Francis Chou's Portfolio

Chou Associates Management 13F holdings

What is Francis Chou's portfolio?

Chou Associates Management has disclosed a total of 15 security holdings in their (2021 Q4) SEC 13F filing(s) with portfolio value of $144,383,000.

What stocks does Francis Chou own?

In Francis Chou's portfolio as of 31 Dec 2021, the top 5 holdings are (RFP) RESOLUTE FOREST PRODUCTS (32.75%), (BRK.A) BERKSHIRE HATHAWAY INC CL-A (31.21%), (BHC) BAUSCH HEALTH COS INC (14.63%), (MBI) MBIA INC (6.56%) and (JPM) JPMORGAN CHASE & CO (3.76%).

To see the historical data of Chou Associates Management's portfolio holdings please click on the "2021 Q4" dropdown menu and select the date.

To see Chou Associates Management's original 13F reports (2021 Q4), please click on the "important" button.

Portfolio value: $144M+
Period: 2021 Q4
Number of stock: 15
Update: 14 Feb 2022
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
WFC
WELLS FARGO & CO
0.65%
19,542
$48.00
27.25% $61.08
$938,000
-88.47% (-150,000)
-4.99%
STLA
STELLANTIS NV
0.39%
30,000
$18.77
20.32% $22.58
$563,000
RYAAY
RYANAIR HOLDINGS PLC-SP ADR
0.32%
4,575
$102.30
22.77% $125.59
$468,000
RFP
RESOLUTE FOREST PRODUCTS
32.75%
3,096,460
$15.27
43.55% $21.92
$47,283,000
-6.15% (-203,000)
-2.15%
PKX
POSCO- SPON ADR
0.85%
13,020
$58.29
27.36% $74.23
$758,880
MGA
MAGNA INTERNATIONAL INC
1.12%
20,000
$80.95
41.33% $47.49
$1,619,000
MBI
MBIA INC
6.56%
599,530
$15.79
62.00% $6.00
$9,467,000
LBTYA
LIBERTY GLOBAL PLC-A
0.23%
7,080
$27.75
36.90% $17.51
$196,470
JPM
JPMORGAN CHASE & CO
3.76%
34,275
$158.34
29.34% $204.79
$5,427,000
GS
GOLDMAN SACHS GROUP INC
1.88%
4,508
$382.54
22.27% $467.72
$1,724,660
CYD
CHINA YUCHAI INTL LTD
0.76%
73,364
$14.93
44.86% $8.23
$1,095,000
C
CITIGROUP INC COM NEW
2.41%
57,695
$60.39
6.10% $64.07
$3,484,000
BRK.A
BERKSHIRE HATHAWAY INC CL-A
31.21%
100
$450,660.00
39.66% $629,375.00
$45,066,000
BHC
BAUSCH HEALTH COS INC
14.63%
462,825
$27.61
75.48% $6.77
$12,778,810
-48.83% (-441,650)
-13.96%
BB
BLACKBERRY LTD
2.48%
248,885
$9.34
68.54% $2.94
$2,325,700
15 of 15

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.