Chou Associates portfolio
Investment firm, Toronto · 13F holdings for the quarter ended June 30, 2026
Filed with the SEC August 12, 2026 · Next filing due by November 14, 2026
Reported value
$216.6M
up from $207.8M in Q1 2026
Positions
31
30 last quarter
Top 10 holdings
82.6%
of the portfolio
This quarter
1 new · 0 sold
0 added to, 1 trimmed
What Chou Associates did in Q2 2026
Chou Associates opened a new position in Vitesse Energy. Berkshire Hathaway is still the largest holding, at 29.7% of the portfolio.
Biggest buys
- Vitesse Energy VTSNew
Biggest sells
- Apple AAPL−9%
Top 15 holdings
Values as reported in the 13F, not today’s prices| # | Company | Share of portfolio | Reported value | Change vs Q1 2026 | Held since |
|---|---|---|---|---|---|
| 1 | Berkshire HathawayBRK-A | 29.7% | $64.4M | No change | Q3 2024 or earlier |
| 2 | AlphabetGOOG | 11.8% | $25.6M | No change | Q3 2024 or earlier |
| 3 | Synchrony FinancialSYF | 7.8% | $17.0M | No change | Q3 2024 or earlier |
| 4 | Occidental PetroleumOXY | 7.0% | $15.2M | No change | Q3 2024 or earlier |
| 5 | Sirius Xm HoldingsSIRI | 5.6% | $12.1M | No change | Q3 2024 or earlier |
| 6 | AppleAAPL | 5.3% | $11.6M | −9% | Q3 2024 or earlier |
| 7 | Ally FinancialALLY | 4.8% | $10.4M | No change | Q3 2024 or earlier |
| 8 | StellantisSTLA | 3.7% | $8.0M | No change | Q3 2024 or earlier |
| 9 | Jefferies Financial GroupJEF | 3.4% | $7.5M | No change | Q3 2024 or earlier |
| 10 | PayPal HoldingsPYPL | 3.3% | $7.2M | No change | Q3 2024 or earlier |
| 11 | Wells Fargo & CompanyWFC | 2.3% | $4.9M | No change | Q3 2024 or earlier |
| 12 | CitigroupC | 2.1% | $4.6M | No change | Q3 2024 or earlier |
| 13 | Alibaba Group HoldingBABA | 1.9% | $4.0M | No change | Q3 2024 or earlier |
| 14 | General MotorsGM | 1.9% | $4.0M | No change | Q1 2025 |
| 15 | Bank Of AmericaBAC | 1.3% | $2.8M | No change | Q3 2024 or earlier |
16 more positions, plus every quarter’s holdings going back years.Request early access to see the full portfolio →
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About this data
- What is a 13F?
- A quarterly report to the SEC in which an investment manager with over $100 million in US-listed stocks lists what it holds.
- How current is it?
- Managers file up to 45 days after each quarter ends, so the holdings may have changed since.
- Whose figures are these?
- The values are as the manager reported them in the filing, not today's prices. The SEC lets a manager keep some positions confidential for a time, and those are not in the filing.
- What does it leave out?
- Short positions, cash, bonds and most holdings outside US markets. Options are left out here too.