13F tracker › Chou Associates Management
Chou Associates Management 13F holdings, Q2 2026
Chou Associates Management (investment firm founded by Francis Chou) reported 31 US-listed positions worth $216.6M in its
Form 13F for the quarter ended June 30, 2026, filed with the SEC on August 12, 2026.
Compared with Q1 2026, the filing shows 1 new position, 0 increased, 1 reduced, and 1 exited.
Reported value$216.6M
Positions31
New / exited1 / 1
Quarter endedQ2 2026
Largest holdings
| Company | Value | Weight | Shares |
|---|
| Berkshire Hathaway Inc Del (Class A) | $64.4M | 29.7% | 86 |
| Alphabet Inc | $25.6M | 11.8% | 72,390 |
| Synchrony Financial | $17.0M | 7.8% | 223,202 |
| Occidental Pete Corp | $15.2M | 7.0% | 313,000 |
| Siriusxm Holdings Inc | $12.1M | 5.6% | 409,589 |
| Apple Inc | $11.6M | 5.3% | 40,000 |
| Ally Finl Inc | $10.4M | 4.8% | 225,525 |
| Stellantis N.V | $8.0M | 3.7% | 1,394,194 |
| Jefferies Finl Group Inc | $7.5M | 3.4% | 149,237 |
| Paypal Hldgs Inc | $7.2M | 3.3% | 167,400 |
| Wells Fargo Co New | $4.9M | 2.3% | 59,542 |
| Citigroup Inc | $4.6M | 2.1% | 32,695 |
| Alibaba Group Hldg Ltd | $4.0M | 1.9% | 41,900 |
| General Mtrs Co | $4.0M | 1.9% | 52,000 |
| Bank Of Amer Corp | $2.8M | 1.3% | 50,000 |
| Pathward Financial Inc | $2.4M | 1.1% | 27,389 |
| Pool Corp | $2.3M | 1.1% | 10,636 |
| Mbia Inc | $2.1M | 1.0% | 321,000 |
| Kraft Heinz Co | $1.6M | 0.8% | 69,500 |
| Berkshire Hathaway Inc Del (Class B) | $1.6M | 0.7% | 3,100 |
| Assured Guaranty Ltd | $1.4M | 0.6% | 16,990 |
| China Yuchai Intl Ltd | $1.1M | 0.5% | 23,364 |
| Methanex Corp | $923,814 | 0.4% | 20,000 |
| Moodys Corp | $679,380 | 0.3% | 1,500 |
| Magna Intl Inc | $656,600 | 0.3% | 10,000 |
New positions in Q2 2026
| Company | Value | Shares |
| Vitesse Energy Ord | $20,391 | 1,293 |
Positions reduced
| Company | Value | Share change | Shares |
| Apple Inc | $11.6M | -9% | 40,000 |
Positions exited (held in Q1 2026)
| Company | Value in Q1 2026 | Shares |
| Braemar Hotels & Resorts Inc | $2.5M | 2,500,000 |
How to read this. A Form 13F lists long positions in US-listed securities at
quarter-end. It is filed up to 45 days later and does not show short positions, most derivatives, non-US holdings, cash, or
trades made after the quarter ended, so it is a historical snapshot—not a current portfolio. Values are as reported in the
filing. This page is not investment advice and does not suggest buying or selling any security.
Source: SEC EDGAR filing (Q2 2026), previous filing (Q1 2026). Updated 2026-11-11.
