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 Activity Share change % change to portfolio
Q1 2026
JEF - Jefferies Financial Group Inc. Add 1,258.31% 138,250 2.74
PYPL - PayPal Holdings Inc. Add 308.29% 126,400 2.75
AGO - Assured Guaranty Ltd. Add 54.60% 6,000 0.24
SYF - Synchrony Financial Add 3.48% 7,500 0.25
KHC - Kraft Heinz Co. Buy 69,500 0.75
BRK.B - Berkshire Hathaway CL B Buy 3,100 0.71
ATKR - Atkore International Group Inc. Buy 8,400 0.24
HPQ - HP Inc. Buy 26,500 0.24
Q3 2025
STLA - Stellantis N.V. Add 101.47% 702,194 3.16
Q2 2025
MEOH - Methanex Corp. Add 400.00% 16,000 0.29
OXY - Occidental Petroleum Add 360.29% 245,000 5.63
Q1 2025
SIRI - SiriusXM Holdings Inc Add 5,479.52% 689,872 8.55
BABA - Alibaba Group Holdings Add 1,132.35% 38,500 2.80
STLA - Stellantis N.V. Add 205.97% 940,000 5.80
OXY - Occidental Petroleum Buy 68,000 1.85
GM - General Motors Buy 52,000 1.34
Q4 2024
SYF - Synchrony Financial Add 11.65% 22,500 1.02
SNREY-OLD - Sunrise Communications Ag Buy 2,400 0.07
Q3 2024
RYAAY - Ryanair Holdings PLC Add 149.98% 3,562 0.10
OXY - Occidental Petroleum Buy 200,000 6.55
OXY.WS - Occidental Pete Corp Buy 68,000 1.28
SIRI - SiriusXM Holdings Inc Buy 23,686 0.36
Q2 2024
STLA - Stellantis N.V. Add 1,421.29% 426,388 6.08
WFC - Wells Fargo Add 204.69% 40,000 1.71
LSXMK - Liberty Media Corp Del Add 88.15% 13,250 0.21
SYF - Synchrony Financial Add 61.00% 73,202 2.49
ALLY - Ally Financial Inc. Add 44.86% 69,839 1.99
NAVI - Navient Corporation Add 44.13% 80,907 0.85
LBTYA - Liberty Global Ltd CL A Add 25.82% 25,000 0.31
BRK.A - Berkshire Hathaway CL A Add 12.50% 10 4.40
GOOG - Alphabet Inc. CL C Buy 82,390 10.87
AAPL - Apple Inc. Buy 44,000 6.66
POOL - Pool Corp. Buy 10,636 2.35
MCO - Moody's Corp. Buy 5,899 1.79
PYPL - PayPal Holdings Inc. Buy 41,000 1.71
BAC - Bank of America Corp. Buy 50,000 1.43
MBI - MBIA Inc. Buy 321,000 1.27
CASH - Meta Financial Group Inc. Buy 27,389 1.11
AGO - Assured Guaranty Ltd. Buy 10,990 0.61
JEF - Jefferies Financial Group Inc. Buy 10,987 0.39
LPX - Louisiana-Pacific Corp. Buy 5,886 0.35
LEA - Lear Corp. Buy 4,000 0.33
CACC - Credit Acceptance Corp. Buy 262 0.10
VTS - Vitesse Energy Inc Buy 1,293 0.02
Q1 2024
LSXMK - Liberty Media Corp Del Buy 15,032 0.51
IMO - Imperial Oil Ltd. Buy 5,000 0.40
Q2 2023
BABA - Alibaba Group Holdings Buy 3,400 0.36
Q1 2023
SYF - Synchrony Financial Add 106.90% 62,000 2.52
NAVI - Navient Corporation Buy 183,338 4.09
Q4 2022
LBTYA - Liberty Global Ltd CL A Add 706.86% 84,823 2.27
