Francis Chou — Portfolio & Holdings
Francis Chou of Chou Associates manages $217M across 30 reported positions as of Q2 2026, according to Nexqual.
Key Facts
| Investor | Francis Chou |
|---|---|
| Firm | Chou Associates |
| Assets Under Management (13F) | $217M |
| Number of Positions | 30 |
| Reporting Period | Q2 2026 |
Top Holdings
Francis Chou's largest reported holdings: BRK.A, GOOG, SYF, OXY, SIRI, AAPL, ALLY, STLA, JEF, PYPL.
All 30 Holdings (Q2 2026)
| # | Symbol | Company | % of portfolio | Value | Change vs prior quarter |
|---|---|---|---|---|---|
| 1 | BRK.A | Berkshire Hathaway | 30.45% | $66.0M | Unchanged |
| 2 | GOOG | Alphabet Inc. | 11.81% | $25.6M | Unchanged |
| 3 | SYF | Synchrony Financial | 7.84% | $17.0M | Unchanged |
| 4 | OXY | Occidental Petroleum | 7.02% | $15.2M | Unchanged |
| 5 | SIRI | Sirius XM Holdings | 5.59% | $12.1M | Unchanged |
| 6 | AAPL | Apple Inc. | 5.34% | $11.6M | Reduced 9.09% |
| 7 | ALLY | Ally Financial Inc. | 4.78% | $10.4M | Unchanged |
| 8 | STLA | Stellantis N.V. | 3.69% | $8.0M | Unchanged |
| 9 | JEF | Jefferies Financial Group Inc. | 3.44% | $7.5M | Unchanged |
| 10 | PYPL | PayPal Holdings, Inc. | 3.34% | $7.2M | Unchanged |
| 11 | WFC | Wells Fargo & Company | 2.27% | $4.9M | Unchanged |
| 12 | C | Citigroup | 2.11% | $4.6M | Unchanged |
| 13 | BABA | Alibaba Group Holding Ltd | 1.86% | $4.0M | Unchanged |
| 14 | GM | General Motors Co | 1.85% | $4.0M | Unchanged |
| 15 | BAC | Bank Of America | 1.32% | $2.8M | Unchanged |
| 16 | CASH | Pathward Financial | 1.10% | $2.4M | Unchanged |
| 17 | POOL | Pool | 1.06% | $2.3M | Unchanged |
| 18 | MBI | Mbia | 0.97% | $2.1M | Unchanged |
| 19 | KHC | Kraft Heinz Co | 0.76% | $1.6M | Unchanged |
| 20 | AGO | Assured Guaranty | 0.63% | $1.4M | Unchanged |
| 21 | CYD | China Yuchai International | 0.51% | $1.1M | Unchanged |
| 22 | MEOH | Methanex | 0.43% | $924K | Unchanged |
| 23 | MCO | Moodys | 0.31% | $679K | Unchanged |
| 24 | MGA | Magna International | 0.30% | $657K | Unchanged |
| 25 | ATKR | Atkore Inc. | 0.29% | $639K | Unchanged |
| 26 | HPQ | HP | 0.27% | $581K | Unchanged |
| 27 | IMO | Imperial Oil | 0.26% | $561K | Unchanged |
| 28 | LPX | Louisiana-Pacific | 0.21% | $463K | Unchanged |
| 29 | RYAAY | Ryanair Holdings | 0.18% | $384K | Unchanged |
| 30 | VTS | Vitesse Energy, Inc. | 0.01% | $20K | New position |
Source: Compiled by Nexqual from public SEC 13F filings, October 23, 2026 at 09:18 UTC. Holdings reflect the most recent quarterly filing and may not represent the current portfolio.
Data source: Nexqual. Last updated: October 23, 2026 at 09:18 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt