Chou Associates
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- held
- held
- held
- held
- held
Positions
| BRK.ABerkshire Hathaway Inc. | 31.22% | 86 | $65M | held | — | 50 q |
| GOOGAlphabet Inc. Class C | 9.66% | 82,390 | $20M | held | — | 6 q |
| SIRISirius XM Holdings, Inc | 7.87% | 702,462 | $16M | held | — | 5 q |
| SYFSynchrony Financial | 7.38% | 215,702 | $15M | held | — | 12 q |
| OXYOccidental Petroleum Corporation | 7.12% | 313,000 | $15M | held | — | 3 q |
| STLAStellantis N.V. | 6.27% | 1,394,194 | $13M | added×2.0 | +2.47 pp | 19 q |
| AAPLApple Inc. | 5.39% | 44,000 | $11M | held | — | 6 q |
| ALLYAlly Financial Inc. | 4.26% | 225,525 | $9M | held | — | 12 q |
| BABAAlibaba Group Holding Limited | 3.60% | 41,900 | $7M | held | — | 10 q |
| CCitigroup Inc. | 2.82% | 57,695 | $6M | held | — | 50 q |
| WFCWells Fargo & Co. | 2.40% | 59,542 | $5M | held | — | 29 q |
| POOLPool Corporation | 1.59% | 10,636 | $3M | held | — | 6 q |
| GMGeneral Motors Company | 1.53% | 52,000 | $3M | held | — | 3 q |
| MCOMoody's Corporation | 1.35% | 5,899 | $3M | held | — | 6 q |
| PYPLPayPal Holdings, Inc. | 1.32% | 41,000 | $3M | held | — | 6 q |
| BACBank of America Corporation | 1.24% | 50,000 | $3M | held | — | 6 q |
| MBIMBIA Inc. | 1.15% | 321,000 | $2M | held | — | 6 q |
| CASHPathward Financial, Inc. | 0.98% | 27,389 | $2M | held | — | 6 q |
| CYDChina Yuchai International Ltd. | 0.47% | 23,364 | $966,569 | held | — | 50 q |
| AGOAssured Guaranty, LTD | 0.45% | 10,990 | $930,304 | held | — | 6 q |
| MEOHMethanex Corp | 0.38% | 20,000 | $795,143 | held | — | 12 q |
| JEFJefferies Financial Group Inc. | 0.35% | 10,987 | $718,770 | held | — | 6 q |
| LPXLouisiana-Pacific Corp. | 0.25% | 5,886 | $522,912 | held | — | 6 q |
| MGAMagna International | 0.23% | 10,000 | $473,800 | held | — | 28 q |
| IMOImperial Oil Limited | 0.22% | 5,000 | $453,367 | held | — | 7 q |
| LEALear Corporation | 0.19% | 4,000 | $402,440 | held | — | 6 q |
| RYAAYRyanair Holdings plc | 0.17% | 5,937 | $357,526 | held | — | 40 q |
| SNRENSunrise Communicat-cl A | 0.07% | 2,400 | $141,072 | held | — | 4 q |
| CACCCredit Acceptance Corp | 0.06% | 262 | $122,336 | held | — | 6 q |
| VTSVitesse Energy, Inc.. | 0.01% | 1,293 | $30,036 | held | — | 6 q |
Other 13(f) securities
Options
Notes
| Issue | % of notes | Principal | Value |
|---|---|---|---|
| Hertz Global Holdings | 100.00% | 1,000 | $3,705 |