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 2024Jun 30, 2024 | ALLY Ally Financial Inc. | Buy | +69,839+44.9% |
Q2 2024Jun 30, 2024 | BAC Bank of America Corporation | Buy - Position Entry | +50,000 |
Q2 2024Jun 30, 2024 | AAPL Apple Inc. | Buy - Position Entry | +44,000 |
Q2 2024Jun 30, 2024 | PYPL PayPal Holdings, Inc. | Buy - Position Entry | +41,000 |
Q2 2024Jun 30, 2024 | WFC Wells Fargo & Company | Buy | +40,000+204.7% |
Q2 2024Jun 30, 2024 | CASH Pathward Financial, Inc. | Buy - Position Entry | +27,389 |
Q2 2024Jun 30, 2024 | LBTYA Liberty Global | Buy | +25,000+25.8% |
Q2 2024Jun 30, 2024 | LSXMK | Buy | +13,250+88.1% |
Q2 2024Jun 30, 2024 | G0585R106 Assured Guaranty | Buy - Position Entry | +10,990 |
Q2 2024Jun 30, 2024 | JEF Jefferies Financial Group Inc. | Buy - Position Entry | +10,987 |
Q2 2024Jun 30, 2024 | POOL Pool Corporation | Buy - Position Entry | +10,636 |
Q2 2024Jun 30, 2024 | MCO Moody's Corporation | Buy - Position Entry | +5,899 |
Q2 2024Jun 30, 2024 | LPX Louisiana-Pacific Corporation | Buy - Position Entry | +5,886 |
Q2 2024Jun 30, 2024 | LEA Lear Corporation | Buy - Position Entry | +4,000 |
Q2 2024Jun 30, 2024 | VTS Vitesse Energy, Inc. | Buy - Position Entry | +1,293 |
Q2 2024Jun 30, 2024 | CACC Credit Acceptance Corporation | Buy - Position Entry | +262 |
Q2 2024Jun 30, 2024 | BRK-A Berkshire Hathaway Inc. | Buy | +10+12.5% |
Q2 2024Jun 30, 2024 | BB BlackBerry Limited | Sell - Position Exit | -312,900-100.0% |
Q2 2024Jun 30, 2024 | HTZWW Hertz Global Holdings, Inc Warrant | Sell | -499,366-67.3% |
Q2 2024Jun 30, 2024 | BHC Bausch Health Companies Inc. | Sell - Position Exit | -715,000-100.0% |
Q1 2024Mar 31, 2024 | LBTYA Liberty Global | Buy - Position Entry | +96,823 |
Q1 2024Mar 31, 2024 | LSXMK | Buy - Position Entry | +15,032 |
Q1 2024Mar 31, 2024 | IMO Imperial Oil Limited | Buy - Position Entry | +5,000 |
Q4 2023Dec 31, 2023 | RYAAY Ryanair Holdings plc | Sell | -2,200-48.1% |
Q4 2023Dec 31, 2023 | BYON Beyond, Inc. | Sell - Position Exit | -38,405-100.0% |
Q4 2023Dec 31, 2023 | MBI MBIA Inc. | Sell - Position Exit | -199,530-100.0% |
Q2 2023Jun 30, 2023 | BABA Alibaba Group Holding Limited | Buy - Position Entry | +3,400 |
Q1 2023Mar 31, 2023 | NAVI Navient Corporation | Buy - Position Entry | +183,338 |
Q1 2023Mar 31, 2023 | SYF Synchrony Financial | Buy | +62,000+106.9% |
Q4 2022Dec 31, 2022 | HTZWW Hertz Global Holdings, Inc Warrant | Buy | +644,274+662.1% |