Francis Chou Holdings Activity

Chou Associates Management Portfolio 13F

Chou Associates Management has disclosed a total of 4 changes to the portfolio in the latest (2024 Q1) SEC report(s): bought 3 totally new and completely sold out 1 position(s).

What stocks is Francis Chou buying now?

In the recent quarter Francis Chou has purchased 3 securities: (LBTYA) LIBERTY GLOBAL LTD-A (new buy), (LSXMK) LIBERTY MEDIA CORP-LIBER-NEW (new buy) and (IMO) IMPERIAL OIL LTD (new buy).

What does Francis Chou invest in?

Francis Chou's top 5 holdings (by % of portfolio) are (BRK.A) BERKSHIRE HATHAWAY INC CL-A (58.22%), (BHC) BAUSCH HEALTH COS INC (8.7%), (ALLY) ALLY FINANCIAL INC (7.25%), (SYF) SYNCHRONY FINANCIAL (5.94%) and (C) CITIGROUP INC COM NEW (4.19%).

In the latest report(s) no changes have been made to any of these investments.

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2024 Q1 (4 results)
LSXMK
LIBERTY MEDIA CORP-LIBER-NEW
buy
+15,032
+0.51%
$30.37
26.35% $22.37
0.51%
LBTYA
LIBERTY GLOBAL PLC-A
-100.00%
-96,823
-1.93%
$17.77
10.02% $15.99
0.00%
LBTYA
LIBERTY GLOBAL LTD-A
buy
+96,823
+1.88%
$17.30
7.21% $16.05
1.88%
IMO
IMPERIAL OIL LTD
buy
+5,000
+0.40%
$70.51
1.21% $69.66
0.40%
2023 Q4 (3 results)
MBI
MBIA INC
-100.00%
-199,530
-1.89%
$7.21
20.11% $5.76
0.00%
RYAAY
RYANAIR HOLDINGS PLC-SP ADR
-48.09%
-2,200
-0.39%
$133.36
10.05% $119.96
0.42%
OSTK
OVERSTOCKCOM INC
-100.00%
-38,405
-0.80%
$15.82
6.07% $16.78
0.00%
2023 Q2 (1 result)
BABA
ALIBABA GROUP HOLDING-SP ADR
buy
+3,400
+0.36%
$83.35
5.19% $79.02
0.36%
2023 Q1 (4 results)
NAVI
NAVIENT CORP
buy
+183,338
+4.09%
$15.99
7.00% $14.87
4.09%
RFP
RESOLUTE FOREST PRODUCTS
-100.00%
-261,460
-7.88%
$21.59
1.53% $21.92
0.00%
SYF
SYNCHRONY FINANCIAL
+106.90%
+62,000
+2.52%
$29.08
47.18% $42.80
4.87%
CIXXF
CI FINANCIAL CORP
-100.00%
-28,700
-0.40%
$9.98
-
0.00%
2022 Q4 (12 results)
HTZWW
HERTZ GLOBAL HLDGS INC -CW51
+662.09%
+644,274
+6.79%
$7.46
63.25% $2.74
7.82%
GNUS
GENIUS BRANDS INTERNATIONAL
-100.00%
-34,130
-0.29%
$6.01
46.06% $3.24
0.00%
LBTYA
LIBERTY GLOBAL PLC-A
+706.86%
+84,823
+2.27%
$18.93
15.53% $15.99
2.59%
RFP
RESOLUTE FOREST PRODUCTS
-86.84%
-1,725,000
-52.65%
$21.59
1.53% $21.92
0.00%
BRK.A
BERKSHIRE HATHAWAY INC CL-A
-20.00%
-20
-13.25%
$468,710.73
30.00% $609,342.90
53.01%
SYF
SYNCHRONY FINANCIAL
buy
+58,000
+2.69%
$32.86
30.25% $42.80
2.69%
MEOH
METHANEX CORP
buy
+4,000
+0.21%
$37.86
38.23% $52.33
0.21%
GS
GOLDMAN SACHS GROUP INC
-100.00%
-7,100
-2.94%
$293.10
