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FC
Francis Chou
Chou Associates Management
Periodo
Q1 2026
Valore portafoglio
$210.3M
Titoli
31
Attività
9 acquisti · 0 riduzioni
| # | Titolo | % Portafoglio | Attività | Azioni | Valore |
|---|---|---|---|---|---|
| 1 | BRK/A BERKSHIRE HATHAWAY INC DEL | 29.37% | — | 86 | $61.8M |
| 2 | GOOG ALPHABET INC | 9.88% | — | 72,390 | $20.8M |
| 3 | OXY OCCIDENTAL PETE CORP | 9.68% | — | 313,000 | $20.3M |
| 4 | SYF SYNCHRONY FINANCIAL | 7.22% | Add 3.48% | 223,202 | $15.2M |
| 5 | AAPL APPLE INC | 5.31% | — | 44,000 | $11.2M |
| 6 | STELLANTIS N.V | 4.7% | — | 1,394,194 | $9.9M |
| 7 | SIRI SIRIUSXM HOLDINGS INC | 4.5% | — | 409,589 | $9.5M |
| 8 | ALLY ALLY FINL INC | 4.21% | — | 225,525 | $8.8M |
| 9 | PYPL PAYPAL HLDGS INC | 3.6% | Add 308.29% | 167,400 | $7.6M |
| 10 | JEF JEFFERIES FINL GROUP INC | 2.93% | Add 1258.31% | 149,237 | $6.2M |
| 11 | BABA ALIBABA GROUP HLDG LTD | 2.5% | — | 41,900 | $5.3M |
| 12 | WFC WELLS FARGO CO NEW | 2.25% | — | 59,542 | $4.7M |
| 13 | GM GENERAL MTRS CO | 1.84% | — | 52,000 | $3.9M |
| 14 | C CITIGROUP INC | 1.76% | — | 32,695 | $3.7M |
| 15 | BRAEMAR HOTELS & RESORTS INC | 1.17% | Buy | 2,500,000 | $2.5M |
| 16 | CASH PATHWARD FINANCIAL INC | 1.16% | — | 27,389 | $2.4M |
| 17 | BAC BANK AMERICA CORP | 1.16% | — | 50,000 | $2.4M |
| 18 | POOL POOL CORP | 1.02% | — | 10,636 | $2.2M |
| 19 | MBI MBIA INC | 0.9% | — | 321,000 | $1.9M |
| 20 | KHC KRAFT HEINZ CO | 0.74% | Buy | 69,500 | $1.6M |
| 21 | BRK/B BERKSHIRE HATHAWAY INC DEL | 0.71% | Buy | 3,100 | $1.5M |
| 22 | ASSURED GUARANTY LTD | 0.66% | Add 54.6% | 16,990 | $1.4M |
| 23 | MEOH METHANEX CORP | 0.57% | — | 20,000 | $1.2M |
| 24 | CHINA YUCHAI INTL LTD | 0.43% | — | 23,364 | $899,515 |
| 25 | IMO IMPERIAL OIL LTD | 0.31% | — | 5,000 | $654,914 |
| 26 | MCO MOODYS CORP | 0.31% | — | 1,500 | $654,375 |
| 27 | MGA MAGNA INTL INC | 0.27% | — | 10,000 | $558,100 |
| 28 | HPQ HP INC | 0.24% | Buy | 26,500 | $509,065 |
| 29 | ATKR ATKORE INC | 0.24% | Buy | 8,400 | $494,844 |
| 30 | LPX LOUISIANA PAC CORP | 0.2% | — | 5,886 | $428,207 |
| 31 | RYAAY RYANAIR HOLDINGS PLC | 0.16% | — | 5,937 | $343,159 |
Fonte: 13F-HR Q1 2026 depositata alla SEC (EDGAR) · attività vs Q4 2025. I titoli senza link non sono (ancora) nel nostro catalogo.