Francis Chou - Chou Associates Management Portfolio Holdings (Jun 30, 2025)
As of Jun 30, 2025, the Chou Associates Management portfolio holdings is valued at approximately $182.84M, featuring 31 publicly traded holdings. This in-depth profile highlights the top investments led by BERKSHIRE HATHAWAY INC DEL (BRK-A), SIRIUSXM HOLDINGS INC (SIRI), ALPHABET INC (GOOG), SYNCHRONY FINANCIAL (SYF), OCCIDENTAL PETE CORP (OXY), and others based on the company's latest SEC filings reported on Aug 13, 2025. Explore insights into portfolio composition, sector allocation, and recent trade activity.
Chou Associates Management’s stock portfolio spans 31 holdings across 9 different sectors, with a total market value of $182.84M. The Financial Services sector represents the largest allocation, while the top holdings account for nearly 66% of the total portfolio value. BERKSHIRE HATHAWAY INC DEL remains single largest position at 34.3% of all equity investments.
Trends by sector
Investment Adjustments from Previous Filing
Chou Associates Management Holdings
| Symbol | Portfolio % | Total Value |
|---|---|---|
| BRK-A BERKSHIRE HATHAWAY INC DEL | 34.28% | $62,676,789 |
| SIRI SIRIUSXM HOLDINGS INC | 8.82% | $16,135,550 |
| GOOG ALPHABET INC | 7.99% | $14,615,162 |
| SYF SYNCHRONY FINANCIAL | 7.87% | $14,395,949 |
| OXY OCCIDENTAL PETE CORP | 7.19% | $13,149,129 |
| AAPL APPLE INC | 4.94% | $9,027,480 |
| ALLY ALLY FINL INC | 4.80% | $8,784,197 |
| STLA STELLANTIS N.V | 3.80% | $6,940,760 |
| C CITIGROUP INC | 2.69% | $4,910,997 |
| WFC WELLS FARGO CO NEW | 2.61% | $4,770,505 |
| BABA ALIBABA GROUP HLDG LTD | 2.60% | $4,751,879 |
| POOL POOL CORP | 1.70% | $3,100,181 |
| PYPL PAYPAL HLDGS INC | 1.67% | $3,047,120 |
| MCO MOODYS CORP | 1.62% | $2,958,879 |
| GM GENERAL MTRS CO | 1.40% | $2,558,920 |
| BAC BANK AMERICA CORP | 1.29% | $2,366,000 |
| CASH PATHWARD FINANCIAL INC | 1.19% | $2,167,017 |
| MBI MBIA INC | 0.76% | $1,393,140 |
| G0585R106 ASSURED GUARANTY LTD | 0.52% | $957,229 |
| MEOH METHANEX CORP | 0.36% | $662,236 |
| JEF JEFFERIES FINL GROUP INC | 0.33% | $600,879 |
| CYD CHINA YUCHAI INTL LTD | 0.31% | $558,633 |
| LPX LOUISIANA PAC CORP | 0.28% | $506,137 |
| IMO IMPERIAL OIL LTD | 0.22% | $397,209 |
| MGA MAGNA INTL INC | 0.21% | $386,100 |
| LEA LEAR CORP | 0.21% | $379,920 |
| RYAAY RYANAIR HOLDINGS PLC | 0.19% | $342,387 |
| SNREV SUNRISE COMMUNICATIONS AG | 0.07% | $135,720 |
| CACC CREDIT ACCEP CORP MICH | 0.07% | $133,471 |
| VTS VITESSE ENERGY INC | 0.02% | $28,562 |
| HTZWW HERTZ GLOBAL HLDGS INC | 0.00% | $3,640 |