Chou Associates
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- held
- held
- held
- held
- added+2.18
Positions
| BRK.ABerkshire Hathaway Inc. | 51.97% | 80 | $37M | held | — | 40 q |
| HTZWWHertz Global Holdings | 9.19% | 741,583 | $7M | held | — | 3 q |
| BHCBausch Health Companies Inc | 8.08% | 715,000 | $6M | held | — | 19 q |
| ALLYAlly Financial Inc. | 5.54% | 155,686 | $4M | held | — | 2 q |
| SYFSynchrony Financial | 4.87% | 120,000 | $3M | added×2.1 | +2.18 pp | 2 q |
| NAVINavient Corporation | 4.09% | 183,338 | $3M | new | +4.09 pp | new |
| CCitigroup Inc. | 3.77% | 57,695 | $3M | held | — | 40 q |
| LBTYALiberty Global Ltd. Class A | 2.63% | 96,823 | $2M | held | — | 9 q |
| MBIMBIA Inc. | 2.58% | 199,530 | $2M | held | — | 40 q |
| BBBlackBerry Limited | 2.00% | 312,900 | $1M | held | — | 39 q |
| NXHNeighborhood Intelligence, Inc. | 1.09% | 38,405 | $778,470 | held | — | 4 q |
| WFCWells Fargo & Co. | 1.02% | 19,542 | $730,480 | held | — | 19 q |
| CYDChina Yuchai International Ltd. | 0.81% | 73,364 | $578,842 | held | — | 40 q |
| STLAStellantis N.V. | 0.76% | 30,000 | $545,700 | held | — | 9 q |
| MGAMagna International | 0.75% | 10,000 | $535,700 | held | — | 18 q |
| RYAAYRyanair Holdings plc | 0.60% | 4,575 | $431,377 | held | — | 30 q |
| MEOHMethanex Corp | 0.26% | 4,000 | $186,134 | held | — | 2 q |
| 7AB1Resolute Forest Products | — | −261,460 | — | exited | −7.98 pp | — |
| CIXCi Financial Corp | — | −28,700 | — | exited | −0.40 pp | — |
