Francis Chou's Portfolio

Chou Associates Management 13F holdings

What is Francis Chou's portfolio?

Chou Associates Management has disclosed a total of 19 security holdings in their (2019 Q4) SEC 13F filing(s) with portfolio value of $171,813,000.

What stocks does Francis Chou own?

In Francis Chou's portfolio as of 31 Dec 2019, the top 5 holdings are (BRK.A) BERKSHIRE HATHAWAY INC CL-A (29.65%), (BHC) BAUSCH HEALTH COS INC (28.19%), (RFP) RESOLUTE FOREST PRODUCTS (11.18%), (WFC) WELLS FARGO & CO (6.56%) and (DVA) DAVITA INC (4.40%).

To see the historical data of Chou Associates Management's portfolio holdings please click on the "2019 Q4" dropdown menu and select the date.

To see Chou Associates Management's original 13F reports (2019 Q4), please click on the "important" button.

Portfolio value: $171M+
Period: 2019 Q4
Number of stock: 19
Update: 04 Mar 2020
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
ALGT
ALLEGIANT TRAVEL CO
0.44%
4,317
$173.96
40.95% $102.73
$751,000
BAC
BANK OF AMERICA CORP
0.58%
28,376
$35.21
32.14% $46.52
$999,000
-69.61% (-65,000)
-1.33%
BHC
BAUSCH HEALTH COS INC
28.19%
1,408,523
$29.92
74.20% $7.72
$42,142,800
-1.82% (-26,100)
-0.52%
BRK.A
BERKSHIRE HATHAWAY INC CL-A
29.65%
139
$339,593.33
104.54% $694,601.50
$47,373,270
BB
BLACKBERRY LTD
1.98%
529,040
$6.43
35.15% $4.17
$3,402,000
CYD
CHINA YUCHAI INTL LTD
0.57%
73,364
$13.33
9.98% $12.00
$978,000
C
CITIGROUP INC COM NEW
3.15%
61,940
$79.89
1.99% $81.48
$4,948,320
DVA
DAVITA INC
4.40%
100,743
$75.03
126.94% $170.28
$7,559,000
-16.56% (-20,000)
-0.87%
FCAU
FIAT CHRYSLER AUTOMOBILES N V
0.26%
25,200
$14.70
-
$370,440
GS
GOLDMAN SACHS GROUP INC
2.68%
20,000
$229.95
176.97% $636.90
$4,599,000
JPM
JPMORGAN CHASE & CO
3.59%
39,847
$139.40
89.98% $264.84
$5,554,800
MGA
MAGNA INTERNATIONAL INC
0.64%
20,000
$54.85
24.94% $41.17
$1,097,000
MBI
MBIA INC
3.53%
652,531
$9.30
35.70% $5.98
$6,069,000
PKX
POSCO- SPON ADR
0.62%
21,000
$50.62
9.90% $45.61
$1,063,000
RFP
RESOLUTE FOREST PRODUCTS
11.18%
4,046,184
$4.20
421.92% $21.92
$16,993,770
RYAAY
RYANAIR HOLDINGS PLC-SP ADR
0.23%
4,575
$87.65
47.36% $46.14
$401,000
SNY
SANOFI-ADR
0.58%
20,000
$50.20
4.54% $52.48
$1,004,000
SAVE
SPIRIT AIRLINES INC
1.17%
42,750
$40.32
97.32% $1.08
$1,723,680
WFC
WELLS FARGO & CO
6.56%
209,542
$53.80
43.72% $77.32
$11,273,000
-38.29% (-130,000)
-4.07%
19 of 19

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
ENDP
ENDO INTERNATIONAL PLC
380,000
-0.71%
TEVA
TEVA PHARMACEUTICAL-SP ADR
15,000
-0.06%

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.