What Francis Chou Bought in Q4 2025
Chou Associates Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-12-31 · Filed · Historical
$201.6M
Total Value
28
Holdings
0
New Buys
4
Reduced
In Q4 2025, Francis Chou reported 28 long equity positions worth $201.6M 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 | 32.21% | — |
| 2 | GOOG | ALPHABET INC | 72390 | $22.7M | 11.27% | -12.1% |
| 3 | SYF | SYNCHRONY FINANCIAL | 215702 | $18.0M | 8.93% | — |
| 4 | STLA | STELLANTIS N.V | 1394194 | $15.2M | 7.53% | — |
| 5 | OXY | OCCIDENTAL PETE CORP | 313000 | $12.9M | 6.39% | — |
| 6 | AAPL | APPLE INC | 44000 | $12.0M | 5.93% | — |
| 7 | ALLY | ALLY FINL INC | 225525 | $10.2M | 5.07% | — |
| 8 | SIRI | SIRIUSXM HOLDINGS INC | 409589 | $8.2M | 4.06% | -41.7% |
| 9 | BABA | ALIBABA GROUP HLDG LTD | 41900 | $6.1M | 3.05% | — |
| 10 | WFC | WELLS FARGO CO NEW | 59542 | $5.5M | 2.75% | — |
| 11 | GM | GENERAL MTRS CO | 52000 | $4.2M | 2.10% | — |
| 12 | C | CITIGROUP INC | 32695 | $3.8M | 1.89% | -43.3% |
| 13 | BAC | BANK AMERICA CORP | 50000 | $2.8M | 1.36% | — |
| 14 | POOL | POOL CORP | 10636 | $2.4M | 1.21% | — |
| 15 | PYPL | PAYPAL HLDGS INC | 41000 | $2.4M | 1.19% | — |
| 16 | MBI | MBIA INC | 321000 | $2.3M | 1.14% | — |
| 17 | CASH | PATHWARD FINANCIAL INC | 27389 | $1.9M | 0.96% | — |
| 18 | AGO | ASSURED GUARANTY LTD | 10990 | $988K | 0.49% | — |
| 19 | CYD | CHINA YUCHAI INTL LTD | 23364 | $829K | 0.41% | — |
| 20 | MEOH | METHANEX CORP | 20000 | $793K | 0.39% | — |
| 21 | MCO | MOODYS CORP | 1500 | $766K | 0.38% | -74.6% |
| 22 | JEF | JEFFERIES FINL GROUP INC | 10987 | $681K | 0.34% | — |
| 23 | MGA | MAGNA INTL INC | 10000 | $533K | 0.26% | — |
| 24 | LPX | LOUISIANA PAC CORP | 5886 | $475K | 0.24% | — |
| 25 | IMO | IMPERIAL OIL LTD | 5000 | $432K | 0.21% | — |
| 26 | RYAOF | RYANAIR HOLDINGS PLC | 5937 | $429K | 0.21% | — |
| 27 | VTS | VITESSE ENERGY INC | 1293 | $25K | 0.01% | — |
| 28 | HTZWW | HERTZ GLOBAL HLDGS INC | 1000 | $3K | 0.00% | — |