Chou Associates Management Inc. 13F 持仓 · 2026年Q2
Chou Associates Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 31 只证券，申报市值合计 2.17 亿美元。前几大持仓：BRK/A（29.73%）、GOOG（11.81%）、SYF（7.84%）。本季前 25 大持仓中：减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $64.4M | 29.73% | 86 | 持平 |
| 2 | GOOG | ALPHABET INC | $25.6M | 11.81% | 72,390 | 持平 |
| 3 | SYF | SYNCHRONY FINANCIAL | $17.0M | 7.84% | 223,202 | 持平 |
| 4 | OXY | OCCIDENTAL PETE CORP | $15.2M | 7.02% | 313,000 | 持平 |
| 5 | SIRI | SIRIUSXM HOLDINGS INC | $12.1M | 5.59% | 409,589 | 持平 |
| 6 | AAPL | APPLE INC | $11.6M | 5.34% | 40,000 | 减持 |
| 7 | ALLY | ALLY FINL INC | $10.4M | 4.78% | 225,525 | 持平 |
| 8 | STLA | STELLANTIS N.V | $8.0M | 3.69% | 1.4M | 持平 |
| 9 | JEF | JEFFERIES FINL GROUP INC | $7.5M | 3.44% | 149,237 | 持平 |
| 10 | PYPL | PAYPAL HLDGS INC | $7.2M | 3.34% | 167,400 | 持平 |
| 11 | WFC | WELLS FARGO CO NEW | $4.9M | 2.27% | 59,542 | 持平 |
| 12 | C | CITIGROUP INC | $4.6M | 2.11% | 32,695 | 持平 |
| 13 | BABA | ALIBABA GROUP HLDG LTD | $4.0M | 1.86% | 41,900 | 持平 |
| 14 | GM | GENERAL MTRS CO | $4.0M | 1.85% | 52,000 | 持平 |
| 15 | BAC | BANK OF AMER CORP | $2.8M | 1.32% | 50,000 | 持平 |
| 16 | CASH | PATHWARD FINANCIAL INC | $2.4M | 1.10% | 27,389 | 持平 |
| 17 | POOL | POOL CORP | $2.3M | 1.06% | 10,636 | 持平 |
| 18 | MBI | MBIA INC | $2.1M | 0.97% | 321,000 | 持平 |
| 19 | KHC | KRAFT HEINZ CO | $1.6M | 0.76% | 69,500 | 持平 |
| 20 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.6M | 0.72% | 3,100 | 持平 |
| 21 | AGO | ASSURED GUARANTY LTD | $1.4M | 0.63% | 16,990 | 持平 |
| 22 | CYD | CHINA YUCHAI INTL LTD | $1.1M | 0.51% | 23,364 | 持平 |
| 23 | MEOH | METHANEX CORP | $923,814 | 0.43% | 20,000 | 持平 |
| 24 | MCO | MOODYS CORP | $679,380 | 0.31% | 1,500 | 持平 |
| 25 | MGA | MAGNA INTL INC | $656,600 | 0.30% | 10,000 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR