Filed: 5/15/2025ACC: 0001104659-25-049383
๐ What this filing means
CHOU ASSOCIATES MANAGEMENT INC. filed this quarterly 13FโHR report disclosing 33 equity positions with a total reported market value of $184.98M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
33
Positions
$184.98M
Total AUM (reported)
6.55M
Total Shares
Allocation by class
COM$73.74M39.9%
CL A$68.67M37.1%
COMMON STOCK$15.87M8.6%
CAP STK CL C$12.87M7.0%
SPONSORED ADS$5.79M3.1%
COM NEW$4.81M2.6%
NOTE 6.250% 3/1$3.12M1.7%
Portfolio Concentration
Top 3$100.16M54.1%
4โ10$56.20M30.4%
11โ25$27.47M14.9%
Rest$1.16M0.6%
Top 3 weight
54.1%
Top 10 weight
84.5%
Voting Authority Distribution
Total shares with voting rights: 6.55M
Sole
Full voting authority
6.55M
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)
Sole33
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings33
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares86.00
TypeSH
Market value$68.67M
37.12%
Sole
86.00
Shared
0.00
None
0.00
SIRIUSXM HOLDINGS INC
SOLEShares702.46K
TypeSH
Market value$15.84M
8.56%
Sole
702.46K
Shared
0.00
None
0.00
STELLANTIS N.V
SOLEShares1.40M
TypeSH
Market value$15.65M
8.46%
Sole
1.40M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares82.39K
TypeSH
Market value$12.87M
6.96%
Sole
82.39K
Shared
0.00
None
0.00
SYNCHRONY FINANCIAL
SOLEShares215.70K
TypeSH
Market value$11.42M
6.17%
Sole
215.70K
Shared
0.00
None
0.00
APPLE INC
SOLEShares44K
TypeSH
Market value$9.77M
5.28%
Sole
44K
Shared
0.00
None
0.00
ALLY FINL INC
SOLEShares225.53K
TypeSH
Market value$8.22M
4.45%
Sole
225.53K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares41.90K
TypeSH
Market value$5.54M
3.00%
Sole
41.90K
Shared
0.00
None
0.00
WELLS FARGO CO NEW
SOLEShares59.54K
TypeSH
Market value$4.27M
2.31%
Sole
59.54K
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares57.70K
TypeSH
Market value$4.10M
2.21%
Sole
57.70K
Shared
0.00
None
0.00
POOL CORP
SOLEShares10.64K
TypeSH
Market value$3.39M
1.83%
Sole
10.64K
Shared
0.00
None
0.00
OCCIDENTAL PETE CORP
SOLEShares68K
TypeSH
Market value$3.36M
1.81%
Sole
68K
Shared
0.00
None
0.00
GROUPON INC
SOLEShares3M
TypePRN
Market value$3.12M
1.69%
Sole
3M
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares5.90K
TypeSH
Market value$2.75M
1.49%
Sole
5.90K
Shared
0.00
None
0.00
PAYPAL HLDGS INC
SOLEShares41K
TypeSH
Market value$2.68M
1.45%
Sole
41K
Shared
0.00
None
0.00
GENERAL MTRS CO
SOLEShares52K
TypeSH
Market value$2.45M
1.32%
Sole
52K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares50K
TypeSH
Market value$2.09M
1.13%
Sole
50K
Shared
0.00
None
0.00
PATHWARD FINANCIAL INC
SOLEShares27.39K
TypeSH
Market value$2.00M
1.08%
Sole
27.39K
Shared
0.00
None
0.00
MBIA INC
SOLEShares321K
TypeSH