HTZWW - Hertz Global Hldgs Inc. WTS Add 662.09% 644,274 6.79
ALLY - Ally Financial Inc. Buy 155,686 5.38
SYF - Synchrony Financial Buy 58,000 2.69
CIXXF - Ci Finl Corp Buy 28,700 0.40
MEOH - Methanex Corp. Buy 4,000 0.21
Q3 2022
HTZWW - Hertz Global Hldgs Inc. WTS Buy 97,309 0.85
Q2 2022
BBBY - Overstock Com Inc Buy 44,021 1.06
PKX - Posco Holdings Inc Buy 21,000 0.90
GNUS - Genius Brands Intl Inc Buy 341,303 0.25
Q1 2021
LBTYA - Liberty Global Ltd CL A Buy 12,000 0.18
Q4 2018
MGA - Magna International Inc. Buy 20,000 0.43
STLA - Stellantis N.V. Buy 30,000 0.21
Q3 2018
BHC - Bausch Health Cos Inc Buy 1,648,992 15.33
WFC - Wells Fargo Buy 434,542 8.27
JPM - JPMorgan Chase & Co. Buy 109,275 4.46
BAC - Bank of America Corp. Buy 93,376 1.00
Q2 2018
DVA - DaVita HealthCare Partners Buy 140,743 4.42
SAVEQ - Spirit Airls Inc Buy 50,000 0.82
ALGT - Allegiant Travel Company Buy 4,317 0.27
Q1 2018
ENDPQ - Endo Intl Plc Add 1,000.00% 800,000 2.30
Q2 2017
TEVA - Teva Pharmaceutical Industries Ltd. Add 134.88% 290,000 3.64
Q1 2017
SD - SandRidge Energy Inc. Add 224.67% 108,383 0.74
ENDPQ - Endo Intl Plc Buy 950,000 3.92
TEVA - Teva Pharmaceutical Industries Ltd. Buy 215,000 2.55
Q4 2016
RFP - Resolute Fst Prods Inc Add 1.20% 58,671 0.11
SD - SandRidge Energy Inc. Buy 48,240 0.41
Q2 2016
SHLDQ - Sears Hldgs Corp Add 38.77% 400,000 2.39
ASCMA - Ascent Cap Group Inc Buy 340,000 2.30
CBI - Chicago Bridge & Iron Co N V Buy 67,446 1.02
GM.WS.B - General Mtrs Co Buy 13,019 0.06
Q1 2016
SHLDQ - Sears Hldgs Corp Add 15.12% 135,522 0.95
RFP - Resolute Fst Prods Inc Add 4.25% 199,843 0.50
Q4 2015
RFP - Resolute Fst Prods Inc Add 9.90% 423,691 1.14
RYAAY - Ryanair Holdings PLC Buy 16,575 0.51
Q3 2015
CYD - China Yuchai Intl Ltd. Add 187.29% 47,827 0.22
RFP - Resolute Fst Prods Inc Add 4.90% 200,000 0.60
PKX - Posco Buy 21,000 0.26
Q1 2015
ASCMA - Ascent Cap Group Inc Buy 140,000 1.47
SHLWQ - Sears Hldgs Corp Buy 581 0.00
Q4 2014
SHOS - Sears Hometown & Outlet Stor Add 48.53% 432,039 1.50
SHLDQ - Sears Hldgs Corp Add 11.52% 92,562 0.80
JPM.WS - Jpmorgan Chase & Co Buy 1,126,347 6.17
SRSCQ - Sears Cda Inc Buy 775,149 1.97
CBI - Chicago Bridge & Iron Co N C Buy 67,446 0.75
Q3 2014
SHOS - Sears Hometown & Outlet Stor Buy 890,170 3.95
Q2 2014
JPM - JPMorgan Chase & Co. Buy 1,126,347 6.37
LE - Lands End Inc Buy 241,697 2.38
Q1 2014
VOD - Vodafone Group Plc New Buy 5,454 0.06
VZ - Verizon Communications Buy 2,630 0.03
Q4 2013
