Chou Associates (Francis Chou)
Chou Associates Management Inc. · CIK 0001389403 · TORONTO, A6 · Dönem sonu: 2026-06-30 · Dosyalama tarihi: 2026-08-12 · SEC kaynağını aç ↗Değer Yatırımcısı
Portföy BüyüklüğüFonun SEC’e bildirdiği ABD hisse portföyünün toplam değeri.
$216.6M
2026 Q2
Pozisyon
31
İlk 10 Hissenin AğırlığıPortföyün ne kadarının en büyük 10 hissede toplandığı. Yüksekse fon az sayıda hisseye odaklanıyor.
82.6%
Para Girişi/Çıkışı (Tahmini)
—
2026 Q2
Portföy Büyüklüğü Geçmişi
Çeyreklik Geçmiş · 40 Çeyrek
| Çeyrek | Bildirim | Pozisyon | Toplam Değer | Devir % | İlk 10 |
|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-12 | 31 | $216.6M | 1.2% | BRK-A, GOOG, SYF, OXY, SIRI, AAPL, ALLY, N82405106, JEF, PYPL |
| 2026 Q1 | 2026-05-14 | 31 | $210.3M | 3.2% | BRK-A, GOOG, OXY, SYF, AAPL, N82405106, SIRI, ALLY, PYPL, JEF |
| 2025 Q4 | 2026-02-13 | 28 | $201.6M | 0.3% | BRK-A, GOOG, SYF, N82405106, OXY, AAPL, ALLY, SIRI, BABA, WFC |
| 2025 Q3 | 2025-11-14 | 31 | $207.7M | 0.0% | BRK-A, GOOG, SIRI, SYF, OXY, N82405106, AAPL, ALLY, BABA, C |
| 2025 Q2 | 2025-08-13 | 31 | $182.8M | 1.8% | BRK-A, SIRI, GOOG, SYF, OXY, AAPL, ALLY, N82405106, C, WFC |
| 2025 Q1 | 2025-05-15 | 33 | $185.0M | 6.5% | BRK-A, SIRI, N82405106, GOOG, SYF, AAPL, ALLY, BABA, WFC, C |
| 2024 Q4 | 2025-02-13 | 31 | $146.7M | 9.5% | BRK-A, GOOG, SYF, AAPL, ALLY, N82405106, WFC, C, POOL, PYPL |
| 2024 Q3 | 2024-11-08 | 32 | $159.6M | 9.0% | BRK-A, GOOG, OXY, AAPL, SYF, ALLY, N82405106, NAVI, POOL, C |
| 2024 Q2 | 2024-08-14 | 30 | $140.0M | 42.7% | BRK-A, GOOG, AAPL, SYF, N82405106, ALLY, NAVI, C, WFC, POOL |
| 2024 Q1 | 2024-05-14 | 18 | $89.1M | 5.1% | BRK-A, BHC, ALLY, SYF, C, 42806J148, NAVI, G61188101, WFC, BB |
| 2023 Q4 | 2024-02-14 | 16 | $76.1M | 2.7% | BRK-A, BHC, ALLY, SYF, 42806J148, NAVI, C, G5480U104, BB, WFC |
| 2023 Q3 | 2023-11-14 | 18 | $75.0M | 0.0% | BRK-A, BHC, 42806J148, ALLY, SYF, NAVI, C, G5480U104, BB, MBI |
| 2023 Q2 | 2023-08-14 | 18 | $79.0M | 0.4% | BRK-A, 42806J148, BHC, ALLY, SYF, NAVI, C, BB, MBI, G5480U104 |
| 2023 Q1 | 2023-05-15 | 17 | $71.7M | 12.4% | BRK-A, 42806J148, BHC, ALLY, SYF, NAVI, C, G5480U104, MBI, BB |
| 2022 Q4 | 2023-02-14 | 18 | $70.7M | 11.2% | BRK-A, 76117W109, 42806J148, BHC, ALLY, C, MBI, SYF, G5480U104, BB |
| 2022 Q3 | 2022-11-15 | 18 | $139.6M | 0.6% | BRK-A, 76117W109, BHC, JPM, C, GS, MBI, BB, NXH, 42806J148 |
| 2022 Q2 | 2022-08-15 | 17 | $139.6M | 1.4% | BRK-A, 76117W109, BHC, JPM, C, MBI, GS, BB, NXH, PKX |
| 2022 Q1 | 2022-05-16 | 14 | $188.0M | 0.7% | BRK-A, 76117W109, BHC, MBI, JPM, C, BB, GS, MGA, WFC |
| 2021 Q4 | 2022-02-14 | 15 | $191.1M | 0.0% | 76117W109, BRK-A, BHC, MBI, JPM, BB, C, GS, MGA, PKX |
| 2021 Q3 | 2021-11-15 | 15 | $207.1M | 0.0% | BHC, BRK-A, 76117W109, WFC, MBI, JPM, C, BB, GS, MGA |
