Chou Associates
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed+5.68
- trimmed−12.48
- held
- held
- held
Positions
| BHCBausch Health Companies Inc | 29.86% | 1,538,992 | $27M | trimmed−1% | +5.68 pp | 8 q |
| BRK.ABerkshire Hathaway Inc. | 28.35% | 100 | $26M | trimmed−33% | −12.48 pp | 29 q |
| 7AB1Resolute Forest Products | 10.23% | 4,571,960 | $9M | held | — | 29 q |
| WFCWells Fargo & Co. | 5.69% | 209,542 | $5M | held | — | 8 q |
| MBIMBIA Inc. | 5.02% | 652,531 | $5M | held | — | 29 q |
| GSGoldman Sachs Group Inc. | 4.19% | 20,000 | $4M | held | — | 29 q |
| CCitigroup Inc. | 3.67% | 67,695 | $3M | held | — | 29 q |
| JPMJPMorgan Chase & Co. | 3.42% | 34,275 | $3M | held | — | 8 q |
| BBBlackBerry Limited | 2.22% | 429,040 | $2M | trimmed−19% | +0.05 pp | 28 q |
| DVADaVita Inc. | 1.91% | 22,743 | $2M | trimmed−31% | −0.58 pp | 9 q |
| CYDChina Yuchai International Ltd. | 1.12% | 73,364 | $1M | held | — | 29 q |
| MGAMagna International | 0.94% | 20,000 | $859,000 | held | — | 7 q |
| SAVEQSpirit Airlines, Inc. | 0.94% | 50,000 | $859,000 | held | — | 9 q |
| PKXPOSCO Holdings Inc. | 0.82% | 21,000 | $750,000 | held | — | 20 q |
| ALGTAllegiant Travel Company | 0.50% | 4,317 | $455,000 | held | — | 9 q |
| BACBank of America Corporation | 0.46% | 18,376 | $421,000 | held | — | 8 q |
| unresolvedFiat Chrysler Automobiles NV s | 0.33% | 30,000 | $296,000 | held | — | 7 q |
| RYAAYRyanair Holdings plc | 0.32% | 4,575 | $293,000 | held | — | 19 q |
| SNYSanofi | — | −20,000 | — | exited | −0.87 pp | — |
