Chou Associates
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- held
- held
- held
Positions
| BRK.ABerkshire Hathaway Inc. | 19.29% | 150 | $45M | held | — | 20 q |
| 7AB1Resolute Forest Products | 16.41% | 4,596,832 | $38M | held | — | 20 q |
| unresolvedValeant Pharmaceuticals Intl | 11.29% | 1,648,992 | $26M | added×11.1 | +9.94 pp | 9 q |
| unresolvedWells Fargo Warrants, 34.01 St | 8.23% | 997,500 | $19M | held | — | 20 q |
| GSGoldman Sachs Group Inc. | 8.12% | 75,000 | $19M | held | — | 20 q |
| SNYSanofi | 7.07% | 410,000 | $16M | held | — | 20 q |
| CCitigroup Inc. | 6.09% | 210,000 | $14M | held | — | 20 q |
| unresolvedJpmorgan Chase & Co | 4.99% | 166,977 | $12M | held | — | 14 q |
| MBIMBIA Inc. | 4.30% | 1,080,797 | $10M | held | — | 20 q |
| BBBlackBerry Limited | 2.61% | 529,040 | $6M | held | — | 19 q |
| ENDPQEndo International PLC | 2.25% | 880,000 | $5M | added×11.0 | +1.98 pp | 5 q |
| NOKNokia Corporation | 2.00% | 850,000 | $5M | held | — | 20 q |
| SHOSSears Hometown and Outlet Stores, Inc. | 1.71% | 1,322,209 | $4M | held | — | 15 q |
| SHLDSears Holdings Corp | 1.30% | 1,131,610 | $3M | held | — | 20 q |
| unresolvedBank Of America Corporation | 1.17% | 149,476 | $3M | held | — | 20 q |
| SDSandRidge Energy, Inc. | 0.85% | 135,903 | $2M | held | — | 6 q |
| PKXPOSCO Holdings Inc. | 0.71% | 21,000 | $2M | held | — | 11 q |
| CYDChina Yuchai International Ltd. | 0.67% | 73,364 | $2M | held | — | 20 q |
| ASCMAAscent Capital Group, Inc. Series A | 0.48% | 306,000 | $1M | held | — | 8 q |
| RYAAYRyanair Holdings plc | 0.24% | 4,575 | $562,000 | held | — | 10 q |
| TEVATeva Pharmaceutical Industries Limited | 0.11% | 15,000 | $256,000 | held | — | 5 q |
| NXHNeighborhood Intelligence, Inc. | 0.10% | 6,650 | $241,000 | held | — | 20 q |
Other 13(f) securities
Options
Notes
| Issue | % of notes | Principal | Value |
|---|---|---|---|
| Atlanticus Holdings Corp | 56.45% | 5,300,000 | $3M |
| Ascent Capital Group Inc | 43.55% | 2,683,000 | $2M |