Chou Associates
SuperinvestorChou Associates Management Inc.
- SEC CIK
- 0001389403
- Manager
- Francis Chou
- Style
- Value
- Latest filing
- Aug 12, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 13, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 15
- −1 vs. Q1 2021
- Portfolio value
- $171.1M
- −$1.32M (−0.8%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| RFPResolute Forest Products Inc. | COM | 3,940,460 | $48.1M | 28.1% | −619,000−13.6% | Reduced | History |
| BHCBausch Health Companies Inc. | Stock | 1,495,000 | $43.8M | 25.6% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 100 | $41.9M | 24.5% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 169,542 | $7.68M | 4.5% | 00.0% | Unchanged | History |
| MBIMbia Inc | COM | 599,530 | $6.59M | 3.9% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 34,275 | $5.33M | 3.1% | 00.0% | Unchanged | History |
| BBBLACKBERRY Ltd | COM | 400,000 | $4.89M | 2.9% | 00.0% | Unchanged | History |
| CCitigroup Inc | Stock | 57,695 | $4.08M | 2.4% | −10,000−14.8% | Reduced | History |
| GSGoldman Sachs Group Inc | Stock | 7,100 | $2.69M | 1.6% | −6,900−49.3% | Reduced | History |
| MGAMagna International Inc | COM | 20,000 | $1.85M | 1.1% | 00.0% | Unchanged | History |
| PKXPosco Holdings Inc. | SPONSORED ADR | 21,000 | $1.61M | 0.9% | 00.0% | Unchanged | History |
| CYDChina Yuchai International Ltd | COM | 73,364 | $1.18M | 0.7% | 00.0% | Unchanged | History |
| STLAStellantis N.V. | SHS | 30,000 | $591.0K | 0.3% | 00.0% | Unchanged | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 4,575 | $495.0K | 0.3% | 00.0% | Unchanged | History |
| LBTYALiberty Global Ltd. | SHS CL A | 12,000 | $326.0K | 0.2% | 00.0% | Unchanged | History |
Options (4)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| Resolute FST Prods Inc76117W909 | CALL | – | $30.7M |
| Bausch Health Cos Inc071734907 | CALL | – | $17.6M |
| Blackberry Ltd09228F903 | CALL | – | $4.89M |
| Mbia Inc55262C900 | CALL | – | $4.40M |
Sold out since Q1 2021 (1)
Positions held at the end of Q1 2021 that are gone from this filing.