Francis Chou - Chou Associates Management Inc.
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    30
Portfolio value:    $207,812,043
Holdings Activity Buys Sells    History
History Stock % of
Portfolio
Recent
Activity
Shares Reported
Price*
Value Current
Price
+/-
Reported
Price
52
Week
Low
52
Week
High
BRK.A - Berkshire Hathaway CL A 29.72 86 $718,140.29 $61,760,065
GOOG - Alphabet Inc. CL C 9.99 72,390 $286.86 $20,765,795 $365.76 27.50% $163.33 $404.47
OXY - Occidental Petroleum 9.79 313,000 $65.00 $20,345,004 $56.93 -12.42% $38.80 $67.45
SYF - Synchrony Financial 7.31 Add 3.48% 223,202 $68.02 $15,182,205 $70.84 4.15% $56.98 $88.77
AAPL - Apple Inc. 5.37 44,000 $253.79 $11,166,760 $307.34 21.10% $195.07 $316.94
STLA - Stellantis N.V. 4.76 1,394,194 $7.09 $9,884,838 $7.11 0.28% $6.28 $12.22
SIRI - SiriusXM Holdings Inc 4.55 409,589 $23.08 $9,453,319 $27.01 17.03% $19.77 $30.11
ALLY - Ally Financial Inc. 4.26 225,525 $39.23 $8,847,349 $42.77 9.02% $34.74 $47.27
PYPL - PayPal Holdings Inc. 3.64 Add 308.29% 167,400 $45.23 $7,571,505 $41.29 -8.71% $38.46 $79.50
JEF - Jefferies Financial Group Inc. 2.96 Add 1,258.31% 149,237 $41.27 $6,159,014 $55.69 34.94% $35.53 $71.04
BABA - Alibaba Group Holdings 2.53 41,900 $125.46 $5,256,774 $121.06 -3.51% $103.71 $192.67
WFC - Wells Fargo 2.28 59,542 $79.61 $4,740,140 $81.94 2.93% $71.93 $97.76
GM - General Motors 1.86 52,000 $74.50 $3,874,001 $82.11 10.21% $46.82 $87.62
C - Citigroup Inc. 1.78 32,695 $113.41 $3,707,942 $132.47 16.81% $75.66 $135.83
CASH - Meta Financial Group Inc. 1.18 27,389 $89.23 $2,443,922 $79.89 -10.47% $65.87 $101.26
BAC - Bank of America Corp. 1.17 50,000 $48.75 $2,437,500 $53.83 10.42% $43.66 $57.55
POOL - Pool Corp. 1.04 10,636 $202.33 $2,151,982 $185.52 -8.31% $172.68 $345.00
MBI - MBIA Inc. 0.91 321,000 $5.91 $1,897,110 $6.13 3.72% $4.11 $8.26
KHC - Kraft Heinz Co. 0.75 Buy 69,500 $22.49 $1,563,055 $22.58 0.40% $21.04 $29.19
BRK.B - Berkshire Hathaway CL B 0.71 Buy 3,100 $479.20 $1,485,520
AGO - Assured Guaranty Ltd. 0.67 Add 54.60% 16,990 $81.48 $1,384,345 $75.57 -7.25% $72.76 $92.40
MEOH - Methanex Corp. 0.57 20,000 $59.59 $1,191,719 $57.62 -3.31% $32.00 $66.75
CYD - China Yuchai Intl Ltd. 0.43 23,364 $38.50 $899,515 $56.76 47.43% $17.80 $61.48
IMO - Imperial Oil Ltd. 0.32 5,000 $130.98 $654,914 $121.72 -7.07% $72.46 $139.44
MCO - Moody's Corp. 0.31 1,500 $436.25 $654,375 $451.35 3.46% $402.28 $546.88
MGA - Magna International Inc. 0.27 10,000 $55.81 $558,100 $66.09 18.42% $35.86 $69.94
HPQ - HP Inc. 0.24 Buy 26,500 $19.21 $509,065 $25.58 33.16% $17.56 $29.65
ATKR - Atkore International Group Inc. 0.24 Buy 8,400 $58.91 $494,844 $80.61 36.84% $53.49 $90.16
LPX - Louisiana-Pacific Corp. 0.21 5,886 $72.75 $428,207 $70.60 -2.96% $66.12 $102.86
RYAAY - Ryanair Holdings PLC 0.17 5,937 $57.80 $343,159 $56.98 -1.42% $53.14 $74.24
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
Sector % analysis
Unknown 30.43
Financial Services 26.48
Communication Services 14.54
Energy 10.11
Consumer Cyclical 9.85
Technology 5.62
Industrials 1.64
Consumer Defensive 0.75
Basic Materials 0.57