NOK - Nokia Corp. Add 900.00% 4,500,000 10.44
BB - BlackBerry Ltd. Add 185.97% 344,040 0.78
RFP - Resolute Fst Prods Inc Add 2.42% 100,000 0.46
ACT-W - Actavis Plc Buy 35,400 1.70
AZN - AstraZeneca PLC Buy 6,500 0.22
AP47 - Glaxosmithkline Plc Buy 18,000 0.14
Q3 2013
SHLDQ - Sears Hldgs Corp Add 17.53% 119,826 2.02
RFP - Resolute Fst Prods Inc Add 10.20% 381,909 1.43
BB - BlackBerry Ltd. Buy 185,000 0.41
2S7 - Sprint Corp Buy 110,770 0.19
Q2 2013
RFP - Resolute Fst Prods Inc Add 35.72% 985,730 3.96
BRK.A - Berkshire Hathaway CL A Buy 300 15.41
BBBY - Overstock Com Inc Del Buy 1,086,725 9.34
SNY - Sanofi Aventis Buy 410,000 6.43
C - Citigroup Inc. Buy 410,000 5.99
NOK - Nokia Corp. Buy 5,000,000 5.70
73HK - Ryanair Hldgs Plc Buy 27,000 0.42
BP - BP plc Buy 10,000 0.13
UTSI - Utstarcom Holdings Corp Buy 113,627 0.09
Q4 2012
DLCA - Dell Inc Add 66.67% 1,000,000 5.02
MBI - MBIA Inc. Buy 1,080,797 4.21
Q3 2012
JPM.WS - Jpmorgan Chase & Co W Exp 10/28/201 Add 2.94% 33,072 1.29
DLCA - Dell Inc Buy 1,500,000 4.06
RIIG - Research In Motion Ltd Buy 200,000 0.41
Q2 2012
NOK - Nokia Corp. Add 16,666.67% 5,000,000 3.30
RFP - Resolute Fst Prods Inc Buy 3,062,268 11.31
USG - Usg Corp Buy 54,039 0.33
Q1 2012
SHLDQ - Sears Hldgs Corp Add 17.13% 100,000 2.16
Q4 2011
QXMCF - Qiao Xing Mobile Comm Co Ltd Add 116.26% 851,764 0.34
C - Citigroup Inc. Add 90.53% 194,809 2.03
BAC.WS.A - Bank Of America Corporation Add 39.85% 2,550,400 2.04
TAN - Radioshack Corp Add 29.41% 294,071 1.13
SHLDQ - Sears Hldgs Corp Add 20.67% 100,000 1.26
CYD - China Yuchai Intl Ltd. Add 0.44% 111 0.00
UTSI - Utstarcom Holdings Corp Buy 1,247,051 0.68
Q3 2011
ODP - Office Depot Inc Add 530.46% 1,975,998 1.56
GAP - Gap Inc Del Add 180.85% 241,790 1.51
JPM.WS - Jpmorgan Chase & Co Add 63.84% 498,510 1.79
BAC.WS.A - Bank Of America Corporation Add 45.45% 2,000,000 2.09
GS - Goldman Sachs Group Add 43.48% 50,000 1.82
SHLDQ - Sears Hldgs Corp Add 22.77% 89,723 1.99
BBBY - Overstock Com Inc Del Add 4.08% 90,500 0.32
C - Citigroup Inc. Buy 215,191 2.12
CHT - Chunghwa Telecom Co Ltd Buy 132,088 1.68
QXMCF - Qiao Xing Mobile Comm Co Ltd Buy 732,633 0.28
CYD - China Yuchai Intl Ltd. Buy 25,426 0.14
Q2 2011
BRK.A - Berkshire Hathaway CL A Add 57.89% 110 4.46
SHLDQ - Sears Hldgs Corp Add 18.06% 60,277 1.50
BAC.WS.A - Bank Of America Corporation Add 4.76% 200,000 0.39
GS - Goldman Sachs Group Buy 115,000 5.34
TAN - Radioshack Corp Buy 1,000,000 4.64
JPM.WS - Jpmorgan Chase & Co Buy 780,913 3.67
