Francis Chou – Chou Associates Management Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Chou Associates Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 13, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
New Buys – None reported
Complete Exits – Liberty Global (LBTYA)
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Chou Associates Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2025Jun 30, 2025 | OXY Occidental Petroleum Corporatio | Buy | +245,000+360.3% |
Q2 2025Jun 30, 2025 | MEOH Methanex Corporation | Buy | +16,000+400.0% |
Q2 2025Jun 30, 2025 | LBTYA Liberty Global | Sell - Position Exit | -12,000-100.0% |
Q2 2025Jun 30, 2025 | CYD China Yuchai | Sell | -50,000-68.2% |
Q2 2025Jun 30, 2025 | STLA Stellantis | Sell | -704,388-50.4% |
Q1 2025Mar 31, 2025 | STLA Stellantis | Buy | +940,000+206.0% |
Q1 2025Mar 31, 2025 | SIRI SiriusXM Holdings Inc | Buy | +689,872+5479.5% |
Q1 2025Mar 31, 2025 | OXY Occidental Petroleum Corporatio | Buy - Position Entry | +68,000 |
Q1 2025Mar 31, 2025 | GM General Motors Company | Buy - Position Entry | +52,000 |
Q1 2025Mar 31, 2025 | BABA Alibaba Group Holding Limited | Buy | +38,500+1132.4% |
Q1 2025Mar 31, 2025 | OXY-WS | Sell - Position Exit | -68,000-100.0% |
Q4 2024Dec 31, 2024 | SYF Synchrony Financial | Buy | +22,500+11.6% |
Q4 2024Dec 31, 2024 | SNREV Sunrise Communications | Buy - Position Entry | +2,400 |
Q4 2024Dec 31, 2024 | BRK-A Berkshire Hathaway Inc. | Sell | -4-4.4% |
Q4 2024Dec 31, 2024 | SIRI SiriusXM Holdings Inc | Sell | -11,096-46.8% |
Q4 2024Dec 31, 2024 | LBTYA Liberty Global | Sell | -109,823-90.1% |
Q4 2024Dec 31, 2024 | HTZWW Hertz Global Holdings, Inc Warrant | Sell | -191,111-99.5% |
Q4 2024Dec 31, 2024 | OXY Occidental Petroleum Corporatio | Sell - Position Exit | -200,000-100.0% |
Q4 2024Dec 31, 2024 | NAVI Navient Corporation | Sell - Position Exit | -264,245-100.0% |
Q3 2024Sep 30, 2024 | OXY Occidental Petroleum Corporatio | Buy - Position Entry | +200,000 |
Q3 2024Sep 30, 2024 | OXY-WS | Buy - Position Entry | +68,000 |
Q3 2024Sep 30, 2024 | SIRI SiriusXM Holdings Inc | Buy - Position Entry | +23,686 |
Q3 2024Sep 30, 2024 | RYAAY Ryanair Holdings plc | Buy | +3,562+150.0% |
Q3 2024Sep 30, 2024 | LSXMK | Sell - Position Exit | -28,282-100.0% |
Q3 2024Sep 30, 2024 | HTZWW Hertz Global Holdings, Inc Warrant | Sell | -50,106-20.7% |
Q2 2024Jun 30, 2024 | STLA Stellantis | Buy | +426,388+1421.3% |
Q2 2024Jun 30, 2024 | MBI MBIA Inc. | Buy - Position Entry | +321,000 |
Q2 2024Jun 30, 2024 | GOOG Alphabet Inc. | Buy - Position Entry | +82,390 |
Q2 2024Jun 30, 2024 | NAVI Navient Corporation | Buy | +80,907+44.1% |
Q2 2024Jun 30, 2024 | SYF Synchrony Financial | Buy | +73,202+61.0% |