Francis ChouChou 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 BuysNone reported
IncreasesOccidental Petroleum Corporatio (OXY), Methanex Corporation (MEOH)
ReductionsChina Yuchai (CYD), Stellantis (STLA)
Complete ExitsLiberty 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

DateSymbolTypeQuantity
Q4 2013Dec 31, 2013
AZN
Astrazeneca PLC
Buy - Position Entry
+13,000
Q4 2013Dec 31, 2013
BYON
Beyond, Inc.
Sell
-112,200-16.2%
Q3 2013Sep 30, 2013
BB
BlackBerry Limited
Buy - Position Entry
+185,000
Q3 2013Sep 30, 2013
BYON
Beyond, Inc.
Sell
-392,254-36.1%
Q3 2013Sep 30, 2013
NOK
Nokia Corporation Sponsored
Sell
-4,500,000-90.0%
Q2 2013Jun 30, 2013
NOK
Nokia Corporation Sponsored
Buy - Position Entry
+5,000,000
Q2 2013Jun 30, 2013
BYON
Beyond, Inc.
Buy - Position Entry
+1,086,725
Q2 2013Jun 30, 2013
MBI
MBIA Inc.
Buy - Position Entry
+1,080,797
Q2 2013Jun 30, 2013
SNY
Sanofi
Buy - Position Entry
+410,000
Q2 2013Jun 30, 2013
C
Citigroup, Inc.
Buy - Position Entry
+410,000
Q2 2013Jun 30, 2013
CHT
Chunghwa Telecom Co., Ltd.
Buy - Position Entry
+132,088
Q2 2013Jun 30, 2013
GS
Goldman Sachs Group, Inc. (The)
Buy - Position Entry
+75,000
Q2 2013Jun 30, 2013
CYD
China Yuchai
Buy - Position Entry
+25,537
Q2 2013Jun 30, 2013
BP
BP p.l.c.
Buy - Position Entry
+10,000
Q2 2013Jun 30, 2013
BRK-A
Berkshire Hathaway Inc.
Buy - Position Entry
+300
Page 7 of 7195 total trades