Skip to content
Guess what? Valuesider just got better: smarter and more intuitive.
User

Francis Chou

Chou Associates Management

Chou Associates Management Portfolio 13F

Francis Chou Holdings Activity

Portfolio value:
$291.18M≈ (-$36M≈)
Previous value:
$327.02M≈
# of changes:
6
New positions:
1
Reported for:
30 Sep 2015 (Q3)
Latest filing date:
04 Nov 2015
Chou Associates Management has disclosed a total of 6 changes to the portfolio in the (2015 Q3) SEC report(s): increased the number of shares of 3, bought 1 totally new and decreased the number of shares of 2 position(s).

What stocks did Francis Chou buy in 2015 Q3?

During 2015 Q3 Francis Chou has purchased 4 securities: (RFP) Resolute Forest Products Inc (added shares +4.90%), (ASCMA) Ascent Capital Group Inc (added shares +126.14%), (CYD) CHINA YUCHAI INTL LTD (added shares +187.29%) and (PKX) POSCO Holdings Inc (new buy).

What did Francis Chou invest in during 2015 Q3?

Francis Chou's top 5 holdings (by % of portfolio) were (BRK-A) Berkshire Hathaway Inc (20.12%), (RFP) Resolute Forest Products Inc (12.22%), (NOK) Nokia Corp ADR (8.73%), (JPMWS) JPMORGAN CHASE & CO-CW18 (7.70%) and (C) Citigroup Inc (6.99%).
In the 2015 Q3 report(s) the following changes have been made to the top investments: (RFP) Resolute Forest Products Inc (added shares +4.90%) and (NOK) Nokia Corp ADR (reduced shares -25.00%).
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.