Top Funds / Chou Associates Management Inc.


Francis Chou

2021Q1 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q4 $ vs. 2020Q4
Berkshire Hathaway Inc CL A 150 $40,800,000 40.83% +50 +$6,018,000
Bausch Health Companies Inc. 1,558,992 $24,164,000 24.18% +20,000 -$7,847,000
WELLS FARGO & COMPANY/MN 209,542 $6,014,000 6.02% No Change -$310,000
Resolute Forest Products Inc. 4,571,960 $5,761,000 5.77% No Change -$24,140,000
MBIA INC 652,531 $4,659,000 4.66% +33,001 +$582,000
GOLDMAN SACHS GROUP INC 20,000 $3,092,000 3.09% +2,000 -$1,655,000
JPMORGAN CHASE & CO 34,275 $3,086,000 3.09% No Change -$1,269,000
CITIGROUP INC 67,695 $2,851,000 2.85% No Change -$1,323,000
DAVITA INC. 32,743 $2,490,000 2.49% +22,000 +$1,229,000
BLACKBERRY Ltd 529,040 $2,169,000 2.17% +100,000 -$676,000
Sanofi SPONSORED ADR 20,000 $874,000 0.87% New +$874,000
CHINA YUCHAI INTERNATIONAL LTD 73,364 $789,000 0.79% No Change -$410,000
POSCO SPONSORED ADR 21,000 $686,000 0.69% No Change -$623,000
Spirit Airlines, Inc. 50,000 $645,000 0.65% New +$645,000
MAGNA INTERNATIONAL INC 20,000 $638,000 0.64% No Change -$778,000
BANK OF AMERICA CORP /DE/ 18,376 $390,000 0.39% No Change -$167,000
Allegiant Travel CO 4,317 $353,000 0.35% New +$353,000
RYANAIR HOLDINGS PLC SPONSORED ADR NE 4,575 $243,000 0.24% No Change -$260,000
Fiat Chrysler Automobiles N.V. 30,000 $216,000 0.22% No Change -$327,000
BLACKBERRY Ltd CALL 0 $0 0% Closed -$2,652,000
Resolute Forest Products Inc. CALL 0 $0 0% Closed -$3,434,000