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Francis Chou - Chou Associates Holdings – 2025 Q3

Explore the latest portfolio disclosure for Francis Chou - Chou Associates, with insights into sector exposure, position sizes, and overall investment structure for 2025 Q3.

The latest 2025 Q3 filing shows that Francis Chou - Chou Associates maintains its largest exposure in Unknown, which represents approximately 31.18% of the portfolio. This sector forms the core of Francis Chou - Chou Associates's investment stance during this reporting period.

Additional major allocations include Financial Services (about 16.50%) and Technology (approximately 15.03%) , 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 Q3 quarter.

Breakdown by Sector

Unknown
31.2%
Financial Services
16.5%
Technology
15.0%
Consumer Cyclical
11.4%
Communication Services
7.9%
Energy
7.1%
Non-U.S. Assets
4.8%
Unclassified Sector
4.4%
Industrials
1.6%
ETF
0.0%
Symbol Shares Reported Price(USD) Action Change % Portfolio Weight Position Value Filing Period
LEA 4,000 $100.5 No Change No Change 0.19% $402K 2025 Q3
RYAAY 5,937 $60.3 No Change No Change 0.17% $358K 2025 Q3
CACC 262 $465.65 No Change No Change 0.06% $122K 2025 Q3
VTS 1,293 $23.2 No Change No Change 0.01% $30K 2025 Q3
HTZWW 1,000 $4 No Change No Change 0.00% $4K 2025 Q3
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