Chou Associates
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- held
- trimmed+5.99
- held
- trimmed−3.99
- trimmed+0.15
Positions
| BRK.ABerkshire Hathaway Inc. | 29.65% | 150 | $51M | held | — | 27 q |
| BHCBausch Health Companies Inc | 28.19% | 1,618,992 | $48M | trimmed−2% | +5.99 pp | 6 q |
| 7AB1Resolute Forest Products | 11.18% | 4,571,960 | $19M | held | — | 27 q |
| WFCWells Fargo & Co. | 6.56% | 209,542 | $11M | trimmed−38% | −3.99 pp | 6 q |
| DVADaVita Inc. | 4.40% | 100,743 | $8M | trimmed−17% | +0.15 pp | 7 q |
| JPMJPMorgan Chase & Co. | 3.59% | 44,275 | $6M | held | — | 6 q |
| MBIMBIA Inc. | 3.53% | 652,531 | $6M | held | — | 27 q |
| CCitigroup Inc. | 3.15% | 67,695 | $5M | held | — | 27 q |
| GSGoldman Sachs Group Inc. | 2.68% | 20,000 | $5M | held | — | 27 q |
| BBBlackBerry Limited | 1.98% | 529,040 | $3M | held | — | 26 q |
| SAVEQSpirit Airlines, Inc. | 1.17% | 50,000 | $2M | held | — | 7 q |
| MGAMagna International | 0.64% | 20,000 | $1M | held | — | 5 q |
| PKXPOSCO Holdings Inc. | 0.62% | 21,000 | $1M | held | — | 18 q |
| BACBank of America Corporation | 0.58% | 28,376 | $999,000 | trimmed−70% | −1.10 pp | 6 q |
| SNYSanofi | 0.58% | 20,000 | $1M | held | — | 27 q |
| CYDChina Yuchai International Ltd. | 0.57% | 73,364 | $978,000 | held | — | 27 q |
| ALGTAllegiant Travel Company | 0.44% | 4,317 | $751,000 | held | — | 7 q |
| unresolvedFiat Chrysler Automobiles NV s | 0.26% | 30,000 | $441,000 | held | — | 5 q |
| RYAAYRyanair Holdings plc | 0.23% | 4,575 | $401,000 | held | — | 17 q |
| ENDPQEndo International PLC | — | −380,000 | — | exited | −0.75 pp | — |
| TEVATeva Pharmaceutical Industries Limited | — | −15,000 | — | exited | −0.06 pp | — |
Other 13(f) securities
Options
Notes
| Issue | % of notes | Principal | Value |
|---|---|---|---|
| Atlanticus Holdings Corp | 100.00% | 3,075,000 | $2M |