Chou Associates
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed+3.50
- held
- held
- held
Positions
| 7AB1Resolute Forest Products | 22.87% | 4,117,259 | $83M | trimmed−3% | +3.50 pp | 4 q |
| BRK.ABerkshire Hathaway Inc. | 15.54% | 300 | $56M | held | — | 4 q |
| SHLDSears Holdings Corp | 10.61% | 803,526 | $38M | held | — | 4 q |
| NOKNokia Corporation | 10.15% | 5,000,000 | $37M | held | — | 4 q |
| unresolvedJpmorgan Chase & Co | 6.29% | 1,126,347 | $23M | held | — | 4 q |
| SNYSanofi | 5.93% | 410,000 | $21M | held | — | 4 q |
| CCitigroup Inc. | 5.40% | 410,000 | $20M | held | — | 4 q |
| unresolvedWells Fargo Warrants, 34.01 St | 5.14% | 997,500 | $19M | held | — | 4 q |
| MBIMBIA Inc. | 4.18% | 1,080,797 | $15M | held | — | 4 q |
| GSGoldman Sachs Group Inc. | 3.40% | 75,000 | $12M | held | — | 4 q |
| NXHNeighborhood Intelligence, Inc. | 3.17% | 582,271 | $11M | held | — | 4 q |
| unresolvedActavis PLC | 2.01% | 35,400 | $7M | held | — | 2 q |
| unresolvedBank Of America Corporation | 1.90% | 836,825 | $7M | held | — | 4 q |
| BBBlackBerry Limited | 1.18% | 529,040 | $4M | held | — | 3 q |
| CHTChunghwa Telecom Co., Ltd | 1.12% | 132,088 | $4M | held | — | 4 q |
| unresolvedRyanair Holdings PLC ADR | 0.28% | 17,000 | $1M | held | — | 4 q |
| AZNNAstrazeneca Plc-spons ADR | 0.23% | 13,000 | $840,000 | held | — | 2 q |
| CYDChina Yuchai International Ltd. | 0.15% | 25,537 | $541,000 | held | — | 4 q |
| BPBP p.l.c. | 0.13% | 10,000 | $481,000 | held | — | 4 q |
| unresolvedGlaxosmithkline PLC | 0.13% | 18,000 | $484,000 | held | — | 2 q |
| UTSIUTStarcom Holdings Corp (Cayman Islands) | 0.09% | 113,627 | $309,000 | held | — | 3 q |
| VODVodafone Group PLC | 0.06% | 5,454 | $201,000 | new | +0.06 pp | new |
| VZVerizon Communications | 0.03% | 2,630 | $125,000 | new | +0.03 pp | new |
| unresolvedVodafone Group PLC New | — | −10,000 | — | exited | −0.11 pp | — |
