Chou Associates
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- held
- added−1.82
- trimmed+0.88
- held
Positions
| BRK.ABerkshire Hathaway Inc. | 20.12% | 300 | $59M | held | — | 10 q |
| 7AB1Resolute Forest Products | 12.22% | 4,281,218 | $36M | added+5% | −1.82 pp | 10 q |
| NOKNokia Corporation | 8.73% | 3,750,000 | $25M | trimmed−25% | +0.88 pp | 10 q |
| unresolvedJpmorgan Chase & Co | 7.70% | 1,126,347 | $22M | held | — | 4 q |
| CCitigroup Inc. | 6.99% | 410,000 | $20M | held | — | 10 q |
| SHLDSears Holdings Corp | 6.96% | 896,088 | $20M | held | — | 10 q |
| SNYSanofi | 6.69% | 410,000 | $19M | held | — | 10 q |
| unresolvedWells Fargo Warrants, 34.01 St | 6.20% | 997,500 | $18M | held | — | 10 q |
| GSGoldman Sachs Group Inc. | 4.48% | 75,000 | $13M | held | — | 10 q |
| SHOSSears Hometown and Outlet Stores, Inc. | 3.64% | 1,322,209 | $11M | held | — | 5 q |
| NXHNeighborhood Intelligence, Inc. | 3.43% | 582,271 | $10M | held | — | 10 q |
| unresolvedAscent Cap Group Inc | 2.98% | 316,591 | $9M | new | +2.98 pp | new |
| MBIMBIA Inc. | 2.26% | 1,080,797 | $7M | held | — | 10 q |
| SRSCQSears Canada Inc | 1.73% | 775,149 | $5M | held | — | 4 q |
| unresolvedBank Of America Corporation | 1.65% | 836,825 | $5M | held | — | 10 q |
| BBBlackBerry Limited | 1.11% | 529,040 | $3M | held | — | 9 q |
| unresolvedChicago Bridge & Iron Co N C | 0.92% | 67,446 | $3M | new | +0.92 pp | new |
| Ascent Capital Group Incconvertible | 0.67% | 2,683,000 | $2M | held | — | 5 q |
| unresolvedRyanair Holdings PLC ADR | 0.46% | 17,000 | $1M | held | — | 10 q |
| CYDChina Yuchai International Ltd. | 0.31% | 73,364 | $908,000 | added×2.9 | +0.18 pp | 10 q |
| AZNNAstrazeneca Plc-spons ADR | 0.28% | 13,000 | $822,000 | held | — | 8 q |
| PKXPOSCO Holdings Inc. | 0.25% | 21,000 | $736,000 | new | +0.25 pp | new |
| unresolvedGlaxosmithkline PLC | 0.12% | 18,000 | $344,000 | held | — | 8 q |
| BPBP p.l.c. | 0.11% | 10,000 | $306,000 | held | — | 10 q |
| ASCMAAscent Capital Group, Inc. Series A | — | −140,000 | — | exited | −1.83 pp | — |
| unresolvedChicago Bridge & Iron Co N V | — | −67,446 | — | exited | −1.03 pp | — |
