Chou Associates
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- held
- added−4.59
- held
Positions
| Ascent Capital Group Incconvertible | 37.82% | 2,683,000 | $177M | held | — | 6 q |
| BRK.ABerkshire Hathaway Inc. | 12.71% | 300 | $59M | held | — | 11 q |
| 7AB1Resolute Forest Products | 7.63% | 4,704,909 | $36M | added+10% | −4.59 pp | 11 q |
| unresolvedJpmorgan Chase & Co | 5.71% | 1,126,347 | $27M | held | — | 5 q |
| NOKNokia Corporation | 5.64% | 3,750,000 | $26M | held | — | 11 q |
| CCitigroup Inc. | 4.54% | 410,000 | $21M | held | — | 11 q |
| unresolvedWells Fargo Warrants, 34.01 St | 4.38% | 997,500 | $20M | held | — | 11 q |
| SHLDSears Holdings Corp | 3.95% | 896,088 | $18M | held | — | 11 q |
| SNYSanofi | 3.74% | 410,000 | $17M | held | — | 11 q |
| GSGoldman Sachs Group Inc. | 2.89% | 75,000 | $14M | held | — | 11 q |
| SHOSSears Hometown and Outlet Stores, Inc. | 2.27% | 1,322,209 | $11M | held | — | 6 q |
| NXHNeighborhood Intelligence, Inc. | 1.53% | 582,271 | $7M | held | — | 11 q |
| MBIMBIA Inc. | 1.50% | 1,080,797 | $7M | held | — | 11 q |
| unresolvedAscent Cap Group Inc | 1.22% | 340,000 | $6M | added+7% | −1.76 pp | 2 q |
| BBBlackBerry Limited | 1.05% | 529,040 | $5M | held | — | 10 q |
| unresolvedBank Of America Corporation | 1.04% | 836,825 | $5M | held | — | 11 q |
| SRSCQSears Canada Inc | 0.85% | 775,149 | $4M | held | — | 5 q |
| unresolvedChicago Bridge & Iron Co N C | 0.56% | 67,446 | $3M | held | — | 2 q |
| RYAAYRyanair Holdings plc | 0.31% | 16,575 | $1M | new | +0.31 pp | new |
| AZNNAstrazeneca Plc-spons ADR | 0.19% | 13,000 | $885,000 | held | — | 9 q |
| CYDChina Yuchai International Ltd. | 0.17% | 73,364 | $789,000 | held | — | 11 q |
| PKXPOSCO Holdings Inc. | 0.16% | 21,000 | $743,000 | held | — | 2 q |
| unresolvedGlaxosmithkline PLC | 0.08% | 18,000 | $364,000 | held | — | 9 q |
| BPBP p.l.c. | 0.07% | 10,000 | $313,000 | held | — | 11 q |
| unresolvedRyanair Holdings PLC ADR | — | −17,000 | — | exited | −0.46 pp | — |
