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Francis Chou Portfolio

Chou Associates · portfolio as of Q2 2026, filed Aug 12, 2026

Latest 13F filing: Q2 2026 (filed Aug 12, 2026). No newer filing yet.

How cheap is Francis Chou's portfolio?

11 of 27 holdings are Undervalued or On Sale by our valuation (59% of the money).

On Sale: SYF.

Valued by PaybackPrice; holdings from SEC 13F filings as of Jun 30, 2026. 4 not valued.

This quarter's moves · vs Q1 2026

Full portfolio

Questions about Francis Chou's portfolio

What does Francis Chou own?

Francis Chou's portfolio holds 31 stocks worth $216.6M at the end of Q2 2026. The largest positions are BRK-A, GOOG, SYF, OXY and SIRI.

What did Francis Chou buy last quarter?

In Q2 2026, Francis Chou opened 1 new position (VTS).

What did Francis Chou sell?

In Q2 2026, Francis Chou sold out of BHR.

Which of Francis Chou's stocks are undervalued right now?

BRK-A, SYF, OXY, ALLY, STLA, BAC, CASH, KHC, BRK-B, HPQ and LPX are Undervalued or On Sale by our valuation.

When is the next update?

Latest 13F filing: Q2 2026 (filed Aug 12, 2026). No newer filing yet.

From SEC Form 13F-HR — up to 45 days old at time of filing. Not a recommendation to buy or sell. Analyze any of these free →

Francis Chou Portfolio (Q2 2026): Holdings, Buys & Sells