| 2021 Q2 | 2021-08-13 | 15 | $228.7M | 0.1% | 76117W109, BHC, BRK-A, WFC, MBI, JPM, BB, C, GS, MGA |
| 2021 Q1 | 2021-05-21 | 16 | $221.3M | 1.5% | 76117W109, BHC, BRK-A, WFC, MBI, JPM, C, GS, BB, MGA |
| 2020 Q4 | 2021-02-16 | 16 | $136.1M | 1.1% | BRK-A, BHC, 76117W109, WFC, GS, JPM, C, MBI, BB, MGA |
| 2020 Q3 | 2020-11-16 | 18 | $99.4M | 0.0% | BRK-A, BHC, 76117W109, WFC, GS, MBI, JPM, C, BB, DVA |
| 2020 Q2 | 2020-08-19 | 18 | $91.0M | 0.9% | BHC, BRK-A, 76117W109, WFC, MBI, GS, C, JPM, BB, DVA |
| 2020 Q1 | 2020-05-22 | 19 | $99.9M | 1.4% | BRK-A, BHC, WFC, 76117W109, MBI, GS, JPM, C, DVA, BB |
| 2019 Q4 | 2020-03-04 | 20 | $173.7M | 0.8% | BRK-A, BHC, 76117W109, WFC, DVA, JPM, MBI, C, GS, BB |
| 2019 Q3 | 2019-11-14 | 22 | $163.9M | 1.6% | BRK-A, BHC, 76117W109, WFC, DVA, MBI, JPM, C, GS, BB |
| 2019 Q2 | 2019-08-14 | 23 | $213.9M | 0.0% | BRK-A, BHC, 76117W109, WFC, JPM, GS, C, MBI, DVA, BB |
| 2019 Q1 | 2019-05-13 | 23 | $235.7M | 0.0% | BRK-A, BHC, 76117W109, WFC, JPM, SNY, GS, MBI, C, DVA |
| 2018 Q4 | 2019-02-14 | 25 | $222.7M | 0.5% | BRK-A, 76117W109, BHC, WFC, SNY, JPM, MBI, GS, DVA, C |
| 2018 Q3 | 2018-11-13 | 23 | $297.7M | 56.1% | 76117W109, BRK-A, BHC, WFC, SNY, G30401106, JPM, GS, MBI, DVA |
| 2018 Q2 | 2018-08-14 | 25 | $263.8M | 6.5% | 76117W109, BRK-A, 91911K102, 949746119, GS, SNY, C, 46634E114, DVA, MBI |
| 2018 Q1 | 2018-05-11 | 24 | $237.2M | 0.0% | BRK-A, 76117W109, 91911K102, 949746119, GS, SNY, C, 46634E114, MBI, BB |
| 2017 Q4 | 2018-02-14 | 24 | $233.8M | 0.4% | 76117W109, BRK-A, 949746119, GS, SNY, C, 46634E114, MBI, BB, 812350106 |
| 2017 Q3 | 2017-11-14 | 25 | $286.2M | 0.3% | 91911K102, BRK-A, 76117W109, 949746119, SNY, 46634E114, GS, C, MBI, TEVA |
| 2017 Q2 | 2017-08-15 | 27 | $323.8M | 0.0% | 91911K102, BRK-A, 46634E114, 949746119, 76117W109, C, SNY, TEVA, GS, G30401106 |
| 2017 Q1 | 2017-05-12 | 27 | $301.4M | 6.9% | BRK-A, 46634E114, 76117W109, 91911K102, C, 949746119, SNY, GS, NOK, 812350106 |
| 2016 Q4 | 2017-02-14 | 28 | $312.7M | 1.4% | 46634E114, BRK-A, 91911K102, 76117W109, C, 949746119, NOK, GS, SNY, MBI |
| 2016 Q3 | 2016-10-31 | 27 | $270.3M | — | 91911K102, BRK-A, 46634E114, 76117W109, NOK, C, 812350106, SNY, 949746119, GS |
Adetler bölünme düzeltmeli (split-adjusted). Elde tutma süresi, en son çeyrekle biten kesintisiz çeyrek sayısından hesaplanır; 10 yıl üstü ">10 Yıl" olarak gösterilir.
Benzer portföyler
Son çeyrekte tutulan hisselerin Jaccard benzerliğine göre en yakın beş usta yatırımcı (gece hesaplanır).
| Fon | Örtüşme | Ortak hisseler |
|---|---|---|
| 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 |
2026-Q2 çeyrek raporunu oku · 13F Bildirim Takvimi
13F verisi çeyrek sonu pozisyonlarını gösterir, 45 güne kadar gecikmelidir ve yalnızca ABD borsalarındaki uzun (long) pozisyonları kapsar; açığa satışlar, türevler ve ABD dışı varlıklar bildirilmez.