54.94% $454.12
0.00%
ALLY
ALLY FINANCIAL INC
buy
+155,686
+5.38%
$24.45
55.79% $38.09
5.38%
PKX
POSCO- SPON ADR
-100.00%
-21,000
-1.09%
$36.62
84.33% $67.50
0.00%
JPM
JPMORGAN CHASE & CO
-100.00%
-24,275
-3.59%
$104.51
90.23% $198.81
0.00%
CIXXF
CI FINANCIAL CORP
buy
+28,700
+0.40%
$9.98
-
0.00%
2022 Q3 (4 results)
HTZWW
HERTZ GLOBAL HLDGS INC -CW51
buy
+97,309
+0.85%
$8.80
68.85% $2.74
0.85%
BB
BLACKBERRY LTD
-18.28%
-70,000
-0.33%
$4.71
41.03% $2.78
1.46%
OSTK
OVERSTOCKCOM INC
-12.76%
-5,616
-0.14%
$24.35
31.08% $16.78
0.93%
RFP
RESOLUTE FOREST PRODUCTS
-35.85%
-1,110,000
-21.98%
$20.00
9.60% $21.92
39.33%
2022 Q2 (6 results)
GNUS
GENIUS BRANDS INTERNATIONAL
buy
+34,130
+0.25%
$7.56
57.14% $3.24
0.25%
MBI
MBIA INC
-66.72%
-400,000
-4.77%
$12.35
53.36% $5.76
2.38%
OSTK
OVERSTOCKCOM INC
buy
+44,021
+1.06%
$25.01
32.91% $16.78
1.06%
BHC
BAUSCH HEALTH COS INC
-6.54%
-50,000
-0.40%
$8.36
26.31% $6.16
5.77%
MGA
MAGNA INTERNATIONAL INC
-50.00%
-10,000
-0.53%
$54.90
18.80% $44.58
0.53%
PKX
POSCO- SPON ADR
buy
+21,000
+0.90%
$44.52
51.60% $67.50
0.90%
2022 Q1 (2 results)
PKX
POSCO- SPON ADR
-100.00%
-21,000
-0.90%
$58.29
15.81% $67.50
0.00%
JPM
JPMORGAN CHASE & CO
-29.18%
-10,000
-1.01%
$136.31
45.85% $198.81
2.44%
2021 Q4 (3 results)
BHC
BAUSCH HEALTH COS INC
-48.83%
-730,000
-13.96%
$27.61
77.69% $6.16
14.63%
WFC
WELLS FARGO & CO
-88.47%
-150,000
-4.99%
$48.00
23.00% $59.04
0.65%
RFP
RESOLUTE FOREST PRODUCTS
-6.15%
-203,000
-2.15%
$15.27
43.55% $21.92
32.75%
2021 Q3 (2 results)
BB
BLACKBERRY LTD
-4.28%
-17,100
-0.10%
$9.73
71.44% $2.78
2.34%
RFP
RESOLUTE FOREST PRODUCTS
-16.27%
-641,000
-4.80%
$11.90
84.20% $21.92
24.68%
2021 Q2 (9 results)
SAVE
SPIRIT AIRLINES INC
-100.00%
-50,000
-0.38%
$12.90
71.24% $3.71
0.00%
ALGT
ALLEGIANT TRAVEL CO
-100.00%
-4,317
-0.21%
$81.77
40.14% $48.95
0.00%
C
CITIGROUP INC COM NEW
-14.77%
-10,000
-0.41%
$70.75
12.23% $62.10
2.39%
BAC
BANK OF AMERICA CORP
-100.00%
-8,376
-0.19%
$38.68
0.67% $38.94
0.00%
SNY
SANOFI-ADR
-100.00%
-20,000
-0.51%
$43.70
9.18% $47.71
0.00%
GS
GOLDMAN SACHS GROUP INC
-49.29%
-6,900
-1.53%
$379.58
19.64% $454.12
1.58%
RFP
RESOLUTE FOREST PRODUCTS
-13.58%
-619,000
-4.41%
$12.20
79.67% $21.92
28.10%
DVA
DAVITA INC
-100.00%
-32,743
-1.46%
$76.05
94.04% $147.56
0.00%
FCAU
FIAT CHRYSLER AUTOMOBILES N V
-100.00%
-30,000
-0.13%
$7.20
-
0.00%
50 of 232

Shares, change to shares, sold shares - 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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.