Chou Associates Management Inc.

Managed by Francis Chou. $201.6M disclosed long-equity portfolio across 28 positions.

#StockValue% of Portfolio
1BERKSHIRE HATHAWAY INC DEL$64.9M32.21%
2ALPHABET INC$22.7M11.27%
3SYNCHRONY FINANCIAL$18.0M8.93%
4STELLANTIS N.V$15.2M7.53%
5OCCIDENTAL PETE CORP$12.9M6.39%
6APPLE INC$12.0M5.93%
7ALLY FINL INC$10.2M5.07%
8SIRIUSXM HOLDINGS INC$8.2M4.06%
9ALIBABA GROUP HLDG LTD$6.1M3.05%
10WELLS FARGO CO NEW$5.5M2.75%
11GENERAL MTRS CO$4.2M2.10%
12CITIGROUP INC$3.8M1.89%
13BANK AMERICA CORP$2.8M1.36%
14POOL CORP$2.4M1.21%
15PAYPAL HLDGS INC$2.4M1.19%
16MBIA INC$2.3M1.14%
17PATHWARD FINANCIAL INC$1.9M0.96%
18ASSURED GUARANTY LTD$988K0.49%
19CHINA YUCHAI INTL LTD$829K0.41%
20METHANEX CORP$793K0.39%
21MOODYS CORP$766K0.38%
22JEFFERIES FINL GROUP INC$681K0.34%
23MAGNA INTL INC$533K0.26%
24LOUISIANA PAC CORP$475K0.24%
25IMPERIAL OIL LTD$432K0.21%

For full quarterly history, transactions, and the investor profile, see Francis Chou's page →

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Chou Associates Management Inc. — overview

Francis Chou runs Chou Associates Management Inc., a multi-strategy investment firm tracked here via SEC 13F filings. As of the Q4 2025 13F filing, the disclosed long-equity portfolio is valued at $202M across 28 positions. The largest holdings are BERKSHIRE HATHAWAY INC DEL, ALPHABET INC, and SYNCHRONY FINANCIAL (BERKSHIRE HATHAWAY INC DEL alone is 32.2% of the book).

Key takeaways

  • Disclosed Q4 2025 portfolio: $202M.
  • Top holdings: BERKSHIRE HATHAWAY INC DEL, ALPHABET INC, and SYNCHRONY FINANCIAL.