Top Funds / Chou Associates Management Inc.


Francis Chou

2020Q4 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q3 $ vs. 2020Q3
BERKSHIRE HATHAWAY INC CL A 100 $34,782,000 25.56% No Change +$4,504,000
Bausch Health Companies Inc. 1,538,992 $32,011,000 23.52% No Change +$9,382,000
Resolute Forest Products Inc. 4,571,960 $29,901,000 21.97% No Change +$10,521,000
WELLS FARGO & COMPANY/MN 209,542 $6,324,000 4.65% No Change +$1,663,000
GOLDMAN SACHS GROUP INC 18,000 $4,747,000 3.49% -2,000 +$944,000
JPMORGAN CHASE & CO 34,275 $4,355,000 3.20% No Change +$1,233,000
CITIGROUP INC 67,695 $4,174,000 3.07% No Change +$1,413,000
MBIA INC 619,530 $4,077,000 3.00% -33,001 +$336,000
Resolute Forest Products Inc. CALL 525,000 $3,434,000 2.52% New +$3,434,000
BLACKBERRY Ltd 429,040 $2,845,000 2.09% No Change +$982,000
BLACKBERRY Ltd CALL 400,000 $2,652,000 1.95% New +$2,652,000
MAGNA INTERNATIONAL INC 20,000 $1,416,000 1.04% No Change +$550,000
POSCO SPONSORED ADR 21,000 $1,309,000 0.96% No Change +$477,000
DAVITA INC. 10,743 $1,261,000 0.93% -12,000 -$582,000
CHINA YUCHAI INTERNATIONAL LTD 73,364 $1,199,000 0.88% No Change -$50,000
BANK OF AMERICA CORP /DE/ 18,376 $557,000 0.41% No Change +$138,000
Fiat Chrysler Automobiles N.V. 30,000 $543,000 0.40% No Change +$196,000
RYANAIR HOLDINGS PLC SPONSORED ADR NE 4,575 $503,000 0.37% No Change +$149,000
Allegiant Travel CO 0 $0 0% Closed -$489,000
Spirit Airlines, Inc. 0 $0 0% Closed -$762,000