Chou Associates Management Inc. In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Chou Associates Management Inc. reported 29 stock positions worth $138.5 million . Its top holding was Berkshire Hathaway Class A (BRK.A) at 39.8% of the portfolio, followed by Alphabet Class C (GOOG, 10.9% ) and Apple (AAPL, 6.7% ). Compared with Q1 2024, it opened 14 new positions, sold out of 2 and added to 8. The biggest buy was a new position in Alphabet Class C (GOOG) and the biggest sale an exit from Bausch Health Cos (BHC).
Location TORONTO, A6
CIK 0001389403
Portfolio Value $138.5M (Q2 2024) Holdings 29 stocks · $138.5M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2024 BRK.A Berkshire Hathaway Inc. Class A 90 $55.1M Add +12.5% GOOG Alphabet Inc. Class C 82,390 $15.1M New AAPL Apple Inc. 44,000 $9.3M New SYF Synchrony Financial 193,202 $9.1M Add +61.0% STLA Stellantis NV 456,388 $9.1M Add +1421.3% ALLY Ally Financial Inc. 225,525 $8.9M Add +44.9% NAVI Navient Corp. 264,245 $3.8M Add +44.1% C Citigroup Inc. 57,695 $3.7M No change WFC Wells Fargo & Co. 59,542 $3.5M Add +204.7% POOL Pool Corp. 10,636 $3.3M New MCO Moody's Corp. 5,899 $2.5M New PYPL PayPal Holdings Inc. 41,000 $2.4M New LBTYA Liberty Global Ltd. Class A 121,823 $2.1M Add +25.8% BAC Bank of America Corp. filed as BANK AMERICA CORP 50,000 $2.0M New MBI Mbia Inc. 321,000 $1.8M New CASH Pathward Financial Inc. 27,389 $1.5M New AGO Assured Guaranty Ltd. 10,990 $848K New CYD China Yuchai Intl Ltd. 73,364 $668K No change LSXMK Liberty Media Corp.-Liber-New 28,282 $627K Add +88.2% JEF Jefferies Financial Group Inc. 10,987 $547K New LPX Louisiana-Pacific Corp. 5,886 $485K New LEA Lear Corp. 4,000 $457K New MGA Magna International Inc. 10,000 $419K No change IMO Imperial Oil Ltd. 5,000 $341K No change RYAAY Ryanair Holdings PLC-SP ADR 2,375 $277K No change BABA Alibaba Group Holding-SP ADR 3,400 $245K No change MEOH Methanex Corp. 4,000 $193K No change CACC Credit Acceptance Corp. 262 $135K New VTS Vitesse Energy Inc. 1,293 $31K New
Options reported separately and not counted above: ALIBABA GROUP HLDG LTD calls ($963K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $591K (not counted above) Security Class Shares / Principal Value Change HTZWW Hertz Global Hldgs Inc. -CW51 *W EXP 06/30/205 242,217 $591K Reduce -67.3%
Total filed on the 13F, all lines: $139.1M.
Portfolio Sells Q1 2024 → Q2 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2024 % Of Portfolio Change To Portfolio ▲ BHC Bausch Health Cos Inc. Sold out 0.00% −9.04 BB Blackberry Ltd. Sold out 0.00% −1.02
Portfolio Buys Q1 2024 → Q2 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2024 % Of Portfolio Change To Portfolio ▼ GOOG Alphabet Inc. Class C New 10.91% +10.91 AAPL Apple Inc. New 6.69% +6.69 STLA Stellantis NV Add +1421.3% 6.54% +5.53 POOL Pool Corp. New 2.36% +2.36 MCO Moody's Corp. New 1.79% +1.79 PYPL PayPal Holdings Inc. New 1.72% +1.72 BAC Bank of America Corp. New 1.44% +1.44 MBI Mbia Inc. New 1.27% +1.27 WFC Wells Fargo & Co. Add +204.7% 2.55% +1.20 CASH Pathward Financial Inc. New 1.12% +1.12 AGO Assured Guaranty Ltd. New 0.61% +0.61 SYF Synchrony Financial Add +61.0% 6.58% +0.42 JEF Jefferies Financial Group Inc. New 0.39% +0.39 LPX Louisiana-Pacific Corp. New 0.35% +0.35 LEA Lear Corp. New 0.33% +0.33 CACC Credit Acceptance Corp. New 0.10% +0.10 VTS Vitesse Energy Inc. New 0.02% +0.02 LSXMK Liberty Media Corp.-Liber-New Add +88.2% 0.45% −0.08 LBTYA Liberty Global Ltd. Class A Add +25.8% 1.53% −0.42 NAVI Navient Corp. Add +44.1% 2.78% −1.02 ALLY Ally Financial Inc. Add +44.9% 6.46% −1.07 BRK.A Berkshire Hathaway Inc. Class A Add +12.5% 39.79% −20.72
Options Activity Q1 2024 → Q2 2024 Security Type Change vs Q1 2024 Underlying Shares Value ▼ ALIBABA GROUP HLDG LTD call New 38,500 $963K
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2024 → Q2 2024 Security Class Change vs Q1 2024 Shares / Principal Value ▼ HTZWW Hertz Global Hldgs Inc. -CW51 *W EXP 06/30/205 Reduce -67.3% 242,217 $591K
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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