Francis Chou - Chou Associates Management Portfolio

Period Date  Mar 31, 2025
Filing Date  May 15, 2025
Total Stocks  33
Portfolio Value  $184.98M
Portfolio Value  $184982533

Portfolio Overview

Comprehensive analysis of CAM's investment portfolio

27
Total Holdings
$185.0M
Portfolio Value
Mar 31, 2025
Latest Filing
37.1%
Largest Position

Top Holdings

1
BRK-A
BERKSHIRE HATHAWAY INC DEL
$68.7M
37.1%
2
SIRI
SIRIUSXM HOLDINGS INC
$15.8M
8.6%
+54.8%
3
GOOG
ALPHABET INC
$12.9M
7.0%
4
SYF
SYNCHRONY FINANCIAL
$11.4M
6.2%
5
AAPL
APPLE INC
$9.8M
5.3%

Recent Activity

BRK-A
Berkshire Hathaway Inc.
-86
Jun 30, 2025
CACC
Credit Acceptance Corporation
-262
Jun 30, 2025
HTZWW
Hertz Global Holdings, Inc Warrant
-1,000
Jun 30, 2025