Chou Associates
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| 7AB1Resolute Forest Products | 18.81% | 4,081,218 | $72M | trimmed−1% | +0.50 pp | 7 q |
| BRK.ABerkshire Hathaway Inc. | 17.75% | 300 | $68M | held | — | 7 q |
| NOKNokia Corporation | 10.29% | 5,000,000 | $39M | held | — | 7 q |
| SHLDSears Holdings Corp | 7.74% | 896,088 | $30M | added+12% | +1.98 pp | 7 q |
| unresolvedJpmorgan Chase & Co | 6.13% | 1,126,347 | $23M | new | +6.13 pp | new |
| CCitigroup Inc. | 5.81% | 410,000 | $22M | held | — | 7 q |
| unresolvedWells Fargo Warrants, 34.01 St | 5.58% | 997,500 | $21M | held | — | 7 q |
| SNYSanofi | 4.90% | 410,000 | $19M | held | — | 7 q |
| SHOSSears Hometown and Outlet Stores, Inc. | 4.55% | 1,322,209 | $17M | added+49% | +0.63 pp | 2 q |
| GSGoldman Sachs Group Inc. | 3.81% | 75,000 | $15M | held | — | 7 q |
| NXHNeighborhood Intelligence, Inc. | 3.70% | 582,271 | $14M | held | — | 7 q |
| MBIMBIA Inc. | 2.71% | 1,080,797 | $10M | held | — | 7 q |
| SRSCQSears Canada Inc | 1.96% | 775,149 | $7M | new | +1.96 pp | new |
| unresolvedBank Of America Corporation | 1.54% | 836,825 | $6M | held | — | 7 q |
| BBBlackBerry Limited | 1.52% | 529,040 | $6M | held | — | 6 q |
| CHTChunghwa Telecom Co., Ltd | 1.02% | 132,088 | $4M | held | — | 7 q |
| unresolvedChicago Bridge & Iron Co N V | 0.74% | 67,446 | $3M | new | +0.74 pp | new |
| Ascent Capital Group Incconvertible | 0.58% | 2,683,000 | $2M | held | — | 2 q |
| unresolvedRyanair Holdings PLC ADR | 0.32% | 17,000 | $1M | held | — | 7 q |
| AZNNAstrazeneca Plc-spons ADR | 0.24% | 13,000 | $923,000 | held | — | 5 q |
| CYDChina Yuchai International Ltd. | 0.12% | 25,537 | $458,000 | held | — | 7 q |
| BPBP p.l.c. | 0.10% | 10,000 | $381,000 | trimmed−1% | −0.02 pp | 7 q |
| unresolvedGlaxosmithkline PLC | 0.10% | 18,000 | $386,000 | held | — | 5 q |
| JPMJPMorgan Chase & Co. | — | −1,126,347 | — | exited | −6.44 pp | — |
| LELands' End, Inc. | — | −151,696 | — | exited | −1.77 pp | — |
| UTSIUTStarcom Holdings Corp (Cayman Islands) | — | −113,627 | — | exited | −0.10 pp | — |
| VODVodafone Group PLC | — | −5,454 | — | exited | −0.05 pp | — |
| VZVerizon Communications | — | −2,630 | — | exited | −0.04 pp | — |
