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 (2020 Q1) SEC 13F filing(s) with portfolio value of $99,920,000.

What stocks does Francis Chou own?

In Francis Chou's portfolio as of 31 Mar 2020, the top 5 holdings are (BRK.A) BERKSHIRE HATHAWAY INC CL-A (40.83%), (BHC) BAUSCH HEALTH COS INC (24.18%), (WFC) WELLS FARGO & CO (6.02%), (RFP) RESOLUTE FOREST PRODUCTS (5.77%) and (MBI) MBIA INC (4.66%).

To see the historical data of Chou Associates Management's portfolio holdings please click on the "2020 Q1" dropdown menu and select the date.

To see Chou Associates Management's original 13F reports (2020 Q1), please click on the "important" button.

Portfolio value: $99M+
Period: 2020 Q1
Number of stock: 19
Update: 22 May 2020
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
ALGT
ALLEGIANT TRAVEL CO
0.35%
3,302
$81.77
26.93% $103.79
$270,045
BAC
BANK OF AMERICA CORP
0.39%
18,376
$21.22
120.32% $46.76
$390,000
-35.24% (-10,000)
-0.21%
BHC
BAUSCH HEALTH COS INC
24.18%
1,558,992
$15.50
49.03% $7.90
$24,164,000
-3.71% (-60,000)
-0.93%
BRK.A
BERKSHIRE HATHAWAY INC CL-A
40.83%
150
$272,000.00
155.05% $693,725.75
$40,800,000
BB
BLACKBERRY LTD
2.17%
436,458
$4.10
1.95% $4.18
$1,789,425
CYD
CHINA YUCHAI INTL LTD
0.79%
73,364
$10.75
11.21% $11.96
$789,000
C
CITIGROUP INC COM NEW
2.85%
67,695
$42.12
94.25% $81.81
$2,851,000
DVA
DAVITA INC
2.49%
32,743
$76.05
123.30% $169.81
$2,490,000
-67.50% (-68,000)
-5.18%
FCAU
FIAT CHRYSLER AUTOMOBILES N V
0.22%
30,000
$7.20
-
$216,000
GS
GOLDMAN SACHS GROUP INC
3.09%
16,200
$154.60
313.24% $638.87
$2,504,520
JPM
JPMORGAN CHASE & CO
3.09%
34,275
$90.04
194.20% $264.89
$3,086,000
-22.59% (-10,000)
-0.90%
MGA
MAGNA INTERNATIONAL INC
0.64%
15,000
$31.90
29.06% $41.17
$478,500
MBI
MBIA INC
4.66%
652,531
$7.14
16.67% $5.95
$4,659,000
PKX
POSCO- SPON ADR
0.69%
16,695
$32.67
40.57% $45.92
$545,370
RFP
RESOLUTE FOREST PRODUCTS
5.77%
4,571,960
$1.26
1K+% $21.92
$5,761,000
RYAAY
RYANAIR HOLDINGS PLC-SP ADR
0.24%
4,575
$53.11
13.15% $46.13
$243,000
SNY
SANOFI-ADR
0.87%
15,600
$43.70
20.16% $52.51
$681,720
SAVE
SPIRIT AIRLINES INC
0.65%
50,000
$12.90
91.63% $1.08
$645,000
WFC
WELLS FARGO & CO
6.02%
209,542
$28.70
170.27% $77.57
$6,014,000
19 of 19

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.