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Chou Associates Management Inc.

SEC Form 13F institutional filer · CIK 0001389403

13F-HR · 15 reported holdings · 2026-03-31

Reported long-US-equity value

$0.16B

Top-10 concentration

95.8%

Chou Associates Management Inc. — $158M AUM allocation strategy

Chou Associates Management Inc. files SEC Form 13F and reports $158M of long US equity value across 15 reported holdings for 2026-03-31.

Its largest sector bet is Industrials 39.0%, followed by Financials 22.6% and Communication Services 14.7%.

The top 10 holdings account for 96% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.

Chou Associates Management Inc. — latest SEC 13F insights

Reported long-US-equity value (13F AUM)

$158M

total across 15 reported holdings · 2026-03-31 · excludes shorts, cash, non-US

Top-10 concentration

96% of value

higher = narrower conviction; lower = spread / hedging

Biggest adds (shares)

$PYPL$SYF

+$PYPL +126K sh · +$5.18M+$SYF +7.5K sh · −$2.81M

Added from nil (new positions)

$KHC$BRK.B$HPQ

3 fresh holdings — new conviction

Exited to nil (held last quarter, gone now)

None this quarter

Sector allocation (share of reported value)

Industrials 39%Financials 23%Communication Services 15%Energy 13%Information Technology 7%Consumer Discretionary 2%Consumer Staples 1%SECTORS
  • $XLIIndustrials39.0%
  • $XLFFinancials22.6%
  • $XLCCommunication Services14.7%
  • $XLEEnergy12.9%
  • $XLKInformation Technology7.4%
  • $XLYConsumer Discretionary2.4%
  • $XLPConsumer Staples1.0%

each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Industry allocation (share of reported value)

Aerospace & Defense 39%Interactive Media & Services 15%Oil & Gas Exploration & Production 13%Consumer Finance 10%Technology Hardware, Storage & Peripherals 7%Diversified Banks 7%Transaction & Payment Processing Services 5%Automobile Manufacturers 2%Other holdings 2%INDUSTRIES
  • Aerospace & Defense39.0%
  • Interactive Media & Services14.7%
  • Oil & Gas Exploration & Production12.9%
  • Consumer Finance9.6%
  • Technology Hardware, Storage & Peripherals7.4%
  • Diversified Banks6.9%
  • Transaction & Payment Processing Services4.8%
  • Automobile Manufacturers2.4%
  • Other holdings2.3%

the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Top S&P 500 holdings

10 of 10 rows · sorted by Value ↓

TickerHoldingSharesValueΔ QoQWeight
$HONAHoneywell Aerospace Inc86$61.8M+039.0%
$GOOGLAlphabet Inc72.4K$20.8M+013.1%
$OXYOccidental Petroleum Corporation313K$20.3M+012.9%
$SYFSynchrony Financial223K$15.2M+7.5K9.6%
$AAPLApple Inc44K$11.2M+07.1%
$PYPLPayPal Holdings Inc167K$7.57M+126K4.8%
$WFCWells Fargo & Company59.5K$4.74M+03.0%
$GMGeneral Motors Company52K$3.87M+02.4%
$CCitigroup Inc32.7K$3.71M+02.3%
$METAMeta Platforms Inc27.4K$2.44M+01.5%

…and 5 more holdings in the full 13F filing (top positions only shown).

SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported

← All 13F filers·← QuantOrb.pro

How to read Δ QoQ — the five insight categories, and the caveats

The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.

Conviction & concentration shifts

New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.

Sector & macro allocation rotations

Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.

Crowding & smart-money consensus

When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.

Derivative & option overlays

Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.

Who reads this

Retail "cloners"High-conviction ideas to replicate ~45 days after quarter-end.
Corporate IRWhich funds bought or dumped the stock, before the next call.
Quant / algo tradersCross-sectional factor inputs: flow, momentum, ownership.

Four caveats before you trade on it

  • 45-day lag — holdings are quarter-end; positions may already be closed.
  • Long-only — 13Fs miss shorts, pair trades and cash.
  • No non-US / fixed income — the picture is US equities plus options.
  • Corporate actions — splits and spinoffs distort raw share deltas.

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