Francis Chou
Chou Associates Management
Value investor and portfolio manager known for his contrarian investment approach and his focus on deeply undervalued securities with significant long-term potential.
Shares Held
Asset Size
% Top 10
74
$213.42M
75.28%
Latest2025Q2
Top BuysESI (CA)
Top SellsBHC (CA)
Latest Changes
Indicators
Latest (2025Q2)
Previous (2025Q1)
Change
Mkt Value (report date)
213.42M
208.02M
+2.60%
Shares Held
74
70
+5.71%
Buys
5
6
-16.67%
Sells
3
0
--
Sector Allocation
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
6
EXCO RES Ord Shs (US)
EXCE
4.72%
0.00
$10.07M
--
915.66K
2025-06-30
9
Stellantis Ord Shs (IT)
STLAM
3.23%
-704.39K
$6.90M
--
692.00K
2025-06-30
Latest Trades
No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Stellantis Ord Shs (IT)
STLAM
Sell
-704.39K
-50.40%
692.00K
$6.90M
2025-06-30
Ensign Energy Services Ord Shs (CA)
ESI
Buy
+255.90K
+36.20%
449.10K
$742.61K
2025-06-30
5
Athabasca Oil Ord Shs (CA)
ATH
New
+50.00K
+50.00%
50.00K
$207.25K
2025-06-30
6
Canfor Ord Shs (CA)
CFP
Buy
+36.00K
+43.90%
46.00K
$478.02K
2025-06-30
7
Interfor Ord Shs (CA)
IFP
Buy
+18.20K
+15.20%
101.20K
$932.64K
2025-06-30
8
Methanex Ord Shs (CA)
MX
Buy
+16.00K
+44.40%
20.00K
$662.75K
2025-06-30
10
Prosus Ord Shs Class N (NL)
PRX
Sell
-3.00K
-40.40%
4.41K
$245.33K
2025-06-30
