Chou Associates Management 13F, Q4 2024
Francis Chou · quarter ending 31 December 2024 · filed 13 February 2025 · SEC CIK 1389403
Common stock only: shares the fund reported owning at the quarter end, valued as filed. The filing also lists 1 put and call lines, reported at the value of the underlying shares; they are not ownership and are not in these totals.
Largest positions, Q4 2024
The 25 largest of 31 positions. Weights are against the whole filed book. Changes are in shares held, against the Q3 2024 filing.
| Company | Ticker | Value | % of book | vs Q3 2024 |
|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK/A | $58.56M | 40.3% | -4% shares |
| ALPHABET INC | GOOG | $15.69M | 10.8% | unchanged |
| SYNCHRONY FINANCIAL | SYF | $14.02M | 9.6% | +12% shares |
| APPLE INC | AAPL | $11.02M | 7.6% | unchanged |
| ALLY FINL INC | ALLY | $8.12M | 5.6% | unchanged |
| STELLANTIS N.V | $5.96M | 4.1% | unchanged | |
| WELLS FARGO CO NEW | WFC | $4.18M | 2.9% | unchanged |
| CITIGROUP INC | C | $4.06M | 2.8% | unchanged |
| POOL CORP | POOL | $3.63M | 2.5% | unchanged |
| PAYPAL HLDGS INC | PYPL | $3.50M | 2.4% | unchanged |
| MOODYS CORP | MCO | $2.79M | 1.9% | unchanged |
| BANK AMERICA CORP | BAC | $2.20M | 1.5% | unchanged |
| MBIA INC | MBI | $2.07M | 1.4% | unchanged |
| PATHWARD FINANCIAL INC | CASH | $2.02M | 1.4% | unchanged |
| OCCIDENTAL PETE CORP | OXY/WS | $1.87M | 1.3% | unchanged |
| ASSURED GUARANTY LTD | $989.2K | 0.7% | unchanged | |
| JEFFERIES FINL GROUP INC | JEF | $861.4K | 0.6% | unchanged |
| CHINA YUCHAI INTL LTD | $699.2K | 0.5% | unchanged | |
| LOUISIANA PAC CORP | LPX | $609.5K | 0.4% | unchanged |
| MAGNA INTL INC | MGA | $417.9K | 0.3% | unchanged |
| LEAR CORP | LEA | $378.8K | 0.3% | unchanged |
| IMPERIAL OIL LTD | IMO | $308.1K | 0.2% | unchanged |
| ALIBABA GROUP HLDG LTD | BABA | $288.3K | 0.2% | unchanged |
| SIRIUSXM HOLDINGS INC | SIRI | $287.0K | 0.2% | -47% shares |
| RYANAIR HOLDINGS PLC | RYAAY | $258.8K | 0.2% | unchanged |
What changed since Q3 2024
Against the Q3 2024 filing, Chou Associates Management opened 1 new position, added to 1, trimmed 4, left 25 unchanged and exited 2. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0001104659-25-012614, 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.