Chou Associates
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Revealed late, restated
Positions
| BRK.ABerkshire Hathaway Inc. | 12.42% | 150 | $33M | held | — | 13 q |
| unresolvedValeant Pharmaceuticals Intl | 11.12% | 1,446,843 | $29M | added+48% | +2.77 pp | 2 q |
| 7AB1Resolute Forest Products | 9.90% | 4,904,752 | $26M | held | — | 13 q |
| unresolvedJpmorgan Chase & Co | 8.70% | 1,126,347 | $23M | held | — | 7 q |
| NOKNokia Corporation | 8.14% | 3,750,000 | $21M | held | — | 13 q |
| SHLDSears Holdings Corp | 7.44% | 1,431,610 | $19M | added+39% | +2.31 pp | 13 q |
| CCitigroup Inc. | 6.63% | 410,000 | $17M | held | — | 13 q |
| SNYSanofi | 6.55% | 410,000 | $17M | held | — | 13 q |
| unresolvedWells Fargo Warrants, 34.01 St | 5.18% | 997,500 | $14M | held | — | 13 q |
| GSGoldman Sachs Group Inc. | 4.25% | 75,000 | $11M | held | — | 13 q |
| NXHNeighborhood Intelligence, Inc. | 3.58% | 582,271 | $9M | held | — | 13 q |
| SHOSSears Hometown and Outlet Stores, Inc. | 3.40% | 1,322,209 | $9M | held | — | 8 q |
| MBIMBIA Inc. | 2.82% | 1,080,797 | $7M | held | — | 13 q |
| ASCMAAscent Capital Group, Inc. Series A | 2.00% | 340,000 | $5M | new | +2.00 pp | new |
| BBBlackBerry Limited | 1.35% | 529,040 | $4M | held | — | 12 q |
| Atlanticus Holdings Corpconvertible | 1.31% | 7,800,000 | $3M | new | +1.31 pp | new |
| unresolvedBank Of America Corporation | 1.11% | 836,825 | $3M | held | — | 13 q |
| unresolvedChicago Bridge & Iron Co N V | 0.89% | 67,446 | $2M | new | +0.89 pp | new |
| SRSCQSears Canada Inc | 0.88% | 775,149 | $2M | held | — | 7 q |
| Ascent Capital Group Incconvertible | 0.58% | 2,683,000 | $2M | held | — | 8 q |
| RYAAYRyanair Holdings plc | 0.44% | 16,575 | $1M | held | — | 3 q |
| PKXPOSCO Holdings Inc. | 0.36% | 21,000 | $935,000 | held | — | 4 q |
| AZNNAstrazeneca Plc-spons ADR | 0.30% | 13,000 | $773,000 | held | — | 11 q |
| CYDChina Yuchai International Ltd. | 0.30% | 73,364 | $794,000 | held | — | 13 q |
| unresolvedGlaxosmithkline PLC | 0.15% | 18,000 | $384,000 | held | — | 11 q |
| BPBP p.l.c. | 0.14% | 10,000 | $355,000 | held | — | 13 q |
| unresolvedGeneral Mtrs Co | 0.05% | 13,019 | $136,000 | new | +0.05 pp | new |
| unresolvedAscent Cap Group Inc | — | −340,000 | — | exited | −6.87 pp | — |
| unresolvedChicago Bridge & Iron Co N C | — | −67,446 | — | exited | −0.80 pp | — |
