Chou Associates Management 13F, Q2 2023
Francis Chou · quarter ending 30 June 2023 · filed 14 August 2023 · SEC CIK 1389403
$78.96M
Filed US book
18
Positions
52.5%
Largest position
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2023
Weights are against the whole filed book.
| Company | Ticker | Value | % of book |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK/A | $41.42M | 52.5% |
| HERTZ GLOBAL HLDGS INC | HTZWW | $7.48M | 9.5% |
| BAUSCH HEALTH COS INC | BHC | $5.72M | 7.2% |
| ALLY FINL INC | ALLY | $4.21M | 5.3% |
| SYNCHRONY FINANCIAL | SYF | $4.07M | 5.2% |
| NAVIENT CORPORATION | NAVI | $3.41M | 4.3% |
| CITIGROUP INC | C | $2.66M | 3.4% |
| BLACKBERRY LTD | BB | $1.73M | 2.2% |
| MBIA INC | MBI | $1.72M | 2.2% |
| LIBERTY GLOBAL PLC | $1.63M | 2.1% | |
| OVERSTOCK COM INC | BBBY | $1.25M | 1.6% |
| WELLS FARGO CO NEW | WFC | $834.1K | 1.1% |
| CHINA YUCHAI INTL LTD | $770.3K | 1.0% | |
| MAGNA INTL INC | MGA | $564.4K | 0.7% |
| STELLANTIS N.V | $526.2K | 0.7% | |
| RYANAIR HOLDINGS PLC | RYAAY | $506.0K | 0.6% |
| ALIBABA GROUP HLDG LTD | BABA | $283.4K | 0.4% |
| METHANEX CORP | MEOH | $165.3K | 0.2% |
This is the earliest Chou Associates Management 13F we hold, so there is no earlier filing here to compare it with.
Other quarters
Source: SEC Form 13F-HR, accession 0001104659-23-090662, filed by Chou Associates Management Inc.. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.