Chou Associates Management Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Chou Associates Management Inc. reported 17 stock positions worth $85.8 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 60.5% of the portfolio, followed by Bausch Health Cos (BHC, 9.0%) and Ally Financial (ALLY, 7.5%). Compared with Q4 2023, it opened 3 new positions and sold out of 1. The biggest buy was a new position in Liberty Global Class A (LBTYA) and the biggest sale an exit from Liberty Global PLC-A-Wi (LBYAV).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, A6
- CIK
- 0001389403
- Portfolio Value
- $85.8M (Q1 2024)
- SEC Filing
- 0001104659-24-061246 ↗ filed May 14, 2024
Holdings Value
Holdings 17 stocks · $85.8M
| BRK.A Berkshire Hathaway Inc. Class A | 60.51% | 80 | $51.9M | No change |
| BHC Bausch Health Cos Inc. | 9.04% | 715,000 | $7.8M | No change |
| ALLY Ally Financial Inc. | 7.53% | 155,686 | $6.5M | No change |
| SYF Synchrony Financial | 6.17% | 120,000 | $5.3M | No change |
| C Citigroup Inc. | 4.35% | 57,695 | $3.7M | No change |
| NAVI Navient Corp. | 3.80% | 183,338 | $3.3M | No change |
| LBTYA Liberty Global Ltd. Class A | 1.95% | 96,823 | $1.7M | New |
| WFC Wells Fargo & Co. | 1.35% | 19,542 | $1.2M | No change |
| BB Blackberry Ltd. | 1.02% | 312,900 | $876K | No change |
| STLA Stellantis NV | 1.01% | 30,000 | $868K | No change |
| CYD China Yuchai Intl Ltd. | 0.75% | 73,364 | $640K | No change |
| MGA Magna International Inc. | 0.65% | 10,000 | $557K | No change |
| LSXMK Liberty Media Corp.-Liber-New | 0.53% | 15,032 | $457K | New |
| RYAAY Ryanair Holdings PLC-SP ADR | 0.41% | 2,375 | $353K | No change |
| IMO Imperial Oil Ltd. | 0.41% | 5,000 | $353K | New |
| BABA Alibaba Group Holding-SP ADR | 0.29% | 3,400 | $252K | No change |
| MEOH Methanex Corp. | 0.21% | 4,000 | $182K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $3.4M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| HTZWW Hertz Global Hldgs Inc. -CW51 | *W EXP 06/30/205 | 741,583 | $3.4M | No change |
Total filed on the 13F, all lines: $89.1M.
Portfolio Sells Q4 2023 → Q1 2024
| LBYAV Liberty Global PLC-A-Wi | Sold out | 0.00% | −2.39 |
Portfolio Buys Q4 2023 → Q1 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 31 | $216.6M | BRK.A, GOOG, SYF, OXY, SIRI |
| Q1 2026 | 30 | $207.8M | BRK.A, GOOG, OXY, SYF, AAPL |
| Q4 2025 | 27 | $201.5M | BRK.A, GOOG, SYF, STLA, OXY |
| Q3 2025 | 30 | $207.7M | BRK.A, GOOG, SIRI, SYF, OXY |
| Q2 2025 | 30 | $182.8M | BRK.A, SIRI, GOOG, SYF, OXY |
| Q1 2025 | 31 | $181.9M | BRK.A, SIRI, STLA, GOOG, SYF |
| Q4 2024 | 29 | $143.5M | BRK.A, GOOG, SYF, AAPL, ALLY |
| Q3 2024 | 30 | $155.0M | BRK.A, GOOG, OXY, AAPL, SYF |
| Q2 2024 | 29 | $138.5M | BRK.A, GOOG, AAPL, SYF, STLA |
| Q1 2024 | 17 | $85.8M | BRK.A, BHC, ALLY, SYF, C |