Chou Associates
SuperinvestorChou Associates Management Inc.
- SEC CIK
- 0001389403
- Manager
- Francis Chou
- Style
- Value
- Latest filing
- Aug 12, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 18
- 0 vs. Q3 2022
- Portfolio value
- $70.7M
- −$30.3M (−30.0%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.ABerkshire Hathaway Inc | CL A | 80 | $37.5M | 53.0% | −20−20.0% | Reduced | History |
| RFPResolute Forest Products Inc. | COM | 261,460 | $5.64M | 8.0% | −1,725,000−86.8% | Reduced | History |
| HTZWWHertz Global Holdings, Inc | Common Stock | 741,583 | $5.53M | 7.8% | +644,274+662.1% | Added | History |
| BHCBausch Health Companies Inc. | Stock | 715,000 | $4.49M | 6.3% | 00.0% | Unchanged | History |
| ALLYAlly Financial Inc. | Stock | 155,686 | $3.81M | 5.4% | +155,686 | New | History |
| CCitigroup Inc | Stock | 57,695 | $2.61M | 3.7% | 00.0% | Unchanged | History |
| MBIMbia Inc | COM | 199,530 | $2.56M | 3.6% | 00.0% | Unchanged | History |
| SYFSynchrony Financial | COM | 58,000 | $1.91M | 2.7% | +58,000 | New | History |
| LBTYALiberty Global Ltd. | SHS CL A | 96,823 | $1.83M | 2.6% | +84,823+706.9% | Added | History |
| BBBLACKBERRY Ltd | COM | 312,900 | $1.02M | 1.4% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 19,542 | $806.9K | 1.1% | 00.0% | Unchanged | History |
| NXHNeighborhood Intelligence, Inc. | COM | 38,405 | $743.5K | 1.1% | 00.0% | Unchanged | History |
| MGAMagna International Inc | COM | 10,000 | $561.8K | 0.8% | 00.0% | Unchanged | History |
| CYDChina Yuchai International Ltd | COM | 73,364 | $519.0K | 0.7% | 00.0% | Unchanged | History |
| STLAStellantis N.V. | SHS | 30,000 | $426.0K | 0.6% | 00.0% | Unchanged | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 4,575 | $342.0K | 0.5% | 00.0% | Unchanged | History |
| Ci Finl Corp125491100 | COM | 28,700 | $286.4K | 0.4% | +28,700 | New | – |
| MEOHMethanex Corp | COM | 4,000 | $151.4K | 0.2% | +4,000 | New | History |
Sold out since Q3 2022 (4)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| JPMJPMorgan Chase & Co | Stock | 24,275 | $2.54M | 2.5% | History |
| GSGoldman Sachs Group Inc | Stock | 7,100 | $2.08M | 2.1% | History |
| PKXPosco Holdings Inc. | SPONSORED ADR | 21,000 | $769.0K | 0.8% | History |
| TOONKartoon Studios, Inc. | COM | 341,303 | $205.0K | 0.2% | History |