Chou Associates
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| 7AB1Resolute Forest Products | 20.23% | 4,117,259 | $74M | held | — | 5 q |
| BRK.ABerkshire Hathaway Inc. | 16.68% | 300 | $61M | held | — | 5 q |
| NOKNokia Corporation | 11.07% | 5,000,000 | $40M | held | — | 5 q |
| SHLDSears Holdings Corp | 9.40% | 803,526 | $34M | held | — | 5 q |
| SNYSanofi | 6.38% | 410,000 | $23M | held | — | 5 q |
| JPMJPMorgan Chase & Co. | 6.37% | 1,126,347 | $23M | new | +6.37 pp | new |
| unresolvedWells Fargo Warrants, 34.01 St | 6.26% | 997,500 | $23M | held | — | 5 q |
| CCitigroup Inc. | 5.65% | 410,000 | $21M | held | — | 5 q |
| GSGoldman Sachs Group Inc. | 3.68% | 75,000 | $13M | held | — | 5 q |
| MBIMBIA Inc. | 3.49% | 1,080,797 | $13M | held | — | 5 q |
| NXHNeighborhood Intelligence, Inc. | 2.69% | 582,271 | $10M | held | — | 5 q |
| LELands' End, Inc. | 2.38% | 241,697 | $9M | new | +2.38 pp | new |
| unresolvedBank Of America Corporation | 1.69% | 836,825 | $6M | held | — | 5 q |
| BBBlackBerry Limited | 1.59% | 529,040 | $6M | held | — | 4 q |
| CHTChunghwa Telecom Co., Ltd | 1.24% | 132,088 | $5M | held | — | 5 q |
| AZNNAstrazeneca Plc-spons ADR | 0.28% | 13,000 | $1M | held | — | 3 q |
| unresolvedRyanair Holdings PLC ADR | 0.28% | 17,000 | $1M | held | — | 5 q |
| CYDChina Yuchai International Ltd. | 0.16% | 25,537 | $579,000 | held | — | 5 q |
| BPBP p.l.c. | 0.15% | 10,000 | $563,000 | held | — | 5 q |
| unresolvedGlaxosmithkline PLC | 0.14% | 18,000 | $514,000 | held | — | 3 q |
| UTSIUTStarcom Holdings Corp (Cayman Islands) | 0.10% | 113,627 | $355,000 | held | — | 4 q |
| VODVodafone Group PLC | 0.05% | 5,454 | $194,000 | held | — | 2 q |
| VZVerizon Communications | 0.04% | 2,630 | $137,000 | held | — | 2 q |
| unresolvedJpmorgan Chase & Co | — | −1,126,347 | — | exited | −6.29 pp | — |
| unresolvedActavis PLC | — | −35,400 | — | exited | −2.01 pp | — |
