Filed: 2/13/2025ACC: 0001104659-25-012614
๐ What this filing means
CHOU ASSOCIATES MANAGEMENT INC. filed this quarterly 13FโHR report disclosing 32 equity positions with a total reported market value of $146.72M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
32
Positions
$146.72M
Total AUM (reported)
1.87M
Total Shares
Allocation by class
COM$63.56M43.3%
CL A$58.56M39.9%
CAP STK CL C$15.69M10.7%
COM NEW$4.75M3.2%
WARRANT$1.88M1.3%
CALL$1.32M0.9%
SPONSORED ADS$547.1K0.4%
Portfolio Concentration
Top 3$88.27M60.2%
4โ10$40.46M27.6%
11โ25$17.11M11.7%
Rest$872.7K0.6%
Top 3 weight
60.2%
Top 10 weight
87.7%
Voting Authority Distribution
Total shares with voting rights: 1.87M
Sole
Full voting authority
1.87M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole32
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings32
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares86.00
TypeSH
Market value$58.56M
39.91%
Sole
86.00
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares82.39K
TypeSH
Market value$15.69M
10.69%
Sole
82.39K
Shared
0.00
None
0.00
SYNCHRONY FINANCIAL
SOLEShares215.70K
TypeSH
Market value$14.02M
9.56%
Sole
215.70K
Shared
0.00
None
0.00
APPLE INC
SOLEShares44K
TypeSH
Market value$11.02M
7.51%
Sole
44K
Shared
0.00
None
0.00
ALLY FINL INC
SOLEShares225.53K
TypeSH
Market value$8.12M
5.54%
Sole
225.53K
Shared
0.00
None
0.00
STELLANTIS N.V
SOLEShares456.39K
TypeSH
Market value$5.96M
4.06%
Sole
456.39K
Shared
0.00
None
0.00
WELLS FARGO CO NEW
SOLEShares59.54K
TypeSH
Market value$4.18M
2.85%
Sole
59.54K
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares57.70K
TypeSH
Market value$4.06M
2.77%
Sole
57.70K
Shared
0.00
None
0.00
POOL CORP
SOLEShares10.64K
TypeSH
Market value$3.63M
2.47%
Sole
10.64K
Shared
0.00
None
0.00
PAYPAL HLDGS INC
SOLEShares41K
TypeSH
Market value$3.50M
2.39%
Sole
41K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares5.90K
TypeSH
Market value$2.79M
1.90%
Sole
5.90K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares50K
TypeSH
Market value$2.20M
1.50%
Sole
50K
Shared
0.00
None
0.00
MBIA INC
SOLEShares321K
TypeSH
Market value$2.07M
1.41%
Sole
321K
Shared
0.00
None
0.00
PATHWARD FINANCIAL INC
SOLEShares27.39K
TypeSH
Market value$2.02M
1.37%
Sole
27.39K
Shared
0.00
None
0.00
OCCIDENTAL PETE CORP
SOLEShares68K
TypePRN
Market value$1.87M
1.28%
Sole
68K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares38.50K
TypeSH
Market value$1.32M
0.90%
Sole
38.50K
Shared
0.00
None
0.00
ASSURED GUARANTY LTD
SOLEShares10.99K
TypeSH
Market value$989.2K
0.67%
Sole
10.99K
Shared
0.00
None
0.00
JEFFERIES FINL GROUP INC
SOLEShares10.99K
TypeSH
Market value$861.4K
0.59%
Sole
10.99K
Shared
0.00
None
0.00
CHINA YUCHAI INTL LTD
SOLEShares73.36K
TypeSH
Market value$699.2K
0.48%
Sole
73.36K
Shared
0.00
None
0.00
LOUISIANA PAC CORP
SOLEShares5.89K
TypeSH
Market value$609.5K
0.42%
Sole
5.89K
Shared
0.00
None
0.00
MAGNA INTL INC
SOLEShares10K
TypeSH
Market value$417.9K
0.28%
Sole
10K
Shared
0.00
None
0.00
LEAR CORP
SOLEShares4K
TypeSH
Market value$378.8K
0.26%
Sole
4K
Shared
0.00
None
0.00
IMPERIAL OIL LTD
SOLEShares5K
TypeSH
Market value$308.1K
0.21%
Sole
5K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares3.40K
TypeSH
Market value$288.3K
0.20%
Sole
3.40K
Shared
0.00
None
0.00
SIRIUSXM HOLDINGS INC
SOLEShares12.59K
TypeSH
Market value$287.0K
0.20%
Sole
12.59K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 86.00 | SH | $58.56M 39.91% | 86.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 82.39K | SH | $15.69M 10.69% | 82.39K | 0.00 | 0.00 |
SYNCHRONY FINANCIALSOLE | COM | 215.70K | SH | $14.02M 9.56% | 215.70K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 44K | SH | $11.02M 7.51% | 44K | 0.00 | 0.00 |
ALLY FINL INCSOLE | COM | 225.53K | SH | $8.12M 5.54% | 225.53K | 0.00 | 0.00 |
STELLANTIS N.VSOLE | COM | 456.39K | SH | $5.96M 4.06% | 456.39K | 0.00 | 0.00 |
WELLS FARGO CO NEWSOLE | COM | 59.54K | SH | $4.18M 2.85% | 59.54K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 57.70K | SH | $4.06M 2.77% | 57.70K | 0.00 | 0.00 |
POOL CORPSOLE | COM | 10.64K | SH | $3.63M 2.47% | 10.64K | 0.00 | 0.00 |
PAYPAL HLDGS INCSOLE | COM | 41K | SH | $3.50M 2.39% | 41K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 5.90K | SH | $2.79M 1.90% | 5.90K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 50K | SH | $2.20M 1.50% | 50K | 0.00 | 0.00 |
MBIA INCSOLE | COM | 321K | SH | $2.07M 1.41% | 321K | 0.00 | 0.00 |
PATHWARD FINANCIAL INCSOLE | COM | 27.39K | SH | $2.02M 1.37% | 27.39K | 0.00 | 0.00 |
OCCIDENTAL PETE CORPSOLE | WARRANT | 68K | PRN | $1.87M 1.28% | 68K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | CALL | 38.50K | SH | $1.32M 0.90% | 38.50K | 0.00 | 0.00 |
ASSURED GUARANTY LTDSOLE | COM | 10.99K | SH | $989.2K 0.67% | 10.99K | 0.00 | 0.00 |
JEFFERIES FINL GROUP INCSOLE | COM | 10.99K | SH | $861.4K 0.59% | 10.99K | 0.00 | 0.00 |
CHINA YUCHAI INTL LTDSOLE | COM | 73.36K | SH | $699.2K 0.48% | 73.36K | 0.00 | 0.00 |
LOUISIANA PAC CORPSOLE | COM | 5.89K | SH | $609.5K 0.42% | 5.89K | 0.00 | 0.00 |
MAGNA INTL INCSOLE | COM | 10K | SH | $417.9K 0.28% | 10K | 0.00 | 0.00 |
LEAR CORPSOLE | COM NEW | 4K | SH | $378.8K 0.26% | 4K | 0.00 | 0.00 |
IMPERIAL OIL LTDSOLE | COM NEW | 5K | SH | $308.1K 0.21% | 5K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 3.40K | SH | $288.3K 0.20% | 3.40K | 0.00 | 0.00 |
SIRIUSXM HOLDINGS INCSOLE | COMMON STOCK | 12.59K | SH | $287.0K 0.20% | 12.59K | 0.00 | 0.00 |
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