Market value$1.60M
0.86%
Sole
321K
Shared
0.00
None
0.00
CHINA YUCHAI INTL LTD
SOLEShares73.36K
TypeSH
Market value$1.25M
0.67%
Sole
73.36K
Shared
0.00
None
0.00
ASSURED GUARANTY LTD
SOLEShares10.99K
TypeSH
Market value$968.2K
0.52%
Sole
10.99K
Shared
0.00
None
0.00
JEFFERIES FINL GROUP INC
SOLEShares10.99K
TypeSH
Market value$588.6K
0.32%
Sole
10.99K
Shared
0.00
None
0.00
LOUISIANA PAC CORP
SOLEShares5.89K
TypeSH
Market value$541.4K
0.29%
Sole
5.89K
Shared
0.00
None
0.00
IMPERIAL OIL LTD
SOLEShares5K
TypeSH
Market value$361.2K
0.20%
Sole
5K
Shared
0.00
None
0.00
LEAR CORP
SOLEShares4K
TypeSH
Market value$352.9K
0.19%
Sole
4K
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 | $68.67M 37.12% | 86.00 | 0.00 | 0.00 |
SIRIUSXM HOLDINGS INCSOLE | COMMON STOCK | 702.46K | SH | $15.84M 8.56% | 702.46K | 0.00 | 0.00 |
STELLANTIS N.VSOLE | COM | 1.40M | SH | $15.65M 8.46% | 1.40M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 82.39K | SH | $12.87M 6.96% | 82.39K | 0.00 | 0.00 |
SYNCHRONY FINANCIALSOLE | COM | 215.70K | SH | $11.42M 6.17% | 215.70K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 44K | SH | $9.77M 5.28% | 44K | 0.00 | 0.00 |
ALLY FINL INCSOLE | COM | 225.53K | SH | $8.22M 4.45% | 225.53K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 41.90K | SH | $5.54M 3.00% | 41.90K | 0.00 | 0.00 |
WELLS FARGO CO NEWSOLE | COM | 59.54K | SH | $4.27M 2.31% | 59.54K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 57.70K | SH | $4.10M 2.21% | 57.70K | 0.00 | 0.00 |
POOL CORPSOLE | COM | 10.64K | SH | $3.39M 1.83% | 10.64K | 0.00 | 0.00 |
OCCIDENTAL PETE CORPSOLE | COM | 68K | SH | $3.36M 1.81% | 68K | 0.00 | 0.00 |
GROUPON INCSOLE | NOTE 6.250% 3/1 | 3M | PRN | $3.12M 1.69% | 3M | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 5.90K | SH | $2.75M 1.49% | 5.90K | 0.00 | 0.00 |
PAYPAL HLDGS INCSOLE | COM | 41K | SH | $2.68M 1.45% | 41K | 0.00 | 0.00 |
GENERAL MTRS COSOLE | COM | 52K | SH | $2.45M 1.32% | 52K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 50K | SH | $2.09M 1.13% | 50K | 0.00 | 0.00 |
PATHWARD FINANCIAL INCSOLE | COM | 27.39K | SH | $2.00M 1.08% | 27.39K | 0.00 | 0.00 |
MBIA INCSOLE | COM | 321K | SH | $1.60M 0.86% | 321K | 0.00 | 0.00 |
CHINA YUCHAI INTL LTDSOLE | COM | 73.36K | SH | $1.25M 0.67% | 73.36K | 0.00 | 0.00 |
ASSURED GUARANTY LTDSOLE | COM | 10.99K | SH | $968.2K 0.52% | 10.99K | 0.00 | 0.00 |
JEFFERIES FINL GROUP INCSOLE | COM | 10.99K | SH | $588.6K 0.32% | 10.99K | 0.00 | 0.00 |
LOUISIANA PAC CORPSOLE | COM | 5.89K | SH | $541.4K 0.29% | 5.89K | 0.00 | 0.00 |
IMPERIAL OIL LTDSOLE | COM NEW | 5K | SH | $361.2K 0.20% | 5K | 0.00 | 0.00 |
LEAR CORPSOLE | COM NEW | 4K | SH | $352.9K 0.19% | 4K | 0.00 | 0.00 |
Page 1 of 2