About Francis Chou
Francis Chou is a Canadian value investor and the founder of Chou Associates Management. Born in India, he moved to Canada and started his career as a telephone technician for Bell Canada before becoming a highly successful, self-taught portfolio manager. He is highly regarded in the value investing community for his impressive long-term track record and his humble, disciplined approach.
Francis Chou Top Holdings of 2025-06-30
| Ticker | Name | Shares | Value | % of Portfolio | Time Held | % Change |
|---|---|---|---|---|---|---|
| 86 | $62.68 M | 34.28% | >10 Years | 0.00% | ||
| 702,462 | $16.14 M | 8.82% | 0.75 Years | 0.00% | ||
| 82,390 | $14.62 M | 7.99% | 1 Years | 0.00% | ||
| 215,702 | $14.4 M | 7.87% | 2.5 Years | 0.00% | ||
| 313,000 | $13.15 M | 7.19% | 0.75 Years | +360.29% | ||
| 44,000 | $9.03 M | 4.94% | 1 Years | 0.00% | ||
| 225,525 | $8.78 M | 4.80% | 2.5 Years | 0.00% | ||
| 692,000 | $6.94 M | 3.80% | 4.2 Years | -50.44% | ||
| 57,695 | $4.91 M | 2.69% | >10 Years | 0.00% | ||
| 59,542 | $4.77 M | 2.61% | 6.7 Years | 0.00% |
Recent Moves
Added to Core Holding
+245,000 Shares | +$10.29 M Value
Largest position increase in Energy sector
2025 Q2
Reduced Exposure to Position
-704,388 Shares | -$7.07 M Value
Reduced exposure to Consumer Discretionary
2025 Q2
Complete Exit
-12,000 Shares | -$138,120 Value
Cleared LBTYA, sector remains in portfolio
2025 Q2
Reduced Exposure to Position
-50,000 Shares | -$1.2 M Value
Reduced exposure to Consumer Discretionary
2025 Q2
Francis Chou's Historical Top Holdings Breakdown
Portfolio Date:
Francis Chou Top Stock Picks
| Ticker | Name | Date | Activity | Shares | Shares Change | Value Change |
|---|---|---|---|---|---|---|
| 06/30/2025 | Add 360.3% | 313,000 | 245,000 | $10.29 M | ||
| 06/30/2025 | Reduce -50.4% | 692,000 | -704,388 | $7.07 M | ||
| 06/30/2025 | Reduce -68.2% | 23,364 | -50,000 | $1.2 M | ||
| 06/30/2025 | Add 400.0% | 20,000 | 16,000 | $529,788.8 | ||
| 06/30/2025 | Sold Out | 12,000 | -12,000 | $138,120 | ||
| 03/31/2025 | Add 5479.5% | 702,462 | 689,872 | $15.55 M | ||
| 03/31/2025 | Add 206.0% | 1.4 M | 940,000 | $10.54 M | ||
| 03/31/2025 | Add 1132.4% | 41,900 | 38,500 | $5.09 M | ||
| 03/31/2025 | New Buy | 68,000 | 68,000 | $3.36 M | ||
| 03/31/2025 | New Buy | 52,000 | 52,000 | $2.45 M |