Chou Associates (Francis Chou)
Chou Associates Management Inc. · CIK 0001389403 · TORONTO, A6 · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source ↗Value Investor
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$216.6M
2026 Q2
Positions
31
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
82.6%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
BRK-A
BERKSHIRE HATHAWAY INC DEL
29.7%
GOOG
ALPHABET INC
11.8%
SYF
SYNCHRONY FINANCIAL
7.8%
OXY
OCCIDENTAL PETE CORP
7.0%
SIRI
SIRIUSXM HOLDINGS INC
5.6%
AAPL
APPLE INC
5.3%
ALLY
ALLY FINL INC
4.8%
STLA
STELLANTIS N.V
3.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Related managers
Five closest superinvestors by Jaccard overlap of tickers held in the latest quarter (computed nightly).
| Manager | Overlap | Shared holdings |
|---|---|---|
| Berkshire Hathaway (Warren Buffett) | 20.0% | KHC, LPX, MCO, OXY, SIRI, BAC, ALLY, GOOG +2 |
| H&H International Investment (Duan Yongping) | 11.4% | OXY, BABA, GOOG, AAPL, BRK-B |
| Hosking Partners | 10.3% | C, LPX, OXY, SIRI, WFC, MBI, BAC, SYF +4 |
| Fairholme Capital (Bruce Berkowitz) | 10.0% | KHC, BRK-A, AAPL, BRK-B |
| Aquamarine (Guy Spier) | 8.6% | MCO, BRK-A, BRK-B |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.