Chou Associates
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed−2.30
- added+1.15
- held
Revealed late, restated
Positions
| Ascent Capital Group Incconvertible | 12.92% | 2,683,000 | $40M | held | — | 7 q |
| BRK.ABerkshire Hathaway Inc. | 10.41% | 150 | $32M | trimmed−50% | −2.30 pp | 12 q |
| 7AB1Resolute Forest Products | 8.78% | 4,904,752 | $27M | added+4% | +1.15 pp | 12 q |
| unresolvedValeant Pharmaceuticals Intl | 8.35% | 976,843 | $26M | new | +8.35 pp | new |
| NOKNokia Corporation | 7.20% | 3,750,000 | $22M | held | — | 12 q |
| unresolvedAscent Cap Group Inc | 6.87% | 340,000 | $21M | held | — | 3 q |
| unresolvedJpmorgan Chase & Co | 6.48% | 1,126,347 | $20M | held | — | 6 q |
| CCitigroup Inc. | 5.56% | 410,000 | $17M | held | — | 12 q |
| SNYSanofi | 5.35% | 410,000 | $16M | held | — | 12 q |
| SHLDSears Holdings Corp | 5.13% | 1,031,610 | $16M | added+15% | +1.18 pp | 12 q |
| unresolvedWells Fargo Warrants, 34.01 St | 5.08% | 997,500 | $16M | held | — | 12 q |
| GSGoldman Sachs Group Inc. | 3.83% | 75,000 | $12M | held | — | 12 q |
| MBIMBIA Inc. | 3.11% | 1,080,797 | $10M | held | — | 12 q |
| SHOSSears Hometown and Outlet Stores, Inc. | 2.76% | 1,322,209 | $9M | held | — | 7 q |
| NXHNeighborhood Intelligence, Inc. | 2.72% | 582,271 | $8M | held | — | 12 q |
| BBBlackBerry Limited | 1.40% | 529,040 | $4M | held | — | 11 q |
| unresolvedBank Of America Corporation | 1.06% | 836,825 | $3M | held | — | 12 q |
| unresolvedChicago Bridge & Iron Co N C | 0.80% | 67,446 | $2M | held | — | 3 q |
| SRSCQSears Canada Inc | 0.71% | 775,149 | $2M | held | — | 6 q |
| RYAAYRyanair Holdings plc | 0.46% | 16,575 | $1M | held | — | 2 q |
| PKXPOSCO Holdings Inc. | 0.32% | 21,000 | $995,000 | held | — | 3 q |
| AZNNAstrazeneca Plc-spons ADR | 0.24% | 13,000 | $730,000 | held | — | 10 q |
| CYDChina Yuchai International Ltd. | 0.24% | 73,364 | $724,000 | held | — | 12 q |
| unresolvedGlaxosmithkline PLC | 0.12% | 18,000 | $366,000 | held | — | 10 q |
| BPBP p.l.c. | 0.10% | 10,000 | $302,000 | held | — | 12 q |
