Francis Chou · Chou Associates Management

All superinvestors SEC filing

Deep-value Canadian investor. Comfortable with hairy, out-of-favour situations. Long holding periods, high patience for thesis to play out.

Prism interpretation

“Deep-value contrarian — out-of-favour, patient, thesis-driven.”

Focused — meaningful conviction in a handful of names.

Concentration profile

Positions

Top 1

31%

Top 5

100%

Top 10

100%

Effective N

4.5

Holdings · 5

Curated summary

Click any ticker for the full Prism report.

01
BRK.BBerkshire Hathaway +5 others
13.2%
02
BABAAlibaba +4 others
9.8%
03
MUMicron Technology +2 others
7.8%
04
OXYOccidental Petroleum +4 others
6.1%
05
MOAltria
5.2%

How this book compares

4 of Francis Chou's holdings also appear in at least one other tracked portfolio. Cross-held names are flagged above with the +N others mark. The full consensus book is available on the Grand Portfolio page.

Tracked alongside 29 other superinvestors.