Q1 2026 · 13F-HR
Chou Associates Management Inc.holdings as filed
Filed 2026-05-14 · accession 0001104659-26-060931
$210.3M
Reported value
31
Positions
2026-03-31
Period end
The Brief · Chou Associates Management Inc. · Q1 2026
AI · grounded in 13F
Chou Associates Management Inc. established a new position in BHR valued at $2.45M. The fund also opened new stakes in KHC for $1.56M and BRK/B for $1.49M. Additionally, the manager accumulated shares of JEF and PYPL, while closing positions in VTS and HTZWW.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $61.8M | 29.4% | 86 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $20.8M | 9.88% | 72,390 | Common | SOLE |
| 674599105 | OXY | OCCIDENTAL PETE CORP | $20.3M | 9.68% | 313,000 | Common | SOLE |
| 87165B103 | SYF | SYNCHRONY FINANCIAL | $15.2M | 7.22% | 223,202 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $11.2M | 5.31% | 44,000 | Common | SOLE |
| N82405106 | STLA | STELLANTIS N.V | $9.9M | 4.70% | 1,394,194 | Common | SOLE |
| 829933100 | SIRI | SIRIUSXM HOLDINGS INC | $9.5M | 4.50% | 409,589 | Common | SOLE |
| 02005N100 | ALLY | ALLY FINL INC | $8.8M | 4.21% | 225,525 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $7.6M | 3.60% | 167,400 | Common | SOLE |
| 47233W109 | JEF | JEFFERIES FINL GROUP INC | $6.2M | 2.93% | 149,237 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $5.3M | 2.50% | 41,900 | Common | SOLE |
| 949746101 | WMT2 | WELLS FARGO CO NEW | $4.7M | 2.25% | 59,542 | Common | SOLE |
| 37045V100 | GM | GENERAL MTRS CO | $3.9M | 1.84% | 52,000 | Common | SOLE |
| 172967424 | C | CITIGROUP INC | $3.7M | 1.76% | 32,695 | Common | SOLE |
| 10482BAB7 | BHR | BRAEMAR HOTELS & RESORTS INC | $2.5M | 1.17% | 2,500,000 | Common | SOLE |
| 59100U108 | CASH | PATHWARD FINANCIAL INC | $2.4M | 1.16% | 27,389 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP | $2.4M | 1.16% | 50,000 | Common | SOLE |
| 73278L105 | POOL | POOL CORP | $2.2M | 1.02% | 10,636 | Common | SOLE |
| 55262C100 | MBI | MBIA INC | $1.9M | 0.90% | 321,000 | Common | SOLE |
| 500754106 | KHC | KRAFT HEINZ CO | $1.6M | 0.74% | 69,500 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.5M | 0.71% | 3,100 | Common | SOLE |
| G0585R106 | AGO | ASSURED GUARANTY LTD | $1.4M | 0.66% | 16,990 | Common | SOLE |
| 59151K108 | MEOH | METHANEX CORP | $1.2M | 0.57% | 20,000 | Common | SOLE |
| G21082105 | CYD | CHINA YUCHAI INTL LTD | $899,515 | 0.43% | 23,364 | Common | SOLE |
| 453038408 | IMO | IMPERIAL OIL LTD | $654,914 | 0.31% | 5,000 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $654,375 | 0.31% | 1,500 | Common | SOLE |
| 559222401 | MGA | MAGNA INTL INC | $558,100 | 0.27% | 10,000 | Common | SOLE |
| 40434L105 | HPQ | HP INC | $509,065 | 0.24% | 26,500 | Common | SOLE |
| 047649108 | ATKR | ATKORE INC | $494,844 | 0.24% | 8,400 | Common | SOLE |
| 546347105 | LPX | LOUISIANA PAC CORP | $428,207 | 0.20% | 5,886 | Common | SOLE |
| 783513203 | RYAAY | RYANAIR HOLDINGS PLC | $343,159 | 0.16% | 5,937 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.