Canonical: https://ownershiptrace.com/13f/investors/34

# Chou Associates portfolio — 13F holdings Q2 2026

Chou Associates (Francis Chou) reported 30 long positions worth $216.6 million as of 2026-06-30. Top holdings: BERKSHIRE HATHAWAY INC, Alphabet Inc., Synchrony Financial, OCCIDENTAL PETROLEUM CORP /DE/, SIRIUS XM HOLDINGS INC.. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.

## Reported share positions (up to 20)

| Company | Report period | Value | Portfolio weight | Change | Source |
|  --- | --- | --- | --- | --- | --- |
| [BERKSHIRE HATHAWAY INC](https://ownershiptrace.com/13f/companies/152) | 2026-06-30 | 65952289.00 USD | 30.45% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1389403/0001104659-26-094668-index.html) |
| [Alphabet Inc.](https://ownershiptrace.com/13f/companies/37) | 2026-06-30 | 25577559.00 USD | 11.81% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1389403/0001104659-26-094668-index.html) |
| [Synchrony Financial](https://ownershiptrace.com/13f/companies/432) | 2026-06-30 | 16974508.00 USD | 7.84% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1389403/0001104659-26-094668-index.html) |
| [OCCIDENTAL PETROLEUM CORP /DE/](https://ownershiptrace.com/13f/companies/345) | 2026-06-30 | 15202408.00 USD | 7.02% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1389403/0001104659-26-094668-index.html) |
| [SIRIUS XM HOLDINGS INC.](https://ownershiptrace.com/13f/companies/728) | 2026-06-30 | 12099255.00 USD | 5.59% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1389403/0001104659-26-094668-index.html) |
| [Apple Inc.](https://ownershiptrace.com/13f/companies/313) | 2026-06-30 | 11574400.00 USD | 5.34% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1389403/0001104659-26-094668-index.html) |
| [Ally Financial Inc.](https://ownershiptrace.com/13f/companies/397) | 2026-06-30 | 10362871.00 USD | 4.78% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1389403/0001104659-26-094668-index.html) |
| [Stellantis N.V.](https://ownershiptrace.com/13f/companies/1598) | 2026-06-30 | 8002672.00 USD | 3.69% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1389403/0001104659-26-094668-index.html) |
| [Jefferies Financial Group Inc.](https://ownershiptrace.com/13f/companies/721) | 2026-06-30 | 7458863.00 USD | 3.44% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1389403/0001104659-26-094668-index.html) |
| [PayPal Holdings, Inc.](https://ownershiptrace.com/13f/companies/368) | 2026-06-30 | 7228330.00 USD | 3.34% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1389403/0001104659-26-094668-index.html) |
| [WELLS FARGO & COMPANY/MN](https://ownershiptrace.com/13f/companies/72) | 2026-06-30 | 4920550.00 USD | 2.27% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1389403/0001104659-26-094668-index.html) |
| [CITIGROUP INC](https://ownershiptrace.com/13f/companies/429) | 2026-06-30 | 4575990.00 USD | 2.11% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1389403/0001104659-26-094668-index.html) |
| [Alibaba Group Holding Ltd](https://ownershiptrace.com/13f/companies/273) | 2026-06-30 | 4021562.00 USD | 1.86% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1389403/0001104659-26-094668-index.html) |
| [General Motors Co](https://ownershiptrace.com/13f/companies/329) | 2026-06-30 | 4008159.00 USD | 1.85% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1389403/0001104659-26-094668-index.html) |
| [BANK OF AMERICA CORP /DE/](https://ownershiptrace.com/13f/companies/388) | 2026-06-30 | 2849000.00 USD | 1.32% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1389403/0001104659-26-094668-index.html) |
| [PATHWARD FINANCIAL, INC.](https://ownershiptrace.com/13f/companies/2368) | 2026-06-30 | 2384485.00 USD | 1.10% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1389403/0001104659-26-094668-index.html) |
| [POOL CORP](https://ownershiptrace.com/13f/companies/734) | 2026-06-30 | 2285676.00 USD | 1.06% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1389403/0001104659-26-094668-index.html) |
| [MBIA INC](https://ownershiptrace.com/13f/companies/2367) | 2026-06-30 | 2092920.00 USD | 0.97% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1389403/0001104659-26-094668-index.html) |
| [Kraft Heinz Co](https://ownershiptrace.com/13f/companies/722) | 2026-06-30 | 1641590.00 USD | 0.76% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1389403/0001104659-26-094668-index.html) |
| [ASSURED GUARANTY LTD](https://ownershiptrace.com/13f/companies/884) | 2026-06-30 | 1361918.00 USD | 0.63% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1389403/0001104659-26-094668-index.html) |

## Recent source filings (up to 20)

| Report period | Filed | Form | Source |
|  --- | --- | --- | --- |
| 2026-06-30 | 2026-08-12 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1389403/0001104659-26-094668-index.html) |
| 2026-03-31 | 2026-05-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1389403/0001104659-26-060931-index.html) |
| 2025-12-31 | 2026-02-13 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1389403/0001104659-26-015054-index.html) |
| 2025-09-30 | 2025-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1389403/0001104659-25-112218-index.html) |
| 2025-06-30 | 2025-08-13 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1389403/0001104659-25-077432-index.html) |
| 2025-03-31 | 2025-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1389403/0001104659-25-049383-index.html) |
| 2024-12-31 | 2025-02-13 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1389403/0001104659-25-012614-index.html) |
| 2024-09-30 | 2024-11-08 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1389403/0001104659-24-115940-index.html) |
| 2024-06-30 | 2024-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1389403/0001104659-24-089315-index.html) |
| 2024-03-31 | 2024-05-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1389403/0001104659-24-061246-index.html) |
| 2023-12-31 | 2024-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1389403/0001104659-24-022879-index.html) |
| 2023-09-30 | 2023-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1389403/0001104659-23-117924-index.html) |
| 2023-06-30 | 2023-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1389403/0001104659-23-090662-index.html) |
| 2023-03-31 | 2023-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1389403/0001104659-23-059969-index.html) |
| 2022-12-31 | 2023-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1389403/0001104659-23-021493-index.html) |
| 2022-09-30 | 2022-11-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1389403/0001104659-22-119059-index.html) |
| 2022-06-30 | 2022-08-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1389403/0001104659-22-090265-index.html) |
| 2022-03-31 | 2022-05-16 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1389403/0001104659-22-061073-index.html) |
| 2021-12-31 | 2022-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1389403/0001104659-22-022069-index.html) |
| 2021-09-30 | 2021-11-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1389403/0001104659-21-138960-index.html) |

Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.

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