Francis Chou's Portfolio

Chou Associates Management 13F holdings

What is Francis Chou's portfolio?

Chou Associates Management has disclosed a total of 21 security holdings in their (2019 Q3) SEC 13F filing(s) with portfolio value of $162,270,000.

What stocks does Francis Chou own?

In Francis Chou's portfolio as of 30 Sep 2019, the top 5 holdings are (BRK.A) BERKSHIRE HATHAWAY INC CL-A (28.83%), (BHC) BAUSCH HEALTH COS INC (22.20%), (RFP) RESOLUTE FOREST PRODUCTS (13.24%), (WFC) WELLS FARGO & CO (10.55%) and (DVA) DAVITA INC (4.25%).

To see the historical data of Chou Associates Management's portfolio holdings please click on the "2019 Q3" dropdown menu and select the date.

To see Chou Associates Management's original 13F reports (2019 Q3), please click on the "important" button.

Portfolio value: $162M+
Period: 2019 Q3
Number of stock: 21
Update: 14 Nov 2019
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
ALGT
ALLEGIANT TRAVEL CO
0.40%
4,144
$149.64
31.35% $102.73
$620,160
BAC
BANK OF AMERICA CORP
1.68%
93,376
$29.17
59.47% $46.52
$2,724,000
BHC
BAUSCH HEALTH COS INC
22.20%
1,648,992
$21.85
64.67% $7.72
$36,030,000
BRK.A
BERKSHIRE HATHAWAY INC CL-A
28.83%
150
$311,833.33
122.75% $694,601.50
$46,775,000
BB
BLACKBERRY LTD
1.71%
283,036
$5.24
20.39% $4.17
$1,482,484
CYD
CHINA YUCHAI INTL LTD
0.59%
73,364
$12.95
7.33% $12.00
$950,000
C
CITIGROUP INC COM NEW
2.88%
67,695
$69.07
17.96% $81.48
$4,676,000
-47.93% (-62,305)
-2.65%
DVA
DAVITA INC
4.25%
120,743
$57.07
198.36% $170.28
$6,891,000
ENDP
ENDO INTERNATIONAL PLC
0.75%
380,000
$3.21
88.48% $0.37
$1,220,000
-56.82% (-500,000)
-0.99%
FCAU
FIAT CHRYSLER AUTOMOBILES N V
0.24%
30,000
$12.93
-
$388,000
GS
GOLDMAN SACHS GROUP INC
2.55%
20,000
$207.25
207.31% $636.90
$4,145,000
-60.00% (-30,000)
-3.83%
JPM
JPMORGAN CHASE & CO
3.21%
44,275
$117.70
125.02% $264.84
$5,211,000
-59.48% (-65,000)
-4.71%
MGA
MAGNA INTERNATIONAL INC
0.66%
18,900
$53.35
22.83% $41.17
$1,008,315
MBI
MBIA INC
3.71%
329,528
$9.23
35.21% $5.98
$3,041,615
-31.50% (-151,500)
-1.71%
PKX
POSCO- SPON ADR
0.61%
21,000
$47.14
3.25% $45.61
$990,000
RFP
RESOLUTE FOREST PRODUCTS
13.24%
4,571,960
$4.70
366.38% $21.92
$21,488,000
RYAAY
RYANAIR HOLDINGS PLC-SP ADR
0.19%
4,529
$66.45
30.56% $46.14
$300,960
SNY
SANOFI-ADR
0.57%
20,000
$46.35
13.23% $52.48
$927,000
SAVE
SPIRIT AIRLINES INC
1.12%
50,000
$36.30
97.02% $1.08
$1,815,000
TEVA
TEVA PHARMACEUTICAL-SP ADR
0.06%
15,000
$6.87
215.73% $21.68
$103,000
20 of 21

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
SHOS
SEARS HOMETOWN AND OUTLET ST
771,691
-1.90%

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.