Francis Chou
Net buyingChou Associates Management Inc. — managed by Francis Chou; US equity positions disclosed quarterly via SEC 13F
Data as of 2026-03-31 (filed 2026-05-14) · Source: SEC EDGAR
Chou Associates Management Inc.'s most recent 13F filing, for the quarter ended 2026-03-31, reports 31 positions worth $210.3M. The top 5 holdings represent 61% of that value, a concentrated portfolio.
The single largest position is Berkshire Hathaway Inc at 29.4% of the portfolio, followed by Alphabet Inc at 9.9% and Occidental Pete Corp at 9.7%.
Against the prior quarter, Francis Chou opened 5 new positions, exited 2, added to 4, and trimmed 0. The largest new buy was Braemar Hotels & Resorts Inc. The most notable sale was the full exit from Vitesse Energy Inc.
Across all 8 quarters on file, Berkshire Hathaway Inc has appeared in every filing, as has Alphabet Inc. Berkshire Hathaway Inc currently ranks first by value.
A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.
None of Francis Chou's tracked holdings are in the strike zone right now.
Valuation as of 2026-07-02; method: conservative Greenwald value band + Owner-Earnings DCF. Position observation, not advice.
Next · is it cheap
Francis Chou has no positions in the strike zone right now.
Browse the whole market by value band- Value$61.8MValuation—Holders14Weight (prev→now)32.2% → 29.4%
- Value$20.8MValuationAbove valueHolders31Weight (prev→now)11.3% → 9.9%
- Value$20.3MValuationAbove valueHolders5Weight (prev→now)6.4% → 9.7%
- Value$15.2MValuationBelow value· unconf.Holders3Weight (prev→now)8.9% → 7.2% ▲
- Value$11.2MValuationAbove valueHolders21Weight (prev→now)5.9% → 5.3%
- Value$9.9MValuation—Holders4Weight (prev→now)7.5% → 4.7%
- Value$9.5MValuationWithin bandHolders6Weight (prev→now)4.1% → 4.5%
- Value$8.8MValuationBelow value· unconf.Holders4Weight (prev→now)5.1% → 4.2%
- Value$7.6MValuationWithin bandHolders8Weight (prev→now)1.2% → 3.6% ▲
- Value$6.2MValuationAbove valueHolders4Weight (prev→now)0.3% → 2.9% ▲
- Value$5.3MValuation—Holders9Weight (prev→now)3.0% → 2.5%
- Value$4.7MValuationAbove valueHolders15Weight (prev→now)2.8% → 2.3%
- Value$3.9MValuationAbove valueHolders8Weight (prev→now)2.1% → 1.8%
- Value$3.7MValuationAbove valueHolders9Weight (prev→now)1.9% → 1.8%
- Value$2.5MValuation—Holders—Weight (prev→now)New · 1.2%
- Value$2.4MValuationWithin bandHolders1Weight (prev→now)1.0% → 1.2%
- Value$2.4MValuationAbove valueHolders16Weight (prev→now)1.4% → 1.2%
- Value$2.2MValuationAbove valueHolders3Weight (prev→now)1.2% → 1.0%
- Value$1.9MValuation—Holders2Weight (prev→now)1.1% → 0.9%
- Value$1.6MValuation—Holders7Weight (prev→now)New · 0.7%
- Value$1.5MValuation—Holders22Weight (prev→now)New · 0.7%
- Value$1.4MValuation—Holders2Weight (prev→now)0.5% → 0.7% ▲
- Value$1.2MValuation—Holders2Weight (prev→now)0.4% → 0.6%
- Value$899,515Valuation—Holders1Weight (prev→now)0.4% → 0.4%
- Value$654,914Valuation—Holders1Weight (prev→now)0.2% → 0.3%
Showing top 25 of 31 positions
Sources· SEC EDGAR 13F as of 2026-03-31 · filed 2026-05-14
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