GAP - Gap Inc Del Buy 133,700 0.84
Q1 2011
73HK - Ryanair Hldgs Plc Add 35.00% 7,000 0.08
Q4 2010
WFC.WS - Wells Fargo & Co New Buy 997,500 3.37
Q3 2010
BAC.WS.A - Bank Of America Corporation Add 250.00% 3,000,000 6.00
4107485Q - Valeant Pharmaceuticals Intl Buy 1,437,200 11.96
FSR - Flagstone Reinsurance Holdin Buy 1,500,000 4.90
Q2 2010
NOK - Nokia Corp. Add 100.00% 15,000 0.05
BAC.WS.A - Bank Of America Corporation Buy 1,200,000 3.42
BP - BP plc Buy 10,000 0.11
VODD - Vodafone Group Plc New Buy 10,000 0.08
Q1 2010
SPNT - Sprint Nextel Corp Add 53.08% 2,123,200 0.29
SYA - Symetra Finl Corp Buy 174,000 0.65
Q4 2009
SPNT - Sprint Nextel Corp Buy 4,000,000 4.63
73HK - Ryanair Hldgs Plc Buy 20,000 0.17
NOK - Nokia Corp. Buy 15,000 0.06
Q1 2009
ICO - International Coal Grp Inc N Buy 3,000,000 2.44
Q4 2008
SHLDQ - Sears Hldgs Corp Add 42.79% 100,000 1.69
Q3 2008
CRYP - Cryptologic Limited Add 140.00% 35,000 0.06
ODP - Office Depot Inc Add 51.44% 500,000 0.98
SNY - Sanofi Aventis Add 7.69% 40,000 0.44
Q2 2008
SKM - SK Telecom Ltd Add 142.86% 100,000 0.66
SNY - Sanofi Aventis Add 62.50% 200,000 2.10
QWC - Qwest Communications Intl In Buy 2,000,000 2.49
73HK - Ryanair Hldgs Plc Buy 35,000 0.32
Q1 2008
SNY - Sanofi Aventis Add 2,033.33% 305,000 4.22
RCNI - RCN Corp Add 41.64% 500,000 2.06
SHLDQ - Sears Hldgs Corp Add 24.67% 50,000 1.88
BVFF - Biovail Corp Add 11.60% 300,000 1.18
WATS - Watson Pharmaceuticals Inc Add 0.60% 5,400 0.06
ODP - Office Depot Inc Buy 972,053 3.96
KSWS - K-Swiss Inc Buy 472,720 2.75
SKM - SK Telecom Ltd Buy 70,000 0.56
DISH - Dish Network Corp Buy 50,000 0.53
CRYP - Cryptologic Limited Buy 25,000 0.15
Q4 2007
KG - King Pharmaceuticals Inc Buy 7,811,100 26.94
BRK.A - Berkshire Hathaway CL A Buy 390 18.60
BVFF - Biovail Corp Buy 2,587,200 11.75
BBBY - Overstock Com Inc Del Buy 2,219,709 11.61
WATS - Watson Pharmaceuticals Inc Buy 900,000 8.23
SHLDQ - Sears Hldgs Corp Buy 202,700 6.97
RCNI - RCN Corp Buy 1,200,884 6.31
SPNT - Sprint Nextel Corp Buy 729,544 3.23
SUTMQ - Sun-Times Media Group Inc Buy 2,522,100 1.87
ICO - International Coal Grp Inc N Buy 500,000 0.90
CTO - CTO Realty Growth Inc. Buy 35,700 0.75
EOR - EchoStar Communications New Buy 50,000 0.64
TCADR - Telecom Corp New Zealand Ltd Buy 113,777 0.64
UTMD - Utah Med Prods Inc Buy 61,070 0.61
MGA - Magna International Inc. Buy 13,400 0.37
SNY - Sanofi Aventis Buy 15,000 0.23
PTYA - Penn Treaty Amern Corp Buy 100,000 0.22
HTX - Hutchison Telecomm Intl Ltd Buy 20,000 0.15