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Francis Chou - Chou Associates Holdings – 2025 Q4

Explore the latest portfolio disclosure for Francis Chou - Chou Associates, with insights into sector exposure, position sizes, and overall investment structure for 2025 Q4.

The latest 2025 Q4 filing shows that Francis Chou - Chou Associates maintains its largest exposure in Unknown, which represents approximately 32.14% of the portfolio. This sector forms the core of Francis Chou - Chou Associates's investment stance during this reporting period.

Additional major allocations include Technology (about 17.17%) and Financial Services (approximately 16.47%) , reflecting how Francis Chou - Chou Associates diversifies beyond its primary sector focus.

These sector weightings provide a clear view into Francis Chou - Chou Associates's positioning and conviction areas for the 2025 Q4 quarter.

Breakdown by Sector

Unknown
32.1%
Technology
17.2%
Financial Services
16.5%
Consumer Cyclical
12.7%
Energy
6.4%
Non-U.S. Assets
5.6%
Unclassified Sector
4.1%
Communication Services
4.1%
Industrials
1.2%
ETF
0.0%
Symbol Shares Reported Price(USD) Action Change % Portfolio Weight Position Value Filing Period
RYAAY 5,937 $72.26 No Change No Change 0.21% $429.01K 2025 Q4
VTS 1,293 $19.33 No Change No Change 0.01% $24.99K 2025 Q4
HTZWW 1,000 $3 No Change No Change 0.00% $3K 2025 Q4
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