $153K | 0.10% | -90.1% |
| 29 | CACC | CREDIT ACCEP CORP MICH | 262 | $123K | 0.08% | — |
| 30 | SNNRF | SUNRISE COMMUNICATIONS AG | 2400 | $103K | 0.07% | NEW |
| 31 | VTS | VITESSE ENERGY INC | 1293 | $32K | 0.02% | — |
| 32 | HTZWW | HERTZ GLOBAL HLDGS INC | 1000 | $2K | 0.00% | -99.5% |